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 78

Concentration Treasury Budgeting Leverage 78

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

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

VCFO

NOVEMBER 7, 2023

Some sellers proactively seek a report well in advance of planned transactions to give themselves a chance to prepare for concerns that may arise, eliminate surprises, and/or correct factors that may detract from valuation in a future transaction. A QoE report assesses business risk and predictability of earnings.

Valuation 86

Valuation Auditing Concentration CFO 86

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

Future CFO

APRIL 22, 2024

The right mix between remote [and] in-person office work is a constant investment,” Cheah says. Upskilling pace Given all the changes and shifts in the Finance function at present, Cheah believes the pace of upskilling within the team in the bid to keep up comes as a concentrated effort.

Finance 98

Finance Budgeting Accounts Payable 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

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

CFO News Room

FEBRUARY 2, 2022

is no longer pledging to give the bulk of her wealth to the Bill & Melinda Gates Foundation and instead plans to spread it among philanthropic endeavors, according to people familiar with the matter. Bill Gates’s investment fund will pledge $1.5 Melinda French Gates. Microsoft Corp. co-founder. French Gates wrote in her new letter.

Prioritization 130

Prioritization Concentration Investments Technology 130

CFO News Room

JANUARY 8, 2023

While the turn of the year presents an opportunity to take a fresh look at your strategy and plan where to focus your energies, it can be hard to sort real trends from hype. When looking at how you plan to invest in technologies over the next year, try to think holistically and consider how they make work together to unlock new opportunities.

Budgeting 130

Budgeting Securities Economics Technology 130

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. It was clear that he knows the business much more than I do.

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. We are what we eat, media diet included.

Concentration 140

Concentration Economics Investments Education 140

PYMNTS

JULY 13, 2020

Walmart has also reportedly created a new insurance subsidiary that’s set up for the moment to sell Medicare Advantage plans. The chain plans to open 500 to 700 “Village Medical at Walgreens” primary care clinics across some 30 U.S. Telehealth in its various forms is where much of the post-pandemic action is concentrated.

Healthcare 87

Healthcare Concentration Startups Retail 87

Barry Ritholtz

MAY 16, 2023

Bloomberg ) • The audacious plan to trigger Credit Suisse’s CDS : Can a bond that no longer exists trigger a default? 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.

Concentration 103

Concentration Leverage Economics Education 103

CFO Talks

MARCH 20, 2024

It’s about making plans for the company’s financial future and finding ways to make the business better. Key Differences in Everyday Tasks: Reporting: The Controller prepares financial reports; the CFO reviews these reports and uses them to make decisions or plan strategies. The CFO, however, looks at the bigger picture.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

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

CFO News Room

NOVEMBER 9, 2022

Water scarcity contributes to wildfires, but other problems, too: As the water table drops, the quality of the water degrades, often leading to increasing concentrations of minerals and salts that are expensive to treat or can even make the water unusable. Companies need a plan of action, and they need it now.

Manufacturing 100

Manufacturing Concentration Nonprofit Planning 100

Generation CFO

JANUARY 28, 2022

This transparency also helps build consensus-based scenario planning, where decisions can be explored and talked about before they’re enacted. With the argument centring around that we can’t concentrate, we don’t knuckle down and stick something out through tougher times. .

CFO 200

CFO Math Concentration Finance 200

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

PYMNTS

JANUARY 28, 2020

Amazon plans to lead a funding round in the company with a $575 million investment. The CMA said that the delivery app market is “highly concentrated,” and that Amazon might have re-entered in another way if it didn’t invest in Deliveroo. The CMA recently launched “phase two” of the investigations.

Concentration 52

Concentration Investments Planning Marketing 52

PYMNTS

FEBRUARY 1, 2019

And, on the fourth floor, the company said it has the “largest concentration of seasonally current Nike footwear anywhere in the globe.”. Nordstrom is planning to close two locations at the beginning of April — even as it opens two full-line locations this year. In Other Brick-And-Mortar News.

Retail 50

Retail Planning Concentration eCommerce 50

PYMNTS

FEBRUARY 28, 2020

Southeast Asia led the way thanks to ridesharing firm Grab, which continues to expand its B2B financial services offering with its fundraising windfall — and it wasn’t the only small business lender to secure investment. Reports did not reveal exactly what the company plans to do with the new funding. Digital Risks.

B2B 70

B2B B2C Concentration Startups 70

PYMNTS

OCTOBER 8, 2019

In terms of the total amount invested to date in FinTechs, as tracked by PYMNTS via the India FinTech Tracker, the year to date tally stands at just under $3.7 Taking the pulse of where we stand coming into the last few months of 2019, deal activity has seemingly been concentrated within the alternative finance and investment arenas.

Finance 57

Finance Concentration Startups Investments 57

The Charity CFO

APRIL 22, 2024

On-the-job training, mentorship programs, and career planning sessions can help employees get more out of their jobs. Jobs that require long hours or have high-stress environments can lead to this. Signs and Symptoms The signs and symptoms of burnout can manifest both physically and mentally.

Nonprofit 52

Nonprofit Budgeting Concentration CFO 52

PYMNTS

SEPTEMBER 5, 2019

Grab is planning to earmark $150 million for additional research into artificial intelligence (AI), Bloomberg reported on Thursday (Sept. This new infusion of cash is on top of an earlier $100 million technology investment, Grab co-founder Tan Hooi Ling told Bloomberg. The startup is planning to raise $6.5

Concentration 54

Concentration Transportation Startups Investments 54

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

The Finance Weekly

APRIL 21, 2024

They could steer your company towards poor financial decisions, like risky investments, inaccurate budgeting, or insufficient cost control. Spot investment and financial planning prospects. What could go wrong if your Chief Financial Officer (CFO) is not effective in their job? Facilitate risk management, audits, and research.

CFO 52

CFO Budgeting Auditing Accounting Principles 52

PYMNTS

NOVEMBER 13, 2019

The sneaker and sports apparel company said it is going forge new retail partnerships and concentrate on its direct business. We will continue to invest in strong, distinctive partnerships for Nike with other retailers and platforms to seamlessly serve our consumers globally.”.

Concentration 81

Concentration eCommerce Retail Sales 81

Future CFO

JANUARY 13, 2021

Often, in periods of distress companies will hunker down on expenses, and investments, in the name of riding the uncertainties. Madonini opined that today CFOs need to have a say on the investment strategies of their companies. The CFO needs to create investment capacity.

CFO 52

CFO Concentration Prioritization Leadership 52

The Finance Weekly

NOVEMBER 27, 2023

They are widely used in , strategic planning and reporting to guide investment decisions. Return on Equity The Return on Equity KPI indicates how effectively you generate profits from the investments made by shareholders in your business. Simply put, it shows how much profit you make for every pound invested in your business.

Budgeting 52

Budgeting General Ledger Concentration Benchmarking 52

CFO News Room

NOVEMBER 21, 2022

A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client. Author: Kyle Moore. Guest Contributor.

Planning 130

Planning Concentration Communication Tax Planning 130

Centage

OCTOBER 14, 2021

Cash flow statement : Describes the cash flows into and out of the organization – its particular focus is on the types of activities that create and use cash, which are operations, investments, and financing. In the end, Excel was never built as a tool to create reports meant to influence how companies plan their financials.

Financial Reporting 59

Financial Reporting Financial Planning and Analysis (FP&A) Budgeting Concentration 59

The Finance Weekly

SEPTEMBER 10, 2023

The cash flow statement reveals how money moves in and out of the company through its operations, investments, and financing. It reveals where the company gets its cash and how it spends it on day-to-day activities or for future plans. It has three parts: cash from daily operations, cash used for investments, and cash from financing.

Finance 52

Finance Financial Modeling Forecasting Concentration 52

PYMNTS

JULY 31, 2019

We also analyzed how the areas that FIs are focusing on relate to such factors as level of investment, on-time performance and innovation strategy. It is an especially keen interest for the top performers in our Index: more than 73 percent of them will invest in payment technology, a 22 percent increase over the past three years.

Concentration 60

Concentration Banking Leverage Technology 60

PYMNTS

MARCH 8, 2019

challenger Starling Bank is moving forward with plans to introduce business lending services, reports in Specialist Banking said this week, with the bank revealing new details about its strategy. At the time, reports said Starling planned to use the investment to focus on its small business banking services and expand across Europe.

Concentration 47

Concentration Banking Planning Securities 47

The Finance Weekly

DECEMBER 12, 2021

But what does this mean for those tasked with evaluating the return on investment of a data strategy and business use cases? Whatever use cases the company has established, the finance professional's job is to assess the financial effect and return on investment of possible data initiatives in relation to the company's strategic objectives.

Concentration 90

Concentration Technology Investments Finance 90

The Finance Weekly

APRIL 25, 2022

Corporate boards are focused on cybersecurity risks, capabilities and investments, as well. Follow Affairs Consistently.

Finance 107

Finance Forecasting Treasury Concentration 107