Spreadym

MAY 10, 2023

It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes. Investment Analysis: In investment decision-making, what-if analysis can be valuable. Risk Management: What-if analysis is also useful in risk management.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Risk Management 52

CFO Thought Leader

OCTOBER 29, 2023

It highlights the significance of unit economics, internal metrics like labor and transportation costs, and external indicators that predict market changes and competitive advantage. OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space.

Planning 52

Planning CFO Performance Measuring Leadership 52

CFA Institute

JANUARY 21, 2021

This is an essential source for cohesive retirement investment strategies based on the accumulation and decumulation of wealth, viewed as a continuum.

Investments 52

Investments Performance Measuring Planning Economics 52

Future CFO

AUGUST 7, 2024

Partnering with other C-suites executives To be able to adapt with the shifts, Ho takes note of the fact that CFOs often have a seat at the Board and are required to act as the CEOs' business partner working hand-in-hand to steer the company through the current economic climate. Partnering’ is nothing new," says Ho.

CFO 86

CFO Data Analysis Budgeting Performance Measuring 86

CFA Institute

DECEMBER 16, 2019

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

Investments 52

Investments Construction Performance Measuring Risk Management 52

CFA Institute

AUGUST 26, 2022

Jim Cullen presents the value strategy and explains how to apply it in any type of market.

Investments 104

Investments Marketing Performance Measuring Economics 104

CFA Institute

MAY 15, 2019

Investment management is evolving into three distinct branches, says Ronald N. Kahn: indexing, smart beta/factor investing, and pure alpha.

Investments 66

Investments Performance Measuring Economics 66

CFA Institute

JANUARY 6, 2019

Shiller has shown remarkable prescience over the years. And with talk of inverted yield curves, overvalued stock markets, and imminent recession, the present struck us as an opportune time to see what was on his mind.

Economics 91

Economics Performance Measuring Marketing Finance 91

CFA Institute

MARCH 16, 2022

What are the most widely used causality tests in the equity markets?

Investments 110

Investments Marketing Performance Measuring Economics 110

CFA Institute

MARCH 1, 2020

“How’d this investment do last quarter?" In the world of alternative investments, getting a simple answer can be strangely difficult.

Investments 52

Investments Performance Measuring Economics 52

CFA Institute

JUNE 9, 2021

What is the state of ESG analysis and how can investors both have an impact and invest with impact?

Investments 52

Investments Performance Measuring Economics 52

CFA Institute

MARCH 22, 2022

When it comes to ESG, DEI, and advances in data and technology, this time really is different.

Investments 105

Investments Technology Performance Measuring Economics 105

CFA Institute

OCTOBER 12, 2021

This curated collection of Enterprising Investor 's ESG coverage showcases the key sustainability issues through the perspectives of both ESG proponents and critics.

Investments 78

Investments Performance Measuring Risk Management Economics 78

CFA Institute

JUNE 17, 2022

How are asset owners thinking about and building their multi-generational, long-horizon portfolios?

Investments 94

Investments Performance Measuring Risk Management Economics 94

CFA Institute

FEBRUARY 3, 2022

Can our Smart Money, Crowd Intelligence, and AI indices beat the S&P 500?

Investments 101

Investments Performance Measuring Economics 101

CFA Institute

SEPTEMBER 13, 2020

Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?

Economics 52

Economics Performance Measuring Forecasting Investments 52

CFA Institute

JANUARY 25, 2022

Standard deviation fails to characterize risk in a way that matters to most investors.

Communication 107

Communication Investments Performance Measuring Risk Management 107

CFA Institute

MARCH 22, 2020

Should investors consider thematic investing?

Investments 52

Investments Performance Measuring Economics 52

CFA Institute

MARCH 7, 2021

Gender lens investing (GLI) is a thematic environmental, social, and governance (ESG) strategy.

Investments 52

Investments Performance Measuring Economics 52

CFA Institute

MAY 24, 2022

The capital asset pricing model (CAPM) is a marvel of economic scholarship. The problem is that it doesn’t always work in practice. So, we fixed it.

Marketing 133

Marketing Economics Performance Measuring Risk Management 133

Future CFO

FEBRUARY 16, 2022

55% of respondents say there are significant differences of opinion among leadership on how to balance short-term considerations with long-term investments and sustainable growth. 83% of respondents said they would like mandatory reporting of ESG performance measures against global standards. Survey highlights.

Performance Measuring 52

Performance Measuring Leadership Risk Management Economics 52

CFA Institute

AUGUST 27, 2019

In the same spirit, all investment management should be goals-based. To paraphrase Richard Thaler, all finance is behavioral.

Investments 52

Investments Finance Performance Measuring Communication 52

CFA Institute

MAY 17, 2021

We should lean toward investing in all of the world all of the time.

Investments 52

Investments Performance Measuring Risk Management Economics 52

CFA Institute

OCTOBER 6, 2021

Global asset managers have a range of stewardship policies and statements in place to support growth in corporate women in leadership (WIL). But is it enough?

Leadership 62

Leadership Investments Performance Measuring Economics 62

CFA Institute

MAY 3, 2020

How could a portfolio invested 51% in the S&P 500 Index yield the same returns as one that's 100% invested?

Investments 52

Investments Performance Measuring Economics 52

CFA Institute

MAY 9, 2021

So what is the value factor's key performance driver? Based on what evidence?

Investments 52

Investments Performance Measuring Risk Management Economics 52

CFA Institute

SEPTEMBER 20, 2019

How do we as fiduciaries approach investment governance?

Investments 52

Investments Performance Measuring Economics Finance 52

CFA Institute

JULY 4, 2021

The public market equivalent (PME) does not reflect the economic reality of private equity investing.

Marketing 52

Marketing Economics Investments Performance Measuring 52

CFA Institute

SEPTEMBER 29, 2020

PE and VC performance-enhancing techniques are not just different, they are precise opposites.

Investments 63

Investments Performance Measuring Economics 63

CFA Institute

AUGUST 18, 2019

The last 18 months have not been kind to factor investors, and multi-factor products — with an almost 20% decline — have provided little relief.

Investments 52

Investments Performance Measuring Economics 52

CFA Institute

MAY 25, 2020

Stronger women-in-leadership (WIL) metrics have well-documented benefits, yet firms have failed to ramp up their gender diversity efforts.

Investments 52

Investments Leadership Performance Measuring Economics 52

Future CFO

DECEMBER 14, 2020

Boards are accelerating changes to ESG priorities, promoted by global events such as the pandemic, economic uncertainties, and social and racial injustice, said Willis Towers Watson recently when releasing results of a survey. Respondents employ 2.2 million workers, according to the firm.

Performance Measuring 40

Performance Measuring Planning Economics Investments 40

CFA Institute

JANUARY 13, 2019

The notion that companies that care about the environment, look after their employees, and exhibit good governance outperform is likely a mirage, says Nicolas Rabener.

Investments 54

Investments Performance Measuring Economics 54

CFA Institute

OCTOBER 25, 2022

Not all traditional investment management techniques are applicable to digital assets, but sector breakdowns, DCF models, and risk factor modeling are solid starting points.

Investments 116

Investments Performance Measuring Risk Management Economics 116

CFA Institute

MARCH 10, 2019

Do Growth at a Reasonable Price (GARP) strategies offer an attractive middle ground between Value and Growth?

Investments 52

Investments Performance Measuring Economics 52

Spreadym

JUNE 8, 2023

It is a tool used to anticipate the financial performance of a business or a specific project. Forecasts can be short-term or long-term and are usually based on assumptions about factors like market conditions, customer behavior, economic trends, and internal capabilities. Clear goals help shape your budgeting priorities.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

CFA Institute

DECEMBER 27, 2019

What does the AUM-weighted sector distribution of gender lens equity funds look like?

Investments 52

Investments Performance Measuring Economics Finance 52