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.
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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.
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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.
What is Financial Planning and Analysis (FP&A)?
Spreadym
JUNE 27, 2023
These models help assess the potential outcomes of various financial decisions and aid in strategic planning, risk analysis, and sensitivity analysis. Performance Measurement: FP&A establishes performance metrics and key performance indicators (KPIs) to measure and monitor the organization's financial performance.
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. This helps in risk management and allows for better decision-making in uncertain environments.
What is the difference between planning, budgeting and forecasting for a business?
Spreadym
JUNE 8, 2023
Risk Assessment and Management: Identify potential financial risks and develop risk management strategies. This includes evaluating market risks, credit risks, operational risks, regulatory risks, and other factors that may impact the business's financial stability.
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.
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