Remove Construction Remove Economics Remove Risk Analysis
article thumbnail

Managing Regret Risk: The Role of Asset Allocation

CFA Institute

Stephen Campisi, CFA, is managing director at The Pensar Group, where he provides research, consulting services, and post-credential education in the areas of asset allocation, risk analysis, portfolio construction, and performance evaluation.

article thumbnail

Passive Funds: The Secret Ingredient to Smarter Active Portfolio Management?

CFA Institute

Stephen Campisi, CFA, is managing director at The Pensar Group, where he provides research, consulting services, and post-credential education in the areas of asset allocation, risk analysis, portfolio construction, and performance evaluation.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

World’s Best SME Banks 2025: Regional Winners

Global Finance

million in pretax profits in 2023, and a presence in 20 markets on the continent and four global centers—empowering SMEs means fueling Africa’s economic development. These were given to SMEs working in multiple sectors: tourism, construction, commerce, education, healthcare, social services, industry, agriculture, and livestock, among others.

Banking 52
article thumbnail

Logistics, Alt Lending Lead B2B Startup Funding

PYMNTS

FinTechs that landed new funding include a firm targeting friction in B2B payments in the construction space, alternative small business lenders and a company helping accountants guide their SMB clients toward capital. Capitalise said it plans to use the funding to expand its cloud-based platform and to invest in data science. KyckGlobal.

B2B 55
article thumbnail

Four Questions to Ask When Evaluating Customer Risk

Trade Credit & Liquidity Management

Within this still emerging socio-economic framework, it’s constructive for credit executives to re-examine from a holistic perspective how they manage risk. Ranking, along with segmentation, is also your gateway into more sophisticated portfolio risk analysis insights.

article thumbnail

How to create & use pro forma statements

Cube Software

They're constructed to answer specific questions relevant to one or more of the financial statements. Another, critical use case of pro forma financial statements is risk analysis. This is known as sensitivity analysis , and basically shows how risky the company's current position is.

GAAP 40
article thumbnail

Disaster And Opportunity

Global Finance

According to the World Economic Forum, globally reported economic losses attributed to climate and water extremes reached $1.48 The region is grappling with the economic impact of rising temperatures, shifting weather patterns and an increased frequency of natural disasters. trillion in the decade ending in 2019: a 47.9%