Future CFO

JUNE 10, 2025

A number of well-followed ESG-themed stock indices have been outperforming their conventional benchmarks since 2022, presenting potentially attractive investment opportunities in Southeast Asia. The post ESG-themed stock indices pose attractive investment opportunities in Southeast Asia appeared first on FutureCFO.

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Investments Benchmarking Valuation Compliance 52

CFA Institute

AUGUST 17, 2021

Benchmarking a company against its peers tends to be the quickest path to mediocrity.

Benchmarking 98

Benchmarking Performance Measuring Investments 98

Nerd's Eye View

DECEMBER 20, 2024

Also in industry news this week: A benchmarking study from Charles Schwab shows that median compensation for financial planners at RIAs is well into the six figures, though actual salaries appear to vary widely The U.S.

Benchmarking 98

Benchmarking Education Investments Planning 98

Tips Watch

APRIL 3, 2025

The benchmark 5-year real yield continues to fall. By David Enna, Tipswatch.com Amid all this week’s financial chaos, I am trying to focus on something I more or less understand: Projecting the May 1 fixed-rate reset for the U.S. Series … Continue reading →

Benchmarking 101

Benchmarking Treasury Finance Investments 101

Nerd's Eye View

NOVEMBER 15, 2024

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits.

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Benchmarking Tax Planning Investments Planning 98

Global Finance

JUNE 9, 2025

Most Innovative Financial Technology Company in Middle East | GEIDEA The first payment provider in the Middle East and North Africa region to offer instant merchant onboarding, Geidea enables businesses to start accepting payments within minutes, thanks to substantial investments in automation, AI, and digital verification.

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Reconciliations Forecasting Cash Management Benchmarking 125

Global Finance

APRIL 5, 2025

Deal activity will continue, owing to increased confidence and stable macroeconomics, says Robert Leon, co-head of Rand Merchant Bank (RMB) Investment Banking. The pace should pick up further as African sovereigns refinance $20 billion of maturing eurobonds in the immediate future. billion Brazilian reais (about $749 million).

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Investments Banking Finance 52

CFO News Room

NOVEMBER 15, 2022

Whether you’re a newbie or a seasoned investor, you’ve probably heard these words from a friend or family member who invests in the S&P 500: “Just buy an index fund.”. But does it make sense for ALL investors to invest in the S&P 500? What if you’re not 100% comfortable investing all your money in the stock market?

Investments 130

Investments Benchmarking Finance Marketing 130

Global Finance

NOVEMBER 4, 2024

Tesla’s sterling borrower pool also supports the top investment grade rating. Tesla’s direct model, combined with high borrower standards, sets a new benchmark.” The average Tesla borrower’s 793 FICO score and 13% down payment reduce default risks.

Finance 106

Finance Benchmarking Prioritization Sales 106

Future CFO

NOVEMBER 6, 2024

He also highlights the importance of building agility in supply chain management and, external focus and benchmarking in forecasting, whilst continuing to be data and insight-led. He firmly believes that quality of talent can be a competitive advantage and investing time and resources behind that has a positive return.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

E78 Partners

DECEMBER 5, 2024

Without careful planning, organizations may face trade-offs, reallocating funds from other critical IT initiatives to accommodate AI investments. Building Resilient IT Budgets Navigating these complexities requires a disciplined approach to cost management, enabling organizations to unlock the full value of their AI investments.

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Budgeting Benchmarking Auditing Cost Management 52

Global Finance

JUNE 3, 2025

These arent just regional success stories, but global benchmarks. However, Tripathi warned that more than 50% of the total capital invested in the world banking sector is trading below its value. “In fact, some of the most cutting-edge developments in global banking originate [in Latin America].

Benchmarking 59

Benchmarking Banking Marketing Finance 59

CFO News

APRIL 18, 2025

Indian equity markets experienced a significant surge, with Sensex and Nifty climbing over 6% in four sessions, fueled by factors like a US tariff pause and renewed foreign investment. A prediction of above-normal monsoon rainfall and easing retail inflation further boosted investor confidence, raising expectations for another RBI rate cut.

Benchmarking 40

Benchmarking Marketing Retail Investments 40

Nerd's Eye View

FEBRUARY 17, 2025

Comparing activities against benchmarking studies (such as the Kitces Research on Advisor Productivity) can reveal additional areas for improvement. For example, they might discover they are spending significantly more time on administrative tasks than expected, suggesting a need for support staff or automation.

Prioritization 67

Prioritization Benchmarking Compliance Numbers 67

Barry Ritholtz

OCTOBER 14, 2023

 This week, we speak with Graeme Forster, a director at Orbis Investments Ltd., We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee). which has $34 billion in assets under management.

Investments 72

Investments Benchmarking Startups Finance 72

CFO News

DECEMBER 16, 2022

While tagging an investment approach to a particular strategy, the portfolio manager should select one benchmark from those prescribed for that strategy to enable the investor to evaluate relative performance of the portfolio managers, Sebi said.

Benchmarking 52

Benchmarking Investments 52

Barry Ritholtz

MAY 1, 2025

I chatted with Jean Chatzky of Your Money Map about HNTI and some general investing concepts. Many, if not most, investing books aim to teach people how TO invest. Your focus is giving readers advice on how NOT to invest. The book is broken down into four categories of things not to do when youre investing.

Investments 75

Investments Math Benchmarking Numbers 75

Musings on Markets

JANUARY 17, 2025

If you wanted to pick a benchmark to compare annual returns to pass judgment on whether a year was above or below average, you can can go with either the annual return (11.79%) or the median return (14.82%) across the entire time period. The problem with both assumptions is that they are in conflict with the data.

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Treasury Valuation Marketing Forecasting 129

Global Finance

JUNE 16, 2025

.” The success of Flynas’ IPO might serve as a benchmark highlighting investor confidence in the low-cost airline sector, potentially leading to revaluations of other airlines’ stocks. International institutional demand was a key driver of Flynas’ IPO round, underscoring the growing attraction of investing in Saudi Arabia.

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CFO News Room

FEBRUARY 5, 2022

But unlike other Budget Days, benchmarks ended the day in the green, as investors cheered a growth-oriented Budget. The government’s record borrowing plans for the next financial year sent benchmark bond yields to two-and-a-half years high. By Yoosef Kp & Ruchit Purohit. After surging as much as 1,018.03

Budgeting 130

Budgeting Marketing Benchmarking Manufacturing 130

CFO Talks

MAY 2, 2025

What Every CFO Needs to Lead On Smart investment strategy starts with asking: Whats the purpose of this money? Strategic Cash Longer-term funds that can be invested for better returns. Its the backbone of everythingfrom how you structure investment approvals to how you defend decisions to your board. Thats not a strategy.

Treasury 52

Treasury CFO Profit and Loss Benchmarking 52

CFO News Room

FEBRUARY 3, 2022

Federal Reserve will raise interest rates for the first time since 2018 have led investors to shift toward investments that are deemed safer, such as stocks of companies that pay regular dividends. It’s a brutal first month,” said Peter Andersen, founder of Massachusetts-based investment firm Andersen Capital Management LLC.

Benchmarking 130

Benchmarking Treasury Forecasting Banking 130

Future CFO

DECEMBER 4, 2024

Wong admits that he has always enjoyed pushing boundaries and setting new benchmarks for himself and his team. One of my proudest achievements was leading the establishment of the first investment-grade-rated RM1.5 Growth happens when we step out of the comfort zones, invest in learning, and empower others to do the same.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

PYMNTS

AUGUST 16, 2020

Morgan Chase and dropped an investment in Goldman Sachs. million share investment worth $563.6 The 45 percent drop in the KBW Bank Index, a benchmark stock index of the banking sector, has eliminated $795 billion from its 24 constituents, which include J.P. million shares, lowered its stake in J.P. Buffett bought a 20.9

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Banking Benchmarking Investments Securities 128

CFO News Room

NOVEMBER 4, 2022

They’ve identified three areas where organizations need to focus and invest to keep DEI momentum going: connecting a good strategy to the right accountability; collecting and analyzing the right data; and truly empowering DEI leaders. Empowering the DEI leader requires a real investment of time, money, and access.

Investments 100

Investments Leadership Accounting Analyzing Data 100

CFO Thought Leader

DECEMBER 9, 2024

Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its CFO. ” Joanne Cheng, CFO, Jellyfish CFO PLaybook Views the budget as a roadmap, aligning investments with measurable outcomes.

Leadership 52

Leadership CFO Benchmarking Finance 52

Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

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Benchmarking Treasury Compliance Communication 67

CFO News Room

FEBRUARY 6, 2022

Foreign Portfolio Investors (FPIs) have invested in debt securities to the tune of $571.65 Brent crude oil prices have risen very sharply in January, owing to supply concerns and political tension in Eastern Europe and the Middle East. By Manish M Suvarna. million in January due to rising yields in the Indian market.

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Benchmarking Securities Treasury Budgeting 130

Trade Credit & Liquidity Management

JUNE 12, 2025

This optimism is supported by proactive measures such as cost control, strategic investment, and a focus on essential services. S mall businesses are not just surviving but actively managing risk and capitalizing on new opportunities.

Benchmarking 52

Benchmarking Economics Sales Prioritization 52

Future CFO

OCTOBER 18, 2023

When CFOs tap into a broader spectrum of benchmarks, they can use that added visibility to unlock new opportunities for business growth and efficiency for the future. With these tech investments , it is vital for financial leaders to take a macro-level view of their decisions.

Investments 64

Investments Benchmarking Economics Compliance 64

PYMNTS

NOVEMBER 2, 2020

Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. Clients will also be able to use the data for an enterprise use case, the release stated.

Credit Risk 85

Credit Risk Benchmarking Risk Management Economics 85

CFO News Room

FEBRUARY 2, 2022

The yield on the new benchmark 10-year government securities inched up again on Tuesday, albeit marginally, to 6.85%, having risen by 15 basis points in the previous day. The benchmark has risen 40 basis points (bps) so far in 2022 on top of the 56 bps in 2021. The Centre’s gross market borrowing is estimated at Rs 10.47

Budgeting 130

Budgeting Benchmarking Economics Finance 130

The Finance Weekly

JANUARY 13, 2025

Measuring Profitability ROE provides a clear view of a company's profitability concerning the equity invested. Comparing Companies Potential investors often use ROE to benchmark companies within the same industry. Return on Investment (ROI) ROI measures the profitability of an investment relative to its cost.

Profit and Loss 52

Profit and Loss Benchmarking Investments Financial Analyst 52

CSC Advisors

DECEMBER 17, 2024

However, qualifying for an SBA loan requires meeting specific benchmarks set by both the SBA and lenders like Cornerstone Capital Advisors. Knowing these benchmarks is the first step toward determining your eligibility. If you’re wondering, “Do I qualify for an SBA loan?”

Profit and Loss 52

Profit and Loss Benchmarking Startups Securities 52

CFO News Room

FEBRUARY 4, 2022

The benchmark 10-year U.S. Expectations that the Federal Reserve will raise rates multiple times in 2022 sparked an early year bond rout that has jarred financial markets, fueling declines in stocks and other riskier investments. Government bond yields surged world-wide after a strong report on the U.S.

Benchmarking 130

Benchmarking Treasury Economics Banking 130

Musings on Markets

AUGUST 15, 2023

In every introductory finance class, you begin with the notion of a risk-free investment, and the rate on that investment becomes the base on which you build, to get to expected returns on risky assets and investments. What is a risk free investment?

Investments 98

Investments Currencies Treasury Hurdle Rate 98

CFO Thought Leader

DECEMBER 9, 2024

Having proven her ability to guide companies to liquidity events and beyond, Cheng had established a new benchmark for any next move: she wanted to steer a firm toward an IPO while serving as its CFO. ” Joanne Cheng, CFO, Jellyfish CFO PLaybook Views the budget as a roadmap, aligning investments with measurable outcomes.

Leadership 52

Leadership CFO Benchmarking Finance 52