Spreadym

JUNE 15, 2023

Driver-based planning is a strategic planning approach that focuses on identifying and prioritizing key drivers or factors that have a significant impact on the performance and success of a business. It involves analyzing and understanding these drivers to develop effective plans and make informed decisions.

Planning 52

Planning Prioritization Concentration Compliance 52

Global Finance

OCTOBER 14, 2024

Recently, global giants including Citi, UBS, BBVA, and Santander have revamped their teams and opened new divisions in the region, aiming to leverage their leading global offerings for a larger piece of the wealth pie. Multinational and behemoth private banks increasingly view Latin America as a cornerstone of their growth strategy.

Banking 57

Banking Investments Concentration Prioritization 57

Spreadym

MAY 31, 2023

Strategies involve making choices about how to allocate resources, compete in the market, leverage strengths, address weaknesses, and respond to opportunities and threats. Return on Investment (ROI): Calculate the ROI for specific initiatives or investments to assess their effectiveness and prioritize resource allocation.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Barry Ritholtz

SEPTEMBER 3, 2024

And so I kind of leveraged that when I went to Morningstar because they’re very focused on quality, the whole concept of economic moats, but also about buying companies when they’re trading at a discount to intrinsic value. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective.

Investments 59

Investments Valuation Concentration Marketing 59

CFO News Room

DECEMBER 26, 2022

factor tilts) on top of an index to implement their own proprietary investment strategy; advisors who want to build their client’s portfolio around a large, highly appreciated, or concentrated investment position; or clients whose human capital is tied up in (and leaving them over-exposed to) one particular company or industry.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we have the 0% cap. Cean: Correct.

Restructuring 130

Restructuring Planning Marketing Accounting 130

Barry Ritholtz

JULY 29, 2024

00:13:39 And so after that first 90 days, I started looking at things that we could prioritize a little differently. We wanna be sure that our communications tools leverage large language models so they can be highly personalized. 00:14:26 [Speaker Changed] Let’s talk a little bit about the transition that you undertook.

Investments 59

Investments Communication Benchmarking Technology 59

CFO Talks

NOVEMBER 1, 2024

Thats when I work on tasks requiring concentration, like financial analysis, strategy development, or preparing client reports. My day ends around 2am at least three to four times a week How do you spend the first hour of your day? I believe in tackling challenges head-on, viewing them as opportunities for growth rather than obstacles.

Prioritization 98

Prioritization CFO Leadership Communication 98

CFO News Room

NOVEMBER 5, 2022

Altogether, Morningstar appears to be seeking to leverage the depth of its investment research and data as well as its existing investment management platform to offer a competitive direct indexing alternative for advisors. Morningstar’s direct indexing platform offers portfolios in two categories: “core beta” (including U.S.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Profit and Loss Investments Securities 130