Barry Ritholtz

DECEMBER 30, 2023

When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. The day Tesla was added to the S&P 500, it became a much riskier investment based on volatility and concentration.

Concentration 52

Concentration Restructuring Leadership Investments 52

CFO News

JUNE 6, 2023

The Securities and Exchange Board of India (SEBI) has proposed a new rule to track the source of foreign money for high-risk investors in an effort to root out questionable foreign investment in India’s publicly traded companies. If passed, the new rule would require any investor with more than INR 250 billion ($3.3

Concentration 52

Concentration Compliance Investments Securities 52

Barry Ritholtz

AUGUST 17, 2022

Say what you will about the advantages of passive investing, but Eric argues that if a shop like Vanguard had introduced only low-cost active investing (and never focused on passive), it would have grown to become a trillion-dollar colossus regardless. Passive investing is: Marxist. Lobotomized investing. Reached a mania.

Concentration 132

Concentration Investments 132

Nerd's Eye View

FEBRUARY 23, 2024

Which suggests that instead of trying to go head-to-head with these larger firms (and their heftier marketing budgets) in attracting clients, smaller firms might instead demonstrate how they are 'different' by offering a unique service offering tailored to their ideal target clients.

Concentration 81

Concentration Treasury Budgeting Leverage 81

CFO News Room

DECEMBER 16, 2021

The gain was concentrated in the Pandemic Unemployment Assistance program and the Pandemic Emergency UC program, which accounted for 93,338 of the 107,674. State continuing claims have risen in three of the past five weeks. Bob has a MA in economics from Fordham University and a BS in business from Lehigh University.

Concentration 130

Concentration Economics Numbers Investments 130

CFO News Room

FEBRUARY 2, 2022

We specifically mentioned three cryptocurrencies in this article, but there are actually more than 10,000 coins in the crypto world, so it’s important to categorize the coins before making investment decisions. By knowing the top trends and investment opportunities, you can incorporate exposure to digital assets into your portfolio.

Concentration 130

Concentration Investments Securities Currencies 130

CFO News Room

JANUARY 31, 2023

I have come to think of it in terms of concentric circles, each smaller than, and fully contained in, the larger category. Capitalism, however, also creates concentrations of economic power because of the ability of successful investors and entrepreneurs to gather large amounts of wealth.

Concentration 130

Concentration Economics Marketing Currencies 130

Barry Ritholtz

JULY 8, 2023

When she returned to Franklin Templeton, she rotated through various divisions, including investment management, distribution, technology, operations, and high-net-worth. The day Tesla was added to the S&P 500, it became a much riskier investment based on volatility and concentration.

Concentration 65

Concentration Restructuring Leadership Investments 65

Barry Ritholtz

JULY 10, 2023

My back-to-work morning train WFH reads: • What exactly is your problem with stock index concentration? Ever since artificial intelligence was invented eight months ago, people have been writing about the rising concentration of stock indices. Everyone says this much concentration is bad, because obviously.

Concentration 52

Concentration Prioritization Leadership Economics 52

Barry Ritholtz

NOVEMBER 27, 2023

My back-to-work morning reads: • How to Tweak Your Investments for a More Normal Market : Convert a traditional IRA to a Roth IRA; Higher interest rates means cash gets a respectable yield; Revisit concentrated positions; consider adding international stocks; buy longer-dated Treasuries.

Concentration 98

Concentration Construction Advertising Treasury 98

Barry Ritholtz

JANUARY 24, 2024

Full transcript below. ~~~ About this week’s guest: Ari Rosenbaum serves as the Director of Private Wealth Solutions at O’Shaughnessy Asset Management , now part of investing giant Franklin Templeton. underlying investment strategy similar to what you intended. Equity returns. Ari Rosenbaum, welcome to At The Money.

Concentration 95

Concentration Investments Accounting Marketing 95

VCFO

JANUARY 23, 2024

In much the same way as, diversifying investments is a prudent strategy to mitigate personal risk, strategizing the sale of your business well in advance is an integral step toward securing your financial future. This gradual approach mirrors the benefits of diversifying personal investments to reduce risk.

Planning 83

Planning Concentration Strategic Planning CFO 83

Future CFO

JANUARY 23, 2024

Strong fundamentals in the ASEAN region itself are also driving increased investment and trade activity. Notable beneficiaries of reduced concentration in China will be the ASEAN countries and India as many companies move manufacturing to these economies, both to reduce global supply chain risks and to access new markets, BCG pointed out.

Manufacturing 52

Manufacturing Forecasting Concentration Investments 52

Future CFO

JULY 17, 2023

Corporate treasury actions for capitalising on improved cash management Reliable, high-cadence forecasting is boosted by these recommended treasury tactics for managing turbulence: 1) Invest excess cash in instruments with advantageous interest rates. 2) Utilise advanced liquidity management techniques. 3) Enhance working capital management.

Treasury 98

Treasury Forecasting Cash Management Concentration 98

Barry Ritholtz

AUGUST 26, 2022

Say what you will about Cathy Woods and ARKK, but a concentrated portfolio like hers makes more sense as a satellite to Vanguard’s Total Stock Market Index ETF (VTI) or the S&P 500 (SPY) versus this unholy mess of high-cost high turnover SMA. Previously : Bill Miller: Closet Indexers Are Killing Active Investing (October 28, 2016).

Concentration 141

Concentration Benchmarking Investments Accounting 141

PYMNTS

SEPTEMBER 17, 2020

Mastercard said it will invest $500 million in Black communities across the U.S. The new initiative will include “concentrated investments that will focus on providing Black-owned businesses and Black people access to affordable financial tools and capital,” Mastercard said in a news release.

Concentration 113

Concentration Economics Financial Systems Investments 113

VCFO

NOVEMBER 7, 2023

It entails a deep dive into many facets of operations including the status of contracts, customer concentration risk, the ability to deliver services, and other expense drivers. A QoE report assesses business risk and predictability of earnings. The QoE looks at the sustainability and accuracy of future profits.

Valuation 84

Valuation Auditing Concentration CFO 84

Future CFO

OCTOBER 2, 2023

Private fund firms are now putting idle cash to work in money market funds (MMFs), which has the dual benefit of earning a yield from cash holdings in addition to mitigating concentration risk. MMFs charge a standard investment management fee and deduct other expenses from the overall pool of assets.

Cash Management 52

Cash Management Marketing Treasury Concentration 52

CFO News Room

FEBRUARY 2, 2022

I recognize the absurdity of so much wealth being concentrated in the hands of one person, and I believe the only responsible thing to do with a fortune this size is give it away—as thoughtfully and impactfully as possible,” Ms. Bill Gates’s investment fund will pledge $1.5 French Gates wrote in her new letter. Melinda French Gates.

Prioritization 130

Prioritization Concentration Investments Technology 130

PYMNTS

JULY 23, 2020

billion invested, which comes out to an 11.3 Inversely, Berkshire has been trimming off its investments in other banks, selling most of its stake in Goldman Sachs and some of its position in J.P. Berkshire purchased 34 million shares in BoA, which is a 4 percent increase of its holding in the company, FT reported. percent stake.

Banking 90

Banking Concentration Investments 90

Barry Ritholtz

AUGUST 1, 2023

Tech Concentration : Yes, a handful of giant tech stocks are driving market gains. Understand your investment horizon, be it minutes or decades. Never use someone else’s narrative to justify your investment behavior. Never forget: Forecasts are marketing. are fast-growing, highly profitable key players in the modern economy.

Forecasting 98

Forecasting Concentration Valuation Economics 98

Musings on Markets

JANUARY 28, 2024

In this post, I look at risk, a central theme in finance and investing, but one that is surprisingly misunderstood and misconstrued. Risk Measures There is almost no conversation or discussion that you can have about business or investing, where risk is not a part of that discussion. What is risk?

Hurdle Rate 93

Hurdle Rate Concentration Investments Finance 93

Nerd's Eye View

JANUARY 18, 2023

by making concentrated bets or through a more diversified approach). Ultimately, what’s most important is that clients have a solid understanding of the risks involved with investing in private debt versus remaining in the public markets.

Concentration 73

Concentration Financial Analyst Investments Marketing 73

Future CFO

APRIL 14, 2024

My day may also include reviewing financial performance, evaluating investment and financing proposals, scanning the external environment, managing risks, or mentoring teams. Driving business outcomes to deliver a compelling investment case to shareholders. Every swing demands focus, concentration and coordination.

Finance 52

Finance Concentration CFO Transportation 52

Barry Ritholtz

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I like to finish with a thought-provoking, often “investing-adjacent” idea they might not have previously considered.

Concentration 140

Concentration Economics Investments Education 140

Future CFO

AUGUST 7, 2023

Gartner predicts the concentration of pretrained AI models among 1% of AI vendors by 2025 will make responsible AI a societal concern. Accelerated AI investment Investment in AI will continue to accelerate by organisations implementing solutions, as well as by industries looking to grow through AI technologies and AI-based businesses.

Concentration 52

Concentration Data Analysis Compliance Investments 52

Future CFO

AUGUST 23, 2023

About 36% of younger consumers reported being influenced by mature consumers in their vehicle purchases versus only 15% the other way around, and about 31% of younger consumers were influenced in their investment choices versus 15% the other way around.

Concentration 52

Concentration Economics Investments Numbers 52

CFO News Room

DECEMBER 28, 2022

Innovation and exchange can be frustratingly uninspiring, particularly given that there are concentrated, vivid costs (in the form of lost jobs and struggling communities) and benefits dispersed across millions of people who might not even notice.

Economics 130

Economics Concentration Accounting Finance 130

Future CFO

DECEMBER 21, 2023

Shorten your supply chains and avoid concentration in one geographic region. Invest in payment monitoring and debt recovery processes, including professional insolvency risk services. The post How to mitigate insolvency risk appeared first on FutureCFO. Always evaluate your client’s creditworthiness before signing agreements.

Profit and Loss 52

Profit and Loss Concentration Benchmarking Invoicing 52

PYMNTS

JANUARY 26, 2021

Ariel AI had been concentrating on a type of AI called computer vision, which is used to develop augmented reality (AR) functionalities, CNBC reported. million in investments before the Snap deal, CNBC reported, citing Crunchbase. Artificial intelligence (AI) technology company Ariel AI has been acquired by Snap.

Startups 77

Startups Concentration Leverage Retail 77

Barry Ritholtz

MAY 16, 2023

Economists have lamented the growing coastal concentration of their wealth. He is the founder and CIO of Social Leverage , where he makes early-stage investments. Major coastal metros have been hubs of the kind of educated workers coveted most by high-powered employers and economic development officials.

Concentration 103

Concentration Leverage Economics Education 103

PYMNTS

FEBRUARY 19, 2020

FinTech companies are keeping an eye on investment trends as they aim to serve the needs of the marketplace. Venture capital (VC) and private equity firms, in general, have been investing in FinTech companies for years, and each firm has different specializations. But in the B2B case, he noted that there has been less automation.

Concentration 60

Concentration B2B Investments Accounting 60

CFO News Room

JANUARY 11, 2023

Sellers need to avoid a spread-the-peanut-butter approach and instead concentrate resources on the most promising opportunities. With the cloud business booming, a decision to continue investing heavily there is clear. While reducing ad sales efforts in these segments, we expect Google to boost investment in high growth sectors.

B2B 100

B2B Sales Concentration Restructuring 100

Spreadym

NOVEMBER 3, 2023

Saving and Investing: Develop a savings plan and investment strategy to build wealth over time. 401(k), IRA), investing in stocks, bonds, real estate, or other assets, and establishing an emergency fund. This metric reflects your ability to invest in growth or return value to shareholders. Liquidity Ratios: a.

Planning 59

Planning Strategic Planning Budgeting Forecasting 59

PYMNTS

MAY 19, 2020

The email states that the new outreach will look at digital brands, marketing, analytics and metrics, and making sure that the company is sufficiently invested in the new digital world. The goal of the project will be to ensure that digital experiences with Citi are engaging and have an end-to-end strategy that meets every possible need.

Concentration 80

Concentration Banking Investments Marketing 80

PYMNTS

AUGUST 27, 2020

Walmart is selling two of its online brands in a continuing goal to concentrate on its website. Last fall, Walmart sold ModCloth , a vintage-inspired women’s clothing, shoes, handbags and accessories eTailer, to Go Global Retail , a Los Angeles investment platform that invests in fashion and retail, for an undisclosed amount.

Concentration 57

Concentration Advertising eCommerce Manufacturing 57

PYMNTS

AUGUST 1, 2019

As 2019 is entering into its second half, there is no shortage of investments in the future of the consumer experience. FIs are investing in building the next generation of services for consumers and small businesses , and VCs are investing in the FIs that are making the most progress.

Concentration 46

Concentration Investments Planning Retail 46