Evaluating Benchmark Misfit Risk
CFA Institute
DECEMBER 19, 2022
How can we identify and measure a portfolio's benchmark misfit risk?
Bloomberg To Incorporate Credit Risk Data
PYMNTS
NOVEMBER 2, 2020
Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. Clients will also be able to use the data for an enterprise use case, the release stated.
Credit Risk 
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Enterprise Risk Management and EPM – Separate or Joined at the Hip?
Planful
OCTOBER 25, 2016
Another panelist highlighted their investment in inventory, as well as managing growth in the business. How do you balance the core responsibilities of Finance with risk management? Making timely, relevant, and accurate data available across the business is critical to effective decision-making and risk management.
The CFO's role in IPO preparations
Future CFO
NOVEMBER 5, 2023
A crucial aspect of the CFO’s role is benchmarking the company’s profitability against both local and global peers. Through this benchmarking process, gaps and opportunities for improvement become apparent. Furthermore, Enterprise Risk Management (ERM) is a cornerstone of the CFO’s responsibilities.
Today In Digital-First Banking: Zelle Exceeds 1B P2P Payments; China’s Digital Yuan Tests Process 4M+ Transactions
PYMNTS
NOVEMBER 3, 2020
Bloomberg clients will now have the ability to harness the firm’s terminal to examine Credit Benchmark’s risk data, which comes from the risk views of the biggest financial institutions in the world. Everlink, FINTAINIUM Team up to Offer Real-Time B2B, B2C Payments.
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Mitigating cyber risk: What can CFOs do?
Future CFO
JUNE 12, 2023
CFOs play a pivotal role in risk management by evaluating and quantifying cyber risk in financial terms, thus justifying the need for investments in cybersecurity. By taking a proactive stance within the cybersecurity team, CFOs can make well-informed decisions that directly minimise revenue losses and mitigate risks.
Marketplace Lenders Navigate The Choppy Waters Of Compliance
PYMNTS
SEPTEMBER 25, 2019
Industry players will continue to face tighter regulations, but according to Kim Wales, founder and CEO of CrowdBureau , a company that aggregates marketplace lending industry data to establish performance and risk management benchmarks, operating within the confines of the law is a complicated task for this sector.
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A Practical Guide for the New CFO
CFO Talks
MARCH 14, 2024
Understand and Mitigate Risks: A CFO must have a comprehensive understanding of the various risks the company faces, including operational, financial, and strategic risks. This involves developing risk management strategies to prevent or mitigate potential adverse impacts on the company.
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Turning challenges into opportunities: being a financial controller in 2024
Future CFO
MAY 1, 2024
It’s also the risk management part of the role that keeps the role exciting, crucial, and a continuous growth area,” Ramon adds. Regulatory hurdles Geronimo concedes that the most challenging part of the controller role in 2023 was the changing regulatory guidelines that were impacting financials. “Due
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FP&A best practices for 2024
Centage
JANUARY 18, 2024
Stronger interdepartmental communication and collaboration is a good benchmark to set as a best practice for this year. A proactive approach to scenario modeling enables better risk management and strategic decision-making. Regularly assess the impact of external factors on your financial outlook.
ExecOpinion: Finance transformation: Strategies in 2023
Future CFO
MARCH 1, 2023
It is often in place with primary objectives to improve operational efficiency, optimise financial processes, enhance reporting and analysis, strengthen risk management and compliance, and elevate the employee experience. This will help ensure that the metrics can be tracked over time and progress can be measured accurately.
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Final countdown for Libor has begun
Future CFO
MARCH 8, 2021
The decision follows a consultation in Dec 2020 led by ICE Benchmark Administration, which compiles and oversees the daily rate. According to the FCA, banks will have time — until June 2023 — to extricate themselves from US$200 trillion of contracts tied to Libor. Hong Kong is also developing an alternative rate.
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IBM Announces Policy Lab To Help Ensure ‘Trustworthy’ Tech
PYMNTS
JANUARY 22, 2020
It will publish studies on new innovations, offer policy positions that it said are bold and will help shape the future of the world, and advocate for the development of AI ethics, which would entail looking at risk management in terms of the harm a product could do.
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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. Benchmarking: Compare your budgeted figures to industry benchmarks and competitors to ensure your financial targets are realistic and competitive.
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CFOs: Be aware of nine security trends
Future CFO
APRIL 24, 2023
There are nine security trends that CFOs need to be aware when working with CISOs and security and risk management leaders. Security and risk management leaders must encourage active board participation and engagement in cybersecurity decision making,” said Addiscott.
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CFOs: Do you know how long it takes businesses to respond to security breaches?
Future CFO
AUGUST 20, 2019
It takes three to 12 months to respond to security breaches, according to the annual Vendor Risk Management (VRM) Benchmark Study from Shared Assessments Program and Protiviti that surveyed 554 risk management practitioners and C-level executives.
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Emerging risks for enterprises now includes Generative AI
Future CFO
AUGUST 14, 2023
“This reflects both the rapid growth of public awareness and usage of generative AI tools, as well as the breadth of potential use cases, and therefore potential risks, that these tools engender.”
The Importance of Cybersecurity in Private Equity Investments
E78 Partners
APRIL 9, 2024
Amid these challenges, private equity funds must navigate the complexities of industry-specific compliance requirements while establishing a common risk management framework to manage cyber risks across their entire portfolio.
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59 SAP Ariba Inks Data Deal For Vendor Risk Solution
PYMNTS
JULY 23, 2019
Their agreement will pull more than 200 evaluation criteria within the Supplier Risk tool to strengthen SAP Ariba’s ability to asses potential supply chain threats, disruptions and vendor risk exposures. Vendor risk is becoming an increasingly integral part of the supply chain management process, according to analysts.
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ESG and sustainability action items for leadership in 2024
Future CFO
FEBRUARY 27, 2024
Choosing the appropriate benchmarks to assess progress and gauge relative impact becomes a complex navigation exercise. Data collection and management : ESG data often resides in a plethora of departments and systems across the organisation, making it challenging to gather and consolidate effectively.
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What is a Virtual CFO? A Guide for Businesses
Michigan CFO
JUNE 7, 2023
Their primary duties include financial planning, analysis, risk management, financial reporting, and leadership of the finance & accounting team. Understanding the Role of a CFO A CFO is a high-level executive responsible for overseeing the financial activities of an organization. What are the services of a virtual CFO?
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Scaling A Digital Marketing Agency: A CFO's Guide to Success
Adam Kae
JULY 17, 2023
It's important to have a specialized hire to help you go over industry benchmarks, historical data analysis, and forecasting techniques to enhance your decision-making process. We'll also cover cash flow forecasting techniques and risk management to minimize financial uncertainties.
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HKICPA launches best corporate governance and ESG awards
Future CFO
JULY 19, 2021
Companies and organisations that can integrate their CG and ESG practices and reporting from the perspectives of, for instance, organisational structure, risk management and internal control, and the shareholder/ stakeholder communication and engagement, are more likely to enjoy a long-term sustainable future,” she explained.
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Citi Warns Treasurers To Update Approach To FX Risk
PYMNTS
MARCH 3, 2017
Citi released a new report this week warning corporate treasurers to improve their FX risk mitigation efforts. The biggest question is, will more multinationals adapt their legacy FX risk management processes and practices to navigate the changing market environment?”. The bank said Thursday (Mar.
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What is Financial Planning and Analysis (FP&A)?
Spreadym
JUNE 27, 2023
This enables management to take corrective actions, implement efficiency measures, and evaluate the success of initiatives. Financial Control and Risk Management: Financial Planning and Analysis plays a critical role in financial control and risk management.
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?
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What is the difference between planning, budgeting and forecasting for a business?
Spreadym
JUNE 8, 2023
Risk Assessment and Management: Identify potential financial risks and develop risk management strategies. This includes evaluating market risks, credit risks, operational risks, regulatory risks, and other factors that may impact the business's financial stability.
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Preparing Your Finance Organization for the New Era of AI
CFO Leadership
OCTOBER 10, 2023
The latter, for example, is an offering that Bloomberg says can “ bring the full potential of AI to the financial domain ” and create entirely new workflows, economic analyses and financial benchmarks for its customers. 1] Robert Half and Protiviti are members of the Microsoft AI Cloud Partner Program.
Multinational Corporates Face Rising FX Hedging Pressure
PYMNTS
JULY 24, 2019
businesses and their partners around the globe must hedge against FX risk, the latest analyst from Citi warns that FX hedging should be a top priority for companies in emerging markets. And while expected currency fluctuations resulting from Brexit will surely mean U.K.
What is the percentage-of-sales method?
Cube Software
MAY 11, 2023
It’s also useful for risk management as it helps anticipate any financial challenges on the horizon, giving companies enough time to change course or correct any errors. Reviewing historical data of uncollectible accounts and the industry benchmark for bad debt expenses can work out the percentage needed for the forecast.
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Deep Dive: Credit Unions Work To Keep Members’ Data Private
PYMNTS
FEBRUARY 28, 2020
It establishes a CU industry security benchmark and identifies potential problems in five major domains: cyber incident management, cyber risk management and oversight, cybersecurity controls, external dependency management and threat intelligence and collaboration.
Startups (And Their Investors) Offer Enterprise Processes A Digital Overhaul
PYMNTS
NOVEMBER 30, 2018
California-based Asana announced $50 million in Series E funding for its work and project management solution, a round that values the company at $1.5 Generation Investment Management led the investment, while existing backers 8VC, Benchmark and Founders Fund also participated. billion, according to a press release.
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Change Management: The Modern CFO’s Blueprint
CFO Talks
MARCH 19, 2024
The CFO needs to consider how AI can be leveraged not just for automating routine tasks, but also for providing deeper insights into financial forecasting, risk management, and strategic decision-making. These KPIs serve as benchmarks to measure the organization’s progress toward its goals.
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Transcript: Elizabeth Burton, Goldman Sachs Asset Management
Barry Ritholtz
SEPTEMBER 19, 2023
Elizabeth Burton : I think it’s because I went into risk management straight out school on the risk side of fund to funds and, and various other industries. So, so let’s talk a little bit about risk management. We actually have a budget for risk management and technology and tools.
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How to put finance business partnering puzzle together?
Fpanda Club
FEBRUARY 5, 2024
With a focus on driving better strategic and operational decisions, finance business partners create value through cost and margins, revenue growth and risk management. However, 22% of business managers don’t consider any other financial implications but revenue when making operational decisions. Sounds great, right?
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Navan’s Modern Approach to Duty of Care
CFO Leadership
APRIL 10, 2023
With increased risk comes the need for increased duty of care. A realistic duty of care policy goes hand-in-hand with effective travel risk management. That risk varies based on an organization’s size, industry, and scope of business travel. And setting a high bar for duty of care means actively tracking employees.
Today In B2B: ERPs Broaden B2B Payments Capabilities; Bloomberg Broadens Credit Risk Data Pool
PYMNTS
NOVEMBER 3, 2020
Bloomberg To Incorporate Credit Risk Data. Bloomberg customers will now be able to use the news site's terminal to look at Credit Benchmark 's credit risk data, which comes from risk views of the world's largest financial institutions, according to a press release. They can also assess ongoing credit quality.
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Transcript: Ted Seides
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.
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LIBOR transition for corporates - tackling outstanding challenges
PWC UK
JANUARY 26, 2021
Firstly in December 2020, ICE Benchmark Administration (IBA) LIBOR’s administrator, issued a consultation on its intention to cease the publication of GBP, EUR, JPY and CHF LIBOR, as well as one-week and two-month tenors of USD LIBOR after 31 December 2021.
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Transcript: Greg Davis, CIO Vanguard
Barry Ritholtz
AUGUST 29, 2023
They create the benchmark. DAVIS: A big part of it is really around when there’s more complicated corporate actions that are happening that entail a level of risk. 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?
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Transcript: Graeme Forster, Orbis Investments
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, you know, our sister company in South Africa, Africa have done 8% above the benchmark. And the third, the one that nobody talks about is risk management.
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Transcript: Julian Salisbury, GS
Barry Ritholtz
MAY 9, 2023
We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. RITHOLTZ: Tell us a little bit about the difference between managing risk and merely owning assets. And also, I used to sit back and think, this is great.
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Transcript: Maria Vassalou
Barry Ritholtz
MARCH 7, 2023
Another the great lesson, and I was still a global macro portfolio manager with my own silo at SAC Capital. And at the SAC Capital, it was all about risk management. I’ve focused much more on risk management, downside risk hedging. The hedge fund industry, generally, is outperforming their benchmarks.
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The Construction Industry’s Lending Catch-22
PYMNTS
MARCH 8, 2018
Gilbert said Baker Hill is a complimentary partner, with its NextGen lending and risk management capabilities able to enhance Built Technologies’ own lending technology designed specifically for the construction space. In its latest effort to address this issue, Built Technologies announced this week a partnership with Baker Hill.
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