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

CFO Leadership

FEBRUARY 16, 2022

Use our guide to understand and explore the factors that can make it advantageous to embrace a risk management strategy for foreign exchange. Developing an effective risk-management strategy can be as critical for those businesses as having a viable business model. Develop a clear and simple risk management policy.

Risk Management 52

Risk Management Currencies Foreign Exchange Valuation 52

PYMNTS

APRIL 30, 2020

Supplier risk management is often a resource-intensive practice and rarely a target of technological investments. As a result, corporates will often let their vendor relationship management processes fall by the wayside. Unprecedented Risk. ” A Dramatic Shift. The New Normal. ”

Risk Management 59

Risk Management Risk Analysis B2B Prioritization 59

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

PYMNTS

JUNE 1, 2020

The new hires are part of an initiative to add five new chief risk officers (CRO), one each for the specific fields of Commercial Banking, Consumer & Small Business Banking, Corporate & Investment Banking, and Wealth & Investment Management businesses, a press release states.

Risk Management 52

Risk Management Banking Investments Accounting 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

Strategic Treasurer

AUGUST 19, 2022

Coffee Break Session: What Is Beta Investing? What is beta investing? This week, they focus in on beta investing. They cover what beta investing is and how the model is used by companies for investing. Listen in and learn a little bit about beta investing. The post 68: What Is Beta Investing?

Investments 52

Investments Treasury Risk Management Finance 52

PYMNTS

DECEMBER 19, 2018

19) that it has inked a partnership deal with Feedzai, an artificial intelligence (AI) developer for real-time risk management across banking and commerce. Citi Ventures made a strategic investment in Feedzai in 2016, and this partnership is the next phase in their relationship.

Risk Management 65

Risk Management Treasury Banking Investments 65

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

Strategic Treasurer

AUGUST 4, 2022

Coffee Break Session: What Is Alpha Investing? What is alpha investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor, Paul Galloway, to continue their conversation on the Greeks with alpha investing. Listen in and learn a little bit about alpha investing.

Investments 52

Investments Treasury Risk Management Finance 52

Future CFO

MAY 27, 2021

Controllers must optimise their governance processes to balance risk management processes without stifling the productivity that the technology provides, as robotic process automation (RPA) moves from the testing phase to full adoption in most finance departments, said Gartner recently.

Risk Management 40

Risk Management Finance Compliance Technology 40

Strategic Treasurer

OCTOBER 7, 2022

Coffee Break Session: What Is Commercial Paper (Investing)? What is commercial paper in terms of investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to discuss how commercial paper is used for investing. The post 71: What Is Commercial Paper (Investing)?

Investments 52

Investments Treasury Risk Management Finance 52

Strategic Treasurer

SEPTEMBER 19, 2022

Coffee Break Session: What Is Fund Investing? What is fund investing? Coffee Break Session Host Jason Campbell catches up with Strategic Treasurer’s Senior Advisor Paul Galloway to talk about fund investing. The post 70: What Is Fund Investing? Session 70. Strategic Treasurer has stepped in to help. Treasury Aggregators.

Investments 52

Investments Treasury Risk Management Finance 52

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

PYMNTS

FEBRUARY 13, 2020

Wells Fargo Strategic Capital (WFSC) is backing the London-based blockchain analysis firm Elliptic with a $5 million investment, bringing the startup’s Series B round to $28 million, Elliptic announced in a press release on Thursday (Feb. The additional investment brings the company’s total money raised to over $40 million.

Startups 100

Startups Investments Risk Management Compliance 100

The Finance Weekly

DECEMBER 9, 2021

It enables them to evaluate the possible financial impacts of different external forces, such as shifting market demand or increasing expenses, or internal forces, such as variations in staffing levels or organizational investments. 3 Types of Scenario Planning. Even when constructing scenarios, it is easy to be trapped by the past.

Risk Management 52

Risk Management Planning Construction Communication 52

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

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 98

Marketing Risk Management Finance Leverage 98

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

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

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

E78 Partners

MAY 3, 2023

Leveraging E78’s Comprehensive Due Diligence Process Due diligence is a critical aspect of private equity investments, as it allows investors to thoroughly evaluate potential opportunities and mitigate the risks associated with their investments.

Investments 52

Investments Leverage Technology Compliance 52

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 52

Finance Banking Risk Management Construction 52

CFA Institute

DECEMBER 30, 2022

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

Investments 100

Investments Performance Measuring Risk Management Economics 100

PYMNTS

NOVEMBER 24, 2020

InsurTech group Hippo Enterprises has announced a capital investment of $350 million from Mitsui Sumitomo Insurance Company , a press release says. With the investment, Hippo will be able to keep expanding its online home insurance business across the U.S., with the goal “to reach 95 percent of the U.S.

Investments 69

Investments Valuation Risk Management Leverage 69

Strategic Treasurer

OCTOBER 14, 2022

Global Payments Survey Shows Fraud Concern and Security Investment Plans. Results show the top challenges and areas of planned investment among companies of all sizes, with fraud and security as consistent themes. The post Global Payments Survey Shows Fraud Concern and Security Investment Plans appeared first on Strategic Treasurer.

Securities 52

Securities Investments Planning Treasury 52

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

Barry Ritholtz

OCTOBER 17, 2023

  The transcript from this week’s MiB: Graeme Forster, Orbis Investments , is below. Barry Ritholtz] This week on the podcast, I have an extra special guest, Graham Foster’s pm at Orbis Investment Management. They have a truly unique approach to investing. Is that poker, is that investing sounds like both.

Investments 52

Investments Valuation Numbers Math 52

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

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

Planful

OCTOBER 25, 2016

For another, their biggest risk is ensuring safety on the job sites, but they also face fluctuating demand in the construction industry and the risk this puts on their P&L. Another panelist highlighted their investment in inventory, as well as managing growth in the business. The takeaway? Learn More.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

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

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

E78 Partners

OCTOBER 28, 2024

Private equity consulting offers specialized advice to private equity firms, portfolio companies, and investors at every stage of the investment lifecycle. These consultants advise on different stages of the investment process, such as deal sourcing and due diligence, conducting research, value creation, and planning exit strategies.

Financial Modeling 52

Financial Modeling Risk Management Restructuring Investments 52

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 120

Risk Management Investments Finance Marketing 120

CFO Talks

OCTOBER 22, 2024

Practical Risk Management Strategies Balancing risk and reward aren’t just about avoiding risk altogether. It’s about smart risk management. For example, in South Africa, you might invest in industries like agriculture or IT while maintaining a core focus on your main business.

CFO 52

CFO Risk Management Education Communication 52

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