CFO Talks

OCTOBER 15, 2024

Using Predictive Analytics in Risk Management In today’s fast-paced business environment, managing risks effectively is more critical than ever. One powerful tool that is transforming how businesses approach risk management is predictive analytics. What Is Predictive Analytics?

Risk Management 95

Risk Management Compliance Forecasting Credit Risk 95

Global Finance

NOVEMBER 1, 2024

It has implemented climate risk management and disclosure under the framework of the United Nations Principles for Responsible Banking (PRB) and the Task Force on Climate-related Financial Disclosure (TCFD). Leadership in the Green Bond Market In the first half of 2024, BOC underwrote 98.37

Finance 98

Finance Banking Risk Management Construction 98

CFO Share

JUNE 6, 2024

The Role of a CFO in Financial Risk Management Managing financial risks is crucial to ensuring long-term business success. However, small business entrepreneurs are particularly ill-suited for risk management: optimistic, energetic, and abstract. What is Financial Risk Management?

Risk Management 105

Risk Management CFO Foreign Exchange Credit Risk 105

CFO Share

APRIL 12, 2024

Business owners focus mainly on reward (profit), which is easy to measure, while tragically few entrepreneurs look back on a month with low profits and say, “well, at least we managed our risks properly.” Despite the general preference to focus on profits, financial risk management is crucial to long-term success.

Risk Management 104

Risk Management CFO Restructuring Sales 104

CFA Institute

MAY 21, 2025

He is a member of the Asset Management Executive Group and has oversight of all equity portfolio management, research and trading activities including quantitative, index and tax-advantaged strategies.

Marketing 92

Marketing Construction Economics Financial Analyst 92

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

CFO Talks

JUNE 17, 2025

The CFO Confessional: Bless Me, Market, For I Have Sinned When a corporate scandal breaks, it sends shockwaves far beyond the headlines. Stakeholders lose faith, employees question their future, and market confidence deteriorates. Restoring Investor and Market Confidence Markets respond to consistency and predictability.

CFO 52

CFO Marketing Auditing Compliance 52

Barry Ritholtz

APRIL 28, 2025

This is a direct result of muscle memory a Recency Effect impact driven by 15 years of market gains. What has developed over the entirety of the post-financial crisis era of rising equity markets and until 2022, falling or zero interest rates.The good news is that this is how you build wealth over the long haul.

Risk Management 132

Risk Management Marketing Investments Finance 132

Fpanda Club

JANUARY 23, 2025

Yet, many organizations exclude FP&A from these discussions, leaving marketing or sales teams to make decisions without a detailed financial perspective. New markets entry, new product launches Expanding into new markets involves significant financial risks and opportunities.

Financial Planning and Analysis (FP&A) 130

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

CFO Talks

NOVEMBER 6, 2024

Navigating Market Shifts: Practical Finance Strategies for South African Businesses The economy is in constant motion, and financial strategies that worked last year may not hold up today. Build Scenarios, Not Just Budgets Traditional budgeting has its limits when the market shifts. What if a key market sees a dip in demand?

Finance 52

Finance Marketing Auditing Budgeting 52

Future CFO

JANUARY 22, 2025

This capability allows organisations to respond swiftly to market changes, ensuring they remain relevant in an increasingly disruptive and competitive landscape. With the rapid pace of change in today's market, organisations must be able to pivot quickly in response to new opportunities and challenges.

Risk Management 98

Risk Management Compliance Finance Leverage 98

Strategic Treasurer

APRIL 30, 2025

Attendees will learn leading practices for identifying currency exposures, executing effective hedges, and optimizing strategies to mitigate FX risk. Experts from FX Initiative, Convera, and Strategic Treasurer will provide real-world insights, share common pitfalls, and offer practical tools to enhance FX risk management programs.

Currencies 52

Currencies Foreign Exchange Marketing Treasury 52

Global Finance

JULY 26, 2024

Details of the deal were undisclosed, though it represents the first major step into Japan’s wholesale energy market by the Miami-based firm. Established in 2021, Energy Grid is a provider of risk management solutions to Japanese businesses, helping them navigate price volatility in the energy sector, in particle the electricity market.

Marketing 98

Marketing Risk Management Finance Leverage 98

E78 Partners

MARCH 3, 2025

Yet many middle-market companies continue to explore opportunities to go public. After a challenging IPO market from 2022 to 2023, conditions have certainly improved. However, while market sentiment is improving, IPO readiness requires more rigorous preparation than ever before.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) GAAP Marketing Compliance 52

CFA Institute

JUNE 9, 2025

D3 RINs reveal clean fuel bottlenecks and investor risks as tight supply, rising mandates, and policy shifts drive up prices in the energy transition.

Marketing 102

Marketing Risk Management Economics 102

CFA Institute

AUGUST 10, 2023

Prior to joining Northern Trust, he was a research analyst at Nuveen Investments where he co-managed two income funds and worked on asset valuation and asset allocation research. Prior to Nuveen, Fang spent four years at Allstate Investments as a quantitative researcher focused on asset allocation, derivative modelling, and risk management.

Marketing 52

Marketing Valuation Risk Management Investments 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

Global Finance

AUGUST 1, 2024

When valuations shift so drastically, it’s usually due to “a major event” or “a failed deal, or even a market correction,” Carl Niedbala, co-founder of risk management firm Founder Shield, said. “It’s I don’t think the global IPO statistics reflect the health of the US IPO market,” he adds.

Planning 122

Planning Marketing Valuation Corporate Finance 122

Global Finance

DECEMBER 26, 2024

Modular systems and automation are revolutionizing FX risk management, enhancing visibility, agility, and adaptability. With FX risk management, adaptability is critical because every company has its own risk profile shaped by its market, currencies, and business model.

Treasury 59

Treasury Risk Management Currencies SAP 59

CFO Talks

JULY 23, 2024

This article aims to provide practical, actionable insights into effective risk management strategies that you can implement within your organization. Understanding Risk Management in the CFO Role Risk management is an integral part of the CFO’s stewardship role.

Risk Management 52

Risk Management CFO Compliance Communication 52

CFA Institute

FEBRUARY 25, 2025

Patel's passion for learning and engagement beyond the classroom, such as participation in CFA Institute Research Challenge, has cultivated interests in corporate finance, risk management, and investment analysis. Michael (Joonhyuk) Lee is a recent graduate from George Mason University with a degree in Finance.

Marketing 52

Marketing Corporate Finance Risk Management Leadership 52

CFA Institute

DECEMBER 9, 2022

Regulatory reform in the private markets should focus on five areas.

Marketing 127

Marketing Performance Measuring Risk Management Economics 127

CFA Institute

MARCH 15, 2024

As part of her role, she advises clients on investment solutions including fixed income and liquidity, equity, alternatives and private markets. Prior to that, Catalan worked in a product strategy role at Fleming Asset Management in New York, covering institutional clients in Latin America.

Marketing 52

Marketing Economics Investments Banking 52

CFA Institute

APRIL 2, 2025

Maybe it is time to diversify in a more intentional way to reduce extreme market concentration. Modern portfolio theory has taught professional investors the benefits of diversification.

Concentration 52

Concentration Marketing Risk Management Economics 52

Future CFO

APRIL 4, 2025

It has been an imperative for accountants to keep up with the technological advancements in the market, and understanding artificial intelligence now raises key challenges for finance professionals. AI risks are diffuse, meaning a collaborative approach to risk management is ever-more vital.

Accounting 52

Accounting Risk Management Data Analysis Compliance 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 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

Future CFO

JUNE 1, 2025

Bond markets in Asia show positive fundamentals but face vulnerabilities from fiscal deficits and debt risks. Treasury functions must adapt to rising cyber threats, digital transformation demands, and the complexities of managing cash flow across multiple jurisdictions.

Economics 59

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

Global Finance

DECEMBER 16, 2024

If we can leverage AI to roll out hyperpersonalization at scale, our wealth management profits would grow significantly. 2005-2019 CTBC Bank – Retail Banking Credit Risk Management Division, Vice President. Nordea is experimenting with AI to enhance the delivery of digital services to SMEs by improving time to market.

Banking 105

Banking Finance Leverage Technology 105

CFA Institute

OCTOBER 18, 2023

Hughes is a two-time winner of the Tomorrow’s Leader Award for his contributions to the Cystic Fibrosis Foundation and is the author of two books: Markets in Chaos: A History of Market Crises around the World and The Wandering Investor.

Marketing 52

Marketing Credit Risk Financial Analyst Investments 52

CFA Institute

AUGUST 9, 2023

Fitch Ratings' US credit downgrade highlights a latent principal–agent problem in modern financial markets: Investors have outsourced much of their risk management to the rating agencies.

Risk Management 52

Risk Management Finance Marketing Economics 52

CFA Institute

DECEMBER 23, 2024

Discover the most-read financial insights of 2024, covering a range of topics including private markets, investment risks, and generational wealth. These popular articles showcase key trends and expert perspectives that captivated readers this year.

Marketing 52

Marketing Investments Risk Management Economics 52

Global Finance

JUNE 5, 2025

We are a data-led, customer-focused business, and by streamlining our products in different markets, we create a consistent experience for customers across Pan Africa. 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

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. Adjust forecasts regularly to reflect market conditions. Steps to implement: Define a forecast period (12-24 months).

Financial Planning and Analysis (FP&A) 52

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

Global Finance

DECEMBER 26, 2024

Citi Velocity is the winner of three awardsBest End-to-End Processing, Best Data and Analytics Platform, and Best Big Picture View of Positionsand provides extensive data coverage including a wide range of market data, including equities, fixed income, currencies, commodities, and derivatives.

Foreign Exchange 96

Foreign Exchange Banking Currencies Treasury 96

CFO Thought Leader

JUNE 11, 2025

Now, integration enables “more of a single sale,” smoothing the go-to-market motion. The company’s risk team exists to do just that—build trust and deliver insight where it counts. CFOTL: Well, three years in, where has being part of SAP really accelerated your go-to-market momentum? First, we don’t take credit risk ourselves.

SAP 52

SAP CFO Risk Management Invoicing 52

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 134

Marketing Performance Measuring Risk Management Economics 134