CFA Institute

DECEMBER 19, 2022

How can we identify and measure a portfolio's benchmark misfit risk?

Benchmarking 96

Benchmarking Performance Measuring Risk Management Construction 96

CFO Talks

MARCH 14, 2024

Construct Reliable Control Systems: Ensuring the integrity of financial systems and controls is crucial. Understand and Mitigate Risks: A CFO must have a comprehensive understanding of the various risks the company faces, including operational, financial, and strategic risks.

CFO 40

CFO Performance Measuring Benchmarking Restructuring 40

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. The takeaway? Learn More.

Risk Management 40

Risk Management CFO Budgeting Benchmarking 40

PYMNTS

MARCH 8, 2018

Credit underwriting is more reliant than ever on Big Data, and one of the industries in which this is most pronounced is the construction industry. Lenders have to mitigate risk on complicated building projects with lengthy timelines and a crowded supply chain that stretches far beyond the direct borrower. It doesn’t matter.

Construction 40

Construction Benchmarking Technology B2B 40

Barry Ritholtz

AUGUST 29, 2023

So I was a mile deep on a subject matter of bond indexing, but now I had the opportunity to lead an equity indexing group, the entire fixed income team, our investment strategy team that does research for our clients around portfolio construction, those types of things. They create the benchmark. DAVIS: Yes, exactly.

Investments 52

Investments Benchmarking Valuation Construction 52

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

Barry Ritholtz

MARCH 7, 2023

Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. I’ve focused much more on risk management, downside risk hedging. The hedge fund industry, generally, is outperforming their benchmarks.

Investments 64

Investments Marketing Economics Risk Management 64