Spreadym

JUNE 8, 2023

Planning, budgeting and forecasting for a business are three distinct financial management tools used in business, each serving a different purpose. Key differences between planning, budgeting and forecasting for a business Here are key difference between planning, budgeting and forecasting for a business.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

The CFO College

MAY 12, 2021

” The answers to these questions give you a benchmark for success. Many people don’t feel like they have room in the budget beyond basic office supplies and a business license. Many people make room in the budget for travel, clothes, and entertainment. Worried about education investment?

Education 52

Education CFO Investments Budgeting 52

Barry Ritholtz

SEPTEMBER 19, 2023

We actually have a budget for risk management and technology and tools. Interestingly enough, there’s only, you know, a handful of validators actually benchmark themselves to real returns. So you may see portfolios change as a result of, of benchmarking. What kept you entertained during the pandemic?

Investments 56

Investments Math Risk Management Benchmarking 56

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

NOVEMBER 14, 2023

CEOs have to manage people, they have to manage budgets. They might have, you know, risk parameters, they might have liquidity needs, they might wanna track a benchmark. Starting with, Hey, what kept you entertained during the lockdown? What whatever, whatever audio, video is entertaining you. Entertaining.

Math 52

Math Leadership Investments Entertainment 52

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? TROPIN: And you know, we certainly did that on a portion of what we look at as our risk budget. And is there any adverse behavior as it relates to liquidity that we should be very careful and thoughtful about? How do you track performance?

Profit and Loss 115

Profit and Loss Foreign Exchange Valuation Investments 115

Barry Ritholtz

FEBRUARY 20, 2024

And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. The 2010s fed rates were essentially zero the whole time, and yet we couldn’t get CPI to budget above 2% the whole decade following the financial crisis. 01:03:31 [Speaker Changed] It’s already in your budget.

Treasury 56

Treasury Marketing Economics Banking 56