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 52

Investments Profit and Loss Securities Risk Management 52

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 98

Risk Management Compliance Finance Leverage 98

CFO News

MARCH 4, 2025

The insurer has achieved a ninefold increase in policy issuance while reducing headcount by 20 per cent, through technology investments. CFO Gopal Balachandran outlines the companys focus on health insurance expansion, regulatory compliance, IFRS 17 preparedness, and its approach to profitability and risk management.

IFRS 45

IFRS CFO Investments Risk Management 45

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

Fpanda Club

JANUARY 23, 2025

Business case assessment When organizations consider major investments or initiatives, building a strong business case is essential to evaluate feasibility and ROI. Risk management Effective risk management requires identifying and quantifying financial risks, such as market volatility, currency fluctuations, or operational disruptions.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

Nerd's Eye View

JANUARY 24, 2025

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

Practice Management 98

Practice Management Risk Management Budgeting Investments 98

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

CFO Talks

JULY 23, 2024

This article aims to provide practical, actionable insights into effective risk management strategies that you can implement within your organization. Understanding Risk Management in the CFO Role Risk management is an integral part of the CFO’s stewardship role.

Risk Management 52

Risk Management CFO Compliance Communication 52

Future CFO

DECEMBER 21, 2023

Providing support to an organisation's finance team is a must in intensifying the focus on risk management. In the Association of Chartered Certified Accountants' Rethinking Public Financial Management report, 73.4% of respondents believed risks to their organisations would increase in the future.

Risk Management 52

Risk Management Finance Leadership Communication 52

Global Finance

DECEMBER 26, 2024

An advanced analytics tool such as this can help users gain deeper insights into market trends and make better-informed investment decisions. Investment in our technology and architecture remains our key priority as we endeavor to meet our clients complex needs through simple, elegant solutions.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

Global Finance

MARCH 21, 2025

Oliver Jones, head of EY-Parthenons Geostrategic Business Group, tells Global Finance how forward-looking companies are embedding geopolitical thinking into their risk frameworks, investment decisions, and long-term planning. GF : So if we could think of geostrategic risk and opportunity analysis in terms of a framework.

CFO 71

CFO Risk Management Finance Strategic Planning 71

Future CFO

FEBRUARY 14, 2025

New research from global data and cloud solutions company Hitachi Vantara found that while Asia is outpacing the world in AI adoption, poor data quality and security risks threaten to stall progress. However, maximising AIs benefits requires more than just the right technology, it also demands investment in talent."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

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

FEBRUARY 23, 2025

This issue hampers forecasting accuracy, risk management, and resource allocation. Without accurate insights, businesses struggle with forecasting, risk management, and resource allocation. For example, if customer retention impacts profitability, companies can invest in loyalty programs or customer service improvements.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

MARCH 3, 2025

This is forcing finance leaders to integrate ESG considerations into their financial planning, reporting, and investment decisions. They should also invest in developing their soft skills , such as communication, leadership, and decision-making.

Finance 69

Finance Communication Leadership Profit and Loss 69

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

CFO Talks

FEBRUARY 18, 2025

It ensures that businesses have enough cash to pay for daily expenses, manage investments, and protect themselves from financial risks. A good treasury manager: Ensure employees and suppliers are paid on time. Invest money wisely to earn profits without taking unnecessary risks.

Treasury 52

Treasury Profit and Loss Currencies Risk Management 52

CFO Plans

APRIL 1, 2025

This foundational integration supports Scaling Business Risk Management, allowing systems and processes to evolve seamlessly as the company grows. Invest in Compliance Training for Employees: Equip your team with essential knowledge, fostering a culture of compliance that drives sustainable growth.

Compliance 52

Compliance Startups Risk Management CFO 52

CFO Plans

OCTOBER 29, 2024

This proactive approach not only aids in financial risk management but also equips businesses with the foresight needed to navigate uncertainties confidently. A Comprehensive Approach to Risk Mitigation Risk mitigation for businesses involves a holistic approach that encompasses both financial and operational aspects.

Accounts Payable 52

Accounts Payable CFO Budgeting Invoicing 52

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

MARCH 12, 2025

In Singapore, 21% of businesses are investing in financial technology to understand where revenue can be made from greater efficiency." Traditional risk management processes are rules-driven, where teams configure risk rules that would decline certain transactions deemed risky.

Risk Management 52

Risk Management Finance Leverage Sales 52

Global Finance

DECEMBER 6, 2024

Private banking clients seek a dedicated, personalized, technology-driven service with access to broad investment opportunities. QNB Private manages a substantial portfolio, with assets under management reflecting a steady increase year on year and an expanding market share.

Banking 52

Banking Concentration Investments Risk Management 52

Global Finance

MARCH 4, 2025

Among other things, a fractured economy is characterized by increased trade barriers and tariffs, geopolitical tensions and shifts to specific trading blocks (like US vs China), changing investment patterns, and supply chain disruptions. Global corporate investment patterns will also be impacted.

Economics 75

Economics Forecasting CFO Investments 75

Future CFO

DECEMBER 4, 2024

One of my proudest achievements was leading the establishment of the first investment-grade-rated RM1.5 The ongoing geopolitical tensions, economic uncertainties, and market volatility call for a sharper focus on risk management and strategic decision-making. Adaptability and an openness to what’s next are key.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

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

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

MARCH 10, 2025

Futureproofing investments As technological advancement accelerates, CFOs are increasingly concerned about futureproofing their investments in AI. Cheah advises finance leaders to evaluate AI investments based on scalability, integration capabilities, and tangible returns on investment (ROI).

Finance 52

Finance Invoicing Compliance Leverage 52

Future CFO

DECEMBER 11, 2024

Regulatory Demands : Banks must prioritise IT investments amidst growing regulatory requirements, particularly in anti-money laundering (AML) and cybersecurity. Banks invest heavily in technology to enhance user experience and streamline processes through artificial intelligence, machine learning, and blockchain.

Banking 52

Banking Risk Management Compliance Investments 52

Future CFO

FEBRUARY 17, 2025

ESG worksby providing a framework for evaluating how companies manage their environmental and social impacts, and investors often seek companies that align with their values, especially regarding ethical practices. Common approaches to ESG investing include: Screening : This involves excluding companies that do not meet specific ESG criteria.

Finance 52

Finance Risk Management Compliance Communication 52

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

E78 Partners

MARCH 21, 2025

Understanding what PortCo in private equity is, how private equity firms manage these investments, and their role in the broader investment lifecycle is essential for anyone navigating the private equity landscape. What Is a PortCo?

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Restructuring Valuation Investments 52

The Finance Weekly

JANUARY 19, 2025

For example, it can find links between investments and market changes. Improving Investment Plans AI simplifies portfolio management by analyzing client goals, risk tolerance, and financial data to recommend the best asset mix. This ensures that client investments remain aligned with their financial objectives.

Planning 52

Planning Analyzing Data Financial Data Risk Management 52

CFO Talks

NOVEMBER 6, 2024

Lower rates could mean it’s a good time to invest, while higher rates might prompt caution with new debt. These indicators help paint a bigger picture of the market environment, allowing you to make informed calls on expenses, investments, or scaling up operations.

Finance 52

Finance Marketing Auditing Budgeting 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 122

Risk Management Investments Finance Marketing 122