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Guide to Avoiding a Year-End Financial Close Meltdown

Planful

They described the following as some of the biggest challenges corporations have to face when approaching year-end close : Managing increasing volumes and complexity of data. Accomodating shifts in business strategy – e.g., M&As or leadership changes that impact data models and KPIs. Responding to regulatory changes.

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Transcript: Rick Rieder

Barry Ritholtz

And because remember, Lehman had the Lehman Agg and that was the benchmark. There is above benchmark returns to be generated by active selection of credit quality duration and specific bonds. You know, started with Bear Stearns, and then all of a sudden, financial institutions are levered entities. There is alpha.