Communication 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

Profit Leaks and Panic Fixes: How Smart CFOs Solve Problems with Precision

CFO Talks

MAY 7, 2025

Focus on measurable outcomes. Communication: Making Solutions Stick The best solution is worthless if your team doesnt understand or support it. As a CFO, your role is also to communicate effectively whether to the board, to your finance team, or across departments. Effective Communication Strategies: Clarity: Keep it simple.

Problem Solving

Problem Solving CFO Communication Performance Measuring

Webinars

How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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

Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Your Accounting Expertise Will Only Get You So Far: What Really Matters

MORE WEBINARS

Recruitment and Retention Strategies for a Nonprofit

The Charity CFO

DECEMBER 30, 2024

Storytelling: Effectively communicating the organization’s mission and impact has been crucial in attracting both employees and volunteers. Strategic Partnerships: Collaborating with community partners to share Penn-Mar’s story and opportunities has been an effective recruitment tool.

Nonprofit

Nonprofit Leadership Performance Measuring CFO

Fulfilling CFOs' future roles

Future CFO

AUGUST 7, 2024

This, according to Ho, can be any combination of investor relations, corporate communications, technology, procurement, legal and corporate service and, strategy and development. Often with responsibility for investor relations, Ho says CFOs can help communicate their business to outside stakeholders and build the company brand.

Data Analysis

Data Analysis CFO Budgeting Performance Measuring

Verizon To Purchase Prepaid Cellular Firm TracFone For $7B

PYMNTS

SEPTEMBER 14, 2020

Verizon Communications Inc. If TracFone meets performance measures, it could get an additional $650 million in cash. has reached an agreement to buy TracFone , a wireless prepaid service provider, in a deal worth up to $7 billion in cash and stock, The Wall Street Journal reported. billion in Verizon shares and $3.1

Performance Measuring

Performance Measuring Communication Marketing

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

Retailers Have A Need For Speed On Digital CX

PYMNTS

MAY 28, 2020

Customers want real relationships with people who value them, understand their goals and pain points, are responsive, and communicate quickly and clearly. This ensures the entire organization is consistently aligned to its core values and its culture is centered on the customer first.”.

Retail

Retail Performance Measuring Communication eCommerce

Modernising finance reporting in support of ESG

Future CFO

JULY 3, 2024

To thrive in this evolving regulatory landscape, CFOs must expand their function’s operating models beyond financial statements and construct a more holistic view of their organisation’s sources of value — one that measures and monetises financial and nonfinancial capital.

Finance

Finance IFRS Quantitative Data Communication

LendingClub Links Lenders To Loan Metrics Via Brismo

PYMNTS

FEBRUARY 22, 2019

The solution provides insight into late payments, including defaults and recovery performance, net returns and loss coverage, return projections, outbound lending rates, loan terms and more. “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

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

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.

Forecasting

Forecasting Budgeting Cash Flow Forecasting Benchmarking

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

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

Spreadym

JUNE 27, 2023

Performance Measurement: Financial Planning and Analysis establishes performance metrics and key performance indicators (KPIs) to monitor and evaluate the organization's financial performance against set targets. They analyze key financial metrics, ratios, and profitability drivers.

Financial Planning and Analysis (FP&A)

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

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

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

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

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

Spreadym

JUNE 8, 2023

Performance Measurement and Reporting: Establish key performance indicators (KPIs) and reporting mechanisms to monitor financial performance regularly. This helps track progress towards financial goals, identify areas for improvement, and communicate financial results to stakeholders.

Forecasting

Forecasting Budgeting Planning Risk Management

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

CFO Talks

MARCH 20, 2024

This involves collaborating with senior management to evaluate and execute strategies, implementing performance measurement frameworks, and ensuring accountability for results. Strong communication, change management, and leadership skills are crucial in this role.

CFO

CFO Compliance Performance Measuring Education

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

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

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

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

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

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