Future CFO

SEPTEMBER 8, 2022

Environmental, social and governance (ESG) programs can pose unique challenges to finance chiefs charged with maximizing returns. Big price tags and longer timelines. ESG is a 30-to-40-year transformation. Preparing to lead ESG. Moyer says digital business is probably a 10-to-20-year transformation. Quentin Fouesnant.

CFO 98

CFO Finance Compliance Financial Data 98

Barry Ritholtz

JULY 11, 2023

Full disclosure, we’re one of the early users of Canvas. So take a mutual fund strategy, deliver it through the Canvas platform, overlay with tax optimization, and even include some ESG overlay. You can put those tags in there but still take a professionally managed strategy… RITHOLTZ: Right. RITHOLTZ: Right.

Mergers and Acquisitions (M&A) 85

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

Barry Ritholtz

NOVEMBER 15, 2022

And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product. You had talked about things before it was available, that you could tilt towards a variety of ESG things. Full disclosure, we work with O’Shaughnessy’s Canvas, which was recently purchased by Franklin Templeton.

Finance 107

Finance Investments Math Marketing 107