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.

Benchmarking 98

Benchmarking Tax Planning Investments Planning 98

Future CFO

DECEMBER 4, 2024

This requires expertise beyond finance, including knowledge of the global economy, market trends, laws and regulations, business strategy, and emerging technologies.” Wong admits that he has always enjoyed pushing boundaries and setting new benchmarks for himself and his team.

Finance 98

Finance Leadership Problem Solving Benchmarking 98

CFO Plans

DECEMBER 2, 2024

By scrutinizing financial statements and operational data, you gain insights into cost structures, pricing strategies, and market positioning. Data-Driven Growth Strategies for Hotels For hotels, growth strategies must be data-driven and aligned with market trends.

CFO 52

CFO Benchmarking Financial Analysis Financial Data 52

Musings on Markets

JANUARY 17, 2025

In my last post , I noted that the US has extended its dominance of global equities in recent years, increasing its share of market capitalization from 42% in at the start of 2023 to 44% at the start of 2024 to 49% at the start of 2025.

Treasury 129

Treasury Valuation Marketing Forecasting 129

Barry Ritholtz

DECEMBER 11, 2024

Fitness alpha is a model of performance, and we can derive alpha in markets from so many different areas. So if our benchmark is the S& P 500, we’re a money manager, and we make 25 percent in a year when the market’s up 20%. If the market’s up 20%. So the markets are stressful.

Finance 59

Finance Marketing Benchmarking Banking 59

Nerd's Eye View

FEBRUARY 17, 2025

In order to deliver the best service to their clients, financial advisors often take on responsibilities beyond giving financial advice, including compliance, marketing, team management, and other operational duties.

Prioritization 73

Prioritization Benchmarking Compliance Numbers 73

CFO News

JUNE 20, 2025

ANI Published On Jun 20, 2025 at 02:39 PM IST Copy Link Share on WhatsApp Share on Linkedin Share on X Share on Telegram Share on Facebook New Delhi [India], June 20 (ANI): According to a report by Jefferies , the Indian stock market is once again facing concerns around high valuations , particularly in the midcap segment. ANI) Advt

Valuation 40

Valuation Marketing CFO Benchmarking 40

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

CFO Talks

NOVEMBER 27, 2024

When the leadership team is debating market expansion, their primary concern is not the minutiae of last quarter’s overheads but whether the new market is profitable and sustainable. Context—whether through benchmarking or comparisons—gives decision-makers the perspective they need.

Cash Flow Forecasting 52

Cash Flow Forecasting Leadership CFO Forecasting 52

Global Finance

JUNE 3, 2025

“Like many emerging markets, Latin America is a hotbed of financial innovation,” said Tripathi to Costa Rican newspaper La Repblica. These arent just regional success stories, but global benchmarks. Nubank passed 100 million customers in May 2024 and has a market capitalization of $56.6

Benchmarking 59

Benchmarking Banking Marketing Finance 59

Collectiv

JANUARY 24, 2025

I dont about you, but its pretty surprising to see spreadsheets dominating in AFPs 2025 FP&A Benchmarking Survey Report. For example, leverage predictive analytics to model planning scenarios, such as revenue projections or cash flow impacts from market shifts. Spreadsheets are not built for strategic decision-making.

Financial Planning and Analysis (FP&A) 52

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

Future CFO

JUNE 29, 2025

He cites the example of an Indonesia-based consumer financing company that keeps its marketing and digital functions in-house while outsourcing collections and admin. Singapore, Malaysia, the Philippines, India, and Hong Kong emerged as top contenders, offering a balance of cost, talent, and proximity to key markets.

Finance 52

Finance Compliance Auditing Communication 52

Future CFO

NOVEMBER 6, 2024

CFOs and the Finance team rode on the waves of these shifts in the market, putting talent management—re-skilling and up-skilling—on the priorities list to help finance professionals through transformation and change.

Finance 96

Finance Healthcare Benchmarking Forecasting 96

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.

Investments 52

Investments Benchmarking Valuation Compliance 52

Global Finance

NOVEMBER 4, 2024

It’s the first such rating for the residential solar market. Unlike other solar providers who rely on third-party sales channels and external installers, Tesla markets, sells and installs its solar panels directly. Tesla’s direct model, combined with high borrower standards, sets a new benchmark.”

Finance 105

Finance Benchmarking Prioritization Sales 105

Barry Ritholtz

APRIL 17, 2025

If only there were some ways to prevent investors from interfering with the markets greatest strength the incomparable and guaranteed ability to create wealth by compounding over time. Drawdowns, corrections, and crashes are not the problem your behavior in response to market turmoil is what causes long-term financial harm.

Investments 107

Investments Profit and Loss Math Accounting 107

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. But then along came Jellyfish, a company whose big day in the public markets would likely be years away.

Leadership 52

Leadership CFO Benchmarking Finance 52

Trade Credit & Liquidity Management

JUNE 2, 2025

Share Expertise: Communicate your credit knowledge, industry trends, and benchmark customer comparisons with the sales team. This ensures your credit policy remains aligned with sales goals and market realities. Is the department perceived as an obstacle or a valuable business partner?

Sales 52

Sales Prioritization Communication Problem Solving 52

The Finance Weekly

FEBRUARY 17, 2025

These indicators focus on important objectives and serve as benchmarks for long-term success. From HR and management to marketing and sales, KPIs support different business functions at a strategic level. But, how do you determine what to track? What Are KPI Metrics? Balance leading and lagging indicators.

Sales 52

Sales Numbers Analyzing Data Benchmarking 52

The Big Picture

JULY 1, 2025

We had worked a lot with private equity funds, but we had not done as much work with sovereign wealth funds, pension funds, and the problems that those institutional investors face when investing in private markets are well served by the knowledge that Bain had in the space. I know there’s a bunch of different benchmarks.

Investments 59

Investments Economics Valuation Marketing 59

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. Final Takeaway: Learn, Benchmark, Transform Meriams closing advice is simple yet profound: “ We can make a better futuretogetherif we are united and more responsible.

Benchmarking 52

Benchmarking Leadership CFO Finance 52

E78 Partners

MAY 7, 2025

Operating Partners begin by auditing contracts, analyzing spend, and benchmarking supplier performance. Conclusion: Strategic Sourcing as an Imperative In a market where exit multiples are compressing and capital costs are rising, Operating Partners must find new ways to create and preserve value.

Vendor Management 59

Vendor Management Cost Analysis Benchmarking Auditing 59

Musings on Markets

JUNE 17, 2025

These ignored investment classes are what fall under the rubric of alternative investments, and while many of these choices have been with us for as long as we have had financial markets, they were accessible to only a small subset of investors for much of that period.

Investments 75

Investments Marketing Sales Benchmarking 75

CFO Talks

JUNE 17, 2025

South Africa’s PE market is smaller but growing. It formally recognises CFOs who operate at this level of strategic leadership and provides a clear benchmark of competency. Boards are looking for leaders who can influence across departments, markets, and stakeholders. For CFO Club members, this is a call to action.

Leadership 52

Leadership CFO Benchmarking Finance 52

Global Finance

APRIL 5, 2025

The global mergers and acquistions (M&A) market might not have fulfilled every dealmakers fantasy of a roaring comeback in 2024. The listed bond market is one place where RMB dominates, having arranged $1.9 In 2024, NBD ranked eighth in the Middle East and Africa for debt capital markets and fifth for IPOs, according to Dealogic.

Mergers and Acquisitions (M&A) 52

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

E78 Partners

JUNE 12, 2025

In today’s market, private equity firms recognize that acquisition alone no longer drives sufficient growth. In today’s competitive and high-cost market, sponsors rely on margin expansion to drive higher valuations and prepare portfolio companies for exit. In 2025, top-performing firms go beyond sourcing deals. They optimize them.

Prioritization 52

Prioritization Accounts Payable Leadership Budgeting 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!

Benchmarking 73

Benchmarking Treasury Compliance Communication 73

E78 Partners

JUNE 27, 2025

Meanwhile, distributions to LPs are falling behind historical benchmarks, leaving many investors cash-flow negative. In a crowded, capital-constrained market, only those who act now will convert portfolio scale into value realized. Many were acquired at peak valuations during a low-rate era and now face limited exit options.

Benchmarking 52

Benchmarking Prioritization Valuation Leadership 52

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. But then along came Jellyfish, a company whose big day in the public markets would likely be years away.

Leadership 52

Leadership CFO Benchmarking Finance 52

CFO Talks

MARCH 5, 2025

Listed companies (on the stock exchange) They must meet strict financial disclosure rules, often set by stock market regulators like the JSE (Johannesburg Stock Exchange). Some best practices include: Benchmarking Compare your reporting processes with industry leaders to identify areas for improvement.

IFRS 52

IFRS Auditing Compliance Financial Data 52

The Big Picture

JUNE 23, 2025

There are a few people in the world of fixed income that understands the bond market, the ETF market, what the fed’s doing, what is driving both institutional and household investors on the fixed income side. So the market is kind of sorta almost efficient, is, I don’t know how else to describe it. I’m assu.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Benchmarking Treasury Marketing 52

E78 Partners

JUNE 11, 2025

They ask uncomfortable questions: Where is the market overlooking potential? When the market gets shaky, champions create certainty rather than waiting for it. This is why certain firms consistently generate alpha while others struggle to beat benchmarks. What would it take to build platforms that transcend market cycles?

Benchmarking 52

Benchmarking Investments Planning Marketing 52

Barry Ritholtz

MAY 1, 2025

These days, turning on the TV to get the latest news about the markets and the economy can be enough to send anyone into panic mode. The second section of your book focuses on Bad Numbers, or in other words, misleading numbers that could drive the economy, the markets and ultimately, your investments. How useful is management guidance?

Investments 75

Investments Math Benchmarking Numbers 75

Trade Credit & Liquidity Management

JUNE 12, 2025

In an economic landscape marked by ongoing uncertainty, small businesses continue to navigate shifting consumer behaviors and market dynamics with remarkable adaptability. This underscores the importance of agility and local market knowledge for small business success.

Benchmarking 52

Benchmarking Economics Sales Prioritization 52

CFO Talks

JANUARY 30, 2025

Whether its breaking into new markets, attaining cash flow positivity, or preparing for an exit strategy, the vision must be clear and measurable. Navigating Unexpected Challenges When unexpected challenges arise, such as market shifts or economic crises, Rogers approach is to stay agile and maintain transparency with stakeholders.

Communication 52

Communication CFO Valuation Construction 52

Global Finance

FEBRUARY 4, 2025

It also boosts adaptability and maintains stability in challenging markets. According to a report published by market research and consulting firm IMARC Group, the global SCF market reached $7.5 According to a report published by market research and consulting firm IMARC Group, the global SCF market reached $7.5

Finance 52

Finance Invoicing Banking Manufacturing 52

CFO Strategic Partners

APRIL 14, 2025

EBITDA measures operational earnings (not capital investments), and it is often a better profitability benchmark than net income. Invest – Beyond your savings, you’ll also want to invest in key areas like talent, technology, and marketing so that you can scale.

Mergers and Acquisitions (M&A) 40

Mergers and Acquisitions (M&A) Leadership Auditing Valuation 40