CFO Share

APRIL 12, 2024

Despite the general preference to focus on profits, financial risk management is crucial to long-term success. In fact, most unprofitable months could have been avoided through basic risk mitigation, such as creating a financial forecast , performing a sensitivity analysis, and developing a financial strategy. Integration.

Risk Management 104

Risk Management CFO Restructuring Sales 104

Future CFO

FEBRUARY 9, 2025

In this environment, CFOs must prioritise cybersecurity investments that deliver a tangible return on investment. One of the main challenges in securing cybersecurity investments lies in the nature of cybersecurity itself. How can we maximise the return on these investments while achieving our security goals?"

Investments 52

Investments Profit and Loss Securities Risk Management 52

Future CFO

MARCH 26, 2025

Chief financial officers are in it for a balancing act on sustainability mandates, technology investments, and economic and geopolitical shifts. Other key takeaways are the following: AI investments should be aligned with business objectives and demonstrate clear ROI.

Technology 52

Technology Investments Risk Management Economics 52

Future CFO

DECEMBER 17, 2024

Regulatory demands : Rising regulatory requirements, particularly in AML and cybersecurity, necessitate that banks prioritise IT investments, directly influencing CFOs financial planning and risk management. Building a culture of continuous learning and establishing a dynamic risk management model will be critical.

Banking 98

Banking Risk Management Leverage Compliance 98

Future CFO

JANUARY 22, 2025

At the FutureCFO Conference series, organised by Cxociety, finance leaders in Indonesia, Malaysia, Singapore, the Philippines and Thailand ranked automation and degitalisation (80%), investing in talent and employee development (58%) and continuous innovation (47%) as the top three strategies most important to sustainable growth in 2024.

Risk Management 98

Risk Management Compliance Finance Leverage 98

CFA Institute

JANUARY 7, 2025

He is pursuing a PhD at CentraleSupélec, specializing in natural language processing to develop decision models for financial market investments. He has more than 15 years' experience in investment management and research. Baptiste Lefort is a data scientist and PhD student.

Investments 52

Investments Economics Risk Management Leadership 52

CFA Institute

FEBRUARY 19, 2025

Markus Schuller, MBA, MScFE, is the founder and managing partner of Panthera Solutions. As a leading behavioral design company, Panthera optimally configures the investment decision design of professional investment processes to facilitate most evidence-based decision making.

Investments 52

Investments Finance Banking Risk Management 52

CFA Institute

NOVEMBER 6, 2024

He specializes in low-volatility investing, asset pricing, and quantitative finance and is the author of numerous academic research papers for the Journal of Financial Economics , Management Science , Financial Analyst Journal , and the Journal of Portfolio Management.

Benchmarking 52

Benchmarking Investments Financial Analyst Economics 52

CFA Institute

NOVEMBER 13, 2023

The potential advantages of private market investments, specifically venture equity and venture debt investing, extend to five dimensions of performance.

Investments 52

Investments Marketing Risk Management Economics 52

CFA Institute

JULY 23, 2023

Nicolas Rabener is the managing director of Finominal, which provides quantitative solutions for factor investing. Previously he founded Jackdaw Capital, a quantitative investment manager focused on equity market neutral strategies.

Investments 52

Investments Banking Performance Measuring Marketing 52

CFO News

MARCH 4, 2025

The insurer has achieved a ninefold increase in policy issuance while reducing headcount by 20 per cent, through technology investments. CFO Gopal Balachandran outlines the companys focus on health insurance expansion, regulatory compliance, IFRS 17 preparedness, and its approach to profitability and risk management.

IFRS 45

IFRS CFO Investments Risk Management 45

CFA Institute

MAY 28, 2025

Marc Fandetti, CFA, is a portfolio strategist at Armstrong Advisory Group, a Registered Investment Advisor in Needham Massachusetts. Fandetti’s research has been published in The Journal of Portfolio Management and The Journal of Alternative Investments.

Investments 52

Investments Economics Risk Management 52

CFA Institute

APRIL 17, 2025

Odiri Oginni, CFA, DBA, is the CEO of United Capital Asset Management, a leading investment firm in Nigeria with more than ₦1 trillion in assets under management. She assumed the role in January 2019 and brings more than 19 years of experience in investment management and financial advisory.

Investments 52

Investments CFO Finance Accounting 52

Barry Ritholtz

APRIL 28, 2025

is not what risk managers call a rational trading day. The risk is that if and when the trend changes, some traders will be slow to adapt; investors may get discouraged when they learn that investing for the “long term” isn’t measured in months or quarters, but in decades.

Risk Management 132

Risk Management Marketing Investments Finance 132

CFA Institute

OCTOBER 29, 2024

Austin Barbosa, CFA, is a senior analyst in Client Portfolio Management at iA Global Asset Management, where he markets investment funds, produces investment content, and supports portfolio managers with front-office presentation needs.

Investments 52

Investments Finance Marketing Risk Management 52

Future CFO

OCTOBER 27, 2024

Now, finance leaders are expected to be able to identify and mitigate ESG-related risks, allocating resources towards sustainability initiatives and communicating the organisation’s ESG performance to stakeholders. Further, risk management is another area where the CFO shines.

CFO 98

CFO Communication Strategic Planning Economics 98

Fpanda Club

JANUARY 23, 2025

Business case assessment When organizations consider major investments or initiatives, building a strong business case is essential to evaluate feasibility and ROI. Risk management Effective risk management requires identifying and quantifying financial risks, such as market volatility, currency fluctuations, or operational disruptions.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Mergers and Acquisitions (M&A) Prioritization Forecasting 130

Nerd's Eye View

JANUARY 24, 2025

Nonetheless, given the scale and brand awareness of the wirehouses, and as their own use of fee-based models increases (as opposed to primarily relying on commissions from selling products), competition for clients (and advisors) will likely remain stiff going forward, even amidst the favorable trends for RIAs Also in industry news this week: A recent (..)

Practice Management 98

Practice Management Risk Management Budgeting Investments 98

CFA Institute

FEBRUARY 8, 2024

Bernstein provides a comprehensive guide that offers important insights and practical strategies for creating and maintaining a successful investment portfolio.

Investments 52

Investments Risk Management Economics Finance 52

CFA Institute

SEPTEMBER 7, 2023

Muadh Alhusaini, CFA, FRM, CAIA, is a co-founder and managing partner at Ehata Financial, a specialized independent advisory house focused on market risk management and hedging. He is a CFA charterholder and holds the Financial Risk Manager (FRM) certification and is a Certified Alternative Investment Analyst (CAIA).

Finance 52

Finance Risk Management Investments Banking 52

CFA Institute

OCTOBER 3, 2022

The investment community needs to develop common standards to apply when conflicts like the Russia–Ukraine War break out.

Investments 135

Investments Risk Management Economics 135

CFA Institute

MAY 14, 2025

Dan Philps, PhD, CFA, is the head of Rothko Investment Strategies, where he leads an AI-driven systematic equities investment business that has delivered strong, fundamentally-driven alpha for institutional investors since its inception in 2013. He is a CFA charterholder and a member of the CFA Society of the UK.

Investments 52

Investments Business Analytics Communication Valuation 52

CFA Institute

AUGUST 21, 2024

Risk managers must look at market and model risk through a single lens to see the complete picture of their market-related investment and trading risks, as well as management costs, complexities, time, and regulatory requirements.

Marketing 52

Marketing Risk Management Investments Economics 52

CFA Institute

MAY 22, 2025

Kanan Mammadov is a Master of Science in Finance candidate at the George Washington University School of Business, with a strong academic and professional foundation in investment analysis, risk management, and corporate finance. He holds a bachelor of science in finance and economics from the same institution.

Corporate Finance 52

Corporate Finance Economics Risk Management Financial Systems 52

CFA Institute

OCTOBER 1, 2022

Bruce Usher identifies both what the implications of climate change are for the investment community and how investment capital allows us “to save us from ourselves.”.

Investments 116

Investments Risk Management Economics 116

Future CFO

JUNE 1, 2025

To succeed, treasury leaders must enhance risk management, optimise capital structures, and develop talent with new skills to sustain resilience and seize growth prospects. Kamra highlights fintech innovations that enable real-time payments, automated reconciliation, and predictive analytics for dynamic risk management.

Economics 59

Economics Mergers and Acquisitions (M&A) Treasury Cash Flow Forecasting 59

Global Finance

DECEMBER 26, 2024

An advanced analytics tool such as this can help users gain deeper insights into market trends and make better-informed investment decisions. Investment in our technology and architecture remains our key priority as we endeavor to meet our clients complex needs through simple, elegant solutions.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

CFA Institute

FEBRUARY 1, 2024

Rather the investment industry incentivizes them to manage business risk at the expense of long-term portfolio performance. Most active equity funds do not underperform for lack of stock-picking skill.

Investments 52

Investments Performance Measuring Risk Management Economics 52

Global Finance

DECEMBER 16, 2024

2005-2019 CTBC Bank – Retail Banking Credit Risk Management Division, Vice President. Deploying personal financial risk management systems and operations internationally, including in China (including Goldmax Consumer Finance Company), The United States, Canada, Japan, the Philippines, Indonesia, and Thailand.

Banking 106

Banking Finance Leverage Technology 106

Future CFO

FEBRUARY 14, 2025

New research from global data and cloud solutions company Hitachi Vantara found that while Asia is outpacing the world in AI adoption, poor data quality and security risks threaten to stall progress. However, maximising AIs benefits requires more than just the right technology, it also demands investment in talent."

Cash Flow Forecasting 78

Cash Flow Forecasting Compliance Leverage Reconciliations 78

The Finance Weekly

FEBRUARY 23, 2025

This issue hampers forecasting accuracy, risk management, and resource allocation. Without accurate insights, businesses struggle with forecasting, risk management, and resource allocation. For example, if customer retention impacts profitability, companies can invest in loyalty programs or customer service improvements.

Financial Planning and Analysis (FP&A) 52

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

Global Finance

JUNE 5, 2025

Technology investments like APIs and the ability to collaborate closely with key fintechs help us with the much-needed digitization of trade finance and to future-proof our trade finance systems. With big data and AI, we are optimizing key processes, automating compliance checks, and enhancing risk management.

Risk Management 59

Risk Management Finance Leverage Economics 59

Global Finance

DECEMBER 9, 2024

Paula Leynes Felipe, Regional Manager, Upstream and Advisory, Eastern and Southern Africa, Financial Institutions Group, International Finance Corporation. She led the Risk Management Practice Group in IFC Asia prior to her mangerial role in Africa. But were still sitting at the 3% levels. We need foreign savings.

Marketing 98

Marketing Banking Finance Profit and Loss 98

Global Finance

JUNE 5, 2025

We are reengineering our processes by integrating advanced digital solutions, from automated cash management to robust API connectivity. So we automate manual processes and integrate systems to improve efficiency and risk management. The post Manish Kohli: Innovating Payments At HSBC appeared first on Global Finance Magazine.

Currencies 66

Currencies Treasury Cash Management SAP 66

Global Finance

DECEMBER 27, 2024

As CFOs navigate this complex terrain and adapt their business processes, and decide how large a financial commitment to make to it, they must understand the implications for their financial models, risk management practices, and overall business operations. CAGR to 2034. increase from last year.

Technology 112

Technology Finance Leverage Investments 112

Barry Ritholtz

JUNE 24, 2023

This week, we speak with Peter Borish, who is chairman and chief executive officer of Computer Trading Corporation, an investment and advisory firm. Borish was founding partner and right-hand man to Paul Tudor Jones at Tudor Investment Corporation , where he was director of research for 10 years.

Investments 86

Investments Math Risk Management Marketing 86

CFA Institute

OCTOBER 31, 2023

Hahn, CFA, is a partner with Tata Consultancy Services CRO Strategies Group where he leads their financial risk and model risk management advisory services. He earned an MBA (Hons.)

Risk Management 52

Risk Management Credit Risk Treasury Economics 52