Leadership and Performance Measuring - Corporate Finance Brief

Gender Lens Investing: Asset Managers and Women in Leadership

CFA Institute

OCTOBER 6, 2021

Global asset managers have a range of stewardship policies and statements in place to support growth in corporate women in leadership (WIL). But is it enough?

Leadership

Leadership Investments Performance Measuring Economics

Are You Investing in a Fad or a Future Market Leader?

CFA Institute

MARCH 11, 2025

As part of the leadership team, Srinivas contributes to the firm’s strategic vision and product development. He plays an instrumental role in the firm’s AUM expansion, leveraging strong client relationships and a track record of superior, risk-adjusted returns.

Investments

Investments Marketing Leadership Leverage

PPM priorities and challenges for finance in Asia in 2025

Future CFO

MARCH 11, 2025

The role of the Chief Financial Officer (CFO) has undoubtedly moved outside the traditional accounting function and into a strategic leadership position. This evolution is particularly pronounced in Asia, driven by factors such as rapid economic growth, increasing regulatory complexity, and the accelerating pace of technological change.

Finance

Finance Compliance Performance Measuring CFO

Webinars

How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

From Curiosity to Competitive Edge: How Mid-Market CEOs Are Using AI to Scale Smarter

Protect What Matters: Rethinking Finance Ops In A Digital World

Why Tech-Forward Tax and Accounting Firms Have the Inside Track to the Future

Your Accounting Expertise Will Only Get You So Far: What Really Matters

MORE WEBINARS

Recruitment and Retention Strategies for a Nonprofit

The Charity CFO

DECEMBER 30, 2024

Since joining the organization in 1988, he has served in various leadership roles, most recently as President and Chief Operating Officer. On three separate occasions, Greg has addressed the International Conference in Sao Paulo, Brazil on leadership development and employment and service models for people with disabilities.

Nonprofit

Nonprofit Leadership Performance Measuring CFO

Gender Lens Equity Funds and Women in Leadership: A Report

CFA Institute

OCTOBER 4, 2019

What does the recent performance of gender lens funds look like and how much variation is there among them?

Leadership

Leadership Performance Measuring Communication Economics

Ep 22: The Power of GPT in Planning

CFO Thought Leader

APRIL 21, 2023

This allows planners to pretest their plan against a vast knowledge base, beyond the limited experience of the leadership team. Visit Vena www.venasolutions.com The post Ep 22: The Power of GPT in Planning appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA. Share a comment or two with our resident thought leader.

Planning

Planning Performance Measuring CFO Leadership

EP 27: How Finance Leaders Are Adapting Their Teams

CFO Thought Leader

SEPTEMBER 29, 2023

OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space. www.planful.com The post EP 27: How Finance Leaders Are Adapting Their Teams appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA. Share a comment or two with our resident thought leader.

Finance

Finance Performance Measuring CFO Leadership

Ep 28: How Planning Aces Are Made

CFO Thought Leader

OCTOBER 29, 2023

OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space. www.planful.com The post Ep 28: How Planning Aces Are Made appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA. His clients have been profiled in Harvard Business Review, Fortune, and Forbes.

Planning

Planning CFO Performance Measuring Leadership

24: Staying Small While Growing Big – A Planning Aces Episode

CFO Thought Leader

JUNE 30, 2023

Brett Knowles is a long-time thought leader in the performance measurement space. Visit Vena www.venasolutions.com The post 24: Staying Small While Growing Big – A Planning Aces Episode appeared first on CFO THOUGHT LEADER, CFO, Finance, Leadership, CPA. Share a comment or two with our resident thought leader.

Planning

Planning Performance Measuring CFO Prioritization

Ep 26: The Quest for the Golden KR

CFO Thought Leader

SEPTEMBER 4, 2023

Featured Planning Aces This Episode Achieving Your Total Addressable Market (TAM) | Rob Goldenberg, CFO, 6sense Top of Mind Metrics | Joel Campbell, CFO, TreviPay Exposing the Path to Profitability | Matt Gustke, CFO, WooCommerce OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space.

Performance Measuring

Performance Measuring CFO Leadership Planning

ESG-driven growth: Stakeholders have greater expectation but boards lack commitment

Future CFO

FEBRUARY 16, 2022

55% of respondents say there are significant differences of opinion among leadership on how to balance short-term considerations with long-term investments and sustainable growth. 83% of respondents said they would like mandatory reporting of ESG performance measures against global standards. Survey highlights.

Performance Measuring

Performance Measuring Risk Management Leadership Economics

Ep 23: Leading Cross-Functional Teams

CFO Thought Leader

JUNE 1, 2023

Related Episode Content The Path to Unlocking Gross Margin Points | Dayton Kellenberger, CFO, Vendavo About Brett Knowles Brett is a long-time thought leader in the performance measurement space. His clients have been profiled in Harvard Business Review, Fortune, and Forbes. Share a comment or two with our resident thought leader.

Performance Measuring

Performance Measuring CFO Planning Leadership

How Are Gender Lens Funds Performing?

CFA Institute

JUNE 24, 2019

Research demonstrates that stronger women in leadership (WIL) metrics correlate with superior company performance.

Leadership

Leadership Performance Measuring Economics Investments

Gender Lens Investing: Where to from Here?

CFA Institute

MAY 25, 2020

Stronger women-in-leadership (WIL) metrics have well-documented benefits, yet firms have failed to ramp up their gender diversity efforts.

Investments

Investments Leadership Performance Measuring Economics

Gender Lens Funds: Ups and Downs for Women in the Workforce

CFA Institute

NOVEMBER 15, 2020

The third quarter was an eventful one for gender lens investing as well as women in leadership (WIL) in the financial sector and elsewhere.

Leadership

Leadership Investments Performance Measuring Economics

Fulfilling CFOs' future roles

Future CFO

AUGUST 7, 2024

Ho believes CFOs are uniquely placed to partner HRDs to plan these structures or even lead the transformation given their intimate knowledge of strategic direction and available finances, critical roles and performance measures.

Data Analysis

Data Analysis CFO Budgeting Performance Measuring

Retaining Top Investment Talent: Lessons Learned by Large Canadian Pension Plans

CFA Institute

NOVEMBER 1, 2024

The secret sauce of Canadian pension plan returns lies in their ability to attract top talent, carefully design compensation frameworks, and adapt to market conditions.

Planning

Planning Investments Marketing Performance Measuring

Retirement Income: Six Strategies

CFA Institute

FEBRUARY 25, 2022

How can we mitigate sequence of returns risk (SoRR)?

Performance Measuring

Performance Measuring Risk Management Communication Leadership

Portfolio Confidential: Five Common Client Concerns

CFA Institute

OCTOBER 8, 2023

Barbara Stewart, CFA, has 33 years of investment industry experience; five years as a foreign currency trader, more than two decades as a portfolio manager for high-net-worth entrepreneurs, and during the past eight years, as an interview-driven researcher for multiple global financial institutions.

Currencies

Currencies Investments Finance Banking

A Practical Guide for the New CFO

CFO Talks

MARCH 14, 2024

Link Performance Measures to Strategy: Aligning performance metrics with the company’s strategic goals is vital. The CFO should review and adjust the existing measurement systems to ensure they are driving the desired behaviors and outcomes.

CFO

CFO Performance Measuring Benchmarking Restructuring

Research and Policy Center Five Most Popular Articles of 2023: Future of the Profession

CFA Institute

DECEMBER 25, 2023

Mark Fortune has more than 30 years of experience as a financial writer and editor, with a focus on institutional investment management. He has worked in various editorial roles at organizations that include Institutional Investor , Pageant Media, Markets Group, and the New York investment management firm Cohen & Steers.

Investments

Investments Marketing Performance Measuring Communication

On Investment Objectives and Risks, Clear Communication Is Key, Part 3

CFA Institute

FEBRUARY 23, 2022

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

Communication

Communication Investments Performance Measuring Risk Management

On Investment Objectives and Risks, Clear Communication Is Key, Part 2

CFA Institute

JANUARY 25, 2022

Standard deviation fails to characterize risk in a way that matters to most investors.

Communication

Communication Investments Performance Measuring Risk Management

The modern CFO: Guardian, Change-maker, Manager, Planner

CFO Talks

MARCH 20, 2024

This involves collaborating with senior management to evaluate and execute strategies, implementing performance measurement frameworks, and ensuring accountability for results. Strong communication, change management, and leadership skills are crucial in this role.

CFO

CFO Compliance Performance Measuring Education

Dow 36,000! Crypto $3 Trillion! Charting a Wild Decade in Finance

CFA Institute

NOVEMBER 12, 2021

Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have evoked?

Finance

Finance Performance Measuring Risk Management Communication

Private Real Estate Fund Categories: A Risk/Return Assessment

CFA Institute

DECEMBER 12, 2019

Based on the risk-adjusted performance of all three categories of private real estate funds, investors are paying billions in economically unwarranted fees.

Economics

Economics Performance Measuring Financial Analysis Communication

Hiring and Firing Portfolio Managers: Process and Outcomes

CFA Institute

JANUARY 16, 2019

Evaluating good investment performance is not just tabulating outcomes, says Robert G. Hagstrom, CFA.

Investments

Investments Performance Measuring Financial Analysis Communication

10 Open Questions for All Professional Investors

CFA Institute

FEBRUARY 1, 2019

The investment profession has some pretty intense open questions.

Investments

Investments Performance Measuring Financial Analysis Communication

The Venture Capital Gender Gap: What Qualifies as Female Content?

CFA Institute

JUNE 30, 2019

What makes a company woman-led? The metrics vary and can be confusing. Duncan Stewart, CFA, proposes a points-based system that could bring more clarity.

Performance Measuring

Performance Measuring Communication Leadership Economics