Barry Ritholtz

MARCH 20, 2024

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. For example, you can see what’s the biggest drawdown, how long did it last, how long and how often did a strategy beat its benchmark, and by what magnitude. Barry Ritholtz : So let’s compare evidence versus stories.

Investments 61

Investments Benchmarking Valuation Math 61

CFO News Room

DECEMBER 17, 2022

To help determine an appropriate fee, advisors can then look to various benchmarking studies , which can provide industry-wide fee data , as well as information on specific fee structures and geographic areas that can help a firm owner tailor their fee. sequence of return risk ). Gregg Greenberg| InvestmentNews).

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

FEBRUARY 13, 2023

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. RIEDER: And all of a sudden, you change the economic paradigm so darn fast. There is alpha. Can you manage that through downturns?

Mergers and Acquisitions (M&A) 57

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