CFA Institute

MAY 21, 2024

Peer benchmarking is a vexing task for financial analysts but one that is critical for forecasting earnings. This straightforward measure can help find peers for relative performance, compensation, and valuation benchmarking.

Benchmarking

CFO Share

OCTOBER 6, 2023

Business valuation captures more than just your present position—it’s a mirror to your past efforts and a window to future possibilities. As we journey through this article, we’ll illuminate the core factors that breathe life into the valuation of your business. What factors influence business valuation?

Valuation

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. So, you know, our sister company in South Africa, Africa have done 8% above the benchmark. Then the volatility and, and the valuation makes an enormous difference.

Investments

Barry Ritholtz

FEBRUARY 13, 2023

In fact, I was going to be a strategist, financial analyst to work for a bank and write research reports. But I found — you know, I was a financial analyst and I was literally — you know, what we talked about, I was going to go and do that again, I loved looking at companies. RIEDER: A100 percent.

Mergers and Acquisitions (M&A)

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