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“Alpha-Flation”: A Private Market Syndrome

CFA Institute

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

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The Short, the Index, and the Private Markets

CFA Institute

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

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Budget vs Actuals: The Key to Measuring Business Performance  

Centage

Did changes in market conditions cause it? Negative variances may signal that there isn’t as much demand for your product or service, more competitors have entered your market, or your pricing was too high for the market. This step is crucial for identifying areas that need improvement and those that are working flawlessly.

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Differences Between Budgeting and Forecasting in Business

Spreadym

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.

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Milestones in strategic planning for business

Spreadym

Environmental Analysis: Evaluating the external environment, including market trends, competition, technological advancements, regulatory factors, and societal changes. Goal Setting: Establishing specific, measurable, achievable, relevant, and time-bound (SMART) goals that align with the organization's vision and mission.

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

Spreadym

Financial Forecasting: FP&A professionals forecast the financial performance of an organization over a specific period, typically one to five years. This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies.

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

Spreadym

A plan typically covers a longer time horizon, such as three to five years, and encompasses various aspects of the business, including sales, marketing, operations, and human resources. It is a tool used to anticipate the financial performance of a business or a specific project.