CFA Institute

APRIL 29, 2022

"If we thought of the equity premium as a fear premium," Rob Arnott says, "a lot of the so-called anomalies that we’ve talked about would not be anomalies at all.".

Marketing 122

Marketing Performance Measuring Risk Management Economics 122

CFA Institute

MAY 24, 2022

The capital asset pricing model (CAPM) is a marvel of economic scholarship. The problem is that it doesn’t always work in practice. So, we fixed it.

Marketing 133

Marketing Economics Performance Measuring Risk Management 133

CFA Institute

FEBRUARY 17, 2022

This detailed stock market study attempts to extend Robert Shiller’s development of narrative economics.

Marketing 93

Marketing Economics Performance Measuring Investments 93

CFA Institute

APRIL 18, 2023

A fund family's success with bond funds may not translate to the equity side of the ledger.

Marketing 103

Marketing Performance Measuring Economics Investments 103

CFA Institute

AUGUST 26, 2021

Why does investing in the "average" private market fund seem to go so poorly?

Marketing 73

Marketing Investments Performance Measuring Benchmarking 73

CFA Institute

MARCH 9, 2022

Options trading's explicit costs have plummeted to near zero, but what about implied transaction costs?

Marketing 111

Marketing Performance Measuring Economics Investments 111

CFA Institute

MARCH 22, 2023

Not all ESG news events are associated with significant changes in stock price.

Marketing 79

Marketing Performance Measuring Economics Investments 79

CFA Institute

NOVEMBER 2, 2021

How have correlations between the Shanghai Composite Index and the Hang Seng and their global counterparts developed over the last 25 years?

Marketing 76

Marketing Performance Measuring Economics Investments 76

CFO Thought Leader

OCTOBER 29, 2023

It highlights the significance of unit economics, internal metrics like labor and transportation costs, and external indicators that predict market changes and competitive advantage. OUR COHOST BRETT KNOWLES | Brett Knowles is a long-time thought leader in the performance measurement space.

Planning 52

Planning CFO Performance Measuring Leadership 52

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.

CFO 52

CFO Performance Measuring Leadership Budgeting 52

Beacon CFO Plus

OCTOBER 11, 2022

The substantive issue behind this challenge is how to effectively measure performance in an environment that does not lend itself to hard and fast metrics. The fact is that no performance measurement will be perfect across every section of an organization. Internal: Quality control, time-to-market, operational efficiency.

Performance Measuring 52

Performance Measuring Manufacturing Economics Communication 52

CFA Institute

JULY 4, 2021

The public market equivalent (PME) does not reflect the economic reality of private equity investing.

Marketing 52

Marketing Economics Investments Performance Measuring 52

Spreadym

MAY 10, 2023

It involves evaluating the impact of various "what-if" situations on financial flows projections, business performance measures, or outcomes. You can analyze the potential returns and risks associated with different investment options by adjusting variables such as interest rates, market conditions, or investment durations.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Performance Measuring Prioritization 52

CFA Institute

APRIL 19, 2020

What role have exchange-traded funds (ETFs) played amid the current coronavirus-driven market stresses?

Marketing 52

Marketing Performance Measuring Economics Investments 52

CFA Institute

SEPTEMBER 15, 2021

The environmental, social, and governance (ESG) fund industry reached a crossroads on 26 August 2021.

Marketing 67

Marketing Performance Measuring Economics Investments 67

CFA Institute

JUNE 1, 2021

The goal of private equity is to be impervious to the vagaries of the economic cycle and to outside interference.

Marketing 54

Marketing Economics Performance Measuring Leverage 54

Centage

SEPTEMBER 11, 2023

Did changes in market conditions cause it? Negative variances may signal that there isn’t as much demand for your product or service, more competitors have entered your market, or your pricing was too high for the market. This step is crucial for identifying areas that need improvement and those that are working flawlessly.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

Spreadym

SEPTEMBER 19, 2023

Performance Measurement Budget: Budgets are primarily used to measure actual performance against planned performance. Forecast: Forecasts are not used for performance measurement in the same way as budgets. This helps in risk management and allows for better decision-making in uncertain environments.

Budgeting 59

Budgeting Forecasting Cash Flow Forecasting Benchmarking 59

CFA Institute

APRIL 21, 2021

There is no valid benchmark for the unlisted private equity sector. That needs to change.

Benchmarking 52

Benchmarking Marketing Performance Measuring Economics 52

Spreadym

MAY 31, 2023

Environmental Analysis: Evaluating the external environment, including market trends, competition, technological advancements, regulatory factors, and societal changes. These goals provide a clear direction for the organization and serve as benchmarks for measuring progress.

Strategic Planning 52

Strategic Planning Planning Performance Measuring Budgeting 52

Future CFO

FEBRUARY 16, 2022

83% of respondents said they would like mandatory reporting of ESG performance measures against global standards. Many markets are making significant moves to require ESG disclosures and drive up the value of reporting.” That figure jumps to 68% of board chairs and non-executive board directors.

Performance Measuring 52

Performance Measuring Leadership Risk Management Economics 52

CFA Institute

FEBRUARY 2, 2021

The Buffett Indicator is flashing red and has been for a while now.

Marketing 52

Marketing Performance Measuring Economics Investments 52

PYMNTS

SEPTEMBER 14, 2020

If TracFone meets performance measures, it could get an additional $650 million in cash. The addition of TracFone would put Verizon at the top of the prepaid market. Under the terms of the deal that is subject to approval from telecom and antitrust regulators, Verizon said the TracFone purchase will include about $3.1

Performance Measuring 56

Performance Measuring Communication Marketing 56

CFA Institute

FEBRUARY 2, 2020

Private capital fund managers do not expect their portfolio businesses to report a profit.

Marketing 52

Marketing Performance Measuring Economics Investments 52

Future CFO

DECEMBER 14, 2020

Close to a third plans to raise the prominence of environmental (29%), social/employee (29%) and governance (31%) measures in their incentive plans in the coming year. Among the greatest challenges cited by respondents are target setting (46%), performance measure identification (37%) and performance measure definition (34%).

Performance Measuring 40

Performance Measuring Planning Economics Investments 40

CFA Institute

JANUARY 29, 2021

How useful is the Buffett Indicator really?

Valuation 52

Valuation Marketing Performance Measuring Economics 52

CFA Institute

DECEMBER 1, 2019

US employment figures point to a significant opportunity deficit for workers.

Marketing 52

Marketing Performance Measuring Economics 52

CFA Institute

JUNE 3, 2022

To test the Sharpe Ratio’s effectiveness, we constructed monthly return distributions for global stock market indices to see if any had too much skewness.

Construction 136

Construction Marketing Performance Measuring Risk Management 136

CFO Talks

MARCH 20, 2024

Without a CFO fully focused on the future and driving strategic financial planning, the company risks becoming stagnant, unable to adapt to changes in the market or capitalize on new opportunities. They work in tandem to develop and maintain performance measurements, with the Controller specifically tasked with reviewing control weaknesses.

CFO 52

CFO Accounts Payable Financial Analysis Auditing 52

Spreadym

JUNE 27, 2023

Financial Forecasting: FP&A professionals forecast the financial performance of an organization over a specific period, typically one to five years. This involves projecting revenues, expenses, and other key financial metrics based on historical data, market trends, and business strategies.

Financial Planning and Analysis (FP&A) 52

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

PYMNTS

MAY 28, 2020

Customer empathy and communication are key parts of the hiring and onboarding evaluation process; customer experience wins are celebrated, and key CX metrics are used to individual performance measurements and are tied to compensation. It’s different. People want different things. They want personalization. They want customization.

Retail 57

Retail Performance Measuring Communication eCommerce 57

Spreadym

JUNE 8, 2023

A plan typically covers a longer time horizon, such as three to five years, and encompasses various aspects of the business, including sales, marketing, operations, and human resources. It is a tool used to anticipate the financial performance of a business or a specific project.

Budgeting 52

Budgeting Forecasting Planning Strategic Planning 52

CFA Institute

APRIL 5, 2022

What's most surprising about aggregated private market performance calculations? How deeply flawed they are.

Marketing 92

Marketing Performance Measuring Economics Investments 92

CFA Institute

APRIL 12, 2023

How do portfolios with asset allocations of 100% equity, 100% bond, 60/40, and 80/20 in the US, UK, Italian, Swiss, and global markets perform over time?

Performance Measuring 85

Performance Measuring Marketing Risk Management Economics 85

PYMNTS

NOVEMBER 8, 2017

“We are particularly proud to be innovative for young businesses because they are critical to the future success of the economy, but very underserved by the options available in today’s credit market.”. Further, most that do access financing told researchers they were dissatisfied with the borrowing experience.

Performance Measuring 41

Performance Measuring Finance Forecasting Planning 41

CFA Institute

APRIL 11, 2022

Ever-greater access to world equity markets should have made it easier for investors to build and harvest the benefits of diversified global stock portfolios. But has it really?

Performance Measuring 107

Performance Measuring Marketing Economics Investments 107

CFA Institute

DECEMBER 30, 2022

In a wild year for markets and investing, what EI content most resonated with readers?

Investments 103

Investments Performance Measuring Marketing Risk Management 103