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

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. The hedge fund industry, generally, is outperforming their benchmarks.

Investments 65

Investments Marketing Economics Risk Management 65

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. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. It was at Bank One, at the time. It was called the First Scholars Program, and they targeted Liberal Arts majors.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? And I think that’s reflective of employee having a lot of leverage over employers. How do you contextualize the economic data and the broad stamp recession when you’re thinking about managing risk? TROPIN: Yeah.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Risk Management 118

Barry Ritholtz

DECEMBER 26, 2023

00:26:19 [Speaker Changed] It, it’s, it’s usually it is aggressive shorts from leveraged funds on s and p futures. Here’s how I would identify a core along you, you first and foremost, you identify what your benchmark is, how are you measuring your performance? You can see it also in futures positioning.

Marketing 61

Marketing Leadership Finance Investments 61