CFA Institute

AUGUST 26, 2021

Why does investing in the "average" private market fund seem to go so poorly?

Marketing 98

Marketing Investments Performance Measuring Benchmarking 98

Spreadym

SEPTEMBER 19, 2023

They serve as a benchmark against which actual performance is measured, and any deviations from the budget may require approval or justification. Performance Measurement Budget: Budgets are primarily used to measure actual performance against planned performance.

Forecasting 59

Forecasting Budgeting Cash Flow Forecasting Benchmarking 59

CFA Institute

APRIL 21, 2021

There is no valid benchmark for the unlisted private equity sector. That needs to change.

Benchmarking 52

Benchmarking Marketing Performance Measuring Economics 52

CFA Institute

JANUARY 13, 2021

PE results can neither be benchmarked reliably nor delivered consistently.

Benchmarking 52

Benchmarking Performance Measuring Economics Investments 52

CFA Institute

MARCH 15, 2019

Why do the benchmark indices in India and the United States display completely opposite trends relative to GDP growth?

Benchmarking 52

Benchmarking Performance Measuring Economics Investments 52

CFA Institute

JANUARY 31, 2019

What is Ensemble Active Management (EAM) and how can it help active managers outperform their benchmarks after fees?

Benchmarking 52

Benchmarking Performance Measuring Risk Management Economics 52

CFA Institute

MARCH 31, 2023

The first step in testing whether ESG funds deliver higher ESG scores is to determine what to compare them against.

Performance Measuring 124

Performance Measuring Benchmarking Economics Investments 124

CFO Talks

MARCH 14, 2024

Link Performance Measures to Strategy: Aligning performance metrics with the company’s strategic goals is vital. The CFO should review and adjust the existing measurement systems to ensure they are driving the desired behaviors and outcomes. This can lead to cost savings and improved operational efficiency.

CFO 40

CFO Performance Measuring Benchmarking Restructuring 40

CFA Institute

FEBRUARY 17, 2023

Do index funds with lower tracking error have better or worse post-tax performance?

Performance Measuring 116

Performance Measuring Benchmarking Economics Investments 116

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. Strategic Planning Support: Financial Planning and Analysis plays a crucial role in supporting strategic decision-making processes.

Financial Planning and Analysis (FP&A) 52

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

Spreadym

MAY 31, 2023

Goal Setting: Establishing specific, measurable, achievable, relevant, and time-bound (SMART) goals that align with the organization's vision and mission. These goals provide a clear direction for the organization and serve as benchmarks for measuring progress. This helps assess employee satisfaction and retention efforts.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

CFO Talks

MARCH 20, 2024

The CFO must also allocate finance resources effectively to drive the greatest return on investment while managing risks associated with global operations and evolving financial reporting standards. They work to align the organization’s behavior with its strategic and financial goals.

CFO 52

CFO Compliance Performance Measuring Education 52

Spreadym

JUNE 8, 2023

These goals could include increasing revenue, improving profitability, reducing costs, optimizing cash flow, expanding to new markets, or achieving a specific return on investment. This may involve determining pricing strategies, cost reduction initiatives, revenue growth plans, investment strategies, or capital structure decisions.

Forecasting 52

Forecasting Budgeting Planning Risk Management 52

Barry Ritholtz

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. BARRY RITHOLTZ, BLOOMBERG RADIO HOST: This week on the podcast, I have an extra special guest, Marta Norton is the Chief Investment Officer for Morningstar Investment Management. What makes a good investment strategy?

Investments 52

Investments Valuation Benchmarking Marketing 52