Global Finance

FEBRUARY 4, 2025

MUFG says that clients who implement a dynamic discounting offering enjoy a typical average annualized yield of between 10% and 12% APR, significantly outperforming most internal investment hurdle rates or returns on short-term cash.

Finance 52

Finance Invoicing Banking Manufacturing 52

Musings on Markets

AUGUST 15, 2023

As the risk-free rate rises, expected returns on equities will be pushed up, and holding all else constant, stock prices will go down., and the reverse will occur, when risk-free rates drop.

Investments 98

Investments Currencies Treasury Hurdle Rate 98

PYMNTS

FEBRUARY 16, 2017

“Our benchmarking data confirms the hazards of clinging to traditional credit-centric revenue models and static, inflexible operating practices,” said BCG’s corporate banking segment global leader, Carsten Baumgärtner, in a statement. .

Banking 43

Banking Hurdle Rate Benchmarking Economics 43

Barry Ritholtz

FEBRUARY 21, 2023

And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. That means a low hurdle rate. We measure our success by how are our funds doing, and we look back long-term performance. So we do that.

Leadership 111

Leadership Investments Profit and Loss Technology 111

Barry Ritholtz

MAY 9, 2023

But I don’t think this is a wholesale shift, we’re in a higher rate environment, obviously, for now. And while rates will likely start rolling over into next year, I think we’re in an environment where the hurdle rate for making more illiquid investments is higher.

Investments 119

Investments Banking Advertising Numbers 119

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. But now we’re back to a more normal hurdle rate. 5% interest rates is not super high. 00:38:37 [Speaker Changed] Bill Miller says active management is being destroyed by closet indexers.

Finance 59

Finance Marketing Numbers Investments 59

Barry Ritholtz

NOVEMBER 25, 2024

Most clients, whether they’re individuals or institutions, have some sort of benchmark, a policy portfolio, some strategic asset allocation that they start with. It’s Mr. And, and Mrs. The first is it creates a return hurdle problem, whatever I’m selling. So it creates a fer 00:24:32 [Speaker Changed] Rate.

Leverage 59

Leverage Investments Marketing Math 59