VCFO

JANUARY 27, 2022

total economic melt downs, (2000, 2008), terrorist attacks, pandemics (bird flu, swine flu, coronavirus), natural disasters (fires, earthquakes, hurricanes and floods), and geo-political tensions and disruptions. Be sure you are communicating your value proposition in all that you do. The Perils of Inflation.

Benchmarking 81

Benchmarking Restructuring Leadership Planning 81

CFO Leadership

OCTOBER 10, 2023

The latter, for example, is an offering that Bloomberg says can “ bring the full potential of AI to the financial domain ” and create entirely new workflows, economic analyses and financial benchmarks for its customers. Instituting a stable workflow environment around the technology can make the transition easier for everyone.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Spreadym

JUNE 8, 2023

Forecasts can be short-term or long-term and are usually based on assumptions about factors like market conditions, customer behavior, economic trends, and internal capabilities. This helps track progress towards financial goals, identify areas for improvement, and communicate financial results to stakeholders.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

CFO News Room

DECEMBER 3, 2022

According to research and consulting firm Cerulli Associates , the combination of high inflation and significant market volatility will drive increased demand for financial planning services, with current economic conditions most affecting consumers at the lower end of the wealth spectrum and those nearing retirement.

Communication 130

Communication Investments Planning Marketing 130

Jedox Finance

APRIL 12, 2023

When focusing on growth ambitions, organizations must consider the variables that affect hiring and deploying a high-performing workforce, including economic uncertainty, talent shortages, and hybridized workplaces. Transparency and tracking are also key to visualizing and communicating growth. Are we still in budget?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Benchmarking 52

CFO News Room

DECEMBER 13, 2022

9 subpoena obtained by The Washington Post shows DOJ has requested “any and all communications in any form to, from or involving” Trump, his campaign, employees or attorneys. Inflation: “United States Consumer Price Index (CPI)” [ Trading Economics ]. Optimism: “United States NFIB Business Optimism Index” [ Trading Economics ].

Economics 130

Economics Forecasting Communication Benchmarking 130

CFO News Room

NOVEMBER 14, 2022

She has dual degrees in Economics and Corporate Finance and a certification in Advanced Behavioral Analysis. They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis. Key Result 2 : The associate advisor stays present with clients by communicating with them on an ongoing basis (e.g.,

Practice Management 130

Practice Management Planning Leadership Communication 130

CFO News Room

DECEMBER 17, 2022

First, it is important for firm owners to create a regularly scheduled process to reassess fees and communicate them to their clients. But by reassessing fees and communicating the advisor’s value and any fee changes to clients on a regular basis, firm owners can feel more confident that a fee increase will be successful!

Education 130

Education Planning Benchmarking Investments 130

Future CFO

MAY 26, 2020

Against the backdrop of economic and legal implications of non-compliance, companies are mandating self-isolation and work from home. He himself looks for analytical skills and soft skills like communication and the ability to work in a team when recruiting talent. Arno Wiedijk, regional finance director, Asia Pacific, TMF Group.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance Treasury Education 52

Barry Ritholtz

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. 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. You can be in marketing, you can be in communications.

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

AUGUST 29, 2023

So a variety of risk meetings, a variety of economic meetings. They create the benchmark. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark? So, our active team has been successful outperforming their benchmarks.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

JUNE 7, 2023

They have economics. And 70 percent of the economics of the alpha that has been generated will flow to the investors and 30 percent will accrue to the manager. If you’re good relative to whatever benchmark you’re posted against, you’ll do just fine. What is that economic trajectory look like with success?

Investments 107

Investments Concentration Profit and Loss Economics 107

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. You have a background, undergraduate, your economics degree from Notre Dame, but you were dual-major Spanish language and Literature degree, how useful was that in Latin America?

Investments 114

Investments Marketing Profit and Loss Banking 114

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. A degree in mathematics from Oxford, a doctorate in mathematical epidemiology and economics from Cambridge. What made you add economics to your, to your graduate degree?

Investments 52

Investments Valuation Math Numbers 52

Barry Ritholtz

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. I — because obviously, I’m like journalism, economics, I’m in Rutgers. So I would get — I would — I would basically use my communication skills.

Profit and Loss 64

Profit and Loss Marketing Investments Benchmarking 64

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) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So what we did was we figured out the economic rationale, the macroeconomic influences about why growth and value work at any point in time. RITHOLTZ: I mean, you didn’t do great bonds, but you didn’t do as bad as the benchmark — BERNSTEIN: Absolutely. BERNSTEIN: Yes.

Quantitative Analysis 60

Quantitative Analysis Investments Valuation Marketing 60

Barry Ritholtz

FEBRUARY 20, 2024

You get an economics PhD from California, Berkeley in 82, and around the same time you become an economist at the Federal Reserve Board from 81 to 83. The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community.

Treasury 56

Treasury Marketing Economics Banking 56

Barry Ritholtz

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. And economic indicators, like the unemployment rate or the claims data, and you know, we actually did some scenario analysis around that recently, just talking about, Hey, what happens if the employment rate rises versus falls?

Marketing 60

Marketing Leadership Finance Investments 60

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. Your chief economic advisor to the president. 00:16:40 So there was a way to judge yourself.

Marketing 107

Marketing Treasury Banking Profit and Loss 107