Communication, Economics and Performance Measuring

Communication

Economics

Performance Measuring

On Investment Objectives and Risks, Clear Communication Is Key, Part 3

CFA Institute

FEBRUARY 23, 2022

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

Communication

Communication Investments Performance Measuring Risk Management

On Investment Objectives and Risks, Clear Communication Is Key, Part 2

CFA Institute

JANUARY 25, 2022

Standard deviation fails to characterize risk in a way that matters to most investors.

Communication

Communication Investments Performance Measuring Risk Management

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Doing More With Less: The Modern Finance Miracle

The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter

Protect What Matters: Rethinking Finance Ops In A Digital World

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Trending Sources

Fulfilling CFOs' future roles

Future CFO

AUGUST 7, 2024

Partnering with other C-suites executives To be able to adapt with the shifts, Ho takes note of the fact that CFOs often have a seat at the Board and are required to act as the CEOs' business partner working hand-in-hand to steer the company through the current economic climate. Partnering’ is nothing new," says Ho.

Data Analysis

Data Analysis CFO Budgeting Performance Measuring

Webinars

Live Demo - Supercharge your Month End Close

Doing More With Less: The Modern Finance Miracle

The Hidden Science Behind Why Finance Teams Resist Change—And How to Fix It

From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter

Protect What Matters: Rethinking Finance Ops In A Digital World

MORE WEBINARS

Performance Metrics

Beacon CFO Plus

OCTOBER 11, 2022

The substantive issue behind this challenge is how to effectively measure performance in an environment that does not lend itself to hard and fast metrics. Communicating often. The fact is that no performance measurement will be perfect across every section of an organization. Norton and Robert S.

Performance Measuring

Performance Measuring Manufacturing Economics Communication

Retaining Top Investment Talent: Lessons Learned by Large Canadian Pension Plans

CFA Institute

NOVEMBER 1, 2024

The secret sauce of Canadian pension plan returns lies in their ability to attract top talent, carefully design compensation frameworks, and adapt to market conditions.

Planning

Planning Investments Marketing Performance Measuring

Retirement Income: Six Strategies

CFA Institute

FEBRUARY 25, 2022

How can we mitigate sequence of returns risk (SoRR)?

Performance Measuring

Performance Measuring Risk Management Communication Leadership

Portfolio Confidential: Five Common Client Concerns

CFA Institute

OCTOBER 8, 2023

Barbara Stewart, CFA, has 33 years of investment industry experience; five years as a foreign currency trader, more than two decades as a portfolio manager for high-net-worth entrepreneurs, and during the past eight years, as an interview-driven researcher for multiple global financial institutions.

Currencies

Currencies Investments Finance Banking

Fraud and Deception Detection: Five Language Fingerprints

CFA Institute

MARCH 11, 2021

Dishonest companies tend to leave five textual fingerprints in their communications that differ from those of more truthful firms.

Communication

Communication Performance Measuring Risk Management Leadership

Private Real Estate Fund Categories: A Risk/Return Assessment

CFA Institute

DECEMBER 12, 2019

Based on the risk-adjusted performance of all three categories of private real estate funds, investors are paying billions in economically unwarranted fees.

Economics

Economics Performance Measuring Financial Analysis Communication

Research and Policy Center Five Most Popular Articles of 2023: Future of the Profession

CFA Institute

DECEMBER 25, 2023

Mark Fortune has more than 30 years of experience as a financial writer and editor, with a focus on institutional investment management. He has worked in various editorial roles at organizations that include Institutional Investor , Pageant Media, Markets Group, and the New York investment management firm Cohen & Steers.

Investments

Investments Marketing Performance Measuring Communication

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

Spreadym

JUNE 8, 2023

It is a tool used to anticipate the financial performance of a business or a specific project. Forecasts can be short-term or long-term and are usually based on assumptions about factors like market conditions, customer behavior, economic trends, and internal capabilities.

Forecasting

Forecasting Budgeting Planning Risk Management

COVID-19 Correlations: Local Cases, Local Returns?

CFA Institute

AUGUST 8, 2022

Do local COVID-19 case counts have any correlation with local stock returns?

Performance Measuring

Performance Measuring Communication Economics Technology

Dow 36,000! Crypto $3 Trillion! Charting a Wild Decade in Finance

CFA Institute

NOVEMBER 12, 2021

Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have evoked?

Finance

Finance Performance Measuring Risk Management Communication

10 Open Questions for All Professional Investors

CFA Institute

FEBRUARY 1, 2019

The investment profession has some pretty intense open questions.

Investments

Investments Performance Measuring Financial Analysis Communication

Hiring and Firing Portfolio Managers: Process and Outcomes

CFA Institute

JANUARY 16, 2019

Evaluating good investment performance is not just tabulating outcomes, says Robert G. Hagstrom, CFA.

Investments

Investments Performance Measuring Financial Analysis Communication

The Venture Capital Gender Gap: What Qualifies as Female Content?

CFA Institute

JUNE 30, 2019

What makes a company woman-led? The metrics vary and can be confusing. Duncan Stewart, CFA, proposes a points-based system that could bring more clarity.

Performance Measuring

Performance Measuring Communication Leadership Economics