Search Results

Having learned hard lessons from past crises, CFOs acted quickly during COVID-19 to conserve cash and contain costs. Yet short-term cost-cutting alone won't be enough to enable companies to emerge stronger from the COVID-19 crisis. To emerge stronger, you should redirect costs to the right growth drivers. Resetting costs and reshaping businesse...

For the businesses who want to thrive and survive in a COVID environment, it’s crucial to deploy a business continuity plan and management training. As part of the plan and to help navigate the new workplace conditions, here is a comprehensive list of tips and checklists for financial emergence and recovery, human capital and business operati...

Financial services (FS) companies made a high-speed switch to home offices and kitchen tables in March 2020 when COVID-19 forced widespread lockdowns around the world. In a survey of 50 executives and 144 employees, the results clearly show that FS executives are committed to making remote work more manageable for their employees and that these arr...

Most teenagers have heard that investing early in life is a way to build wealth over time. They've most likely heard that buying stocks is a common way to invest. In this video, they learn what stocks are and how they are sold and purchased. They will also discover the benefits that stocks offer to investors.

In this webcast, Cambridge Associates thought leaders discuss the current state of real assets markets and how they are positioning portfolios for the long-term. With an insider’s view, they share their investment process across real estate, infrastructure, and natural resources. They cover the risks in the marketplace and the bright spots go...

Diversity of perspective is a key element in deciding how to balance business risks and opportunities. For investors, companies, and employees alike, diversity makes a difference—but it takes data to know how much work is ahead. When data is available and accessible, companies manage the issue more closely and show some progress. Compani...

Although there is no true end-to-end encryption for securing Zoom meetings, there are a few simple measures and setting guidelines you can take to help make them more secure.

During COVID-19 it’s important that successful individuals and families know what their current day risks are and how they can be protected. In breaking down some of those risks—from preserving million-dollar art collections to mitigating cyber attacks and reviewing your insurance plan—you can implement a plan that adjusts to...

Despite the challenging environment of COVID-19 and social unrest, having a sound framework can empower you to make wise financial wealth decisions. Good financial health does not keep markets from going down or being volatile, but it does allow portfolios to weather those storms without suffering lasting harm. The key is maintaining proper perspec...

Despite the leadership and great influence of the women who have shaped their family legacies, including the silent legacy of Louise Carnegie, their contributions have been missing or minimized in the family stories and historical records. With more women taking control of more wealth and the decisions around that wealth, their voices and positions...

“I’m 100 percent not you, and you’re 100 percent not me.”— Find out why that powerful reminder from guest Cassie Atteberry is the key to making the “people stuff” easier for you, your family, and your organization. In this episode, Cassie joins host Damien Martin to share insights to help you to show up as ...

While April may be the official month of financial literacy, investors should commit to staying informed all year round. Whether dealing with terms like meme stocks (stocks that typically trade on hype instead of fundamentals) or older ones like tracking error, there can be plenty of confusion around the language of investing. For both new and expe...

Third-party vendors can range from custodial companies, to IT services, to professional service firms. Whatever their contracted function, they have access to your physical premises and/or your network data. So how can you make sure that when you’re signing a contract with an outside vendor, you’re not exposing yourself and your clients to excessiv...

The COVID-19 pandemic has led to an acceleration of adoption of cloud solutions and other remote access tools. However, hasty adoption of any new technology that is not combined with robust security frameworks, policies, and controls can leave businesses vulnerable. A formal vendor management process and having specific controls in place can mean t...

Uber rethought and deconstructed the traditional value chain in its industry to create a new technology-enabled business model centered on enlisting the capabilities, assets, or knowledge of others. It was the Uberization that pointed toward a new way of creating value and gaining scale, showing its potential for asset managers who are lo...