CFA Institute

MAY 11, 2022

Equities are not necessarily more risky than such "safe" assets as US Treasuries. .

Investments 102

Investments Treasury Performance Measuring Risk Management 102

CFA Institute

FEBRUARY 23, 2022

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

Communication 93

Communication Investments Performance Measuring Risk Management 93

Future CFO

DECEMBER 7, 2023

China is currently facing an economic slowdown following the pandemic, which have raised concerns among ratings agencies that led to a downgrade in the country’s debt outlook. Enhanced Risk Management : CFOs should prioritise comprehensive risk assessments, focusing on the impacts of China’s debt situation on their business operations.

Economics 52

Economics Currencies Communication Risk Management 52

Global Finance

OCTOBER 8, 2024

Remolona talks about the country’s early decision on cutting rates, its credit growth, and its pursuit of sustainable economic development. Global Finance : What is the Philippines economic growth outlook for 2024-25? Bank lending has consistently grown to support economic activities without compromising credit quality.

Banking 111

Banking Economics Construction Finance 111

Future CFO

FEBRUARY 7, 2024

Global instability and economic uncertainty The geopolitical landscape, marked by conflicts in Ukraine and Israel, remains a significant source of uncertainty heading into 2024. This is coupled with concerns about inflation and the looming possibility of a recession, corporate treasurers face the challenge of navigating macroeconomic risks.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

CFA Institute

OCTOBER 1, 2022

Bruce Usher identifies both what the implications of climate change are for the investment community and how investment capital allows us “to save us from ourselves.”.

Investments 83

Investments Risk Management Economics 83

CFO News Room

NOVEMBER 12, 2022

A company who invests only in protection is not managing the risk associated with getting up and running again in the event of a cyber incident. In March 2022, the SEC issued a proposed rule titled Cybersecurity Risk Management, Strategy, Governance, and Incident Disclosure.

Risk Management 130

Risk Management Planning Investments Economics 130

Future CFO

OCTOBER 27, 2024

The environmental, social and governance principles have become integral to the country's long-term growth and development strategies as business and policy-makers recognise the need to balance economic progress with environmental protection and social responsibility. Further, risk management is another area where the CFO shines.

CFO 98

CFO Communication Strategic Planning Economics 98

PYMNTS

NOVEMBER 2, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. Clients will also be able to use the data for an enterprise use case, the release stated.

Credit Risk 85

Credit Risk Benchmarking Risk Management Economics 85

https://trustedcfosolutions.com/feed/

DECEMBER 9, 2022

Reporting and investment fund management can easily become overwhelming, complicated, and difficult to manage without the right tools at your disposal. Every family office should invest in technology best suited for their clients, capable of managing diverse portfolios and demonstrating healthy returns.

Risk Analysis 113

Risk Analysis Strategic Planning Investments Risk Management 113

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

Barry Ritholtz

MARCH 22, 2023

Even though it feels like I’ve lived through every economic or market environment imaginable, I know there will be plenty of stuff that happens in the future that will surprise me. ( fivethirtyeight ) Be sure to check out our Masters in Business this week with Cliff Asness, co-founder and chief investment officer at AQR Capital Management.

Risk Management 117

Risk Management Manufacturing Economics Investments 117

PYMNTS

NOVEMBER 3, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. The connection will let firms that have invested in Aptean digitize their AP processes with Palette's offering.

Credit Risk 88

Credit Risk B2B Accounts Payable B2C 88

CFO Talks

AUGUST 9, 2024

Balancing Risks and Returns in Investment Strategies: A Detailed Guide for CFOs in Africa For CFOs operating within the diverse economic landscapes of Africa, making informed investment decisions is crucial. Higher returns are usually associated with higher risks.

Investments 52

Investments CFO Manufacturing Economics 52

PYMNTS

JULY 6, 2020

In today’s challenging economic environment, I am pleased to continue our expansion into a prime market that aligns with our strategic growth plans,” Dowd said in a press release. or in other countries.

Currencies 79

Currencies Foreign Exchange Risk Management Treasury 79

Global Finance

MAY 10, 2024

President Javier Milei’s currency moves give markets room for planning, but his ambitious economic restructuring faces roadblocks. For the better part of 30 years, Argentina has been making economic headlines for the wrong reasons. It also dampens foreign and corporate appetite for investments.

Currencies 88

Currencies Economics Foreign Exchange Investments 88

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

CFO News Room

DECEMBER 16, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. Hedge fund managers do just that.

Finance 130

Finance Budgeting Compliance Financial Analyst 130

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

Future CFO

MARCH 27, 2023

When it comes to investment planning, the majority of public companies will update their methodologies to include sustainability metrics as a key part of their return on investment (ROI) analysis by 2026, said Gartner recently.

Investments 52

Investments Planning Risk Management Leverage 52

CFO Thought Leader

AUGUST 13, 2024

In 2009, as the economic downturn decimated the real estate market, Tyler recognized the need for a change. Her journey through various roles in the bank—ranging from specialized asset analysis to risk management—shaped her understanding of the business and led her to the CFO office. This is very, very exciting to me.

Cost Management 59

Cost Management CFO Banking Investments 59

PYMNTS

AUGUST 31, 2020

The company's services include collaborations with blue-chip enterprises in the fields of infrastructure, energy and medical business, all of which are more resilient to economic cycles. The release stated that supply chain finance has been effective as a way to fund SMBs and has been supported by the Chinese government.

Finance 94

Finance Risk Management Economics Technology 94

CFA Institute

DECEMBER 17, 2021

Identifying investment objectives and achieving stakeholder buy-in is the critical first step in connecting these objectives to portfolio construction.

Communication 65

Communication Investments Construction Risk Management 65

The Finance Weekly

OCTOBER 13, 2021

Earlier this year, Oracle identified four repeating techniques that the most ambitious and inventive organizations have used to obtain a competitive advantage and achieve significant development: business model innovation; mergers, acquisitions, and divestitures, accelerate the financial close, and developing a risk-aware culture.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Economics Risk Management Reconciliations 52

Global Finance

SEPTEMBER 4, 2024

In this interview, Campos Neto shares his insights on the global economy, Brazil’s economic outlook, the resilience of Latin American economies, and the importance of central bank independence. However, even weaker economic data, pointing to a risk of a stronger-than-expected deceleration, contributed to higher volatility.

Banking 105

Banking Economics Currencies Finance 105

CFA Institute

AUGUST 30, 2022

The pitta bird is a rare sight in tropical forests, even to the trained eyes of birdwatchers. Yet there she was, perched on the window of my condo, in a busy metropolis.

Investments 86

Investments Risk Management Economics 86

Future CFO

FEBRUARY 22, 2022

Siang Leng Tay , CFO and head of FP&A for QBE Asia , summed it up by adding that the biggest change is the need to respond quickly to rapidly changing economic conditions/business challenges as well as being the co-pilot to senior management and Boards for strategic decision making. “It 2020-2021: period of challenges.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Leadership Finance Investments 98

Future CFO

DECEMBER 17, 2024

Challenges and opportunities Sandeep Sethi , CEO of Sustainable Solutions Consulting, underscores several pressing challenges facing banks that directly impact CFOs: Economic uncertainty : Fluctuating interest rates and macroeconomic volatility affect clients financial health, prompting CFOs to seek proactive strategies from their banking partners.

Banking 52

Banking Risk Management Leverage Compliance 52

CFO Share

JULY 16, 2024

They collaborate with executives, investors, and the finance team to manage risk, choose investments, and collaborate on strategic decisions. They analyze market trends and economic data to predict future financial performance and guide strategic decision-making.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) CFO Compliance General Ledger 98

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

Simply Treasury

JUNE 3, 2021

The use of sustainable investment instruments comes next with the objective of contributing to ESG using “greener” and more socially responsible money market funds. Next is the review of processes and controls to improve sustainability. Despite this, a quarter of the treasurers are not involved in the ESG agenda.

Cash Flow Forecasting 130

Cash Flow Forecasting Treasury Forecasting Foreign Exchange 130

Future CFO

JUNE 12, 2024

He adds that the accelerating implementation is fuelled not only by stakeholder expectations to make a positive impact on the environment but also through financing mechanisms to drive change such as sustainable investing and financing.

Compliance 98

Compliance IFRS Risk Management Finance 98

PYMNTS

JULY 8, 2020

For instance, Mastercard has been using AI to help its banking partners with credit risk management, aiming to provide the right amount of credit to customers — and the smartest collections efforts — in today’s uncertain economic climate. You want to be able to manage credit for the lifecycle of the user,” Jha said.

Credit Risk 109

Credit Risk Risk Management Securities Economics 109

Future CFO

FEBRUARY 27, 2024

It encompasses environmental, social, and economic dimensions and involves the responsible use of resources, reducing waste and pollution, promoting social equity, and ensuring economic viability over the long term,” she put forward. According to Soni, ESG factors are often integral to sustainability efforts.

Leadership 98

Leadership Compliance Financial Reporting Economics 98

CFO News Room

FEBRUARY 4, 2022

Undoubtedly, government support, a conducive policy framework, and budgetary incentives linked to investments in agriculture are key to reinvigorating the sector and making Indian agriculture globally competitive, especially with the emphasis on agri-technologies and digital transformation. growth this financial year.

Budgeting 130

Budgeting Risk Management Finance Technology 130

PYMNTS

JUNE 21, 2016

According to a survey conducted by the chamber, there are negative effects of such legislative efforts , with businesses noting that they have been forced to increase prices for their customers as a result of regulatory impacts or have had to delay or cancel investments for growth. ” .

Economics 40

Economics Compliance Finance Auditing 40

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