CFA Institute

JANUARY 31, 2023

As portfolio managers, being able to show our investors — with data-driven evidence — that we know exactly what we are good at and the steps we are taking to improve goes a long way.

Performance Measuring 108

Performance Measuring Economics Investments 108

CFO News

APRIL 8, 2024

Mahindra Finance is actively diversifying its portfolio to lessen dependence on vehicle financing, as emphasized by CFO Vivek Karve. The CFO highlights prioritizing growth, profitability, and asset quality.

Finance 59

Finance CFO Prioritization 59

CFO News Room

JANUARY 18, 2023

And in the midst of a rough market for publicly traded debt, high-net-worth individuals (and their advisors) who might be seeking alternatives for the fixed-income portions of their portfolio may be curious about what private debt might have to offer.

Concentration 130

Concentration Financial Analyst Investments Marketing 130

Barry Ritholtz

APRIL 4, 2024

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. My stock portfolio is recovering. In this new interest rate regime, TINA is no more. amongst institutional traders.

Construction 61

Construction Treasury Marketing Leverage 61

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

APRIL 1, 2022

Andrew Lo and Stephen Foerster offer a checklist of seven principles by which investors can construct their own “perfect portfolios.”.

Construction 103

Construction Risk Management Economics 103

CFO Dive

JUNE 12, 2023

To support their people in a meaningful way, companies need to think about space with both cost savings and human centricity in mind.

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CFO News

MARCH 17, 2024

lakh crore (about USD 14 billion) across its portfolio companies that range from ports to energy, airports, commodities, cement and media in fiscal year starting April 1, as it doubles down on its USD 100 billion investment guidance over the next 7-10 years to grow businesses, sources said. Adani group plans to invest more than Rs 1.2

Investments 52

Investments Planning 52

CFA Institute

MARCH 1, 2023

The size factor contributes to portfolio diversification and risk control.

Performance Measuring 83

Performance Measuring Risk Management Economics Investments 83

E78 Partners

OCTOBER 19, 2023

The Chief Financial Officer plays an indispensable role within Private Equity Portfolio Companies, steering the financial direction and strategy of these organizations. E78 Partners: Aiding CFO Success E78 Partners works with hundreds of PE firms and their portfolio companies to bolster and support the office of the CFO.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) CFO Leverage Cost Management 52

CFA Institute

AUGUST 17, 2021

Diversification is just as critical to career portfolios as it is to investment portfolios.

Investments 108

Investments Communication Leadership Economics 108

E78 Partners

AUGUST 28, 2023

As economies gradually recover, labor shortages have emerged as a significant challenge, profoundly impacting private equity backed portfolio companies. Staffing and talent shortages became pressing issues for both portfolio companies and their fund managers. Executive Services: Leadership continuity is vital for portfolio companies.

Accounting 52

Accounting Finance Leadership Compliance 52

CFO News

DECEMBER 16, 2022

While tagging an investment approach to a particular strategy, the portfolio manager should select one benchmark from those prescribed for that strategy to enable the investor to evaluate relative performance of the portfolio managers, Sebi said.

Benchmarking 52

Benchmarking Investments 52

Financial Analyst Insider

DECEMBER 15, 2022

A retirement portfolio is vital and fundamental for everyone who wants financial security in their retirement days. The post The Ultimate Guide To Diversifying Your Retirement Portfolio appeared first on Financial Analyst Insider. You want to spend the rest of your.

Financial Analyst 52

Financial Analyst Securities Investments 52

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios.

Communication 74

Communication Investments Planning Marketing 74

Financial Analyst Insider

SEPTEMBER 19, 2022

A portfolio could be a collection (or group) of financial instruments formed by an investor. When an investor develops a portfolio, attention should be paid. The post Building a Successful Investment Portfolio: Financial Tips to Help You appeared first on Financial Analyst Insider.

Investments 52

Investments Financial Analyst 52

CFO News

AUGUST 9, 2023

SoftBank’s portfolio companies are cumulatively valued at $42 billion. The vision fund will begin reinvesting again after a prolonged period, said Navneet Govil.

CFO 52

CFO 52

Financial Analyst Insider

MAY 30, 2023

The post 4 Key Investments That Should Be A Part Of Any Portfolio appeared first on Financial Analyst Insider. Have you ever stood on the precipice of a mountain, peering down the trail you’re about to traverse, contemplating the exciting journey that lies ahead?

Investments 52

Investments Financial Analyst 52

CFO News

MARCH 31, 2023

The portfolios are comprised of low-yielding assets, such as Treasuries and US government agency-backed securities, that the two regional banks amassed while interest rates were close to zero.

Banking 52

Banking Treasury Sales Securities 52

CFA Institute

APRIL 12, 2021

Even as equity markets set all-time highs and bond yields near generational lows, it is still possible to build resilient portfolios with reasonable return expectations.

Forecasting 52

Forecasting Marketing Risk Management Economics 52

PYMNTS

JULY 7, 2020

The investor’s portfolio value was sitting at around S$313 billion as of March 31, 2019, but the global pandemic caused the economy to slow, financial markets to crash and valuations to fall. Temasek’s portfolio, according to Ho, includes listed firms and private companies that are bond issuers or still report to shareholders.

Valuation 61

Valuation Auditing Currencies Investments 61

CFA Institute

AUGUST 3, 2020

Is a portfolio long or short volatility? That question is becoming more and more critical.

Performance Measuring 61

Performance Measuring Risk Management Economics Investments 61

CFO News

FEBRUARY 26, 2023

Under the terms of the agreement, Dr. Reddy’s will acquire the portfolio for an upfront payment of $90 million in cash, contingent payments of up to $15 million, consideration towards inventory and credits for certain accrued channel liabilities to be determined on the closing date.

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CFA Institute

SEPTEMBER 10, 2021

How have equal- and market-cap weighted US equity portfolios performed relative to one another during downturns?

Marketing 72

Marketing Performance Measuring Economics Investments 72

Nerd's Eye View

JANUARY 18, 2023

And in the midst of a rough market for publicly traded debt, high-net-worth individuals (and their advisors) who might be seeking alternatives for the fixed-income portions of their portfolio may be curious about what private debt might have to offer.

Concentration 70

Concentration Financial Analyst Investments Marketing 70

CFO News

JUNE 6, 2023

Blackstone will be developing the logistics portfolio further through its existing joint ventures, partnerships and will also be forging new alliances for the same, said a top executive of the firm.

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CFA Institute

JUNE 1, 2021

Tax-smart portfolio valuation signals opportunities to improve after-tax performance by recognizing losses.

Valuation 52

Valuation Performance Measuring Economics Investments 52

PYMNTS

OCTOBER 27, 2020

With UBS Next, a $200 million portfolio, the company wants to look at internal initiatives and existing strategic partnerships with "technology companies, startups, regulators, peer banks, other market participants, academia and industry thought leaders," the release stated.

Startups 70

Startups Investments Banking Technology 70

CFA Institute

APRIL 22, 2021

Viewing your muni portfolio through a tax-smart lens will open your eyes to its true after-tax value.

Performance Measuring 52

Performance Measuring Economics Investments 52

Future CFO

MARCH 22, 2021

Higher yields for long-dated sovereign bonds will result in near-term losses for Asia Pacific banks as they recognise valuation changes on their available-for-sale (AFS) bond portfolios, but the capital impact should be manageable for most rated banks, said Fitch Ratings recently.

Valuation 52

Valuation Banking Securities Sales 52

CFA Institute

DECEMBER 9, 2022

Do alternatives offer any diversification benefits?

Performance Measuring 115

Performance Measuring Risk Management Economics Investments 115

PYMNTS

APRIL 1, 2020

A letter sent to Treasury Secretary Steven Mnuchin, which FT saw, indicated that “regulations effectively prevent the small business portfolio companies owned by venture capital or private equity funds from accessing” the rescue program.

Restructuring 52

Restructuring Treasury Investments Economics 52

PYMNTS

DECEMBER 14, 2020

percent say their AI systems reduced the overall risk of their portfolios. Per the Index , “PYMNTS’ research shows that 63.6 percent of FIs that use AI say their customers’ satisfaction increased, and 23.7 It also found that 63.6 percent saw their charge-off rates decline as a result of their AI systems.

Credit Risk 87

Credit Risk Data Analysis Banking Forecasting 87

CFA Institute

DECEMBER 15, 2022

One AI equity trading model hints at the technology's potential to transform investment management.

Investments 117

Investments Technology Performance Measuring Economics 117

CFO News

SEPTEMBER 26, 2023

"So, for instance, when the promoters dilute 8% in power, where does it go? For argument's sake, let's say it has gone into airports, data centres and hydrogen businesses, (AEL)."

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CFO Dive

MARCH 10, 2022

The increasingly popular vehicle can be better for operating teams than risking a badly matched sale to an unknown buyer.

Sales 130

Sales 130

Navigator SAP

JANUARY 16, 2024

Rainer Zinow, Senior Vice President of Product Management for small and mid-sized enterprises SAP SE, describes the SAP Business Technology Platform as an integral part of SAP's mid-market solution portfolio. While using BTP to build SAP applications, partners adopt BTP to publish on intellectual property.

SAP 217

SAP Technology Marketing 217