Mergers and Inquisitions

DECEMBER 6, 2023

Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%. Factor Requirements: Some teams also structure their portfolios based on “ factors ,” such as quality, momentum, value, etc., These funds are usually multi-strategy as well.

Funds 104

Funds Management Recruitment Portfolio 104

Mergers and Inquisitions

OCTOBER 30, 2024

The high-level differences are: FP&A: Create revenue and expense targets for different departments, assess how close each department is to reaching its goals, create 5-year plans and forecasts, and tell the Chief Financial Officer (CFO) how the company’s Profit & Loss (P&L) Statement is trending.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Mergers and Inquisitions

JANUARY 31, 2024

They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g.,

Funds 59

Funds Management S&P Recruitment 59

FineMark

APRIL 13, 2023

While we don’t know what additional regulatory measures may be put in place, when combined with the existing tighter monetary policy (which has put downward pressure on bank profit margins and resulted in deposits leaving in search of higher cash yields), a credit contraction is likely.

Banking 52

Banking Bank Investment Economics 52