CFO News Room

DECEMBER 7, 2022

Disclosing whether or not the reinvestment of dividends or other earnings is reflected, along with the possibility of loss, should be included in nearly all advertisements, including gross/net performance. If a presentation of gross performance does not reflect the deduction of transaction fees and expenses.

Advertising 130

Advertising Marketing Communication Compliance 130

Barry Ritholtz

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And right now, you look back over 10 years, our active funds, 94 percent are outperforming their competitive group averages, 68 percent are outperforming their benchmarks. So we’ve rebuilt. BUCKLEY: Oh, how about 2?

Leadership 108

Leadership Investments Profit and Loss Technology 108

PYMNTS

JANUARY 1, 2021

The Trackers use a number of creative methodologies and frameworks that measure and benchmark an ever-changing landscape. One out of every three Americans said they had experienced a loss of income as a result of the pandemic. This loss can be crippling for consumers who live paycheck to paycheck or have little savings.

Profit and Loss 103

Profit and Loss Banking B2B Retail 103

Barry Ritholtz

JUNE 7, 2023

When you’re down 40 percent on average, it’s a huge loss to the industry. More than 50 percent of total losses in two in 2022 came from long short equity funds and half of hedge fund liquidations came from long short equity funds. What is that business plan look like? They want to understand the plan.

Investments 108

Investments Concentration Profit and Loss Economics 108

Barry Ritholtz

SEPTEMBER 12, 2022

BITTERLY MICHELL: Meaning custodians, of course, like in terms of — of counterparty, but also thinking of like your wealth planning and the structure of your assets, the trusts that are available to you, how you want to think about trust and estate planning. And so, within the U.S., RITHOLTZ: Right. BITTERLY MICHELL: Yeah.

Investments 116

Investments Marketing Profit and Loss Banking 116

Barry Ritholtz

AUGUST 29, 2022

And this is part of the story I was so fascinated with was why would someone set-up a company where they deliberately turn over all the future profits to the — to the people? BALCHUNAS: … because if you look at any study, the lowest cost active funds beat their benchmarks way more. I run it at a loss. It’s unique.

Profit and Loss 65

Profit and Loss Marketing Investments Benchmarking 65

Barry Ritholtz

JULY 24, 2023

In 2015, Bill Gurley at Benchmark was saying Silicon Valley is in a bubble. You’ve seen job losses in goods producing sectors, manufacturing, auto, construction. The AI boom is coming at the right time where you could see wages, profits rising simultaneously where inflation is relatively contained. Let me explain.

Construction 52

Construction Marketing Valuation Investments 52

Barry Ritholtz

DECEMBER 12, 2023

He has absolutely crushed his benchmark over that period. He’s crushed the Russell 2000, whatever benchmark you want to talk about. They announced a $640 million loss and ouch. And the division that I was in was below plan. But if, if it has a history of not being profitable, you you really want to exclude that.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

JANUARY 31, 2023

Everything, it lagged inflation; it lagged the stock market; it lagged corporate profits; it lagged C-suite compensation. And I mean, you know, we had like five or six months of job losses, even as gas prices were going up. You know, for at least for the median wage earner and below, prior to the pandemic, their wages lagged.

Economics 57

Economics Marketing Manufacturing Profit and Loss 57

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. He knows how to manage risk, and he knows how to trade for a profit for a p and l. And occasionally people are gonna argue about, Hey, who has this loss? Or who has this profit? We started on that plan in December of 16.

Marketing 108

Marketing Treasury Banking Profit and Loss 108