Communication, Investments and 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

Differences Between Budgeting and Forecasting in Business

Spreadym

SEPTEMBER 19, 2023

Performance Measurement Budget: Budgets are primarily used to measure actual performance against planned performance. Forecast: Forecasts are not used for performance measurement in the same way as budgets.

Budgeting

Budgeting Forecasting Cash Flow Forecasting Benchmarking

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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From Controller to CFO: What Changes?

CFO Talks

MARCH 20, 2024

Communicate: Keep talking to your team, especially the Controller, to ensure you’re all aiming for the same goals. They work in tandem to develop and maintain performance measurements, with the Controller specifically tasked with reviewing control weaknesses. Leave the daily grind to the Controller and trust your team.

CFO

CFO Accounts Payable Financial Analysis Auditing

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

Spreadym

JUNE 27, 2023

By providing financial insights and analysis, they assist in evaluating investment opportunities, assessing the financial impact of strategic initiatives, and developing long-term financial plans. FP&A reports and presentations communicate the organization's financial performance, growth strategies, and value creation initiatives.

Financial Planning and Analysis (FP&A)

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting

Goals-Based Investing: Should It Be the Norm?

CFA Institute

AUGUST 27, 2019

In the same spirit, all investment management should be goals-based. To paraphrase Richard Thaler, all finance is behavioral.

Investments

Investments Finance Performance Measuring Communication

The modern CFO: Guardian, Change-maker, Manager, Planner

CFO Talks

MARCH 20, 2024

The CFO must also allocate finance resources effectively to drive the greatest return on investment while managing risks associated with global operations and evolving financial reporting standards. Strong communication, change management, and leadership skills are crucial in this role.

CFO

CFO Compliance Performance Measuring Education

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

Spreadym

JUNE 8, 2023

These goals could include increasing revenue, improving profitability, reducing costs, optimizing cash flow, expanding to new markets, or achieving a specific return on investment. This may involve determining pricing strategies, cost reduction initiatives, revenue growth plans, investment strategies, or capital structure decisions.

Budgeting

Budgeting Forecasting Planning Strategic Planning

LendingClub Links Lenders To Loan Metrics Via Brismo

PYMNTS

FEBRUARY 22, 2019

The company noted that lenders can assess performance based on location, asset types and other characteristics, allowing them to improve decision-making and investing. “We look forward to working with LendingClub to help them deliver best-in-class disclosure of their asset performance.”

Performance Measuring

Performance Measuring Communication Investments Technology

Milestones in strategic planning for business

Spreadym

MAY 31, 2023

This includes assigning responsibilities, setting timelines, and determining performance indicators to track progress. It involves effective communication, stakeholder engagement, and adaptation to changing circumstances. It provides a basis for evaluating performance and identifying areas for improvement.

Strategic Planning

Strategic Planning Planning Performance Measuring Budgeting

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

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

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

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

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

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 Investments

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

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

Gender Lens Equity Funds and Women in Leadership: A Report

CFA Institute

OCTOBER 4, 2019

What does the recent performance of gender lens funds look like and how much variation is there among them?

Leadership

Leadership Performance Measuring Communication Economics

The 5 Best Corporate Performance Management Software

Spreadym

SEPTEMBER 27, 2023

Performance Measurement: CPM relies on the continuous monitoring and measurement of key performance indicators (KPIs) and metrics that are critical to the organization's success. These KPIs could relate to financial performance, customer satisfaction, operational efficiency, and more.

SAP

SAP Budgeting Forecasting Auditing

Research Spending Post-MiFID II: Is COVID-19 the Straw that Broke the Camel’s Back?

CFA Institute

JUNE 7, 2020

The active equity strategies of European managers are at significant risk.

Performance Measuring

Performance Measuring Communication Leadership Economics

Corporate Finance Brief

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

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

Webinars

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Differences Between Budgeting and Forecasting in Business

Webinars

From Controller to CFO: What Changes?

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

Goals-Based Investing: Should It Be the Norm?

The modern CFO: Guardian, Change-maker, Manager, Planner

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

LendingClub Links Lenders To Loan Metrics Via Brismo

Milestones in strategic planning for business

Top 10 Posts from 2022: Fama and French, Damodaran, the Equity Risk Premium

Fraud and Deception Detection: Five Language Fingerprints

Hiring and Firing Portfolio Managers: Process and Outcomes

10 Open Questions for All Professional Investors

Retirement Income: Six Strategies

Top 10 Posts from 2021: The Buffett Indicator, GameStop, Inflation!

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

COVID-19 Correlations: Local Cases, Local Returns?

Private Real Estate Fund Categories: A Risk/Return Assessment

Top 10 Posts from 2018: Chart Crimes, Political Divides, AI, and the Skill Ratio

Top 10 Posts from 2019: Damodaran, Marks, Shiller, and Buffett

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

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Gender Lens Equity Funds and Women in Leadership: A Report

The 5 Best Corporate Performance Management Software

Research Spending Post-MiFID II: Is COVID-19 the Straw that Broke the Camel’s Back?

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