CFO News Room

DECEMBER 26, 2022

10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. SALISBURY: And accountant seemed like a reasonable option. And I kind of stumbled my way into accounting. That background of being an accountant was just great bedrock training. RITHOLTZ: Sure. Very different fields.

Investments 116

Investments Banking Advertising Finance 116

The Charity CFO

APRIL 27, 2022

For more nonprofit accounting resources check out www.thecharitycfo.com. And helping organizations understand a little bit more about human behavior and maybe how that impacts fundraising and listen, I’m in the accounting world. Why you need to “humanize” your communication. And one proven strategy for doing it (33:15).

Nonprofit 98

Nonprofit Communication Accounting Advertising 98

Barry Ritholtz

FEBRUARY 13, 2023

ADVERTISEMENT) RITHOLTZ: So you’ve been with BlackRock since the financial crisis. And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. There is alpha. I mean, what is it?

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. But in the New York Times, there was an advertisement that the value line investment survey needed analysts. The s and p 500 has underperformed his fund by 3.7% a year since 1989. Much better.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Onplan

NOVEMBER 30, 2022

Benchmarking and KPI tracking across the organization to stay on course. The tool has several custom reporting features, including providing scorecards and benchmarking with external data. Centage Budget Maestro: You can use Centage Planning Maestro in conjunction with Centage Budget Maestro for your general accounting software needs.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Budgeting Forecasting Planning 52

Barry Ritholtz

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 65

Profit and Loss Valuation Forecasting Investments 65

Barry Ritholtz

NOVEMBER 21, 2023

00:11:16 When Paul met me, I was modeling companies like Priceline in my spare time and investing out of my, you know, probably Fidelity account at the time. You know, I think of like a Mike Spies or at Sutter Hill, you know, a Martine Cado and Andreessen, you know, Gurley when he was at Benchmark. They feel left out of the system.

Investments 98

Investments Marketing Startups Accounting 98

CFO News Room

NOVEMBER 15, 2022

In fact, the FTX situation more closely resembles the crisis at MF Global some years ago, which involved a proprietary trading division dipping into customer accounts to meet funding requirements. Tom Brady, Gisele Bunchen, Steph Curry, and other celebrities had advertising and marketing deals with the firm.

Economics 130

Economics Investments Finance Benchmarking 130

Barry Ritholtz

OCTOBER 13, 2023

But that only makes things worse, driving out more users and more advertisers, until eventually, you may find yourself left with a population dominated by two kinds of users (a) chumps, and (b) chump-vampirizing obligate predators. Social media generates a lot of content – it’s gotta be valuable somehow!

Benchmarking 52

Benchmarking Concentration Advertising Investments 52