Barry Ritholtz

NOVEMBER 14, 2022

. • Good News is Good News : Good News ( Irrelevant Investor ) but see also Move Over, Inflation: Here Comes the Earnings Crunch : Even as markets delight in the prospect of smaller rate increases from the Federal Reserve, earnings are becoming more of a threat. Wall Street Journal ). • Morningstar ). Institutional Investor ).

Marketing 56

Marketing Investments 56

Nerd's Eye View

AUGUST 11, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Massachusetts Secretary of the Commonwealth has launched an investigation into how investment firms are using artificial intelligence-enabled technologies, echoing concerns expressed by the SEC that these tools could be used (..)

Investments 67

Investments Numbers Planning Accounting 67

Barry Ritholtz

JUNE 10, 2023

They were one of the first firms to do secondary private credit trading, and they pioneered the use of ESG ratchets – better rates of interest as borrowers achieve agreed upon sustainability metrics. Be sure to check out our Masters in Business next week with NBC News and former WSJ reporter Gretchen Morgenson.

Banking 64

Banking 64

Barry Ritholtz

MARCH 10, 2023

Wall Street Journal ) • The Backlash Against ESG Faces Its Own Backlash : Pension funds in red states say culture-war policies are interfering with the market and could cost retirees and taxpayers billions. The company pops open its hood after 100,000 auctions to explain why. Wall Street Journal ) • I Asked an Algorithm to Optimize My Life.

Startups 110

Startups Investments Banking Sales 110

Barry Ritholtz

DECEMBER 12, 2023

New York Times ) see also Retailers Lobby: “We Lied About Organized Theft” The claim that organized retail crime accounted for “nearly half” of inventory losses was false, but it’s also an indictment of modern media. Who has time to actually fact-check news when something this juicy comes along? It was likely closer to 5 percent. (

Profit and Loss 52

Profit and Loss Concentration Benchmarking Retail 52

Nerd's Eye View

NOVEMBER 4, 2022

Also in industry news this week: How an SEC review of a FINRA proposal to facilitate remote work could signal its thinking on the supervision of remote work for financial advisors more broadly. Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients.

Valuation 65

Valuation Planning Investments Securities 65

Barry Ritholtz

SEPTEMBER 21, 2022

The Lens ). • ‘Dilbert’ Becomes the Voice of ESG Opposition : You know something is firmly part of the mainstream when it gets its own cartoon enemy. For Gen Z, TikTok Is the New Search Engine : Need to find a restaurant or figure out how to do something? . • Bloomberg ). •

Economics 110

Economics Sales Investments Marketing 110

VCFO

JULY 15, 2022

The good news about the majority of the challenges in the OFS sector is that they affect virtually every organization. This is one of several ESG (Environmental, Social, and Governance) factors affecting OFS companies. Embrace ESG Practices – Embracing ESG initiatives doesn’t have to mean abandoning non-renewable energy altogether.

Restructuring 73

Restructuring Prioritization Auditing Transportation 73

Future CFO

NOVEMBER 26, 2023

This will be especially welcome news to private equity firms, who have been under mounting pressure to deploy over US$2 trillion in dry powder and are expected to dominate the M&A market in 2024. In search of value. Traditional strategies are struggling to be effective in delivering a competitive edge.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Valuation Investments Marketing 52

PYMNTS

OCTOBER 9, 2017

According to a news report in The Wall Street Journal , MSCI reported in August of last year that Equifax wasn’t equipped for the “increasing frequency and sophistication of data breaches.” This is an instance where ESG analysis was really ahead of the curve.”. told The Wall Street Journal.

Auditing 40

Auditing Securities Numbers Finance 40

CFO News Room

JANUARY 23, 2023

The year that was… If equity markets surprised us with their resilience in 2020, not just weathering a pandemic for the ages, but prospering in its midst, US equity markets, in particular, managed to find light even in the darkest news stories, and continued their rise through 2021.

Valuation 130

Valuation Treasury Investments Marketing 130

Musings on Markets

NOVEMBER 9, 2021

While these valuations led me to different assessments of value, there were common themes across time: At its core, Tesla has been an automobile company : In my 2016 post on Tesla , I described it as the ultimate story stock, driven less by news about its most recent financial performance, and more by news that alters its story trajectory.

Valuation 99

Valuation Profit and Loss Manufacturing Investments 99

PYMNTS

JUNE 22, 2017

The feature assigns merchants and companies a two-part People and Planet score that can be viewed from the app based on over 75,000 data points gathered from environmental, social and governance (ESG) research. The good news for companies is millennials already understand the role businesses can play in making a difference in the world.

Banking 46

Banking Investments Finance Marketing 46

Musings on Markets

DECEMBER 2, 2020

While there were news stories about the virus for the first few weeks of 2020, they centered either on China or passengers on cruise ships that had been exposed to the virus. I remain skeptical about ESG , but will hold off on passing judgment on whether this is just a public relations ploy.

Profit and Loss 52

Profit and Loss Valuation Investments Numbers 52

Musings on Markets

JANUARY 19, 2022

If equity markets surprised us with their resilience in 2020, not just weathering a pandemic for the ages, but prospering in its midst, US equity markets, in particular, managed to find light even in the darkest news stories, and continued their rise through 2021.

Valuation 80

Valuation Treasury Marketing Investments 80

Barry Ritholtz

JANUARY 16, 2024

Kind of a high a high A, you have to be an A that isn’t just an A because of its location, it’s an A because it also has ESG attributes, it has wellness attributes, it has things that draw employees back to the office and make them want to be there. And if you don’t have the ESG qualifications, it’s even worse.

Investments 103

Investments Marketing Transportation Finance 103

Barry Ritholtz

JULY 11, 2023

But the good news is you finish at one, you could go out surfing. So you’re at Drexel for a year in New York. So take a mutual fund strategy, deliver it through the Canvas platform, overlay with tax optimization, and even include some ESG overlay. You were in the office by a lot of people get up at … RITHOLTZ: 9 a.m.

Mergers and Acquisitions (M&A) 85

Mergers and Acquisitions (M&A) Investments Finance Technology 85

CFO News Room

JANUARY 27, 2023

The 2022 third quarter report included news that revenues would come in below analyst estimates, both in dollar value and number of cares. per share in 2022.

Valuation 130

Valuation Investments Manufacturing Marketing 130

Future CFO

JUNE 3, 2021

Business and government leaders realise the urgency of ESG as an enterprise imperative, as environmental groups, activists, and asset managers step up pressure on major firms to make public commitments to sustainability, said The Institute of Internal Auditors recently. . Pugliese pointed out.

Auditing 40

Auditing Compliance Financial Reporting Securities 40

Barry Ritholtz

MAY 23, 2023

This is obviously new news for this particular podcast, and it is — you hear the words that people say, you know, it’s an honor and it’s a privilege. So we’ll circle back to diversity, inclusion, ESG a little later. Um, it — we have used it for example for ESG prediction metrics. GREW: With ESG.

Investments 60

Investments Finance Construction Technology 60

Musings on Markets

OCTOBER 6, 2023

This proposition has stood me in good stead, in assessing the effect on value of just about everything, from macro variables like inflation to buzzwords like ESG. billion in the most recent news stories. IPO Proceeds : News stories suggest that Birkenstock is planning to offer about 21.5

Valuation 104

Valuation Profit and Loss Accounting Investments 104

Musings on Markets

JANUARY 26, 2023

The 2022 third quarter report included news that revenues would come in below analyst estimates, both in dollar value and number of cares. per share in 2022.

Valuation 80

Valuation Investments Manufacturing Marketing 80

CFO News Room

NOVEMBER 29, 2022

Corporate social responsibility, sustainability, ESG, doing well by doing good. And we’ve seen with the current crisis of confidence in some of the ESG data. The good news in my mind is that there is actually an abundance of tools, of perspectives, of ways of thinking and acting towards the social good that we can draw from.

Nonprofit 130

Nonprofit Math Economics Valuation 130

Private Funds CFO

FEBRUARY 4, 2022

More pledges are likely to come after Carlyle became the first high-profile US private markets firm to formalize an emissions plan aligned with a net-zero target.

Planning 130

Planning Marketing 130

Barry Ritholtz

SEPTEMBER 7, 2022

One topic that CEOs are very focused on at the moment is ESG, environmental, social and governance, and how they are bringing sustainable practices to the market. Ultimately, if there is news around the company, it may influence their decision to go public at a certain time. So they want to tell that story.

Communication 117

Communication Marketing Math Technology 117

Private Funds CFO

MARCH 23, 2022

The impact of a new SEC climate disclosure proposal for publicly traded companies could be felt in private markets.

Marketing 130

Marketing Compliance 130

Private Funds CFO

MARCH 15, 2022

More than 20 firms with a diverse management team are coming to market each year, says private markets firm RCP Advisors.

Numbers 130

Numbers Marketing 130

Barry Ritholtz

DECEMBER 5, 2023

And I’m not referring to any of your companies, I’m talking generally this has been chatter that that’s been in a lot of, lot of news. A a lot of your site talks about citizenship being a good corporate steward and discussions of diversity and inclusion, philanthropy, ESG.

Mergers and Acquisitions (M&A) 69

Mergers and Acquisitions (M&A) Investments Valuation Numbers 69

CFO News Room

FEBRUARY 6, 2022

‘Stakeholder capitalism is not about politics. . . It is capitalism.” Larry Fink. claimed in his annual letter to America’s CEOs last month, in which he called on corporate chiefs to stay true to their own companies’ “purpose.”.

Investments 100

Investments Accounting Standards Economics Treasury 100

Private Funds CFO

JANUARY 18, 2022

The American Investment Council's new chair says growing membership, notably among private credit firms, is a priority as the group aims to educate others about the private equity industry and its impact on business.

Education 100

Education Investments 100

Private Funds CFO

JANUARY 20, 2022

Document requests suggests SEC sees climate, ethical risks essential to fiduciary duty.

Compliance 130

Compliance 130

Private Funds CFO

MARCH 7, 2022

Most private fund CFOs globally say gender diversity is crucial or important to assessing potential investments, according to an Intertrust Group survey.

Investments 100

Investments 100

Private Funds CFO

JANUARY 19, 2022

A survey by Bain & Company and ILPA showed that an overwhelming majority of LPs would walk away from opportunities that raised ESG concerns.

100

100

Barry Ritholtz

JANUARY 9, 2024

Matt Levine : 00:22:28 But, but, but like here’s where it is universally accepted to be true, which is ESG think about like what BlackRock is, right? And then Elon Musk makes it like hilarious front page news. I know, let’s put that at risk to reduce competition in the airline sector. But it’s such an absurd argument.

Mergers and Acquisitions (M&A) 52

Mergers and Acquisitions (M&A) Finance Math Banking 52

Private Funds CFO

FEBRUARY 23, 2022

Intertrust study also shows greater demand for managers to monitor and report on the ESG performance of their portfolio.

Technology 130

Technology 130

Private Funds CFO

MARCH 3, 2022

The industry is staring down a portentous, menacing road of new regulations.

Compliance 100

Compliance 100

Barry Ritholtz

NOVEMBER 14, 2023

Our quant equity platform, we have an ESG solutions offering. We had a very, very large ENF endowment and foundation come to us and say we need to get, we need to solve for our ESG needs and we want to do that. As far as podcasts, I get most of my news by email feed. So even, I’ll give you an example.

Math 52

Math Leadership Investments Entertainment 52