Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 98

Concentration Treasury Budgeting Leverage 98

CFO Plans

JANUARY 27, 2025

By focusing on inventory and marketing strategies for these high-performing items, they achieved a 15% increase in overall revenue. By leveraging key revenue drivers and employing targeted financial strategies, business owners can achieve sustainable growth.

Prioritization 52

Prioritization CFO Concentration Planning 52

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA.

Concentration 141

Concentration Benchmarking Investments Accounting 141

Barry Ritholtz

FEBRUARY 5, 2025

Ted Seides : The original premise of hedge funds was to deliver an equity-like return in marketable securities with less risk than the equity markets. Anyone who puts up like really big numbers wildly outperforming the market sort of gets feted by the media, and then they sort of fade back into what they were doing.

Investments 59

Investments Concentration Marketing Leverage 59

The Finance Weekly

DECEMBER 15, 2024

Creating a marketing plan can often feel overwhelming. Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. What is a Marketing Plan? Step 1: Conduct a Marketing Audit Why Start with an Audit? Heres a step-by-step breakdown.

Planning 52

Planning Marketing Auditing Budgeting 52

CFO News Room

FEBRUARY 2, 2022

In the short-term, Bitcoin trades as a risky asset in an increasingly risk-on, risk-off market. The market for Bitcoin Futures may be less developed, and potentially less liquid and more volatile, than more established futures markets. This risk may be adversely affected by “negative roll yields” in “contango” markets.

Concentration 130

Concentration Investments Securities Currencies 130

Future CFO

OCTOBER 2, 2023

Moreover, current market conditions drive private fund managers to hone in on their cash management practices , with many turning to strategies more commonly used by their corporate counterparts. Money market funds are “particularly attractive” as they generate yield on idle cash and are highly liquid, according to Quinn.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

Global Finance

JUNE 14, 2024

Advancements in AI and generative AI have significantly influenced institutions like JP Morgan that leverage these technologies to enhance their digital, data and cloud infrastructure. A value-based approach can leverage the existing power of digital and cloud to evolve quickly with complete transparency and auditability.

Leverage 93

Leverage Risk Management Concentration Compliance 93

Future CFO

JULY 17, 2023

Faced with ongoing market volatility, the enterprise C-suite is leaning on its treasury teams like never before to protect company assets and to (ideally) also capitalise on competitive opportunities emerging from an unstable macroeconomic climate. Treasurers should leverage cash forecasts to achieve better cash conversion.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

PYMNTS

FEBRUARY 28, 2019

bill pay market accounted for 15 billion transactions in 2018 — and the vertical continues to grow at steady mid-single-digit rates annually. And while ACI is excited to delve deeper into the bill pay market, Western Union is looking to its future where it can re-up its focus on digital services and cross-border, cross-currency payments.

Concentration 79

Concentration Currencies Healthcare Education 79

The Finance Weekly

JULY 14, 2024

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. Given the current volatility in markets and global economies, long-range planning can indeed seem daunting.

Planning 105

Planning Leadership Budgeting Financial Analyst 105

Global Finance

JULY 26, 2024

As the dynamic payments landscape presents both challenges and opportunities for corporate treasury, it’s unsurprising that financial institutions are finding new ways to help treasurers leverage new payments trends to improve efficiency, manage risk, and support business growth.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

Nerd's Eye View

SEPTEMBER 20, 2022

Tim is the founder of PrairieView Wealth Partners, a hybrid advisory firm based in Orland Park, Illinois, that oversees $100 million in assets under management for 190 client households.

Concentration 96

Concentration Restructuring Planning Leverage 96

Nerd's Eye View

JULY 3, 2024

Over the past few decades, technological advances and plummeting transaction costs have facilitated the emergence of a dizzying variety of ways to gain exposure to very specific areas of the market. Leverage also comes into play, as firms with lower debt-to-equity ratios are less risky, particularly in high-interest-rate climates.

Concentration 75

Concentration Economics Investments Leverage 75

Global Finance

SEPTEMBER 9, 2024

This can deliver benefits: China’s increasing dominance of the electric vehicle market, for example,” Rogoyski explains. Meanwhile, US-developed open-source AI models, like Meta’s Llama 2 and Llama 3, have inadvertently helped Chinese companies narrow the gap by providing existing architectures that can be leveraged.

Economics 111

Economics Construction Leverage Technology 111

The Finance Weekly

OCTOBER 21, 2021

Finance leaders have traditionally concentrated on cost reduction as the key motivating factor for operational changes. We are in an increasingly tight talent market, not only in the United States but globally. CFOs are optimistic in 2021, holding the conviction that their success is tied to global expansion. Embracing Remote Work.

Corporate Finance 97

Corporate Finance Finance Concentration CFO 97

PYMNTS

APRIL 21, 2020

In an interview with Karen Webster, Nigel Verdon, CEO of Railsbank , said the changing landscape of financial services has helped shine a light on the flexibility and speed companies need to develop new products and services and get them to market quickly to their end customers. in sight, too. “We’re

Banking 92

Banking Accounting Concentration Leverage 92

Future CFO

APRIL 22, 2024

The evolution of the finance function over the past few years has been anything but apparent, with the whole advent of digitalisation within the team and the non-stop shifts in the market. He concedes that on top of the width and depth of the changes that are taking place, the pace of upskilling within the Finance team is the challenge. “It

Finance 98

Finance Budgeting Accounts Payable Concentration 98

PYMNTS

DECEMBER 8, 2019

BigTech’s entry into finance has had benefits, like financial inclusion in emerging markets and underbanked economies. Some risks are similar to those from financial firms more broadly, … [stemming] from leverage, maturity transformation and liquidity mismatches, as well as operational risks,” the report said.

Financial Data 52

Financial Data Concentration Auditing Leverage 52

PYMNTS

AUGUST 28, 2018

Moody’s Analytics’ chief economist Mark Zandi is sounding the alarm over a surge in corporate debt among a concentrated group of U.S. Zandi suggests that the debt burden mirrors the subprime lending spike, which eventually led to the 2008 economic crisis and breakdown of the nation’s financial services market. “It trillion in debt.

Leverage 40

Leverage Concentration Economics Marketing 40

PYMNTS

SEPTEMBER 23, 2019

The total number of CUs in the United States has decreased by 177 year-over-year, though, a sign that CU mergers and consolidations have concentrated more members in a smaller number of CUs. Allison Videtti, director of marketing for digital-focused Alliant Credit Union , believes it has come at the cost of personal touch.

Concentration 63

Concentration Leverage Healthcare Advertising 63

Future CFO

SEPTEMBER 10, 2023

Chote Kiatruangamala Chote Kiatruangamala , finance director at Supernap (Thailand) , noted that during 2022, with the global inflation many firms had to downsize and realign themselves more closely to their business volumes while concentrating on improving cash flow.

CFO 98

CFO Finance Leadership Concentration 98

Barry Ritholtz

MAY 15, 2023

My back-to-work morning train WFH reads: • Ken Griffin’s Hand-Picked Math Prodigy Runs Market-Making Empire : Citadel Securities CEO Peng Zhao left for college at age 14, caught Griffin’s eye early in his career and built systems now mopping up market share. Social Leverage recently launched its 4th fund.

Math 59

Math Concentration Construction Leverage 59

PYMNTS

APRIL 15, 2019

Specifically, who knows what dangers — for banks, at least — lurk in shadow banking, as FinTechs emerge to nibble at market share? or more commonly structured investment vehicles, collateralized debt obligations, money market funds and others — has certainly gathered momentum. Who knows what dangers lurk in the shadows?

Financial Systems 70

Financial Systems Banking Leverage Concentration 70

PYMNTS

DECEMBER 23, 2019

CUs are working hard to meet these expectations, though, leveraging tactics — such as emotional marketing — to get ahead. Deep Dive: CUs Deploy Emotional Marketing Campaigns To Stay Competitive. This shift will allow many CUs to double or triple their lending capabilities, after taking effect in January. About The Tracker.

Concentration 52

Concentration Leverage Banking Compliance 52

Global Finance

SEPTEMBER 9, 2024

That means corporate treasurers are collaborating closely with other business units and leveraging data and analytics to supply critical insights into finance and risk issues and improve cash flow. Real-time data processing allows for more agile responses to market changes and internal financial shifts,” says Blake.

Treasury 97

Treasury Cash Flow Forecasting Forecasting Cash Management 97

Global Finance

OCTOBER 11, 2024

The US Federal Deposit Insurance Corporation’s quick response to the banks’ failures stemmed additional contagion and has left businesses with an object lesson in concentration risk. The bank is known for developing inaugural and subsequent green and social bonds for the European and Latin American markets. billion in deposits. —RD

Banking 111

Banking Foreign Exchange Profit and Loss Finance 111

The Finance Weekly

MAY 5, 2024

This plan covers everything from activities and target markets to budget, resources, and market positioning. The sales leader keeps tabs on the sales plan throughout the year, making adjustments to stay agile and better navigate market changes. Now, let's clear up the difference between sales planning and a sales plan.

Planning 72

Planning Sales Forecasting Strategic Planning 72

Musings on Markets

AUGUST 19, 2024

The second is to look at the industry group or sector that a company is in, and then follow up by classifying that industry group or sector into high or low growth; for the last four decades, in US equity markets, tech has been viewed as growth and utilities as mature.

Corporate Finance 119

Corporate Finance Valuation Investments Finance 119

CFO Talks

OCTOBER 31, 2024

His journey has been marked by a deep commitment to operational efficiency and Lean methodologies, with a strong focus on leveraging technology to drive business transformation. In my career, I’ve faced situations where initial plans failed, markets shifted unexpectedly, or projects didn’t go as anticipated.

CFO 97

CFO Leadership Communication Problem Solving 97

PYMNTS

AUGUST 3, 2016

Ninety percent of the $10 trillion “push” payments market opportunity is concentrated in a variety of disbursements made between businesses and consumers that today rely on cash, checks and ACH to move money between those parties. including payments to non-Visa branded debit cards as well.

Planning 50

Planning Concentration Healthcare Accounting 50

VCFO

NOVEMBER 4, 2022

People Operations/HR Consultant in vcfo’s Dallas market. Pick virtually any period and one will find a familiar bell curve continuum – one end populated by businesses that won’t make it through, a group in the middle that battles to just get by, and another end where to the market victors go the spoils.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

Global Finance

JULY 26, 2024

Leveraging our broad and deep network in the most exciting growth nexus across Asia, we help clients navigate the complex environment and fortify their ability to capture regional opportunities.” Previously, payments sent on a Friday would hit Australia on a Saturday, therefore being held over for the weekend.”

Cash Management 52

Cash Management Treasury Foreign Exchange Concentration 52

Adam Kae

NOVEMBER 13, 2023

This grants you the freedom to concentrate on refining your service delivery and optimizing your newly expanded team's potential. Negotiating flexible payment terms can ease the financial burden, allowing you to leverage the acquired agency's assets without a significant immediate cash outlay.

Sales 52

Sales Concentration CFO Leverage 52

PYMNTS

FEBRUARY 4, 2020

The company sometimes offers some non-perishable food items, such as canned goods and boxes of cereal, but the idea is to concentrate on fresh food as much as possible, Founder and CEO Jonathan Defoy told PYMNTS. The Consumer Market. The Retail Market. The process takes just two minutes, Defoy said.

Concentration 57

Concentration Retail Education Forecasting 57

PYMNTS

SEPTEMBER 16, 2020

PSD2 and open banking regulations were forged to accelerate competition in the financial services arena, and this week, a look at the latest initiatives reveals the opportunity for new market entrants to rival incumbents in the small business banking arena. Banking and accounting for U.K.

Banking 56

Banking Concentration Reconciliations Invoicing 56

CFO News Room

NOVEMBER 11, 2022

This interview of Richard Kozul-White of UNCTAD cover a very broad scope of economic issues from the developing country perspective: how unregulated financial markets have hindered emerging countries, how the Global Financial Crisis market failure has been ignored, and how even before Covid, these countries were facing a decade of lost growth.

Economics 100

Economics Concentration Investments Finance 100