Jedox Finance

APRIL 12, 2023

When focusing on growth ambitions, organizations must consider the variables that affect hiring and deploying a high-performing workforce, including economic uncertainty, talent shortages, and hybridized workplaces. Talent is out there, but it is hard to attract and retain.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Budgeting Benchmarking 52

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. This year, the PYMNTS data and analytics team published 252 reports that tracked the data, innovations and disruptive thinking that are reshaping the payments and commerce business. Buy Now, Pay Later.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

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 130

Planning Benchmarking Profit and Loss Communication 130

CFO News Room

DECEMBER 3, 2022

According to research and consulting firm Cerulli Associates , the combination of high inflation and significant market volatility will drive increased demand for financial planning services, with current economic conditions most affecting consumers at the lower end of the wealth spectrum and those nearing retirement. Joy Lere | Finding Joy).

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

DECEMBER 17, 2022

How firms can best leverage their internal data to improve the number of client referrals they receive. But while benchmarking surveys can be helpful to see what tactics the ‘average’ firm is using, some firms might not be optimizing the use of their own internal firm data to discover ways to generate more referrals.

Education 130

Education Planning Benchmarking Investments 130

PYMNTS

APRIL 18, 2018

Canadian companies are less optimistic, however, about the Comprehensive Economic Trade Agreement (CETA) between Canada and Europe), and Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) trade agreements. jobs data are all affecting the currency, but that strong economic performance in the country is a good sign.

Marketing 40

Marketing Profit and Loss Benchmarking Currencies 40

CFO News Room

NOVEMBER 14, 2022

She has dual degrees in Economics and Corporate Finance and a certification in Advanced Behavioral Analysis. They also serve as a benchmark for whether team members are succeeding in their roles on an ongoing basis. Ability to powerfully leverage partners, including custodians and tech partners, to serve clients.

Practice Management 130

Practice Management Planning Leadership Communication 130

PYMNTS

FEBRUARY 24, 2020

But unlike centuries before, when innovations were only focused on counting and measuring time in order to economize the consumer’s use of it, today’s innovators must do more — because people and businesses want more. and end at 11:59 p.m., 24 hours later. That’s pretty much the way it’s been, well, forever. In fact, the U.S.

Currencies 83

Currencies Benchmarking Banking Transportation 83

CFO News Room

FEBRUARY 2, 2022

economics, correct. RITHOLTZ: Oh, not the control, just the economics. capital problem helps improve our economic sharing …. CONROD: I — I think the — in this low interest rate environment people are looking for yield and income, and how do they — they have a — they have a benchmark. Is that right? CONROD: Yeah.

Investments 100

Investments Economics Numbers Marketing 100

Barry Ritholtz

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. And you know, because they had leveraged in some cases bond portfolios when rates go up as you know, prices go down, they had margin calls ’cause they were trading on margin in a 00:41:52 [Speaker Changed] Lot of cases. For various reasons.

Investments 56

Investments Math Risk Management Benchmarking 56

Barry Ritholtz

MARCH 7, 2023

Maria Vassalou has a fascinating history and background, London School of Economics to Columbia School of Business, where she actually was a professor for over a decade, and started consulting to the hedge fund and financial services industry. The hedge fund industry, generally, is outperforming their benchmarks.

Investments 63

Investments Marketing Economics Risk Management 63

Barry Ritholtz

OCTOBER 31, 2023

And you can go long, you can go short, you can have leverage, you could have higher exposure levels, but the securities are in the liquid public markets versus private equity, which are in illiquid private markets. 00:15:29 [Speaker Changed] That’s your benchmark, correct? 00:15:30 [Speaker Changed] Correct.

Investments 60

Investments Marketing Numbers Valuation 60

Barry Ritholtz

AUGUST 29, 2022

And in order to graduate from Cook you had to have at least a minor that was related, and I thought — I took an econ class and I kind of liked it, so I minored in environmental economics. I — because obviously, I’m like journalism, economics, I’m in Rutgers. RITHOLTZ: Interesting. But I — I got rejected. So Bogle ….

Profit and Loss 63

Profit and Loss Marketing Investments Benchmarking 63

Barry Ritholtz

SEPTEMBER 12, 2022

And so, coming out of school, I studied Economics and Spanish Literature, and I applied to a — a program that actually targeted Liberal Arts majors. BITTERLY MICHELL: Not in leveraged, no, not at all, give more …. And then again, all of our economic students are like, no, there’s the National …. RITHOLTZ: Right.

Investments 113

Investments Marketing Profit and Loss Banking 113

Barry Ritholtz

FEBRUARY 13, 2023

You know, people are comfortable, leverage builds. 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, the leverage in the system builds. There is alpha. RIEDER: Yeah.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

MARCH 14, 2023

You get a BA in Economics from Hamilton College. So what we did was we figured out the economic rationale, the macroeconomic influences about why growth and value work at any point in time. RITHOLTZ: I mean, you didn’t do great bonds, but you didn’t do as bad as the benchmark — BERNSTEIN: Absolutely. BERNSTEIN: Yes.

Quantitative Analysis 60

Quantitative Analysis Investments Valuation Marketing 60

Barry Ritholtz

AUGUST 16, 2022

RITHOLTZ: And last question about the various teams, does everybody have a different benchmark? And I think that’s reflective of employee having a lot of leverage over employers. How do you contextualize the economic data and the broad stamp recession when you’re thinking about managing risk? TROPIN: Yeah.

Profit and Loss 115

Profit and Loss Foreign Exchange Valuation Investments 115

Barry Ritholtz

MARCH 21, 2023

But if you buy low multiples and sell high multiples, either in a long-only beat the benchmark sense, whether over and underweight, and you did the same thing everyone does and call me a hedge fund manager. And value and momentum do, whether it’s relative outperformance against a benchmark or absolute performance in a hedge fund.

Profit and Loss 63

Profit and Loss Valuation Forecasting Investments 63

Barry Ritholtz

NOVEMBER 15, 2022

It seems like an easy one, but there’s a lot of missed benchmarking that goes on. We’re going to make a benchmark much easier. So we haven’t talked about the thematic ETS, biblical, partisan, our friend Perth Tolle’s Economic Freedom. The use case for a single stock ETF — RITHOLTZ: Leverage.

Finance 106

Finance Investments Math Marketing 106

Barry Ritholtz

DECEMBER 26, 2023

00:26:19 [Speaker Changed] It, it’s, it’s usually it is aggressive shorts from leveraged funds on s and p futures. 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? You can see it also in futures positioning.

Marketing 60

Marketing Leadership Finance Investments 60

Barry Ritholtz

OCTOBER 3, 2023

 The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs , is below. It’s, it’s no different But, but inherently in futures, a whole lot more leverage, a whole lot more risk. Your chief economic advisor to the president. Really intriguing.

Marketing 106

Marketing Treasury Banking Profit and Loss 106