The Finance Weekly

JULY 14, 2024

It extends beyond conventional budgeting, planning, and forecasting processes which usually span a year, and concentrates mainly on financial goals and key initiatives that are 5-10 years or more into the future. Without traceability to data sources and the factors driving the data in the Excel file, the numbers lack credibility.

Planning 52

Planning Leadership Budgeting Financial Analyst 52

Musings on Markets

AUGUST 15, 2023

Arbitrage pricing : Arbitrage refers to the possibility that you can create risk-free positions by combining holdings in different securities, and the benchmark used to judge whether these positions are value-creating becomes the risk-free rate. In a reflection of the times, there have been two developments.

Investments 98

Investments Currencies Treasury Hurdle Rate 98

The Finance Weekly

NOVEMBER 27, 2023

This measure aids in predicting future profits and establishing profitability goals and benchmarks. Instead of manually calculating these metrics from general ledger accounts, many businesses use software to automate the process and create dashboards with all the important numbers in one place.

Budgeting 52

Budgeting General Ledger Sales Concentration 52

Barry Ritholtz

SEPTEMBER 3, 2024

Heather comes from with a fascinating background, having previously been in a number of other places, most notably Morningstar, and, and she has a very specific approach to investment management and thinking about stock selection. They do a number of things at Diamond Hill that many other investment shops don’t.

Investments 59

Investments Valuation Concentration Marketing 59

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 122

Profit and Loss Foreign Exchange Valuation Marketing 122

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. So, eBay set in motion a number of things in an attempt to blunt the impact of these shifts and to bring new buyers and sellers into the mix. From the Living Room to the Basement. For much of its first decade, eBay was on a roll. In September of that year, eBay went public.

Advertising 51

Advertising Retail eCommerce Startups 51

Barry Ritholtz

SEPTEMBER 12, 2022

I wasn’t that typical person that did a number of, you know, internships during the summer, had that …. And so, while you can see that concentration in markets, and sales, and trading, once I started really working with our private bank in a meaningful way, I was then able to lead teams of investment counselors and investors.

Investments 119

Investments Marketing Profit and Loss Banking 119

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

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. Now, is that historically a very high number?

Investments 69

Investments Marketing Risk Management Economics 69

Barry Ritholtz

MAY 8, 2024

APPLE EMBED At The Money: Concentrated Portfolios: Andrew Slimmon, Morgan Stanley (May 8, 2024) Are your expensive active mutual funds and ETFs actually active? AndrewToday, we discuss the advantages of concentrated portfolios. AndrewToday, we discuss the advantages of concentrated portfolios. Let’s start with the basics.

Concentration 59

Concentration Benchmarking Numbers Investments 59

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

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. 00:18:19 [Speaker Changed] Right?

Concentration 69

Concentration Marketing Valuation Investments 69

Barry Ritholtz

JUNE 7, 2023

Not to be like the Grim Reaper, but the reality is, if you’re not a multi manager and you’re not aggressively managing market risk, then you fall into the category of a long, short single manager that probably takes concentrated, more concentrated directional risk. First, focus on putting up the numbers. Final word.

Investments 110

Investments Concentration Profit and Loss Economics 110

PYMNTS

SEPTEMBER 25, 2017

smartphone owners now download a grand total of zero apps per month, and most new app downloads are (unsurprisingly) concentrated in the millennial demographic. Google reportedly benchmarks its own malware-fighting capabilities against third-party products designed for the same purpose. More than half of U.S. Third Party.

Concentration 67

Concentration Benchmarking Securities Currencies 67

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

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. The s and p 500 has underperformed his fund by 3.7%

Benchmarking 105

Benchmarking Concentration Investments Profit and Loss 105

Barry Ritholtz

JULY 29, 2024

Not only has she been named to a number of hundred most influential women in finance, I don’t know many people who have seen as much of this industry on the front lines as she has for as long as she has, and is now in a position to very much drive change within the industry as CEO. Natalie Wolfson is CEO of Orion.

Investments 59

Investments Communication Benchmarking Technology 59

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 59

Investments Marketing Concentration Economics 59

Barry Ritholtz

JULY 15, 2024

I wasn’t really that interested, but I gutted through it and I started interviewing for the first internships, and I started, you know, I had a number of them. I had a number of other things as well. They take a benchmark in that case, the aggregate index is by bar the, the most common one used. That was one aspect of it.

Investments 59

Investments Marketing Banking Benchmarking 59

Barry Ritholtz

DECEMBER 26, 2023

And 00:06:38 [Speaker Changed] Door number one was much better than door number three in, in the circumstances. When we talk about breadth, we’re talking about the numbers of advancers versus decliners. So it’s like, yeah. It, it’s, it’s a totally, it’s, it’s very different.

Marketing 64

Marketing Leadership Finance Investments 64

Barry Ritholtz

FEBRUARY 20, 2024

And, and since then, you, you’ve gone on to do some work reforming L-I-B-O-R as the benchmark for rates. ’cause L-I-B-O-R was probably the most important number, certainly in credit, maybe in all of finance. Number one, the economy’s a lot stronger than they thought it was gonna be.

Treasury 59

Treasury Marketing Banking Economics 59