CFA Institute

FEBRUARY 23, 2022

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

Communication 93

Communication Investments Performance Measuring Risk Management 93

CFA Institute

JANUARY 25, 2022

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

Communication 107

Communication Investments Performance Measuring Risk Management 107

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 52

CFO Accounts Payable Financial Analysis Auditing 52

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. This enables management to take corrective actions, implement efficiency measures, and evaluate the success of initiatives.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

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 52

Budgeting Forecasting Planning Strategic Planning 52

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. This helps in risk management and allows for better decision-making in uncertain environments.

Budgeting 59

Budgeting Forecasting Cash Flow Forecasting Benchmarking 59

CFA Institute

DECEMBER 30, 2022

In a wild year for markets and investing, what EI content most resonated with readers?

Investments 103

Investments Performance Measuring Marketing Risk Management 103