CFO Plans

DECEMBER 29, 2024

This narrow focus can lead to missed opportunities for innovation and expansion, as businesses concentrate on merely covering costs instead of exploring new revenue streams. These tools enable business owners to anticipate market shifts and adapt proactively.

Strategic Planning 52

Strategic Planning CFO Concentration Manufacturing 52

The Big Picture

JUNE 10, 2025

The idea behind Power Shares was they were going to be the non-market cap weighted ETF provider, right? So you know, how you market, how you distribute that, that, that needs to come in because you, you know, I’ve seen a lot of great product that nobody knew existed, and so it doesn’t go anywhere.

Investments 57

Investments Education Technology Healthcare 57

Global Finance

MARCH 2, 2025

In financial markets, stubbornly high interest rates are keeping the cost of capital-intensive energy infrastructure elevated for longer. There is no shortage of capital, but much of it is concentrated in a few mature green technologies, while more-innovative or unproven sectors struggle to attract funding. How can both be true?

Investments 92

Investments Construction Finance Transportation 92

Global Finance

DECEMBER 6, 2024

QNB Private manages a substantial portfolio, with assets under management reflecting a steady increase year on year and an expanding market share. The client base predominantly consists of HNWIs and UHNWIs concentrated in Qatar and the broader Middle East and North Africa region, backed by QNBs presence in London, Paris, and Geneva.

Banking 52

Banking Concentration Investments Risk Management 52

Barry Ritholtz

APRIL 29, 2025

Their focus is on generating alpha with high conviction concentrated portfolios. And, and I saw that the, what were in those days, the big eight accounting firms were coming up to hire and they had this program where they would hire liberal arts graduates, have them work, and as part of the arrangement would pay for you to go to grad school.

Concentration 52

Concentration Investments Benchmarking CFO 52

The Charity CFO

DECEMBER 23, 2024

Tracking specific metrics helps nonprofits see how well theyre doing in areas such as: Fundraising Marketing Program delivery Operational efficiency Overall impact In turn, KPI data helps leaders make informed decisions, optimize resources, and build trust and accountability with donors and stakeholders.

Nonprofit 52

Nonprofit Numbers Profit and Loss Concentration 52

Global Finance

OCTOBER 31, 2024

That level of concentration defines ICBC, the world’s largest bank by assets and winner of this year’s Best Corporate Bank award. Offerings include corporate accounts, cross-border yuan settlement, litigation services, and foreign exchange trading. BOC gives special attention to Chinese businesses, expatriates, students, and tourists.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Risk Management Manufacturing Banking 52

Barry Ritholtz

FEBRUARY 4, 2025

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. And often countries come to the IMF when they’re not able to not able to borrow in public markets.

Economics 101

Economics Finance Manufacturing Banking 101

Barry Ritholtz

MARCH 17, 2025

I was an accounting major for a good period of time. I got well into the upper division stuff, and then I couldn’t imagine myself as an accountant. But it still doesn’t pose a financing challenge as the central bank is just crediting bank accounts. They tend to spend, no matter what the stock market’s doing.

Budgeting 57

Budgeting Economics Math Numbers 57

The Big Picture

JUNE 16, 2025

I wanna, I want to get into some of the details before we start talking about markets and investing. And so I was going to have to invest and save on my own account to accomplish that. So you’re a proponent of modern portfolio theory and the efficient market hypothesis. So you have such a fascinating career.

Math 52

Math Finance Investments Marketing 52

Barry Ritholtz

MARCH 4, 2025

It’s really kind of fascinating ’cause if you remember back 20, 25 years ago, wall Street and the large investment banks and brokers were kind of accused of moving up market and abandoning that whole middle section and allowing private equity to get a a toehold there. And then I moved into debt capital markets for corporates.

Banking 52

Banking Mergers and Acquisitions (M&A) Marketing Manufacturing 52

Musings on Markets

JULY 18, 2025

For a variety of reasons, some internal and some external, companies are often unable or unwilling to raise capital from markets, and with that constraint in place, it is logical to hold cash to meet unforeseen needs. Leading into July 2025, for instance, global non-financial-service firms held almost $11.4

Currencies 74

Currencies Profit and Loss Investments Marketing 74

Barry Ritholtz

APRIL 28, 2025

My back-to-work morning trainreads: The End of the South Florida Dream : A similar phenomenon is taking place across all of South Florida, where a majority of the state’s aging condos are concentrated. Newsweek ) Tax and Tariff Fears Have Rocked Municipal Bonds. New Republic ) but see They Criticized Musk on X.

Concentration 52

Concentration Currencies Accounting Investments 52

Musings on Markets

MARCH 15, 2025

Thus, my estimates of equity risk premiums, updated every month, are not designed to make big statements about markets but more to get inputs I need to value companies. Many of these hiring firms have supply chains that stretch across the world and sell their products and services in foreign markets.

Investments 132

Investments Profit and Loss Valuation Economics 132

CFO Simplified

APRIL 15, 2022

How many customers account for 80% of your sales? Customer concentration had become an ever-bigger problem as borrowing increased. Significant Findings and Recommendations: Reduce Customer Concentration. Market those to new clients. Bring Value through CFO Insights. Rank your customer base. Location – Chicago, Illinois.

Concentration 52

Concentration Profit and Loss Sales B2C 52

Musings on Markets

OCTOBER 4, 2023

That recovery notwithstanding, uncertainties about inflation and the economy remained unresolved, and those uncertainties became part of the market story in the third quarter of 2023. The Markets in the Third Quarter Coming off a year of rising rates in 2022, interest rates have continued to command center stage in 2023.

Marketing 123

Marketing Treasury Valuation Investments 123

PYMNTS

DECEMBER 16, 2020

The high fees as well as bad service have kept customers and smaller businesses locked out of the card transaction system, the AP reported, and it often takes as long as four to six months to open a bank account there. Because of that, the commission has called on the Mexican government to ease restrictions for companies.

Concentration 83

Concentration Banking Accounting Economics 83

PYMNTS

OCTOBER 31, 2016

Mobile devices will account for 75 percent of global internet use next year, according to Zenith’s new Mobile Advertising Forecasts, published last week. Mobile internet accounts for the highest proportion of total internet use in Spain, where the firm estimates it will account for 85 percent of internet use in 2016.

Accounting 76

Accounting Concentration Forecasting Advertising 76

Barry Ritholtz

JUNE 28, 2023

trillion in assets, accounting for close to 80% of available market capitalization on U.S. The tech sector makes up over 26% , with Apple, Microsoft, and Nvidia as the top S&P 500 companies by market capitalization. All of the companies in the S&P 500 are worth $7.1 stock exchanges.

Concentration 104

Concentration Numbers Accounting Marketing 104

CFO News Room

DECEMBER 16, 2021

The results suggest the labor market remains extremely tight. The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674. The low level of claims and high number of open jobs suggest the labor market remains very tight.

Concentration 130

Concentration Economics Numbers Investments 130

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. For me, the categories are exchange relations, market societies, and capitalism. All capitalist countries are market societies, and use exchange relations. But many market societies are not capitalist.

Concentration 130

Concentration Economics Marketing Currencies 130

Musings on Markets

JULY 17, 2023

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

Marketing 98

Marketing Treasury Currencies Valuation 98

Generation CFO

JANUARY 28, 2022

Football was such an alpha male world and over time that became an adapted part of my DNA, but when I entered the accounting world I quickly realised I had to unlearn that behaviour once again in order to adapt,” says James. He suggests organisations need a safe space where the numbers will not be used as a stick to beat you with. “It

CFO 200

CFO Math Concentration Finance 200

Barry Ritholtz

AUGUST 26, 2022

My examples of overpriced, low-performing, abusive account management have been derided as outliers. As often happens in these circumstances, the ex-employee’s book gets divided up among the remaining brokers, whose jobs that weekend becomes retaining those accounts and their assets.

Concentration 141

Concentration Benchmarking Investments Accounting 141

PYMNTS

MARCH 5, 2018

To create a financial product that would appeal to younger customers and those without a bank account, Amazon is reportedly in talks with big banks like JPMorgan Chase about designing a checking account-like product. If the product were to launch, Amazon would serve as a partner to the big banks.

Accounting 57

Accounting Banking Healthcare Concentration 57

PYMNTS

FEBRUARY 23, 2020

customers with high-interest rates for savings accounts, and then lowering its group funding costs that way. Chase has usually not done international operations, preferring to nurture its huge and profitable domestic market. The operation will likely include savings and lending products, and it comes just two years after U.S.

Banking 102

Banking Concentration Retail Securities 102

PYMNTS

SEPTEMBER 1, 2020

The BIS found that decline is even more pronounced in emerging-market economies and smaller island nations. Over the same period (2011-19), emerging-market economies saw an increase in the value of cross-border payments via correspondent banking about 10 times larger than that of advanced economies.”.

Banking 123

Banking Concentration Numbers Economics 123

The Finance Weekly

DECEMBER 15, 2024

Creating a marketing plan can often feel overwhelming. Whether youre a CMO or a marketing operations manager, the challenge of making the most of your budget while hitting your targets is no small feat. What is a Marketing Plan? Step 1: Conduct a Marketing Audit Why Start with an Audit? Heres a step-by-step breakdown.

Planning 52

Planning Marketing Budgeting Auditing 52

PYMNTS

JANUARY 22, 2021

While the corporate treasurer's fundamental role has remained steady, the treasury function has seen dramatic impacts from a changing market that is increasingly moving toward real time. Some key tools that emerged as most beneficial to treasurers included physical cash concentration, notional pooling and virtual account solutions.

Treasury 103

Treasury Concentration Currencies Banking 103

PYMNTS

APRIL 13, 2020

Most Main Street businesses are shut down for the time being; workers are away from their offices; and as a result of social distancing, we as a society have concentrated all the activities once spread across a variety of destinations throughout the day into a single place — the home.

Securities 129

Securities eCommerce Concentration Accounting 129

PYMNTS

JANUARY 20, 2021

This challenge has been present for decades within many firms, but when combined with the market disruption of the pandemic, it became intolerable. Finance and accounting workflows lend themselves well to these three pillars, he said, and Fitzmaurice agreed. “It

B2B 125

B2B Invoicing Prioritization Corporate Finance 125

Future CFO

OCTOBER 2, 2023

Moreover, current market conditions drive private fund managers to hone in on their cash management practices , with many turning to strategies more commonly used by their corporate counterparts. Money market funds are “particularly attractive” as they generate yield on idle cash and are highly liquid, according to Quinn.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

CFO News Room

FEBRUARY 2, 2022

In the short-term, Bitcoin trades as a risky asset in an increasingly risk-on, risk-off market. The market for Bitcoin Futures may be less developed, and potentially less liquid and more volatile, than more established futures markets. This risk may be adversely affected by “negative roll yields” in “contango” markets.

Concentration 130

Concentration Investments Securities Currencies 130

Global Finance

JULY 26, 2024

Embedded finance features include global payments, virtual accounts (VAs), and account management. Meanwhile, Nordea’s foreign exchange (FX) automation has evolved into a “comprehensive treasury management autopilot” that includes daily FX, FX hedging, and money market products, according to the bank.

Cash Management 111

Cash Management Treasury Foreign Exchange Banking 111

PYMNTS

MARCH 31, 2020

Now we’re going to take a smaller storefront and concentrate more online. Over the years, we’ve developed procedures to establish provenance (chain of ownership) to ensure that our pieces are both authentic and on the market in accordance with international law.” The three major art and antiques markets – the U.S.,

eCommerce 60

eCommerce Marketing Concentration Sales 60

Global Finance

AUGUST 27, 2024

Emerging markets are wildly diverse, and keeping track of the latest trends is often daunting. Luckily, Matthew Adams has at least two decades worth of expertise guiding him with each new policy shift and market shakeup. There is often a disparity in how individual markets can keep pace with infrastructure developments.

Concentration 105

Concentration Investments Securities Marketing 105

PYMNTS

MAY 14, 2018

Morgan Stanley’s move comes at a time when the Brazil FinTech market is exploding. According to a Goldman Sachs report from May of 2017, there are 210 FinTechs operating in Brazil, representing the largest concentration in Latin America. Fortress Investment Group also took part in that deal.

Marketing 46

Marketing Concentration Startups Investments 46