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Is Private Debt Worth Considering As An (Alternative) Asset Class In Client Portfolios?

CFO News Room

However, a recent paper by Pascal Böni and Sophie Manigart in the Financial Analysts Journal sheds new light on how private debt has performed over time and provides insight into what factors advisors and their clients should focus on when considering private debt for their portfolios.

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What is Long Range Planning and How Can it Help Your Growth?

The Finance Weekly

Long range planning extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. That’s exactly how Long-range Planning (LRP) works – not only for individuals but for businesses as well.

Planning 105
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Is Private Debt Worth Considering As An (Alternative) Asset Class In Client Portfolios?

Nerd's Eye View

However, a recent paper by Pascal Böni and Sophie Manigart in the Financial Analysts Journal sheds new light on how private debt has performed over time and provides insight into what factors advisors and their clients should focus on when considering private debt for their portfolios.

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What is Long Range Planning and How Can it Help Your Growth?

The Finance Weekly

It extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. That’s exactly how Long-range Planning (LRP)works – not only for individuals but for businesses as well.

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Leading with Purpose: Dr. Lawrence Nsibandze on Managing Public Service Pensions and Strategic Finance

CFO Talks

Another major contributor to the economy is a US-based company called Conco, which produces the concentrate for Coca-Cola. Instead, many US CFOs may have a background in finance through qualifications like the Chartered Financial Analyst (CFA) designation.

Finance 97
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10 Thursday AM Reads

Barry Ritholtz

My morning train WFH reads: • The Active Management Delusion: Respect the Wisdom of the Crowd : “My basic point here is that neither the Financial Analysts as a whole nor the investment funds as a whole can expect to ‘beat the market,’ because in a significant sense they (or you) are the market. So how does $210,000 a month sound?

Valuation 115
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Transcript: Stephen Suttmeier

Barry Ritholtz

So one would argue that having a greater concentration, you know, not, not to the extent, I mean, I, you know, mag, maybe it’s magnificent 50, maybe it’s magnificent 100 going forward. So large caps become big caps. I mean that, I would take that as a bullish sign if, if, if we went from the seven to the 20, maybe even more.