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Performance Measurement Tips From a Fractional CFO

Beacon CFO Plus

by Rob Joseph, Director, BeaconCFO Plus Leading Your Company to Growth Performance measurement plays a significant role in driving a company’s growth and success. When you provide constructive feedback, you can help your employees feel a sense of ownership. Foster a culture of accountability.

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How Sharp Is the Sharpe Ratio? An Analysis of Global Stock Indices

CFA Institute

To test the Sharpe Ratio’s effectiveness, we constructed monthly return distributions for global stock market indices to see if any had too much skewness.

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Investing in the Age of Engagement

CFA Institute

Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”.

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Modernising finance reporting in support of ESG

Future CFO

To thrive in this evolving regulatory landscape, CFOs must expand their function’s operating models beyond financial statements and construct a more holistic view of their organisation’s sources of value — one that measures and monetises financial and nonfinancial capital.

Finance 59
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A Practical Guide for the New CFO

CFO Talks

Construct Reliable Control Systems: Ensuring the integrity of financial systems and controls is crucial. Link Performance Measures to Strategy: Aligning performance metrics with the company’s strategic goals is vital.

CFO 40
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Evaluating Benchmark Misfit Risk

CFA Institute

How can we identify and measure a portfolio's benchmark misfit risk?

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Transcript: Marta Norton

Barry Ritholtz

I think a lot of people think of Morningstar, and rightly so for the star ratings, which are performance measurements. RITHOLTZ: So you’re a long-term investor, you work with clients who, themselves, have clients that are long-term investors, what are some of the things you’re doing now in terms of portfolio construction?