CFO Plans

DECEMBER 9, 2024

In today’s dynamic financial services industry, establishing expertise is about more than just crunching numbers. The ROI of Financial Outsourcing: A Worthy Investment Investing in financial outsourcing offers a significant return on investment.

Numbers

Future CFO

FEBRUARY 9, 2025

In this environment, CFOs must prioritise cybersecurity investments that deliver a tangible return on investment. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. How can we maximise the return on these investments while achieving our security goals?"

Investments

Musings on Markets

JANUARY 10, 2025

In corporate finance and investing, which are areas that I work in, I find myself doing double takes as I listen to politicians, market experts and economists making statements about company and market behavior that are fairy tales, and data is often my weapon for discerning the truth. Aggregate operating numbers 3.

Corporate Finance

Musings on Markets

JANUARY 31, 2025

As the number of potential applications of AI proliferated, thus increasing the market for AI products and services, another part of the story was also being put into play.

Valuation

Nerd's Eye View

NOVEMBER 19, 2024

We also talk about how Anjali grew her revenue primarily by not increasing her client headcount (which only rose from 35 to 45 clients over the past 6 years) and instead focused on raising her minimum annual retainer fee from $10,000 to $18,000 per client, why Anjali's current clients and prospects are largely willing to pay this fee given the tailored (..)

Tax Planning

Nerd's Eye View

JUNE 6, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent report finds that the number of SEC-registered RIAs, the assets that they manage, and the number of clients they serve all increased between 2023 and 2024 and suggests the industry is robust across the size spectrum, (..)

Numbers

Musings on Markets

JUNE 17, 2025

It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. In the last two decades, alternative investments have entered the mainstream, first with choices directed at institutional investors, but more recently, in offerings for individual investors.

Investments

Nerd's Eye View

JUNE 13, 2025

Other key findings from the survey included a gap between long-term investment return expectations of investors and advisors (12.6% Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of U.S.

Tax Planning

Future CFO

DECEMBER 22, 2024

Why It Matters Compliance : Governments require standardized customer details, such as taxpayer identification numbers and verified addresses. Invest in Training : Educate employees on the benefits and workflows of e-invoicing to reduce resistance. Errors can lead to rejected invoices.

Invoicing

CFO Talks

JANUARY 8, 2025

Invest in Learning and Development Continuous learning is the backbone of growth. Expose the Team to Broader Perspectives A finance team can sometimes operate in a silo, focusing solely on numbers. It requires you to invest time, energy, and resources into their development. Breaking out of this bubble is critical for growth.

Finance

Barry Ritholtz

FEBRUARY 25, 2025

The transcript from this weeks, MiB: Charley Ellis on Rethinking Investing , is below. Charlie Ellis is just a legend in the world of investing. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack.

Investments

Musings on Markets

DECEMBER 11, 2024

It has sometimes got me some blowback, when I expressed my views about value investing being rigid, ritualistic and righteous and the absolute emptiness of virtue concepts like ESG and sustainability, but so be it. I am aware of things that I need to work on.

Valuation

Future CFO

JUNE 10, 2025

A number of well-followed ESG-themed stock indices have been outperforming their conventional benchmarks since 2022, presenting potentially attractive investment opportunities in Southeast Asia. The post ESG-themed stock indices pose attractive investment opportunities in Southeast Asia appeared first on FutureCFO.

Investments

CFO Talks

DECEMBER 3, 2024

Invest in areas that drive sustainable growth. Build Resilient Teams: Train your finance team to look beyond numbers. Tips for CFOs in South Africa Think Long-Term: A quick cost cut might save rands today but cost millions tomorrow. Encourage them to understand operational needs and customer priorities.

CFO

Future CFO

JANUARY 22, 2025

At the FutureCFO Conference series, organised by Cxociety, finance leaders in Indonesia, Malaysia, Singapore, the Philippines and Thailand ranked automation and degitalisation (80%), investing in talent and employee development (58%) and continuous innovation (47%) as the top three strategies most important to sustainable growth in 2024.

Risk Management

Global Finance

APRIL 5, 2025

Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. TM Western Europe : UBS UBS continued to make significant strides in every part of the investment banking spectrum in 2024. billion Brazilian reais (about $749 million).

Mergers and Acquisitions (M&A)

Nerd's Eye View

DECEMBER 20, 2024

Senate appears poised to pass legislation that would eliminate the long-established WEP and GPO provisions and increase the Social Security benefits of many state and local workers in the process From there, we have several articles on investment planning: While index funds are often viewed as 'passive' investments, advisors can add value for their (..)

Benchmarking

The Big Picture

JUNE 18, 2025

Fun conversation with Jill Schlesinger of Jill on Money about the new book: Today we’re joined by Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC, to discuss his recently released book, How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.

Investments

Global Finance

DECEMBER 9, 2024

Global Finance: Last year, we discussed the departure of a number of high-profile foreign banks from Africa. Paula Leynes Felipe: In many of the markets where we work, theres a recognition of the need for reform; countries are aware that only through a robust, well managed banking system can outside investment be attracted back.

Marketing

Global Finance

JUNE 9, 2025

Most Innovative Financial Technology Company in Middle East | GEIDEA The first payment provider in the Middle East and North Africa region to offer instant merchant onboarding, Geidea enables businesses to start accepting payments within minutes, thanks to substantial investments in automation, AI, and digital verification.

Reconciliations

Future CFO

DECEMBER 4, 2024

Beyond technical expertise In terms of taking on essential skills beyond just technical expertise, Wong says becoming a standout finance leader definitely takes more than just mastering the numbers. One of my proudest achievements was leading the establishment of the first investment-grade-rated RM1.5

Finance

CFO Talks

MARCH 18, 2025

By tracking the right numbers, businesses and individuals can make informed decisions, spot potential problems early, and set themselves up for long-term success. Return on Equity (ROE) This shows how much profit a company makes with the money shareholders have invested. A high number means customers are paying quickly.

Numbers

Global Finance

JANUARY 2, 2025

There was a large, continuous increase in write-offs of goodwill in investment in acquisitions. But overconfidence means that they believe their abilities to acquire, to invest, are substantially above their real abilities, and studies have shown that something like 30%, 40% of CEOs are overconfident.

Mergers and Acquisitions (M&A)

Global Finance

APRIL 3, 2025

The set-up process was seamless and ADGMs legal and regulatory framework offers transparency and predictability, which appeals to global asset managers, says Zia Uddin, president of Monroe Capital, a US-based investment manager that is in the process of establishing a presence in ADGM. The emirate manages some $1.7

Economics

Global Finance

DECEMBER 26, 2024

Largely pioneered by Dubai, the business model has been copied by other countries to attract for-eign direct investment. To encourage research and development, in 2026, the UAE will offer a R&D tax incentive comprising a 30-50% tax credit, refundable depending on the revenue and number of employees of the business in the UAE, WAM stated.

Compliance

Global Finance

APRIL 5, 2025

TM Infrastructure And Project Finance: European Bank for Reconstruction and Development It was a record-setting year for the European Bank for Reconstruction and Development (EBRD), with more than $17 billion invested in infrastructure and development projects globally, representing a 30% increase in year over year. billion valuation.

Mergers and Acquisitions (M&A)

The Finance Weekly

FEBRUARY 23, 2025

Financial tracking also helps adjust investments, such as identifying underperforming products and reallocating resources accordingly. Secure Budget Approval for Necessary Resources Before investing in a project, finance teams must assess the resources required and gain approval. FP&A is the foundation of financial stability.

Financial Planning and Analysis (FP&A)

Global Finance

APRIL 5, 2025

trillion of investment-grade and $419.8 Investment-grade bond volume is down 14% thus far across the globe and global high-yield volume is 16% lower. So far in 2025, the bank has served as a bookrunner for Mars substantial, eight-part investment-grade bond issue, aimed at financing the acquisition of Pringles maker Kellanova.

Investments

CFO Talks

APRIL 22, 2025

As a CFO, you arent here to hope the numbers work out. Moving from Static to Strategic Risk-adjusted forecasting is not just about stress testing your numbers. Risk-adjusted forecasting enables you to: Make confident capital allocation decisions : With clarity on downside exposure, you can defend investment decisionsor defer them.

Forecasting

Barry Ritholtz

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. I’m Barry Ritholtz, and on today’s edition of At the Money , we’re going to discuss how retail investors can responsibly invest in crypto.

Investments

Future CFO

MARCH 3, 2025

By 2025, the traditional image of number-crunching accountants confined to back offices will be a relic of the past. This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions. The finance function is undergoing a seismic shift.

Finance

CFA Institute

JANUARY 27, 2025

Sébastien Page, CFA, is head of global multiasset and chief investment officer at T. Page has coauthored a number of award-winning research papers and is the author of Beyond Diversification: What Every Investor Needs to Know about Asset Allocation (McGraw Hill 2020).

Investments

Embark With Us

JULY 1, 2025

Some forecasted 2023 as a “venture winter” with VCs slowing their check-writing pace, demanding a clear strategy for sustained growth, a proven track record of achieving key performance indicators, and a strong management team before they invest.

Compliance

Global Finance

JUNE 9, 2025

” In fact, Statista estimates that in 2024, the financial services industry invested roughly $45 billion in AI technology. ” An AI-powered chatbot may return a list of common reasons for the bank to deny credit, followed by a customer-service phone number for the user to call.

Finance

CFO Talks

MARCH 27, 2025

Youre no longer just the person who signs off on the numbers or keeps costs in check. And heres what were willing to invest to make it happen. That only changes when you shift your role from number person to strategic partner. And more importantly, how to prepare for it. Heres how well get there. Thats where leadership comes in.

Leadership

Global Finance

MARCH 5, 2025

As US investment declines, China and India are rapidly expanding their presence across Latin Americas key industries. With US investment in Latin America shrinking, China and India are seizing the opportunity to expand their economic reach in the region. And 75% of that amount in Brazil is indeed invested in the energy and oil sectors.

Pharmaceutical

The Finance Weekly

OCTOBER 29, 2024

This practice allows businesses, investors, and finance professionals to evaluate investment opportunities, assess risks, forecast future scenarios, and support strategic decision-making. Investment Evaluation - Assessing mergers, acquisitions, or new projects. The DCF model is widely used to value companies, projects, and assets.

Financial Modeling