CFO News Room

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). Executive Summary.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

NOVEMBER 28, 2022

Combined with growing advisor (and consumer) interest in comprehensive financial planning services, the number of ways advisors can add value for their clients has expanded greatly. Luckily, advisors have a large number of ways to add value to their clients’ lives (more than 101 in fact!),

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

Barry Ritholtz

OCTOBER 24, 2022

So there are a number of us heading in out of college into the BLS. 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.

Investments 52

Investments Valuation Benchmarking Marketing 52

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

MARCH 7, 2023

How do you crunch the numbers on that, and where do you come out on small cap and value? The hedge fund industry, generally, is outperforming their benchmarks. And at the same time, we have also a number of short-term drivers to the markets that we need to take into account. So there’s a behavioral side. VASSALOU: Yeah.

Investments 65

Investments Marketing Economics Risk Management 65

Barry Ritholtz

MARCH 26, 2024

A and, 00:12:27 [Speaker Changed] And my takeaway from that is market timing is one part science, where you’re crunching numbers and looking at history, but you can’t get away from one part art where after you’re watching the markets for decades like him, there’s a an intuitive feel where just something starts to smell wrong.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

AUGUST 16, 2022

And if you’re able to do that in a diverse number of markets and asset classes, while managing risk in the markets that aren’t trending, you know, that’s in general how trend following works. RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? How do you track performance?

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118