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

CFO News Room

NOVEMBER 28, 2022

Along with designing a client’s asset allocation , optimizing asset location is another way advisors can add value as putting different investments in taxable versus tax-deferred accounts can have a significant impact on after-tax returns. Retirement Planning.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running. You get the, we think it’s be good a solution and allows more portfolio manager focus not to have separate accounts.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

OCTOBER 24, 2022

And he outlines credit cards, and he outlines mutual funds and money market funds and retirement accounts. NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? And the book I read its version was in the 1990s.

Investments 52

Investments Valuation Benchmarking Marketing 52

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. According to eMarketer , Facebook will pocket nearly $34 billion in digital ad spend in 2017, and Facebook and Google will account for 46.4 From the Living Room to the Basement. For much of its first decade, eBay was on a roll. In September of that year, eBay went public.

Advertising 51

Advertising Retail Startups eCommerce 51

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

MARCH 7, 2023

Maybe it’s risk based and it’s a risk factor that we haven’t really accounted for. The hedge fund industry, generally, is outperforming their benchmarks. And at the same time, we have also a number of short-term drivers to the markets that we need to take into account.

Investments 65

Investments Marketing Economics Risk Management 65

Barry Ritholtz

SEPTEMBER 12, 2022

And so, with this gave me exposure to everything from investment banking to retail, looking at like checking account campaigns, like how do you get more assets in the door to credit risk. We saw that concentrated exposure, right, with the — the — the staff that came out, that 85 percent of the world’s wheat production.

Investments 116

Investments Marketing Profit and Loss Banking 116

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. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. a year since 1989. Much better.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

MARCH 26, 2024

00:18:13 [Speaker Changed] When markets are going up, the benchmark is either an index like the s and p 500 or you know, someone you know that’s making even more money than you are. But it’s amazing how quickly the benchmark turns into cash or a positive return when markets are going down. Not every day, not every week.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

AUGUST 16, 2022

And so, you know, it was a very interesting time to begin, which I did as an account executive at Shearson. RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? We’re not talking junk bonds here. TROPIN: Yeah. No, no, no. And in fact, I think we got as high as 20 early in my career.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

Barry Ritholtz

OCTOBER 13, 2023

Morgan found that, from 1980-2020, around 40% of the time a concentrated position in a single stock experienced negative absolute returns. Orbis deploys a unique fee arrangement , where they are only paid a fee when they outperform their benchmark and refund fees to clients when they underperform. Recall J.P. Can It Be Done Again?

Benchmarking 52

Benchmarking Concentration Advertising Investments 52

Barry Ritholtz

FEBRUARY 20, 2024

When you write a check, you get check float, it takes time for the checks to come back to the hit the treasury account. And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. So they wanna know how many days does it take a, a treasury check to get back to us.

Treasury 57

Treasury Marketing Economics Banking 57

Barry Ritholtz

DECEMBER 26, 2023

Accounting was very difficult. Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? And I remember that first level was tough. I had no finance background. So, 00:08:16 [Speaker Changed] Right. Maybe even more.

Marketing 61

Marketing Leadership Finance Investments 61