Future CFO

AUGUST 18, 2023

This allows the organisation’s core finance and accounting (F&A) operations to concentrate on more strategic work, such as financial analysis and planning. "We Yew Cheong Khong For one, the Procure to Pay team developed a chatbot with the technology team to help answer some of the frequently asked questions that global stakeholders have.

Finance

Spreadym

MAY 31, 2023

Environmental Analysis: Evaluating the external environment, including market trends, competition, technological advancements, regulatory factors, and societal changes. These goals provide a clear direction for the organization and serve as benchmarks for measuring progress.

Strategic Planning

Barry Ritholtz

SEPTEMBER 3, 2024

I think actually if you go public, there tends to be a more of a concentration in owners holding founder 00:17:41 [Speaker Changed] Stock. 00:23:35 [Speaker Changed] I mean very concentrated portfolios and long-term perspective. 00:23:48 [Speaker Changed] So, so when you say concentrated, how concentrated is concentrated?

Investments

Barry Ritholtz

AUGUST 16, 2022

There are a lot of technologies that people use that we use. You know, some of those technologies can include having multiple signals and multiple time horizons. But you know, we have a lot of technology to support all of that. RITHOLTZ: And last question about the various teams, does everybody have a different benchmark?

Profit and Loss

Barry Ritholtz

SEPTEMBER 12, 2022

And the last piece of it, which I’ve become really passionate about over the past really kind of five to 10 years of my career is the technology and platform. So the platform digital experience and technology is really, really critical as well. Crypto had gone ballistic, technology had exploded. It should be frictionless.

Investments

PYMNTS

AUGUST 21, 2017

million from Benchmark Capital and changed its name to eBay. billion people a day hanging out on Facebook could increase those odds — attracting eBay buyers that might not have ever considered them an option and sellers who might be intrigued by the possibility of being seen by the largest concentration of human beings ever assembled online.

Advertising

Barry Ritholtz

MARCH 7, 2023

And as the time goes by, I think the two lines get blurred also because of technology, because of the increased presence of retail investors in the markets. The hedge fund industry, generally, is outperforming their benchmarks. Or is it clearly one is right and one is wrong, and that’s that? The market microstructure has changed.

Marketing

Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. Let, 00:04:08 [Speaker Changed] Let’s lead up to that transition software engineer at IBM, then you get your PhD, then research at Siemens, which seems to be more of a technological position than a finance position. a year, way over both. It’s in the top 1% of its peers. Taken, gonna read 10 Ks.

Valuation

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

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

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. And now it’s interesting to watch him as he recognizes, I think, in a lot of ways that people want other things in life, not necessarily just technology.

Concentration

Barry Ritholtz

OCTOBER 24, 2022

The technology just hasn’t been there to be able to customize the way you want from profiling the clients to creating the right strategy, managing that strategy. NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio?

Investments

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. You’re 34th, you’re retiring after 34 years and you trounce what’s really the more appropriate benchmark, I would assume the Russell 2000. a year since 1989. Much better.

Benchmarking

Barry Ritholtz

JULY 29, 2024

And then I fell in love with technology and product development, moved from there to strategy, then moved from there to investment product development, worked on Schwab’s first ETF offerings, their equity mutual funds, fixed income mutual funds. So we used both of those devices to build one of the first mobile trading applications ever.

Investments

Barry Ritholtz

MARCH 26, 2024

00:18:13 [Speaker Changed] When markets are going up, the benchmark is either an index like the s and p 500 or you know, someone you know that’s making even more money than you are. But it’s amazing how quickly the benchmark turns into cash or a positive return when markets are going down. Not every day, not every week.

Investments

Barry Ritholtz

JULY 15, 2024

They take a benchmark in that case, the aggregate index is by bar the, the most common one used. Let, let’s allow you to do more and have a wider degree of risk and off benchmark in your sector. The young constraint typically does not have a benchmark. We tend to be concentrated in those. That was one aspect of it.

Investments

Barry Ritholtz

DECEMBER 26, 2023

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? Technology, you know, the sector itself, the technology still has a stronger relative chart pattern. And technology. And you take your absolute price.

Marketing