Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? And so that’s a really fertile, constructive environment for us to try and generate returns. But will it be volatile enough for it to be fertile for what we do and constructive for what we do? How do you track performance?

Profit and Loss 122

Profit and Loss Foreign Exchange Valuation Marketing 122

Barry Ritholtz

MARCH 7, 2023

The hedge fund industry, generally, is outperforming their benchmarks. So for someone like me, who started my career in academia and spent my research years thinking about portfolio construction, asset allocation, macro, asset pricing, and then I went into the hedge fund industry.

Marketing 69

Marketing Investments Risk Management Economics 69

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.

Investments 52

Investments Benchmarking Marketing Treasury 52

CFO News Room

NOVEMBER 28, 2022

As while an advisor may be well-qualified to construct an appropriate asset allocation for a client, differentiating themselves from all other advisors (including relatively lower-cost robo-advisors) who use a lot of the same investment management strategies has become more difficult.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

AUGUST 20, 2024

And the advice that he gave to David Einhorn about it that helped lead Einhorn to start really kicking the benchmark’s butt again for the past couple of years. It’s, it’s double concentrated risk. I found this conversation to be both interesting and surprising. That’s really bad. None of them are more than 10%.

Concentration 69

Concentration Marketing Valuation Investments 69

Barry Ritholtz

OCTOBER 24, 2022

NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark. And we’ve learned some hard lessons that way.

Investments 52

Investments Valuation Benchmarking Marketing 52