Benchmarking, Investments and Performance Measuring

Evaluating Benchmark Misfit Risk

CFA Institute

DECEMBER 19, 2022

How can we identify and measure a portfolio's benchmark misfit risk?

Benchmarking

Benchmarking Performance Measuring Risk Management Construction

Benchmarking Has Become Circular

CFA Institute

AUGUST 17, 2021

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

Benchmarking

Benchmarking Performance Measuring Investments

A Practical Guide for the New CFO

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

CFO Performance Measuring Benchmarking Restructuring

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

MORE WEBINARS

Differences Between Budgeting and Forecasting in Business

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.

Budgeting

Budgeting Forecasting Cash Flow Forecasting Benchmarking

Budget vs Actuals: The Key to Measuring Business Performance

Centage

SEPTEMBER 11, 2023

Benchmarking Performance Budget vs actuals analysis provides a starting point you can measure your business’s financial performance against. Resource Allocation Identifying areas where your actual performance doesn’t measure up to your budget gives you a roadmap to allocate resources more strategically.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring

The modern CFO: Guardian, Change-maker, Manager, Planner

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

CFO Compliance Performance Measuring Education

Are Reindeer Good Stock Pickers?

CFA Institute

DECEMBER 19, 2021

Beating a passive benchmark is hard. And that's true for both reindeer and people.

Benchmarking

Benchmarking Performance Measuring Economics Investments

What is Financial Planning and Analysis (FP&A)?

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)

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

The Short, the Index, and the Private Markets

CFA Institute

APRIL 21, 2021

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

Benchmarking

Benchmarking Marketing Performance Measuring Economics

Milestones in strategic planning for business

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

Strategic Planning Planning Performance Measuring Budgeting

What is the difference between planning, budgeting and forecasting for a business?

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.

Budgeting

Budgeting Forecasting Planning Strategic Planning

Myths of Private Equity Performance: Part IV

CFA Institute

JANUARY 13, 2021

PE results can neither be benchmarked reliably nor delivered consistently.

Benchmarking

Benchmarking Performance Measuring Economics Investments

The NIFTY 50 No Longer Reflects the Indian Economy

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

Benchmarking Performance Measuring Economics Investments

Ensemble Active Management (EAM): Taming Toxic Tails

CFA Institute

JANUARY 31, 2019

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

Benchmarking

Benchmarking Performance Measuring Risk Management Economics

“Alpha-Flation”: A Private Market Syndrome

CFA Institute

AUGUST 26, 2021

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

Marketing

Marketing Investments Performance Measuring Benchmarking

Transcript: Marta Norton

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

Investments Valuation Benchmarking Marketing