Barry Ritholtz

FEBRUARY 6, 2024

Its index and its benchmark. I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. The Quality fund mutual fund that GMO runs that symbol G-Q-E-T-X, it’s just crushed it over the past decade. In 2000, right.

Valuation 52

Valuation Investments Finance Math 52

Barry Ritholtz

MARCH 20, 2024

As it turns out, there are ways you can use data to your advantage, even if you’re not a math wizard. For example, you can see what’s the biggest drawdown, how long did it last, how long and how often did a strategy beat its benchmark, and by what magnitude. Explain why P/E isn’t the best way to measure valuation.

Investments 60

Investments Benchmarking Valuation Math 60

Barry Ritholtz

OCTOBER 17, 2023

And they also have a unique approach to feeds when they’re generating alpha, when they’re outperforming their benchmark, they take a performance fee. So I, I did a math degree at Oxford, which is more pure math. It’s just math stick to it over long periods of time. The second is excess returns.

Investments 52

Investments Valuation Math Numbers 52

CFO News Room

DECEMBER 17, 2022

To help determine an appropriate fee, advisors can then look to various benchmarking studies , which can provide industry-wide fee data , as well as information on specific fee structures and geographic areas that can help a firm owner tailor their fee.

Education 130

Education Planning Benchmarking Investments 130

Barry Ritholtz

AUGUST 29, 2023

They create the benchmark. So when there’s a major turnover like that that happens, you always have the option, “Hey, can you do it exactly on the time that it enters the benchmark? And 87% of our active fixed income funds have outperformed their benchmarks on a three year basis against their benchmarks.

Investments 52

Investments Benchmarking Valuation Construction 52

Barry Ritholtz

AUGUST 15, 2023

SEIDES: If the S&P is your benchmark, which it isn’t for these pools of capital. RITHOLTZ: What should be their benchmark? So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. So what do you use for a benchmark? 14, 15% a year? RITHOLTZ: Right.

Benchmarking 52

Benchmarking Investments Marketing Treasury 52

Barry Ritholtz

MAY 9, 2023

So I took it upon myself to go off and took a course in bond math, took another course in derivatives and realized the underlying fundamental concepts were barely, I mean, it wasn’t even high school math in most cases. I didn’t know what any of these terms meant. We’ve seen a couple of these events now.

Investments 114

Investments Banking Advertising Finance 114