Remove Concentration Remove Hurdle Rate Remove Prioritization
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Restructuring Compensation And Roles To Align For Growth

CFO News Room

” look at the Monte Carlo simulations, look at what is the hurdle rate. ” And so we, with the software, with the rebalancer, we can prioritize which of the holdings go into which account for asset location. But really the main driver in that first meeting is, “Hey, we’ve got to update the financial plan.