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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

What's unique about Pete, though, is how he has grown his firm by exploring with clients how they can align their portfolios with their own personal values, effectively allowing their investments to become an expression of the types of businesses they want their capital to support… while still ensuring their overall portfolio is still well-diversified, (..)

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Startup DNA: Rooam, Close Your Bar & Restaurant Tab Remotely

PYMNTS

The platform also provides a marketing tool, helping businesses to increase foot traffic, generate additional revenue and enhance customer engagement. The company said the data collection to date is still very much in the early stages, but it is something it’s investing in. The company was founded in Oct.

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Predictive analytics: opportunities and limits for the future of finance

Jedox Finance

Based on qualitative and quantitative data plus subject matter expertise, folks will attempt to guess what’s likely to happen. The stock market is an excellent example of this. Whether or not the results of such forecasts beat random chance is highly dependent on the subject matter expert’s skills.

Finance 98
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VC to prioritise data science, AI for investment decisions by 2025

Future CFO

More than 75% of venture capital (VC) and early-stage investor executive reviews will be informed using artificial intelligence (AI) and data analytics by 2025, said Gartner recently.

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Members’ Profile: Thobile Dlamini

CFO Talks

This interest solidified during her BCom studies, where she found satisfaction in analyzing financial statements and market trends. I found great satisfaction in deciphering financial statements and understanding market trends. The challenge of financial forecasts based on quantitative data was both stimulating and rewarding.

CFO 52
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Modernising finance reporting in support of ESG

Future CFO

These standards bring together the financial performance measures that capital markets have traditionally relied on and the sustainability-related financial information that complements them. Robust internal control procedures that prepare reliable, accurate, and timely ESG reporting with qualitative and quantitative data.

Finance 59
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NEW REPORT: Risky FX Business: The Real Cost Of Currency Volatility

PYMNTS

The short answer: It depends on the business, and the market. trillion: The estimated value of the global currency swap market. trillion: The estimated value of the global currency swap market. stock market trades were made using algorithms in 2014. But what does an FX hedging strategy entail? USD/£1 to $0.96