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

CFA Institute

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

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

CFA Institute

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

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Performance Metrics

Beacon CFO Plus

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.

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From Controller to CFO: What Changes?

CFO Talks

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
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Differences Between Budgeting and Forecasting in Business

Spreadym

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.

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

CFO Talks

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 52
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Verizon To Purchase Prepaid Cellular Firm TracFone For $7B

PYMNTS

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