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

Onplan

NOVEMBER 30, 2022

Benchmarking and KPI tracking across the organization to stay on course. The tool has several custom reporting features, including providing scorecards and benchmarking with external data. Size constraints that can impact usability and even security. Budgeting and rolling forecasts, as well as what-if scenario planning.

Financial Planning and Analysis (FP&A) 52

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

Barry Ritholtz

OCTOBER 31, 2023

And now we have a number of different hedge funds, some we have in the macro, we have multi-Strat, we have point hedge funds with in technology in the healthcare field. Securities 00:06:35 [Speaker Changed] And old school. You could have up to, and you wouldn’t do this, but you could have up to 15% in illiquid securities.

Investments 61

Investments Marketing Numbers Valuation 61

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. So then we decided, look, look, maybe we should put all of these businesses together and create a securities division. And that’s how we created the securities division. We now had the securities business.

Marketing 108

Marketing Treasury Banking Profit and Loss 108

Barry Ritholtz

FEBRUARY 13, 2023

So the idea being, you know, that we could analyze, dissect companies anywhere from, you know, senior securities, secured down to distressed. And because remember, Lehman had the Lehman Agg and that was the benchmark. So I think there are 4,800 equities, different securities globally. RITHOLTZ: Is that how you ran R3?

Mergers and Acquisitions (M&A) 57

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

CFO News Room

FEBRUARY 2, 2022

And we can then benchmark those answers against the 3,000 families, or the 2,500 other families, that are in the research and say, “At this level, your trust and communication look really solid, and there’s an opportunity here to improve alignment of values and mission.”

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Communication Planning Education Numbers 130

Barry Ritholtz

MAY 21, 2024

And it’s gotten ver like the average active fund has gotten closer and closer to the benchmark over the last five years. And if you look at the s and p today, 50% of it is asset light, innovation oriented healthcare and tech. 00:38:37 [Speaker Changed] Bill Miller says active management is being destroyed by closet indexers.

Finance 57

Finance Marketing Numbers Math 57