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At The Money: Concentrated Portfolios

Barry Ritholtz

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. AndrewToday, we discuss the advantages of concentrated portfolios. Let’s start with the basics.

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January Sees 467,000 New Jobs, Stable Unemployment Rate

CFO News Room

The number of unemployed persons, at 6.5 As another point of comparison, in February 2020, prior to the outbreak of the COVID-19 pandemic, the unemployment rate was 3.5%, and the number of unemployed persons was 5.7 The number of long-term unemployed (people who have been jobless for 27 weeks or more) declined to 1.7 hour to 33.9

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Make HR your BFF for Financial Workforce Planning

Generation CFO

I did not fully appreciate how workforce planning has developed over the years, the huge difference between private and public sector, the GDPR conundrum nor the potential number of drivers that can be used in a salary plan. If we go back a few years, HR was very much concentrated on getting payroll correct. Access Full Webinar.

Planning 131
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How to mitigate insolvency risk

Future CFO

Cash flow and liquidity problems: Are your fixed costs or interest payments creeping up, or do you have a high number or amount of customer overdue payments? Shorten your supply chains and avoid concentration in one geographic region. Poor interest coverage ratio: This shows operating profits may not be able to cover interest expenses.

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Business Strategies: Choosing the Right KPIs for Your Small Business

CFO Share

By selecting 5-8 KPIs, your force the business to concentrate activity around those key accomplishments. Consider industry benchmarks or standards to ensure alignment. These risk misunderstanding and a feeling of “I don’t trust the numbers.” Considerations When Choosing KPIs The power of KPIs comes from their focus.

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10 KPIs to Track Business Performance

The Finance Weekly

This measure aids in predicting future profits and establishing profitability goals and benchmarks. Instead of manually calculating these metrics from general ledger accounts, many businesses use software to automate the process and create dashboards with all the important numbers in one place.

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Transcript: Joel Tillinghast, Fidelity

Barry Ritholtz

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. The s and p 500 has underperformed his fund by 3.7%