PYMNTS

JUNE 6, 2016

The NRF contends the requirement that they work with credit card companies “exhausts” funds and resources that retailers might otherwise use to invest in data security. The NRF further notes that the government ought to find a new method by which to benchmark data security.

Benchmarking 40

Benchmarking Construction Auditing Securities 40

PYMNTS

MARCH 8, 2019

A B2B transaction in an industry like construction, where what triggers a payment isn’t a single, simple invoice. It is perhaps unsurprising, then, that the construction sector is no stranger to delayed and late B2B payments. What’s more complicated than a B2B transaction? In fact, nearly half wait up to 90 days to receive funds.

Construction 50

Construction B2B Invoicing Benchmarking 50

Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52

Planful

OCTOBER 25, 2016

For another, their biggest risk is ensuring safety on the job sites, but they also face fluctuating demand in the construction industry and the risk this puts on their P&L. Another panelist highlighted their investment in inventory, as well as managing growth in the business.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

CFO News Room

NOVEMBER 14, 2022

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. Providing constructive feedback to newer associate advisors is also important. When it comes to reviewing OKRs, there are a few things to consider.

Practice Management 130

Practice Management Planning Leadership Communication 130

Barry Ritholtz

AUGUST 29, 2023

Greg Davis, Chief Investment Officer at a little shop called the Vanguard Group, which manages $8 trillion. Few people are in a position to see what’s going on in the world of investing, whether it’s institutional or retail, better than Vanguard CIO. GREG DAVIS, CHIEF INVESTMENT OFFICER, VANGUARD GROUP: Thanks, Barry.

Investments 52

Investments Benchmarking Valuation Construction 52

CFO News Room

NOVEMBER 28, 2022

Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But, with the rise of index funds and the commoditization of investment advice, generating sufficient investment ‘alpha’ to justify a fee has become more challenging for advisors.

Tax Planning 130

Tax Planning Planning Investments Profit and Loss 130

CFO News Room

DECEMBER 26, 2022

101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio) – Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. Financial Planning.

Planning 130

Planning Benchmarking Profit and Loss Communication 130

Barry Ritholtz

AUGUST 15, 2023

Let’s talk a little bit about your alternative investments career. And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

JULY 24, 2023

And so when I asked myself the question, am I qualified to provide investment advice? And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller.

Construction 52

Construction Marketing Valuation Investments 52

PYMNTS

DECEMBER 5, 2016

And against that backdrop, with money cheap but, as the WSJ noted, “hard to get,” the economic growth in the United States has been muted, as measured by private investment, which stands at 6 percent above pre-recession levels (per capita). Analysts at Pacific Investment Management have estimated that as many as 1.4 Louis has noted.

Benchmarking 57

Benchmarking Construction Investments Economics 57

Barry Ritholtz

MARCH 7, 2023

So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this. VASSALOU: In the case of value versus growth, it’s more related to the level of GDP growth and investment growth, and the different sectors of the economy. And so I had the — RITHOLTZ: Undecided (ph). VASSALOU: Yeah.

Investments 65

Investments Marketing Economics Risk Management 65

CFO News Room

JANUARY 25, 2023

Different companies have researched mucosal vaccines for COVID, but the data is small and fragmented, Beigel said, using different methods and benchmarks. This makes it difficult for scientists to compare early results from labs that have tried out new vaccines in animals. “It

Benchmarking 130

Benchmarking Construction Manufacturing Investments 130

Barry Ritholtz

FEBRUARY 13, 2023

He holds all sorts of fascinating titles in addition to chief investment officer for bonds. trillion in various investments. If you’re at all interested in a lecture school in investing or fixed income, or active and passive, this is just a masterclass as to how to do it right. You’re chief investment officer.

Mergers and Acquisitions (M&A) 57

Mergers and Acquisitions (M&A) Investments Marketing Education 57

Barry Ritholtz

MARCH 26, 2024

The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below. She is the chief investment strategist and member of the firm’s Investment Committee at Schwab. She is as much in the mix, in the thick of what’s going on in the world of investing as anybody.

Investments 57

Investments Marketing Concentration Economics 57

Barry Ritholtz

MARCH 14, 2023

He was the chief investment strategist at Merrill Lynch where he worked for more than 20 years. If you’re at all interested in thinking about asset allocation, top-down analysis, how to think about the world of investing, not as a stock picker, but as a broad macro perspective, none better than Rich Bernstein.

Quantitative Analysis 61

Quantitative Analysis Investments Valuation Marketing 61

Barry Ritholtz

AUGUST 16, 2022

If you’re all interested in macro investing, trend following, commodities, currencies, fixed income, various types of quantitative strategies, and most important of all, risk management, you’re going to find this conversation to be absolutely fascinating. John was one of our managers that we had, you know, our clients invest in.

Profit and Loss 118

Profit and Loss Foreign Exchange Valuation Investments 118

Barry Ritholtz

NOVEMBER 15, 2022

So for a while, I ran Wells Fargo’s 401(k) business because they had acquired that as part of Wells Fargo Nikko Investment Advisors. Blake Grossman was the chief investment officer there. You need to be more constructive because Dow 57% is a fantastic reset.” NADIG: — through all the acquisitions they were doing.

Finance 108

Finance Investments Math Marketing 108

Barry Ritholtz

JANUARY 31, 2023

So a lot of the investment banking analysts had already lined up their gig. So one of the things, I think, that Rosie did really well is just kind of take the economics calls and make them useful for an equity market investing. But, you know, I do think that, yeah, I mean, we haven’t really invested much in mining CapEx.

Economics 57

Economics Marketing Manufacturing Profit and Loss 57