Evaluating Benchmark Misfit Risk
CFA Institute
DECEMBER 19, 2022
How can we identify and measure a portfolio's benchmark misfit risk?
Sebi issues fresh benchmarking norms for portfolio managers
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
52 Join 68,000+
Insiders
Sign Up for our Newsletter
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Trending Sources
Benchmarking Has Become Circular
CFA Institute
AUGUST 17, 2021
Benchmarking a company against its peers tends to be the quickest path to mediocrity.
Benchmarking 79
79 
The Importance of Cybersecurity in Private Equity Investments
E78 Partners
APRIL 9, 2024
To preserve investment value and ensure the long-term success of private equity investments, it is essential for investors to recognize the importance of cybersecurity in safeguarding their valuable assets. Merely focusing on the financial aspects of an investment is no longer sufficient.
Investments 59
59 
CFOs tap into strategic approach in tech investing
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
64 
A Short History of Stocks
Barry Ritholtz
APRIL 11, 2024
Few noticed what was to become a revolution in investing. Lower trading costs, a rampaging bull market, and tax-deferred investing led to millions of new entrants into markets. Whatever gains they had over the benchmark were soon consumed by their relatively high costs. Vanguard launched in 1974, to surprisingly little notice.
Benchmarking 139
139 
To Sustain DEI Momentum, Companies Must Invest in 3 Areas
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
100 
China lowers new benchmark lending rate to boost economy
Future CFO
NOVEMBER 19, 2019
China lowered its new benchmark lending rate on Wednesday, in an attempt to give a boost to the slowing economy and reduce funding costs. This wasn’t the first time that the one-year LPR was lowered—it has been lowered thrice since it became the official lending benchmark in August. The PBOC injected a net 80 billion yuan ($25.68
Benchmarking 40
40 
Kalanick And Benchmark Make Peace For Sake of Uber/SoftBank Deal
PYMNTS
NOVEMBER 13, 2017
Uber Technologies paved the way to receive a multi-billion-dollar investment led by SoftBank Group, after co-founder and ex-CEO Travis Kalanick reached a deal with Benchmark over board seats. SoftBank is leading an investment that could be for as much as $10 billion, with SoftBank contributing $1 billion or more.
Benchmarking 40
40 
Former Uber CEO Calls Benchmark Lawsuit A ‘Public And Personal’ Attack
PYMNTS
AUGUST 18, 2017
Reuters reported that venture capital firm Benchmark Capital, which says it owns 13 percent of Uber and controls 20 percent of the voting power, last week sued former Uber CEO Travis Kalanick to force him off the board and rescind his remaining power there.
Benchmarking 40
40 
Market gives thumbs up to Budget 2022
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
130 
U.S. Stock Futures Rise After Tech Selloff
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
130 
MiB: Peter Atwater, Financial Insyghts
Barry Ritholtz
NOVEMBER 25, 2023
He is the author of several books on investing confidence, most recently The Confidence Map: Charting a Path from Chaos to Clarity. Over his 32-year tenure, the fund has beaten 100% of peers, and outperformed the Russell 2000 benchmark by 3.49% annually, and has more than doubled the performance of the S&P 500.
Benchmarking 107
107 
Rajiv Jain-led GQG’s $10-billion India bet has winning picks beyond Adani
CFO News
DECEMBER 11, 2023
The valuation of GQG’s Adani investment has vaulted to $7 billion, validation for Jain who cut against the grain when he bought shares worth $1.9 But he and his fund managers have also bought several less flashy stocks in India that have surged over 50% this year, beating the 15% rise in the benchmark S&P BSE Sensex.
Benchmarking 52
52 
Unlocking the secrets of becoming investment ready
Creative CFP
AUGUST 11, 2020
Whether this investment comes in the form of equity or as a loan to be repaid, the investor will usually want to see specific information about your business. This is a combination of business and financial data about your company that helps the investor decide whether or not to invest.
Investments 52
52 
SEC Flags Benchmark That Obscured WeWork’s Bottom Line
PYMNTS
DECEMBER 3, 2019
It ignores fixed costs, however, expenses a business would have to pay regardless of generated revenue, Bob Pozen, former vice chairman of Fidelity Investments told Bloomberg. The metric generally comprises the selling price per unit, less per-unit variable costs. Pozen now lectures at the MIT Sloan School of Management.
Benchmarking 54
54 
FPIs turn net buyers of debt worth $571.65 million in January
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.
Benchmarking 130
130 
Bloomberg To Incorporate Credit Risk Data
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
85 
What to watch on jobs day: Upward revisions in employment expected after record two-year job growth
CFO News Room
FEBRUARY 1, 2023
Along with the latest on payroll employment, unemployment, and wage growth, we will also get the final benchmark revisions for the establishment survey (CES). Preliminary benchmark revisions suggest job growth will be even stronger over the last two years than the 11.2 million previously reported. 1980 1136 1.3% 1982 -1086 -1.2%
Benchmarking 130
130 
MiB: Michael Fisch, American Securities
Barry Ritholtz
DECEMBER 2, 2023
He is a managing member of the general partners of the American Securities Partners’ series of private equity funds and a member of the investment committee of AS Birch Grove. This week, we speak with Michael Fisch , CEO and co-founder of American Securities , a $27-billion dollar private equity firm.
Securities 99
99 
Can deal with any yield spike in orderly manner: DEA secy
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
130 
Bond Yields Surge in Europe as Old Jitters Return
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
130 
Weekend Reading For Financial Planners (October 7-8)
Nerd's Eye View
OCTOBER 6, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, suggesting that the (..)
Benchmarking 97
97 
Airbnb’s Business Travel Investment Leads B2B Funding For The Week
PYMNTS
APRIL 19, 2019
The big news in B2B FinTech investment this week came from Airbnb , which is bolstering its presence in the business travel market with new funding, while corporate card startup Brex also secured a prominent debt capital investment. The company said it plans to use the investment to further build out its lending operations.
B2B 69
69 
MiB: Ted Seides, Capital Allocators
Barry Ritholtz
AUGUST 12, 2023
His most recent book is “ Capital Allocators: How the world’s elite money managers lead and invest ;” he is also the host of the popular “ Capital Allocators” podcast , which reached 16 million downloads in June. This week, we speak with asset management expert Ted Seides , founder of Capital Allocators.
Benchmarking 98
98 
Weekend Reading For Financial Planners (November 11-12)
Nerd's Eye View
NOVEMBER 10, 2023
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a Fidelity benchmarking study revealed that both small and large RIAs saw positive organic growth in 2022, helping to mitigate AUM declines resulting from weak market performance.
Benchmarking 67
67 
OPEX in Financial Analysis
Spreadym
NOVEMBER 23, 2023
Comparative Analysis: Comparing OPEX with industry benchmarks or competitors allows businesses to benchmark their performance. Investment Decisions: OPEX analysis assists in investment decisions by providing insights into the sustainability of operations.
Buffett’s Berkshire Hathaway Dumps US Bank Stocks For Gold
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
Banking 128
128 
The importance of smart resource allocation for CFOs
Future CFO
APRIL 3, 2024
Among the most common: the sunk-cost fallacy (a reluctance to abandon a project because a lot of money has been sunk into it), anchoring (overreliance on arbitrary benchmarks), and naive diversification (the tendency to allocate equally between available options instead of weighting investments strategically).
Benchmarking 52
52 
To NPV or Not to NPV: That Is the Question
Fpanda Club
JULY 24, 2022
oracle Aesop formulated his investment insight "a bird in the hand is worth two in the bush" and since that time the model for calculating the value of an asset as the present value of the cash generated by this asset throughout its life has remained unchanged. In about 600 B.C. and help identify most probable outcomes.
Cybersecurity Investments Are Paying Off For GDPR-Ready Firms
PYMNTS
JANUARY 29, 2019
Much of that spend (nearly one-third, by Gartner accounts), will go toward investment in consulting and implementation services as companies seek guidance for changing cybersecurity regulations like GDPR in Europe. Less than half of IT professionals in the U.S.
Investments 59
59 
Top 4 Mutual Fund Holders of Microsoft (MSFT)
CFO News Room
FEBRUARY 3, 2022
Microsoft is a component in the big three benchmark indexes: Dow Jones Industrial Average (DJIA) , Standard and Poor’s 500 (S&P 500) , and the Nasdaq-100 index. Here are the four largest mutual funds invested in Microsoft stock. Fidelity’s FXAIX has no investment minimum, an expense ratio of.015%, Source link.
Benchmarking 130
130 
Chinese Stocks Gain After Holiday; U.S. Futures Hold Steady
CFO News Room
FEBRUARY 6, 2022
The prospect of tighter monetary policy has prompted investors to shift toward investments that are deemed safer. In the bond market, the benchmark 10-year U.S. Treasury yield declined to 1.903%, according to Tradeweb. On Friday it had risen to 1.930%, the highest since December 2019. Yields and prices move inversely.
Benchmarking 130
130 
Nonprofit Leadership: Using Data for Better Decision-Making
The Charity CFO
MARCH 22, 2024
Investing in Data Technology Data technology, such as data management software, makes implementing and benefiting from a data strategy easier than ever. Once you have a data technology and a data governance plan in place, make sure to invest in staff and volunteer training on the programs and policies.
Nonprofit 52
52 
8 Forms of Waste in Finance Processes (Lean Approach in Finance)
Fpanda Club
MARCH 14, 2021
Some examples in finance processes are: waiting for other departments to respond to an email waiting for somebody to submit data/information, waiting for invoices to be signed, calculations of the investment projects efficiency and approvals to be made. PwC’s Finance Effectiveness Benchmark Report 2019. Download this article
Finance 130
130 
MiB: Maria Vassalou, Goldman Sachs Asset Management
Barry Ritholtz
MARCH 4, 2023
This week, we speak with Dr. Maria Vassalou , co-chief investment officer of multi-asset solutions at Goldman Sachs Asset Management. Vassalou was an associate professor of finance at Columbia Business School, which she joined in 1995 and where she established many of the investment principles she employs today. She earned her Ph.D.
Benchmarking 66
66 
How to Recession-Proof Your Business
VCFO
JULY 12, 2022
top quarter of profitable companies, operating regions) via financial benchmarking. Financial benchmarking against the best performers in your industry will identify key variances between your KPIs and those of the best performers. Read more about the advantages of Financial Benchmarking here. Optimize now.
Benchmarking 80
80 
#FA Success Ep 295: Systematizing A Planning Process To Maximize The Return On Life For Clients, With Shari Greco Reiches
Nerd's Eye View
AUGUST 23, 2022
In this episode, we talk in-depth about how Shari developed her 5-prong “Maximize the Return on Life” approach with clients and how she and the rest of the advisors in her firm iteratively built over time their “CFO Family Checklist” of planning issues to discuss with clients, how Shari’s firm uses the Diamond Teams approach (..)
Planning 78
78 
The CFO's role in IPO preparations
Future CFO
NOVEMBER 5, 2023
Initial public offerings or IPOs are among the significant milestones for a company as it transition to one open to public investment from being a privately held entity, and the chief financial officer play an important role for the journey's success. Through this benchmarking process, gaps and opportunities for improvement become apparent.
Berkshire Hathaway Dumps US Bank Stocks, Adds Canadian Mining Company
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
Banking 99
99 
Tales from the Dark Side
Barry Ritholtz
AUGUST 26, 2022
What he saw stunned him: The previous broker outsourced much of his asset management to third-party managers; Digging into the specifics he was gobsmacked by the details: Sub-$1m accounts charged 1.25% for a high turnover, actively managed SMA which lagged its benchmark by a few 100 basis points. First Rule of Running Other Peoples’ Money?
Concentration 141
141 
Weekend Reading For Financial Planners (Sept 3-4)
Nerd's Eye View
SEPTEMBER 2, 2022
A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better. From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness.
Benchmarking 81
81 
Financial Planning & Analysis
Boston Startup CFO
APRIL 12, 2024
By creating sophisticated financial models tailored to your specific needs, we will help you make informed decisions, evaluate investment opportunities, and assess various scenarios, empowering you to achieve sustainable growth and maximize profitability.
Planning 40
40 
Weekend Reading For Financial Planners (December 2-3)
Nerd's Eye View
DECEMBER 1, 2023
Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)
Benchmarking 80
80 
Let's personalize your content