Future CFO

OCTOBER 23, 2023

When it comes to third-party risk management, organisations are redefining their approaches, with a focus on talent and strengthening the role of executive leadership on third-party risk management teams, said Deloitte recently when releasing results of a survey.

Risk Management 52

Risk Management Leadership Prioritization Budgeting 52

CFA Institute

OCTOBER 3, 2022

The investment community needs to develop common standards to apply when conflicts like the Russia–Ukraine War break out.

Investments 118

Investments Risk Management Economics 118

The Finance Weekly

AUGUST 26, 2023

It is changing how businesses deal with Enterprise Risk Management (ERM), and AI algorithms can always watch for risks. AI can look at lots of data, find patterns, and predict risks. AI also does tasks automatically and saves time for risk managers. Why is Enterprise Risk Management Important?

Risk Management 52

Risk Management Profit and Loss Currencies Compliance 52

Barry Ritholtz

JUNE 24, 2023

This week, we speak with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm. Borish was founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation , where he was director of research for 10 years.

Investments 86

Investments Math Risk Management Marketing 86

CFA Institute

DECEMBER 30, 2022

Is there a trade-off between diversity and investment performance?

Investments 100

Investments Performance Measuring Risk Management Economics 100

CFA Institute

MARCH 29, 2022

The operation of enterprise annuities in China suffers from a "long-term money, short-term investment" mindset.

Investments 99

Investments Performance Measuring Risk Management Economics 99

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

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

Global Finance

NOVEMBER 1, 2024

It has implemented climate risk management and disclosure under the framework of the United Nations Principles for Responsible Banking (PRB) and the Task Force on Climate-related Financial Disclosure (TCFD). Strengthening ESG Risk Management BOC has prioritised customer Environmental, Social, and Governance (ESG) risk management.

Finance 90

Finance Banking Risk Management Construction 90

Future CFO

APRIL 26, 2023

The talent challenge is now becoming a table stake for all leaders, with 55% of respondents to the same PwC Pulse Survey acknowledging this as a serious business risk, 78% that plan to enhance their cyber risk management, and 42% who want to see accountability for climate change governance being assigned to a person-in-charge.

CFO 98

CFO Financial Planning and Analysis (FP&A) Risk Management Budgeting 98

Future CFO

DECEMBER 17, 2024

Regulatory demands : Rising regulatory requirements, particularly in AML and cybersecurity, necessitate that banks prioritise IT investments, directly influencing CFOs financial planning and risk management. Building a culture of continuous learning and establishing a dynamic risk management model will be critical.

Banking 98

Banking Risk Management Leverage Compliance 98

Barry Ritholtz

SEPTEMBER 16, 2023

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Risk Management 122

Risk Management Investments Finance Marketing 122

PYMNTS

AUGUST 9, 2020

The benefits for Google include a unified and accurate supplier record, the ability to integrate supplier qualification and segmentation with other procurement processes, and compliance for supplier risk management throughout the supply base. accounts receivable and POS solution provider takepayments.

SAP 144

SAP Invoicing Risk Management Education 144

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

Future CFO

SEPTEMBER 2, 2024

For example, AI automates risk management and cash forecasting processes using machine learning to generate more accurate and timely predictions,” he elaborates. This overview is useful in helping inform managers what corrective actions they can take to manage the risk,” he elaborates.

Compliance 116

Compliance Leverage Forecasting Risk Management 116

CFO News

AUGUST 25, 2024

In response to the RBI's increasing focus on financial sector stability, banks are bulking up their technology capabilities by expanding their tech teams and increasing IT investments.

Risk Management 45

Risk Management Banking Investments Technology 45

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

E78 Partners

APRIL 9, 2024

To preserve investment value and ensure the long-term success of private equity investments, it is essential for investors to recognize the importance of cybersecurity in safeguarding their valuable assets. Merely focusing on the financial aspects of an investment is no longer sufficient.

Investments 59

Investments Compliance Securities Benchmarking 59

Global Finance

JULY 26, 2024

In July, US global investment company and hedge fund, Citadel LLC, and Japanese energy startup, Energy Grid, announced their intent to enter a strategic partnership. The large alternative investment team has experience mitigating commodity supply and demand risks, including volatility in natural gas and electricity.

Marketing 84

Marketing Risk Management Finance Leverage 84

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

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

PYMNTS

NOVEMBER 3, 2020

The release stated firms have more often been looking for data to validate their own internal counterparty and credit risk assessment. Firms can bolster risk management, loan and debt underwriting, portfolio optimization, supply chain risk management and investment idea generation, the release stated.

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. Understanding Risk and Return Investment decisions are all about balancing potential rewards against possible risks.

Investments 52

Investments CFO Manufacturing Economics 52

Global Finance

AUGUST 1, 2024

In a prepared statement on X.com, Ackman posted: “While we have received enormous investor interest in PSUS, one principal question has remained: Would investors be better served waiting to invest in the aftermarket than in the IPO? We will report back once we are ready to launch a revised transaction.”

Planning 115

Planning Marketing Valuation Corporate Finance 115

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

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

Future CFO

OCTOBER 27, 2024

Now, finance leaders are expected to be able to identify and mitigate ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation’s ESG performance to stakeholders. Further, risk management is another area where the CFO shines.

CFO 98

CFO Communication Strategic Planning Economics 98

CFO Thought Leader

AUGUST 13, 2024

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. She pivoted to banking, taking on a temporary role at California Bank & Trust, where she quickly discovered her passion for the intricacies of finance.

Cost Management 59

Cost Management CFO Banking Investments 59

Barry Ritholtz

MARCH 22, 2023

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. The quant firm manages $100 billion in 40 diversified strategies across equity and alternatives, applying mathematics to market data and making evidence-based investments.

Risk Management 117

Risk Management Manufacturing Economics Investments 117

CFO News Room

NOVEMBER 5, 2022

By planning to sunset these assets, they maintain control and can ultimately have more of an impact than if they simply washed their hands and dumped these investments from their books. Selling off fossil fuel investments, the logic goes, will choke off capital from the fossil fuel companies and make it harder for them to operate.

Investments 130

Investments Finance Planning Risk Management 130

Global Finance

JULY 29, 2024

The surge in collaborative deals between traditional banks and fintech disrupters is helping finance houses develop deeper competence in next-generation digital and artificial intelligence offerings across core areas such as risk management, data analytics, robo-advisors, portfolio management, and fraud detection and prevention.

Mergers and Acquisitions (M&A) 100

Mergers and Acquisitions (M&A) Finance Banking Risk Management 100

CFO Talks

AUGUST 29, 2024

Investing Wisely When your business has extra cash, you want to put it to work. Practical Tip: Set up an investment policy that outlines where and how you’ll invest the company’s money. Smart Debt Management Handling debt is about more than just paying off loans.

Treasury 96

Treasury Cash Flow Forecasting Foreign Exchange Currencies 96

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

CFO Talks

OCTOBER 16, 2024

Focus on those that offer the most potential for return on investment (ROI) and strategic alignment. Focus on Risk Management Every financial project comes with risks—whether it’s budget overruns, delays, or unforeseen challenges. A proactive approach to risk management can save a project from failure.

CFO 98

CFO Risk Management Communication Financial Systems 98

Future CFO

FEBRUARY 7, 2024

The events such as the Silicon Valley Bank situation serve as reminders for companies to proactively address risks and strengthen risk management policies. Liquidity risk, driven by rising rates and borrowing costs, remains a key challenge for medium-sized and investment-grade companies.

Treasury 105

Treasury Technology Cash Flow Forecasting Leverage 105

Global Finance

DECEMBER 27, 2024

As CFOs navigate this complex terrain and adapt their business processes, and decide how large a financial commitment to make to it, they must understand the implications for their financial models, risk management practices, and overall business operations. CAGR to 2034. increase from last year.

Technology 108

Technology Finance Leverage Investments 108