Generation CFO

DECEMBER 20, 2021

If we go back a few years, HR was very much concentrated on getting payroll correct. All of this, of course, supports the planning process and benchmarking between organisations. Benchmarking is a big subject that is becoming a real focal point for organisations as they try to attract and retain talent. .

Planning 131

Planning Benchmarking Budgeting Concentration 131

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.

Concentration 67

Concentration Benchmarking Securities Currencies 67

Barry Ritholtz

OCTOBER 24, 2022

And, you know, it really struck home with me that money is very personal, that it’s closely tied to security. It’s not just their security. NORTON: So what we do is we have the individual security portfolios. NORTON: Concentrated portfolios or willing to stick our necks out and look different than a benchmark.

Investments 52

Investments Valuation Benchmarking Marketing 52

CFO News Room

DECEMBER 26, 2022

stocks (which have a lengthy track record of outperforming inflation over long time horizons) and Treasury Inflation-Protected Securities (TIPS). 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

Musings on Markets

AUGUST 15, 2023

The first is that there is no risk that the issuer of the security will default on their contractual commitments. But what if government securities are viewed as risky? For an investment to be risk free then, it has to meet two conditions.

Investments 80

Investments Currencies Treasury Hurdle Rate 80

CFO News Room

NOVEMBER 28, 2022

Another area where advisor expertise can add value for clients is in the decision-making process surrounding employee stock options or an otherwise concentrated stock position. Of course, one of the major questions from clients that advisors often answer is, “When can I retire?”

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

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