PYMNTS

JUNE 24, 2020

Credit Suisse Group has started to look into funds invested in loans arranged by billionaire Lex Greensill and backed by Masayoshi Son’s SoftBank Vision Fund , Bloomberg reports. There is no conflict of interest: Investments made in the funds and the investment decisions made by the funds are separate.

Finance 52

Finance Invoicing Investments Startups 52

PYMNTS

MAY 13, 2019

Investors have pulled about $1.8 billion from a supply chain investment fund operated by GAM and Greensill, reports in Financial News said Friday (May 10). The GAM Greensill Supply Chain Finance fund was worth about $2.58 Vodafone has no influence on which assets are selected by the fund manager.”.

Finance 43

Finance Accounts Payable Invoicing Investments 43

Tips Watch

JANUARY 8, 2023

By David Enna, Tipswatch.com A lot of readers ask about the ladder of TIPS investments I have built over the years. Yes, I do have a ladder, and it does hit every year from 2023 to 2032, and then jumps … Continue reading →

Investments 52

Investments 52

CFO News

MARCH 28, 2024

Byju Raveendran, founder and CEO of Byju's, said in a letter to shareholders that despite the “animosity shown by some of the investors in pursuing uncalled for legal actions”, the company continues to show ‘good faith’ towards all the shareholders and would like them to be part of the turnaround story.

Securities 40

Securities 40

CFO News

NOVEMBER 8, 2023

Real Estate Investment Trusts: The new framework will come into effect from March 1, 2024, the Securities and Exchange Board of India (Sebi) said in three separate circulars.

Securities 52

Securities Investments 52

PYMNTS

OCTOBER 25, 2018

25) that it has landed a $50 million investment from investors, including Amazon. In a press release , tado° said other investors participating in the round of fundraising include E.ON, Total Energy Ventures, Energy Innovation Capital, Inven Capital, the European Investment Bank and others.

Forecasting 49

Forecasting Investments Startups Marketing 49

PYMNTS

AUGUST 12, 2019

Naspers led the Series D funding round and was joined by existing investors SAIF, Sequoia, Shunwei Capital, RPS and Venture Highway. Bangalore-based social commerce startup Meesho has raised $125 million to expand its eCommerce business in India, TechCrunch reported on Monday (Aug.

Startups 40

Startups Education Investments eCommerce 40

PYMNTS

JUNE 28, 2017

Following on on the heels of Brexit, hedge funds are not too optimistic about Britain’s high street retailers. As evidence of this, hedge funds saw shares of Debenham’s decrease three percent, which is the lowest it has traded in eight years. Analysts and investors are expecting to see further weakness in the stock market.

Retail 40

Retail Marketing 40

PYMNTS

NOVEMBER 13, 2019

technology investor Coatue Management, Afterpay announced in a press release on Wednesday (Nov. The new funds will be earmarked for global platform expansion. Australian buy-now, pay-later platform Afterpay Touch notched $200 million from U.S. Coatue will acquire new Afterpay shares at $28.50, representing a 2.4 12) of $29.19

Leverage 41

Leverage Retail Sales Investments 41

Barry Ritholtz

APRIL 11, 2024

And even still, fund fees and taxes remained a major cost element. Data was expensive, professional analysis complex, and only a handful of companies served individual investors. But a small handful of academics had discovered that nearly all active fund managers were not earning their keep.

Benchmarking 139

Benchmarking Marketing Investments Securities 139

PYMNTS

OCTOBER 27, 2017

In a bit of a mixed bag for B2B FinTech venture capital (VC), investment backers stayed fairly quiet this week, racking up nearly $90 million in funding. But, while small and medium-sized businesses (SMBs) in financial services landed only minor funding rounds, investors’ interest in the space shouldn’t be ignored.

Treasury 40

Treasury Invoicing B2B Finance 40

CFO News Room

JANUARY 16, 2023

Many stocks plummeted, with investors selling off their shares due to concerns about a possible recession. . Yieldstreet is ideal for sophisticated investors willing to take on riskier projects they can’t find elsewhere, with the potential for higher returns. 2,500 for the Prism Fund. for the Prism Fund. Management fees.

Investments 130

Investments Auditing Accounting Transportation 130

CFO Dive

FEBRUARY 3, 2022

If 2022 is the year investors start applying more scrutiny to the companies they fund, the value of your intangible assets can be the difference in getting, or not getting, the price you want.

Valuation 230

Valuation 230

CFO News Room

FEBRUARY 6, 2022

TIPS have suddenly moved to center stage for investors, as the surge in inflation has drawn new interest in Treasury inflation-protected securities. But how much do investors really know about these securities, other than their alluring name? The assets of TIPS funds surged and have now nearly doubled since 2018 to about $295 billion.

Treasury 130

Treasury Securities Valuation Math 130

CFO News

MARCH 11, 2024

Madhabi Puri Buch, Sebi chairperson, expresses concerns over stretched valuations of small- and mid-cap stocks favored by retail investors. AMFI directs mutual funds to provide additional disclosures. Sebi plans to bring in more disclosures on risk factors and allow T+ 0 trade settlement.

Valuation 96

Valuation Retail Planning 96

CFO News

APRIL 15, 2024

Government is crafting a framework to enable pension funds and insurers to invest in startups, aiming to boost domestic capital. Efforts include redefining startup criteria, educating investors, and potentially expanding existing funding schemes.

Startups 52

Startups Education Investments 52

Private Funds CFO

APRIL 1, 2022

More and more PE managers are launching continuation funds to hold onto assets longer. Private Funds CFO reports on how to make sure your continuation fund is a success. for both you and your investors. But such deals are rife with potential conflicts of interest.

CFO 130

CFO 130

CFO News Room

JANUARY 18, 2023

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Concentration 130

Concentration Financial Analyst Investments Marketing 130

Barry Ritholtz

AUGUST 30, 2023

Whatever phrase you select, the persistent gap between investors’ performance and the assets they hold is a substantial drag on returns. I mention this in case you missed this Morningstar report “ Mind the Gap: A report on investor returns in the U.S. Considering those funds averaged a 7.7% Jeffrey Ptak, Amy C.

Problem Solving 97

Problem Solving Investments Finance Sales 97

Barry Ritholtz

DECEMBER 12, 2022

RWM is a discretionary RIA, which primarily invests in stocks and bonds via ETFs, Mutual Funds, and Direct Indexing. Illiquid investments do have some appealing aspects: Start with the illiquidity premium, the return above traditional stocks or funds. You probably do not think very often about who your co-investors are.

Investments 113

Investments Accounting Marketing 113

CFO News

MARCH 19, 2024

Shriram Finance raised the funds by securitising part of its loan portfolio and then selling it to international investors, with the investors spread across Asia, sources aware of the developments said to ET.

Finance 52

Finance 52

Barry Ritholtz

MARCH 13, 2024

What data should investors be following for insight into when they will begin? Investors might find it useful to know when is the Fed going to start a new cycle of cutting rates. You can’t sit there in a zero money market fund. Well, in 2024, now money market fund is yielding 5.

Numbers 109

Numbers Marketing Treasury Economics 109

CFO News

JUNE 25, 2023

The Investor Education and Protection Fund Authority (IEPFA), under the corporate affairs ministry, is also planning to ease the process for investors to get the unclaimed shares and dividends, the official told ET, adding that this will curtail the requirement of certain superfluous documentations.

Education 98

Education Planning 98

Barry Ritholtz

JANUARY 25, 2023

He points to a research note from Kings College where the authors surveyed active managers about how they were responding to the shift in favor from active to passive fund management over the past decade or two. Fascinating discussion this morning from Robin Powell. ” It’s is worth your time to delve into the entire discussion.

Investments 116

Investments Marketing Finance 116

Barry Ritholtz

APRIL 13, 2023

Some encouraging news about people saving for retirement: A study by Vanguard Group found that “Automatic enrollment and the rise of target-date funds” are having a substantial and positive impact on retirement savers, in particular, on Millennials and Generation Z investors. Clark and Kevin D.

Planning 106

Planning Finance 106

Barry Ritholtz

JANUARY 24, 2024

Successful investors could be looking at a big tax bill from the US government. Savvy investors understand this. Well, some investors have turned to direct indexing to do just that. For the typical non-tax deferred account that maybe consists of a dozen mutual funds and ETFs, what does tax loss harvesting look like there?

Concentration 93

Concentration Investments Accounting Marketing 93

Nerd's Eye View

APRIL 5, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that customer arbitration claims related to the SEC's Regulation Best Interest (Reg BI) nearly doubled between 2022 and 2023, suggesting that greater awareness among investors of the increased standards for broker-dealers and their (..)

Investments 96

Investments Numbers Accounting Banking 96

Musings on Markets

OCTOBER 12, 2023

I have made no secret of my disdain for ESG, an over-hyped and over-sold acronym , that has been a gravy train for a whole host of players , including fund managers, consultants and academics. The second is that impact investors have good intentions, aiming to make a positive difference in the world.

Investments 82

Investments Marketing Accounting Numbers 82

Nerd's Eye View

SEPTEMBER 29, 2023

Also in industry news this week: After experiencing a downturn over the past few quarters, RIA M&A activity ticked higher in the 3rd quarter amid continued interest from sellers and increasing costs for internal succession A recent study shows that housing-related costs are more likely than healthcare spending to cause unexpected spending shocks (..)

Healthcare 84

Healthcare Leverage Investments Numbers 84

CFO News

APRIL 25, 2024

Last month, it became the first Adani Group company to raise funds through a dollar note sale after a year of the release of the US-based short seller Hindenburg Research's report alleging wrongdoings at the group, showing signs of investor confidence. In addition to this loan, Adani Green is planning to raise a $1.3

Sales 40

Sales Planning 40

Barry Ritholtz

JULY 18, 2023

Fast Company ) • Investors Are Bailing on Cathie Wood’s Popular ARK Fund : “Cathie Wood’s flagship exchange-traded fund has rallied more than 50% this year. Investors are using that as an opportunity to get out. Wagner began his career doing hedge fund accounting at Ernst & Young.

Profit and Loss 95

Profit and Loss Restructuring Investments Accounting 95

Barry Ritholtz

APRIL 5, 2024

During his career, Hyman has been ranked as #1 in economics an unprecedented 43 consecutive times by Institutional Investor’s poll of investors. trillion of BlackRock’s index funds and iShares ETFs. He heads Evercore ISI’s economic research team. She is also a member of the firm’s Global Executive Committee.

Economics 63

Economics Investments 63

CFO News

MARCH 28, 2024

Notices sent a few weeks ago to multiple startups by the I-T department asking for genuineness, credit worthiness of their investors. The tax demands have been arrived at by clubbing the funding with the startup’s income.

Startups 52

Startups 52

CFO News

MARCH 3, 2024

GMR Highways has raised ₹700 crore debt from foreign portfolio investors Zeal Global Opportunities Fund and Nova Global Opportunities Fund to prepay loans raised from Yes Bank. Both invested ₹350 crore each in secured, unlisted, and unrated bonds of GMR Highways maturing on February 20, 2028.

Banking 52

Banking Securities Investments 52

Barry Ritholtz

SEPTEMBER 21, 2023

Bloomberg ) • Indexing Is Still the Best Bet for Investors : History shows that even in ‘narrow’ markets, actively managed funds don’t do as well over the long term. Wall Street Journal ) see also You Might Be Paying Too Much for That Index Fund : Push toward zero-cost ETFs nears the finish line.

Sales 102

Sales Securities Retail Investments 102

Future CFO

DECEMBER 7, 2023

An organisation's chief financial officer undoubtedly plays a vital role in enhancing investor relations and leading fundraising efforts, especially in the growth phase of a business. Given this, a CFO’s ability to present a compelling financial narrative can attract potential investors and secure funding for expansion projects.

CFO 52

CFO Communication Leadership Forecasting 52

CFO News

JUNE 22, 2023

​​Three board members have also exited the company as the once pioneer education startup sees a major decline in valuations and investors showing reservations in further funding over corporate governance issues. Byju's, however, denied the resignations of board members.

Valuation 97

Valuation Education Startups 97