The Big Picture

MAY 29, 2025

All data as of Dec 31, 2024) And, if we go out to 20+ years, practically nobody net of fees has beaten their benchmark. And it’s not just the U.S. SPIVA reports similar data for Europe , Japan , Canada , Mexico , Brazil , Chile , Middle East , S.

Benchmarking 122

Benchmarking Construction Planning Technology 122

CFO Dive

JANUARY 10, 2025

The yield on the benchmark 10-year Treasury bond rose as investors bet the Federal Reserve will pause monetary easing.

Benchmarking 284

Benchmarking Treasury 284

CFO Dive

MAY 15, 2024

The yield on the benchmark 10-year Treasury note fell on investor speculation that slower inflation will prompt the Fed to sooner cut borrowing costs.

Benchmarking 301

Benchmarking Treasury 301

CFO Dive

SEPTEMBER 17, 2024

Even with solid retail sales data, traders in interest rate futures increased odds that the Federal Reserve will cut the benchmark interest rate Wednesday by a half point.

Sales 274

Sales Retail Benchmarking 274

CFO Dive

OCTOBER 6, 2023

The yield on the benchmark 10-year Treasury note surged after the September payrolls report on expectations of strong economic growth.

Benchmarking 283

Benchmarking Treasury Economics 283

Barry Ritholtz

JULY 3, 2023

He speaks with Romaine Bostick and Scarlet Fu on Bloomberg Markets: The Close Vast Majority of Hedgefunds Are Failing to Meet Targets: Ritholtz Source: Bloomberg See also : MiB: Ilana Weinstein Discusses the Hedge Fund War for Talent (July 1, 2023) The post Majority of Hedge Funds Fail to Meet Benchmarks appeared first on The Big Picture.

Benchmarking 107

Benchmarking Marketing 107

CFO Dive

NOVEMBER 6, 2023

Demand for commercial and industrial loans fell during the third quarter as the Fed pushed up the benchmark interest rate to a 22-year high.

Benchmarking 274

Benchmarking Banking 274

CFO Dive

SEPTEMBER 22, 2022

The proposal would extend accounting relief for another two years to borrowers switching LIBOR-linked loans to new benchmarks.

Benchmarking 261

Benchmarking Accounting 261

CFA Institute

NOVEMBER 6, 2024

Pim van Vliet, PhD, is head of Conservative Equities and Chief Quant Strategist at Robeco. As head of Conservative Equities, he is responsible for a wide range of global, regional, and sustainable low-volatility strategies. van Vliet is a guest lecturer at several universities, author of an investment book and speaker at international seminars.

Benchmarking 52

Benchmarking Investments Financial Analyst Economics 52

Tips Watch

APRIL 3, 2025

The benchmark 5-year real yield continues to fall. By David Enna, Tipswatch.com Amid all this week’s financial chaos, I am trying to focus on something I more or less understand: Projecting the May 1 fixed-rate reset for the U.S. Series … Continue reading →

Benchmarking 101

Benchmarking Treasury Finance Investments 101

CFO Dive

JULY 25, 2023

The Federal Reserve is widely expected to raise the benchmark rate again this week. Finance executives must adjust their strategies, PwC’s Wes Bricker asserts.

Benchmarking 245

Benchmarking Finance 245

CFO Dive

FEBRUARY 10, 2022

Plans by the Federal Reserve to raise the benchmark interest rate probably will not quickly rein in the fastest price increases in four decades, most CEOs said in a survey.

Benchmarking 246

Benchmarking Planning 246

CFO News

AUGUST 8, 2023

India should be confident enough to deconstruct the rest of the world on its own terms as a rising economic power, creating global norms and benchmarks in various fields, Sanjeev Sanyal, Member of the Economic Advisory Council to the Prime Minister, said

Benchmarking 98

Benchmarking Economics 98

CFO Dive

DECEMBER 18, 2024

Policymakers reduced the benchmark interest despite signs that their nearly three-year fight to push down inflation to their 2% target has stalled.

Benchmarking 200

Benchmarking 200

CFA Institute

DECEMBER 18, 2024

Net-zero investing will continue growing as emissions-reduction plans and programs take hold, climate change solution opportunities increase, and the industry develops better tools and skills to measure and manage climate change risk.

Benchmarking 52

Benchmarking Investments Planning Performance Measuring 52

Nerd's Eye View

DECEMBER 20, 2024

Also in industry news this week: A benchmarking study from Charles Schwab shows that median compensation for financial planners at RIAs is well into the six figures, though actual salaries appear to vary widely The U.S.

Benchmarking 98

Benchmarking Education Investments Planning 98

Global Finance

JUNE 9, 2025

Furthermore, Geidea has set a new benchmark for innovation by becoming the first fintech in the region to develop and launch its own proprietary point-of-sale terminal. By facilitating quick onboarding for businesses of all sizes, Geidea supports scalable growth.

Reconciliations 125

Reconciliations Forecasting Cash Management Benchmarking 125

PYMNTS

NOVEMBER 23, 2020

A recent report released by the United Nations found that 132 out of 194 countries have now introduced data protection regulations of some kind, all varying in terms of what type of information they protect and the severity of their restrictions.

Healthcare 119

Healthcare Benchmarking Banking Numbers 119

Nerd's Eye View

NOVEMBER 15, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits.

Benchmarking 98

Benchmarking Tax Planning Investments Planning 98

Global Finance

NOVEMBER 4, 2024

Tesla’s direct model, combined with high borrower standards, sets a new benchmark.” Soares noted that this limitation typically arises from data scarcity and ongoing legal scrutiny over consumer disclosures. The deal has multiple layers of credit protection designed to mitigate cash flow risks for investors.

Finance 105

Finance Benchmarking Prioritization Sales 105

Cube Software

JULY 1, 2024

Key financial metrics for benchmarking Financial metrics are the backbone of strategic planning and decision-making for any finance leader. They provide a quantifiable means to assess your company's financial performance, identify strengths and weaknesses, and set realistic goals.

Benchmarking 52

Benchmarking Strategic Planning Planning Finance 52

CFO News Room

JANUARY 4, 2023

While not much changed in the JOLTS report for November, when we benchmark against latest peaks and troughs, we can see how much these labor market metrics have moderated over the last two years. The quits rate remains elevated but has also been generally moving back towards historic benchmarks. Read the full Twitter thread here.

Benchmarking 130

Benchmarking Marketing Economics 130

CFO Plans

DECEMBER 2, 2024

Measuring Success with Financial Benchmarking for Hotels Financial benchmarking is a powerful tool for hotels seeking to measure their performance against industry standards. Pinpointing areas of potential, such as underutilized services or pricing inefficiencies, can lead to strategies that boost revenue.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

CFO News

JUNE 17, 2025

Repricing of loans linked to external benchmarks will impact private banks. Caution in unsecured loans and slower retail growth contribute. Policy rate cuts also play a role. Analysts predict a yield drop to 8.6%. Net interest margins may contract. Deposit repricing lags will further squeeze margins.

Benchmarking 40

Benchmarking Banking Retail 40

Future CFO

JUNE 10, 2025

A number of well-followed ESG-themed stock indices have been outperforming their conventional benchmarks since 2022, presenting potentially attractive investment opportunities in Southeast Asia.

Investments 52

Investments Benchmarking Valuation Compliance 52

CFO News Room

FEBRUARY 2, 2023

Benchmarked against peaks and troughs, labor market metrics have clearly moderated in recent months. Job openings increased in the latest #JOLTS data for Dec 2022 as hires and separations edged up. Even with the uptick, job openings remain significantly lower than their peak.

Benchmarking 130

Benchmarking Marketing Economics 130

CFO Dive

MARCH 14, 2022

Recently passed federal legislation may not avert disruptions from some financial contracts linked to LIBOR that need to adopt a new benchmark rate.

Benchmarking 130

Benchmarking 130

Nerd's Eye View

FEBRUARY 17, 2025

Comparing activities against benchmarking studies (such as the Kitces Research on Advisor Productivity) can reveal additional areas for improvement. For example, they might discover they are spending significantly more time on administrative tasks than expected, suggesting a need for support staff or automation.

Prioritization 72

Prioritization Benchmarking Compliance Numbers 72

Global Finance

JUNE 3, 2025

These arent just regional success stories, but global benchmarks. . “Like many emerging markets, Latin America is a hotbed of financial innovation,” said Tripathi to Costa Rican newspaper La Repblica. “In fact, some of the most cutting-edge developments in global banking originate [in Latin America].

Benchmarking 59

Benchmarking Banking Marketing Finance 59

Fpanda Club

MARCH 1, 2021

Benchmarking is an extremely powerful tool, but unfortunately, this kind of data, accumulated by consulting firms and professional associations conducting surveys and research on various adjacent topics, is not easily available or is highly fragmented. Sources: 1. APQC, AFP Next level of FP&A study, 2019 2.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Benchmarking Value-Added Analysis Budgeting 130

CFO News

APRIL 18, 2025

Indian equity markets experienced a significant surge, with Sensex and Nifty climbing over 6% in four sessions, fueled by factors like a US tariff pause and renewed foreign investment. A prediction of above-normal monsoon rainfall and easing retail inflation further boosted investor confidence, raising expectations for another RBI rate cut.

Benchmarking 40

Benchmarking Marketing Retail Investments 40

E78 Partners

DECEMBER 5, 2024

Vendor Cost Benchmarking & Evaluation: Data-backed negotiations and informed decision-making. By focusing on comprehensive cost management practices, including inventory optimization, vendor benchmarking, and utilization-based frameworks, IT leaders can establish a sustainable foundation for growth.

Budgeting 52

Budgeting Benchmarking Auditing Cost Management 52

CFO News Room

FEBRUARY 5, 2022

But unlike other Budget Days, benchmarks ended the day in the green, as investors cheered a growth-oriented Budget. The government’s record borrowing plans for the next financial year sent benchmark bond yields to two-and-a-half years high. By Yoosef Kp & Ruchit Purohit. After surging as much as 1,018.03

Budgeting 130

Budgeting Marketing Benchmarking Manufacturing 130

Future CFO

NOVEMBER 6, 2024

He also highlights the importance of building agility in supply chain management and, external focus and benchmarking in forecasting, whilst continuing to be data and insight-led. In weathering these challenges, Shivam notes the importance of having clarity of vision and ensuring resource allocations are clearly aligned with the vision.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

CFO Plans

NOVEMBER 10, 2024

Salary benchmarking helps businesses remain competitive without overspending. Learn More About Tax Planning Strategies Balancing Salaries and Ensuring Financial Stability Balancing competitive salaries with financial stability is another critical aspect of a sound financial strategy.

Tax Planning 52

Tax Planning Benchmarking Risk Management Compliance 52

CFO News Room

FEBRUARY 4, 2022

Similarly, the yield on benchmark securities rose nearly 20-25 basis points and touched a 30-month high since the start of the week. The benchmark yield ended marginally down on Friday at 6.8789%. The recent spike in corporate bond yields was post G-Sec yields moving up in reaction to the large borrowing programme.

Benchmarking 130

Benchmarking Budgeting Securities Marketing 130