Future CFO

DECEMBER 4, 2024

Beyond technical expertise In terms of taking on essential skills beyond just technical expertise, Wong says becoming a standout finance leader definitely takes more than just mastering the numbers. Wong admits that he has always enjoyed pushing boundaries and setting new benchmarks for himself and his team.

Finance

Nerd's Eye View

JUNE 27, 2025

Also in industry news this week: While the estate tax exemption is slated to rise to $15 million in 2026 under Republican-proposed legislation, estate planning will remain a key topic for advisors and their clients across the wealth spectrum, from managing possible state estate tax exposure to ensuring that clients’ end-of-life preferences are (..)

Benchmarking

Musings on Markets

JUNE 17, 2025

It is true that most investing lessons are directed at those who invest only in stocks and bonds, and mostly with long-only strategies. In the last two decades, alternative investments have entered the mainstream, first with choices directed at institutional investors, but more recently, in offerings for individual investors.

Investments

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. Your industry determines the exact size standard based on revenue, the number of employees, or both.

Profit and Loss

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)

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

Nerd's Eye View

FEBRUARY 17, 2025

While this risk can be prevalent in any role, founders and lead advisors may be particularly susceptible due to the sheer number of responsibilities they manage. Comparing activities against benchmarking studies (such as the Kitces Research on Advisor Productivity) can reveal additional areas for improvement.

Prioritization

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. At this stage, you may be ready to bail on stocks, but I have one final card to play.

Treasury

Global Finance

AUGUST 11, 2025

Treasury GPT acts as an adviser, evaluating quantitative and qualitative data to provide recommendations, setting a new benchmark for proactive treasury intelligence, says Steve Wiley, vice president of Treasury Solutions. Institutional Cash Distributors (ICD) takes the award for Best Investment Management Solution with its ICD Portal.

Cash Management

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

Nerd's Eye View

JULY 25, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Charles Schwab's annual RIA benchmarking study found that median firm AUM increased 16.6% in 2024 , with revenue up by 17.6%. net organic growth and larger firms seeing 5.0%

Benchmarking

CFO Talks

MAY 29, 2025

And ensuring compliance with global reporting standards is what keeps that lens clear, trusted, and investment-ready. While many CFOs focus on getting the numbers right, those who truly lead focus on getting the reporting right. Analysts use them to determine investment potential. Its a lens into the organisations future.

IFRS

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!

Benchmarking

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

The Big Picture

JULY 1, 2025

The transcript from this week’s, MiB: Velina Peneva, Swiss Re Chief Investment Officer , is below. Eva is group Chief Investment Officer for insurance, giant Swiss Ray. Really a fascinating conversation with someone who is uniquely situated in the investment world. It was the best from the investment banking teams.

Investments

CFO Talks

MARCH 28, 2025

Case in Point: A mid-sized logistics firm in Morocco used the BIPP to benchmark its financial resilience and non-financial reporting practices. Within one fiscal year, the company reduced its emissions by 11% and attracted green funding from a European impact investment fund. It enables companies to: Benchmark their practices.

Benchmarking

CFO Strategic Partners

APRIL 14, 2025

Earn Spend Save Invest Borrow Earn – Keep your finger on the pulse of overall business performance by monitoring your earnings before interest, taxes, depreciation, and amortization (EBITDA). EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income.

Mergers and Acquisitions (M&A)

Future CFO

AUGUST 10, 2025

The numbers speak for themselves. CFOs see measurable gains “CFOs investing in AI are seeing measurable gains: higher order values, lower friction, and faster global cross-border expansion,” notes Singh. To what extent will AI change both backend and frontend experiences, and what ROI can CFOs expect from these investments?

Compliance

The Big Picture

JUNE 23, 2025

Yet another extra special guest, Steve Lightly is global co-head of Bond ETFs and investment giant BlackRock. trillion in change and we think that number is gonna get to six by the end of the decade for the industry. 00:15:23 [Speaker Changed] Yeah, it, and it’s a number of things and, and we’ve talked about these trends.

Mergers and Acquisitions (M&A)

E78 Partners

APRIL 16, 2025

What if TEM was thought of as a strategic lever for CFOs and CIOsa way to align technology investment with business value? Optimization & Cost Rationalization Using market benchmarks and internal performance data, we identify inefficiencies and negotiate improved vendor terms.

Technology

Global Finance

FEBRUARY 4, 2025

Implementing DTSCF can be more complex than traditional SCF due to the increased number of parties involved and the need to track payments across multiple tiers. In DTSCF, large corporations extend financing beyond their immediate tier 1 suppliers to those suppliers suppliers (tiers 2, 3, and beyond).

Finance

Barry Ritholtz

APRIL 29, 2025

Eventually, he becomes CEO of Voya when the parent company spun out the US holdings into a separate entity, really an a, a fairly unique career path and is sort of uniquely situated to look at the world of investing. What was that experience like and how did it affect how you look at investments today?

Concentration

Barry Ritholtz

FEBRUARY 17, 2025

The transcript from this weeks, MiB: Christine Phillpotts, Ariel Investments , is below. Christine Philpots of Aerial Investments has specialized in emerging markets and frontier markets. For most of her career, she has been around the world and if you name a hotspot investing place, she’s been there. Christine Philpots.

Investments

The Big Picture

AUGUST 4, 2025

I have discovered that a number of people who’ve studied philosophy have said it’s useful for developing frameworks and thinking about the way to approach management. So from philosophy, what drew you to a career in finance and investment management? What did you begin investing in? We’ll get to that in a bit.

Mergers and Acquisitions (M&A)

Barry Ritholtz

MAY 6, 2025

How did it shape how you look at the world of investing? 00:14:36 [Speaker Changed] That that’s number one. I actually created a statistic that Gerber statistic that helps to understand diversification between our deal codes, between our investment positions. Probabilities will eventually work in your favor.

Profit and Loss

Embark With Us

MARCH 26, 2025

This package is an important legislative initiative designed to simplify existing sustainability reporting requirements and the due diligence framework, reduce the number of companies in scope, and make it easier and more cost-effective for those companies that remain in scope to comply.

Compliance

The Big Picture

AUGUST 11, 2025

He’s written five number one bestselling books, including Tools of the Titans. Very similar to the Angel investing later. 00:23:47 [Speaker Changed] It, it’s amazing that everything you’re saying is so applicable to public markets investing. How did you then pivot to angel investing and or advising?

Startups

Barry Ritholtz

MAY 20, 2025

And the firm is really a very interesting mix of quantitative value-based and factor-based investing. In addition, they’ve put up some really impressive numbers over the past 30 years, which has given them the opportunity to donate tens of millions of dollars to their favorite organizations.

Mergers and Acquisitions (M&A)

CFO Dive

AUGUST 4, 2025

Also, in a sign of greater difficulty in getting jobs, the number of people without work for at least 27 weeks exceeded 1.8 The Trump administration’s back-and-forth approach to tariff negotiations has prompted companies to forgo hiring and investment, economists said. Sign up A valid email address is required.

Marketing

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

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

Nerd's Eye View

AUGUST 30, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move 'upmarket' and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust (..)

Benchmarking

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

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

CFO News Room

DECEMBER 2, 2022

Up until then, there had been no external investment and the organic growth had been steady but slow and achieved by hard graft. There was a realisation that if you wanted to change that growth trajectory, you needed external investment in order to invest in engineering, sales and marketing and so on,” says Frances.

Technology

Nerd's Eye View

SEPTEMBER 2, 2022

Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. A study suggests that some fund companies are misleading investors by changing their benchmark indices to make their performance look better.

Benchmarking

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.

Financial Planning and Analysis (FP&A)