The document discusses corporate performance management solutions for investment funds. It describes solutions that enable management to implement effective investment strategies and build value. This includes facilitating a holistic view of the business, enabling realignment with market demands, and providing a framework for coordinated organizational action. The solutions center around an enterprise data warehouse that integrates data from various sources and data marts that optimize data for analysis. Executive dashboards allow analyzing performance drivers. Budgeting and planning tools simulate scenarios to refine investment plans and targets. A performance scorecard module assigns targets to investment teams. Instant messaging alerts managers to urgent market conditions. The overall system provides managers a real-time view of performance.
The document discusses key aspects of analyzing financial statements and performance using ratios. It covers analyzing liquidity, activity, debt, and profitability using various ratios such as the current ratio, quick ratio, cash ratio, debtor days, creditor days, inventory turnover, gross margin, net margin, and compound annual growth rates. Financial ratio analysis is an important tool for assessing a company's financial health and performance over time.
EY Investment bank transformation: from ideas to actionRoy Choudhury
An investment bank is transforming its operations to improve regulatory compliance and reduce costs. The Chief Operating Officer plays a key role in overseeing changes across business lines, legal entities, and locations. These include optimizing collateral management, legal entity structure, and outsourcing functions. Successfully implementing structural reforms requires balancing regulatory expectations with business priorities, and increasing coordination across the bank.
Financial and operational Performance Management John Berry
The document discusses IBM's financial and operational performance management solutions. It describes three imperatives for improving performance management outcomes: transforming the system of engagement, integrating finance and operations performance management, and infusing scenario and predictive intelligence. It provides examples of how IBM helps clients in various industries address challenges in planning, analysis, forecasting and decision making.
Business and IT Alignment using ArchitectureSudhir Nilekar
White paper written when Architecture Function was in its infancy. The focus of the white paper is on Business -IT Alignment of Enterprise Architecture
Building a Holistic Capital Management FrameworkCognizant
For banks, capital management strategy is a complex process that must take into account a vast range of regulatory and financial factors. Adopting the holistic approach detailed here will enable banks to provide sustainable value to their clients.
Mercer Capital | An Overview of ASC 820: Fair Value MeasurementMercer Capital
Topics include: "Fair Value Defined," "The Market Participant Perspective," "The Fair Value Hierarchy," "Markets That Are Not Active & Transactions That Are Not Orderly," "Practical Expedient for Investments in Funds That Report NAV," and "Disclosure Requirements"
The document discusses Sanjay's services for improving underperforming companies. He offers a "temporary COO" approach to address issues like vanishing revenue, poor collections, and inefficiency. His services include analyzing finances, reviewing operations and management, creating strategies, and communicating with investors/lenders. Past clients included companies in radio, retail, wireless, and film. Sanjay has investment banking experience from firms like Ramius, Dresdner Kleinwort Wasserstein, and Lazard Freres.
The document discusses key concepts from ITIL related to increasing service potential and performance potential. It covers improving the capabilities and resources available to customers, visualizing performance potential to create customer value, conducting strategic audits of services, setting goals for tasks, results and constraints, and defining critical success factors.
The document discusses key aspects of analyzing financial statements and performance using ratios. It covers analyzing liquidity, activity, debt, and profitability using various ratios such as the current ratio, quick ratio, cash ratio, debtor days, creditor days, inventory turnover, gross margin, net margin, and compound annual growth rates. Financial ratio analysis is an important tool for assessing a company's financial health and performance over time.
EY Investment bank transformation: from ideas to actionRoy Choudhury
An investment bank is transforming its operations to improve regulatory compliance and reduce costs. The Chief Operating Officer plays a key role in overseeing changes across business lines, legal entities, and locations. These include optimizing collateral management, legal entity structure, and outsourcing functions. Successfully implementing structural reforms requires balancing regulatory expectations with business priorities, and increasing coordination across the bank.
Financial and operational Performance Management John Berry
The document discusses IBM's financial and operational performance management solutions. It describes three imperatives for improving performance management outcomes: transforming the system of engagement, integrating finance and operations performance management, and infusing scenario and predictive intelligence. It provides examples of how IBM helps clients in various industries address challenges in planning, analysis, forecasting and decision making.
Business and IT Alignment using ArchitectureSudhir Nilekar
White paper written when Architecture Function was in its infancy. The focus of the white paper is on Business -IT Alignment of Enterprise Architecture
Building a Holistic Capital Management FrameworkCognizant
For banks, capital management strategy is a complex process that must take into account a vast range of regulatory and financial factors. Adopting the holistic approach detailed here will enable banks to provide sustainable value to their clients.
Mercer Capital | An Overview of ASC 820: Fair Value MeasurementMercer Capital
Topics include: "Fair Value Defined," "The Market Participant Perspective," "The Fair Value Hierarchy," "Markets That Are Not Active & Transactions That Are Not Orderly," "Practical Expedient for Investments in Funds That Report NAV," and "Disclosure Requirements"
The document discusses Sanjay's services for improving underperforming companies. He offers a "temporary COO" approach to address issues like vanishing revenue, poor collections, and inefficiency. His services include analyzing finances, reviewing operations and management, creating strategies, and communicating with investors/lenders. Past clients included companies in radio, retail, wireless, and film. Sanjay has investment banking experience from firms like Ramius, Dresdner Kleinwort Wasserstein, and Lazard Freres.
The document discusses key concepts from ITIL related to increasing service potential and performance potential. It covers improving the capabilities and resources available to customers, visualizing performance potential to create customer value, conducting strategic audits of services, setting goals for tasks, results and constraints, and defining critical success factors.
Finance Resource Management in Fleet Management ERP. Finance Resource Management in eresource gathers financial data from various functional departments and generates valuable financial reports such as balance Sheet, Trial balance, General Ledgers. For details:http://www.eresourceerp.com/Finance_Resource_Management_ERP.html
The document discusses the finance module in ERP systems. It is a highly integrated module that connects to other modules like sales, production, purchase, and HR. The finance module includes general ledger, accounts receivable, accounts payable, and asset accounting functions. It also covers accounting transactions, financial reporting, budgeting, consolidation, and internal controls.
This document outlines the key points of Statement of Financial Accounting Concepts No. 5 from the Financial Accounting Standards Board (FASB). Some of the main topics covered include:
- Recognition criteria for incorporating items into financial statements, including being definable, measurable, relevant, and reliably representational.
- The components that should be included in a full set of financial statements, such as statements of financial position, earnings, comprehensive income, cash flows, and investments/distributions.
- Guidance on recognizing revenues, expenses, gains and losses as components of earnings or comprehensive income. Items must be realized/realizable and earned to be included in earnings.
- Recognition and measurement of assets,
Investment Bank - Viewing M&A Advisory from the Service Operations PerspectiveSarang Bhutada
This document summarizes the key functions and operations of the mergers and acquisitions (M&A) advisory division of investment banks. It discusses how M&A advisory provides strategic advice and financial analysis to corporations on deals. It also outlines the typical deal team structure and process, from target identification to post-close integration. Additionally, it notes that demand for M&A advisory depends on business and economic cycles and that investment banks focus on high-value deals with select clients.
Are You Ready To Upgrade: Readiness Considerations and Lessons LearnedCallidus Software
presented at TrueConnection: Sales Performance Management Conference 2007 by Robert Blohm, Business Development Manager, and Justin Lane, Senior Solutions Architect, at Compensation Technologies
Balance Sheet (Financial) ConsolidationDhiren Gala
There is always a challenge to close the accounting books quickly & publish the statutory balance sheets with profit and loss accounts statement or for that matter internal financial MIS for monthly quarterly or yearly. There are various challenges when there are group of companies, local subsidiaries, international subsidiaries, branches, strategic business units, sister concerns, joint ventures, merger, acquisitions, investment companies, SPV’s etc. data to be consolidated in single financial report.
CFO team is always under pressure to publish quarterly, half yearly and yearly statements based on Indian GAAP or US GAAP or IFRS or any other formats of publishing data. There are challenges to map and consolidate data from multiple entities, multiple accounting period and multiple currencies. Finance team lead by CFO works days and weeks on multiple spreadsheets to arrive a final statement. While doing this exercise finance team faces several challenges.
Technology can also be a barrier to close books faster. Companies that use desktop spreadsheets to manage their accounting, closing takes about 25% longer to get it done. If the company is still busy closing its books, it can and should do better. We help companies CLOSE YOUR BOOKS FASTER WITH ACCURACY AND EXTENSIVE ANALYTICS.
1KEY Financial Consolidation software is a complete data warehouse model with standard statutory reporting requirements for publishing financial statements and with extensive analytical reports. It provides financial managers the ability to rapidly close and report financial results, meet global regulatory requirements, reduce compliance costs and provide confidence in the numbers.
Accelerate closing cycle and improve the quality of data – remove the pain of consolidation of financial management & reporting cycle. Organizations that are able to close their books quickly & deliver faster & more accurate information can gain a competitive advantage in a rapidly changing market. Provide financial managers the ability to rapidly close & report financial results, meet global regulatory requirements, reduce compliance costs with trust in numbers.
CLOSE BOOKS – Faster | Error Free | with Extensive Analytics is the strategic and exclusive Financial Technologies event that presents the challenges, solutions for Financial Consolidation from industry thought leaders in an interactive knowledge-sharing environment.
This document discusses valuation under FEMA regulations in India. It provides an overview of valuation methodologies, including asset-based, income-based, and market-based approaches. For foreign direct investment, the discounted cash flow (DCF) method is the primary approach used for valuation of unlisted companies according to FEMA regulations. The document outlines the DCF valuation process and key characteristics of the DCF approach. It also reviews the history of FEMA valuation guidelines over time.
The document discusses corporate governance and IT governance. It states that corporate governance principles are the same even if models vary, with the board responsible for protecting shareholder rights. IT governance focuses on using IT to support top-line growth while reducing costs. The value of IT investments is not just financial but also comes from supporting strategic goals. Signs of bad IT governance include projects running over budget and benefits not being tracked. Good IT governance provides strategic alignment, visibility of benefits, and efficient control to maximize future cash flows and deliver shareholder value.
Not all customers are the same. Tiering analysis helps companiesto segment their customers by size and contribution so thatmarketing, sales, & support strategies and resources can beoptimally aligned
Presentation on Business Requirements gathering for Business Intelligence from our BI Practice Lead. Detailed instruction on how to maximize your time in gathering requirements and ensure you capture what is important to the user. Requirements gathering is critical to the success of a BI project.
There are specific steps to take when preparing a supportable business valuation.
If you need a business valuation and want to make sure that the valuation expert covers all of the bases, you should look at our slides to understand the basics of the valuation process.
You're going to need a bigger boat
Held at the Heldrich in New Brunswick, New Jersey, this event marked the newest one-day event covering equity compensation and brought together professionals working in the equity compensation field from across North America. Event partners Rutgers' School of Management and Labour Relations, and the school's Executive and Professional Education (EPE) program modeled the event after the Annual CEP Symposium at Santa Clara University.
Featuring comments from Joe Purdy, CEP, Solium Jennifer Namazi, CEP, NASPP, Ben Needham, CEP, MindBody, and John Hammond, CEP, bendystraw
A Deep Dive into HPCM for Planning and Essbase ProfessionalsAlithya
A Deep Dive into Hyperion Profitability and Cost Management (HPCM) for Planning and Essbase Professionals, was presented by Edgewater Ranzal at Oracle OpenWorld 2015
1) Financial reporting in Bangladesh provides information to stakeholders to aid in capital allocation decisions. Key stakeholders include investors, creditors, standard setters, and management.
2) The objectives of financial reporting are to provide useful and decision-relevant information about a company's economic resources and changes in resources. This allows users to assess management stewardship and make resource allocation decisions.
3) Several challenges can threaten reliable financial reporting, including management bias, globalization, and technological changes. Standards aim to reduce bias and meet users' needs.
This document provides an overview of financial statement analysis. It discusses how business decision makers use analysis to evaluate prospects and risks. Key types of analysis include credit analysis, equity analysis, management and control analysis, and mergers and acquisitions analysis. The main sources of information for analysis are quantitative sources like financial statements and qualitative sources like management discussions. The document then outlines various components of financial statement analysis like accounting analysis, financial analysis, and prospective analysis.
Strategic Financial Management (SFM) examines how strategic and financial analysis can be integrated to create practical value. SFM looks at links between corporate strategy and financial management, managing for value, strategic management accounting, strategic and financial planning, and key applications like strategic investment decisions and acquisitions. Implementing SFM requires analyzing the links between strategy and finance, examining strategic options through both strategic choice and financial evaluation, and aligning organizational structure, resource allocation, and change management with strategic goals and financial performance.
Measure What Matters - New Perspectives on Portfolio SelectionUMT
The document discusses new frameworks for IT portfolio selection that consider both financial and strategic metrics. It summarizes that traditional portfolio selection focused solely on financial metrics, but recent research shows this led to underinvestment in strategic areas. The new framework evaluates investments from four perspectives: demand, supply, governance, and alternatives. This allows executives to consider financial returns, strategic alignment, risk exposure, architectural fit, options, costs, deadlines, and skills. Successful companies now use multiple financial and strategic metrics to optimize resource allocation and maximize investment value and benefits.
IT Financial Management Series - Part 1: Defining a Model to Effectively Run ...UMT
"This is the first part of the IT financial management series. In this webinar, Charlie Curcio, IT CFO shares his experience in defining what it means to Run the Business of IT.
On average companies spend 5% of the total operating budget on IT, increasing pressure on executives to reduce costs, communicate value and align IT investments with business priorities to drive a competitive advantage.
Today, many high performing IT organizations are adopting Integrated IT Portfolio Analysis (IIPA) best practices to effectively Run the Business of IT. Developing a holistic data model and financial framework is key to driving transparency across disparate IT domains and providing accurate and reliable metrics to enhance decision making."
The document discusses enterprise performance management and key finance functions in organizations. It defines enterprise as a for-profit business and notes common goals of entrepreneurs starting enterprises. It also describes Gartner as an IT research firm and outlines some EPM domains like strategy, planning, and supply chain effectiveness. Additionally, it defines the finance function as acquiring and managing financial resources to generate profit and notes four major financial decisions: investment, liquidity, financing, and dividends. Finally, it briefly outlines some common finance functions and classifications.
Finance Resource Management in Fleet Management ERP. Finance Resource Management in eresource gathers financial data from various functional departments and generates valuable financial reports such as balance Sheet, Trial balance, General Ledgers. For details:http://www.eresourceerp.com/Finance_Resource_Management_ERP.html
The document discusses the finance module in ERP systems. It is a highly integrated module that connects to other modules like sales, production, purchase, and HR. The finance module includes general ledger, accounts receivable, accounts payable, and asset accounting functions. It also covers accounting transactions, financial reporting, budgeting, consolidation, and internal controls.
This document outlines the key points of Statement of Financial Accounting Concepts No. 5 from the Financial Accounting Standards Board (FASB). Some of the main topics covered include:
- Recognition criteria for incorporating items into financial statements, including being definable, measurable, relevant, and reliably representational.
- The components that should be included in a full set of financial statements, such as statements of financial position, earnings, comprehensive income, cash flows, and investments/distributions.
- Guidance on recognizing revenues, expenses, gains and losses as components of earnings or comprehensive income. Items must be realized/realizable and earned to be included in earnings.
- Recognition and measurement of assets,
Investment Bank - Viewing M&A Advisory from the Service Operations PerspectiveSarang Bhutada
This document summarizes the key functions and operations of the mergers and acquisitions (M&A) advisory division of investment banks. It discusses how M&A advisory provides strategic advice and financial analysis to corporations on deals. It also outlines the typical deal team structure and process, from target identification to post-close integration. Additionally, it notes that demand for M&A advisory depends on business and economic cycles and that investment banks focus on high-value deals with select clients.
Are You Ready To Upgrade: Readiness Considerations and Lessons LearnedCallidus Software
presented at TrueConnection: Sales Performance Management Conference 2007 by Robert Blohm, Business Development Manager, and Justin Lane, Senior Solutions Architect, at Compensation Technologies
Balance Sheet (Financial) ConsolidationDhiren Gala
There is always a challenge to close the accounting books quickly & publish the statutory balance sheets with profit and loss accounts statement or for that matter internal financial MIS for monthly quarterly or yearly. There are various challenges when there are group of companies, local subsidiaries, international subsidiaries, branches, strategic business units, sister concerns, joint ventures, merger, acquisitions, investment companies, SPV’s etc. data to be consolidated in single financial report.
CFO team is always under pressure to publish quarterly, half yearly and yearly statements based on Indian GAAP or US GAAP or IFRS or any other formats of publishing data. There are challenges to map and consolidate data from multiple entities, multiple accounting period and multiple currencies. Finance team lead by CFO works days and weeks on multiple spreadsheets to arrive a final statement. While doing this exercise finance team faces several challenges.
Technology can also be a barrier to close books faster. Companies that use desktop spreadsheets to manage their accounting, closing takes about 25% longer to get it done. If the company is still busy closing its books, it can and should do better. We help companies CLOSE YOUR BOOKS FASTER WITH ACCURACY AND EXTENSIVE ANALYTICS.
1KEY Financial Consolidation software is a complete data warehouse model with standard statutory reporting requirements for publishing financial statements and with extensive analytical reports. It provides financial managers the ability to rapidly close and report financial results, meet global regulatory requirements, reduce compliance costs and provide confidence in the numbers.
Accelerate closing cycle and improve the quality of data – remove the pain of consolidation of financial management & reporting cycle. Organizations that are able to close their books quickly & deliver faster & more accurate information can gain a competitive advantage in a rapidly changing market. Provide financial managers the ability to rapidly close & report financial results, meet global regulatory requirements, reduce compliance costs with trust in numbers.
CLOSE BOOKS – Faster | Error Free | with Extensive Analytics is the strategic and exclusive Financial Technologies event that presents the challenges, solutions for Financial Consolidation from industry thought leaders in an interactive knowledge-sharing environment.
This document discusses valuation under FEMA regulations in India. It provides an overview of valuation methodologies, including asset-based, income-based, and market-based approaches. For foreign direct investment, the discounted cash flow (DCF) method is the primary approach used for valuation of unlisted companies according to FEMA regulations. The document outlines the DCF valuation process and key characteristics of the DCF approach. It also reviews the history of FEMA valuation guidelines over time.
The document discusses corporate governance and IT governance. It states that corporate governance principles are the same even if models vary, with the board responsible for protecting shareholder rights. IT governance focuses on using IT to support top-line growth while reducing costs. The value of IT investments is not just financial but also comes from supporting strategic goals. Signs of bad IT governance include projects running over budget and benefits not being tracked. Good IT governance provides strategic alignment, visibility of benefits, and efficient control to maximize future cash flows and deliver shareholder value.
Not all customers are the same. Tiering analysis helps companiesto segment their customers by size and contribution so thatmarketing, sales, & support strategies and resources can beoptimally aligned
Presentation on Business Requirements gathering for Business Intelligence from our BI Practice Lead. Detailed instruction on how to maximize your time in gathering requirements and ensure you capture what is important to the user. Requirements gathering is critical to the success of a BI project.
There are specific steps to take when preparing a supportable business valuation.
If you need a business valuation and want to make sure that the valuation expert covers all of the bases, you should look at our slides to understand the basics of the valuation process.
You're going to need a bigger boat
Held at the Heldrich in New Brunswick, New Jersey, this event marked the newest one-day event covering equity compensation and brought together professionals working in the equity compensation field from across North America. Event partners Rutgers' School of Management and Labour Relations, and the school's Executive and Professional Education (EPE) program modeled the event after the Annual CEP Symposium at Santa Clara University.
Featuring comments from Joe Purdy, CEP, Solium Jennifer Namazi, CEP, NASPP, Ben Needham, CEP, MindBody, and John Hammond, CEP, bendystraw
A Deep Dive into HPCM for Planning and Essbase ProfessionalsAlithya
A Deep Dive into Hyperion Profitability and Cost Management (HPCM) for Planning and Essbase Professionals, was presented by Edgewater Ranzal at Oracle OpenWorld 2015
1) Financial reporting in Bangladesh provides information to stakeholders to aid in capital allocation decisions. Key stakeholders include investors, creditors, standard setters, and management.
2) The objectives of financial reporting are to provide useful and decision-relevant information about a company's economic resources and changes in resources. This allows users to assess management stewardship and make resource allocation decisions.
3) Several challenges can threaten reliable financial reporting, including management bias, globalization, and technological changes. Standards aim to reduce bias and meet users' needs.
This document provides an overview of financial statement analysis. It discusses how business decision makers use analysis to evaluate prospects and risks. Key types of analysis include credit analysis, equity analysis, management and control analysis, and mergers and acquisitions analysis. The main sources of information for analysis are quantitative sources like financial statements and qualitative sources like management discussions. The document then outlines various components of financial statement analysis like accounting analysis, financial analysis, and prospective analysis.
Strategic Financial Management (SFM) examines how strategic and financial analysis can be integrated to create practical value. SFM looks at links between corporate strategy and financial management, managing for value, strategic management accounting, strategic and financial planning, and key applications like strategic investment decisions and acquisitions. Implementing SFM requires analyzing the links between strategy and finance, examining strategic options through both strategic choice and financial evaluation, and aligning organizational structure, resource allocation, and change management with strategic goals and financial performance.
Measure What Matters - New Perspectives on Portfolio SelectionUMT
The document discusses new frameworks for IT portfolio selection that consider both financial and strategic metrics. It summarizes that traditional portfolio selection focused solely on financial metrics, but recent research shows this led to underinvestment in strategic areas. The new framework evaluates investments from four perspectives: demand, supply, governance, and alternatives. This allows executives to consider financial returns, strategic alignment, risk exposure, architectural fit, options, costs, deadlines, and skills. Successful companies now use multiple financial and strategic metrics to optimize resource allocation and maximize investment value and benefits.
IT Financial Management Series - Part 1: Defining a Model to Effectively Run ...UMT
"This is the first part of the IT financial management series. In this webinar, Charlie Curcio, IT CFO shares his experience in defining what it means to Run the Business of IT.
On average companies spend 5% of the total operating budget on IT, increasing pressure on executives to reduce costs, communicate value and align IT investments with business priorities to drive a competitive advantage.
Today, many high performing IT organizations are adopting Integrated IT Portfolio Analysis (IIPA) best practices to effectively Run the Business of IT. Developing a holistic data model and financial framework is key to driving transparency across disparate IT domains and providing accurate and reliable metrics to enhance decision making."
The document discusses enterprise performance management and key finance functions in organizations. It defines enterprise as a for-profit business and notes common goals of entrepreneurs starting enterprises. It also describes Gartner as an IT research firm and outlines some EPM domains like strategy, planning, and supply chain effectiveness. Additionally, it defines the finance function as acquiring and managing financial resources to generate profit and notes four major financial decisions: investment, liquidity, financing, and dividends. Finally, it briefly outlines some common finance functions and classifications.
The document describes a software solution called iPaMs that provides investment portfolio management capabilities. It automates the investment processing cycle, provides intelligent reporting, and allows investment managers to focus on growing portfolios while ensuring effective monitoring, controlling and management. The solution handles transactions for various asset types and generates a variety of operational and management reports. It aims to help investment organizations improve efficiency, minimize errors, and make optimal investment decisions.
Framing the business case service provider v1 2pskoularikos
Telekinetics & Associates provides a two-phase approach to developing business cases for IT investment programs:
1. Phase 1 develops the business case by identifying business drivers, benefits, investment objectives, and assessing how the program aligns with existing strategies and capabilities.
2. Phase 2 signs off on the business case and aligns the program scope through a detailed investment review and potential re-alignment. Financial metrics like one-time savings, recurring savings, and payback period are also analyzed.
The approach differentiates itself by conducting an independent examination of the business case before considering how it impacts the program, ensuring the "tail does not wag the dog." It focuses on understanding an organization's operational framework
The document discusses key aspects of analyzing financial statements and performance using ratios. It covers analyzing liquidity, activity, debt, and profitability using various ratios such as the current ratio, quick ratio, cash ratio, debtor days, creditor days, inventory turnover, gross margin, net margin, and compound annual growth rates. Financial ratio analysis is an important tool for assessing a company's financial health and performance over time.
The low-interest period is forcing most insurers to control and monitor their financial investments. In contrast to a risk focused
approach seen in recent years, yield controlling and monitoring will have top priority. In order to reach this goal, many
insurers are modernizing and enhancing their data warehouses. BearingPoint is offering a predefined investment data warehouse comprising the most required KPIs, reports and the underlying data model.
This document discusses the IT Capability Maturity Framework (IT-CMF) which provides a standard framework for linking corporate strategy to IT strategy. The IT-CMF examines the full spectrum of IT management dimensions across four macro processes - managing IT like a business, managing the IT capability, managing IT for business value, and managing the IT budget. It assesses maturity across five levels and provides guidance on best practices to increase maturity levels and maximize business value delivered by IT.
This document describes various financial models and tools for evaluating investments in startups, renewable assets, and real estate. It includes standalone excel models tailored for startup valuation and funding, renewable asset investments over 10-30 years, and risk simulation integration. It also describes a web-based solution called FindValue for supporting the investment process in renewable energy, real estate, and startups using PowerApps, Azure cloud services, and Power BI for data visualization. The document promotes licensing of these models and tools and provides contact information.
This document discusses key concepts in building a business case for shared services. It provides an overview of the typical steps involved, including collecting current state metrics, calculating benefits and costs, and considering sensitivities. Current state metrics like headcount by activity and processes are important to collect. Benefits often come from reduced headcount through efficiencies. Costs include labor, technology, consulting and site expenses. Differentiating recurring from non-recurring costs supports cost allocation discussions.
CFOs and the Corporate Performance event presentation is now available for download!!
Don't miss out the chance to discover KMS Financial Dashboard and gain a 360 degree view of the profitability, risk and cash flow metrics of your organization. Get in touch with us and learn how to perform Dynamic Analysis, Simulation of Profits, Sensitivity Analysis and uncover key value drivers.
Expectation for non_finance_xbrl_from_analysts_6Chie Mitsui
1) The speaker discusses challenges in extracting and analyzing non-financial information from corporate disclosure documents using XBRL tagging.
2) Case studies show issues like comparing forecasts over time, distinguishing disclosed vs undisclosed information, and representing non-standard data like product or geographic categories.
3) The speaker argues that designing XBRL taxonomies with user input could make non-financial analysis more efficient, and that further discussion is needed on describing non-financial data before widespread adoption.
This document provides an overview of IT strategy and governance for executives. It discusses the importance of aligning IT with business strategy and having proper governance structures in place. Key points include:
- IT strategy should define how technology will support business goals and priorities through investments, applications, and infrastructure.
- IT governance ensures IT goals are met, risks mitigated, and value delivered to business. It focuses on strategic alignment, value delivery, risk management, resource management, and performance.
- Common pitfalls of IT strategy include lack of ownership, not tracking progress, failing to realize ROI, and not having proper governance structures.
- Strong IT governance with board oversight and an IT steering committee is needed to successfully
Business intelligence techniques U2.pptxRenuLamba8
1. A business intelligence strategy aims to help businesses measure and improve performance through analytics solutions and architecture.
2. Business intelligence tools collect, analyze, and transform business data into insights through reports, dashboards, and visualizations to inform business decisions.
3. Developing a clear plan around how the data and analytics will be used, what data will be analyzed, and how staff will make decisions is key to a successful business intelligence strategy.
Mercap Software is an Argentine company that provides financial software solutions. It has 20 years of experience in the Argentine market and is now expanding globally in Latin America, the US, and Europe. The presentation outlines Mercap's products, clients, functionalities, and analysis tools. Key products include Mercap Treasury for banks and Mercap Portfolio for asset managers. Functionalities cover the front, middle, and back office needs of financial institutions. Analysis tools include VaR, yield curves, and options valuation. Current projects focus on cloud access, global integration, and remote approvals.
One of the most daunting challenges organizations face in making decisions on what technology is needed to fully enable the business to achieve its strategy and objectives. The key is ALIGNMENT.
This document discusses several topics related to business intelligence and analytics, including:
1) Identifying "trim tabs" or small areas in an organization that can provide maximum value through analytics by understanding a company's business model.
2) Desired features for data integration platforms in 2012, such as network views of data dependencies and integration with help desk systems.
3) How counterparty risk in banking can be managed through actionable BI solutions that aggregate data from multiple sources, monitor risk factors and exposures, and provide alerts and reporting.
The document discusses the Workday Enterprise Finance solution and its Intelligent Data Foundation. It notes that the solution provides a unified data core and accounting center to blend operational, workforce, and financial data into an enterprise data hub for finance. This allows organizations to seamlessly create accounting from operational data while maintaining connections to source transactions. It also enables organizations to connect and secure all critical business data in a single source of truth. The data foundation ingests and enriches data to create trusted insights and operational recommendations. Workday provides a data hub that can consolidate data from various sources like ERP systems, CRM tools, and more.
The CFO Guide to Data with Deloitte & WorkdayWorkday, Inc.
A recent explosion of data and rapidly evolving tools and techniques for managing it have made it difficult to turn data into value.
View this deck to hear how Deloitte and Workday are helping organizations get a handle on their data, deploying automated, analytics-based planning models, streamlining finance operations, and becoming truly decision ready.
Donna Zatorski Sheehan is a highly motivated senior financial analyst with over 15 years of experience in finance, accounting, SEC reporting, and budgeting and forecasting. She has worked at Verizon Communications for over 12 years in various roles providing financial reporting, analysis, budgeting, and Sarbanes-Oxley compliance. Prior to Verizon, she also worked as an accounting consultant for several companies through Robert Half International. She holds an MBA in international business and a bachelor's degree in accounting.
Similar to Performance Management for Public Investment Funds - Part 2 (20)
Getting the best out of your investments in AI in industries - a detailed guide to understanding AI development, implementation and maintenance for non-programmers
Bamboo Biomass As Alternative Fuel For Coal Fired Power Plants.pdfKhalizan Halid
Bamboo can indeed be a potential source of biomass for coal-fired power plants and other bioenergy applications. It has several characteristics that make it a promising option
The oldest excavated hominid bones, Lucy, was found in Africa. The second oldest was in Lenggong, Malaysia, at the site of a large meteorite impact crater. The date of the meteorite impact coincided with the rise of a paleolithic neanderthal site in Lenggong. This story explores what could have given rise to advancements of that society.
Maximizing the potential of ai in palm oil : a guide for top managementKhalizan Halid
The palm oil industry is one of the most significant contributors to the global economy. It is a huge industry that spans across multiple countries and involves various players, from smallholders to large corporations. Palm oil is used in a wide range of products, including food, cosmetics, and biofuels. However, the industry has been subjected to criticism and scrutiny over the years due to its impact on the environment. Nevertheless, palm oil is one of the most pro table land uses in the tropics and significantly contributes to economic growth and the alleviation of rural poverty. Sustainable palm oil production can also reduce poverty and provide rural infrastructure in producing countries.
The importance of maximizing AI potential in the palm oil industry cannot be overstated. By investing in the development of knowledge management systems and AI applications, palm oil companies can optimize their operations, increase their productivity, and reduce their environmental impact, leading to improved sustainability and profitability.
Dokumen ini menjelaskan konsep jaringan saraf tiruan (neural network) dengan metafora pohon pisang dan jin. Ia menggambarkan neuron sebagai pokok pisang yang berinteraksi satu sama lain, dengan jin mewakili proses pembelajaran melalui penyesuaian berat simpul dan penyebaran ralat balik. Jaringan saraf tiruan bekerja dengan mengoptimumkan fungsi biaya melalui penyesuaian berulang hingga capaian hasil yang diingink
Is writing a good way to make a steady income on the InternetKhalizan Halid
The document discusses exploring the writing market on the internet and provides answers to various questions about writing for different target audiences such as teenagers, millennials, Gen Z, and Gen X. It addresses topics around making money from writing online, building a portfolio, competing with AI writing tools, popular writing genres and subjects, leadership challenges, values of different generations, and adapting content for diverse readers. Key points covered include time required to earn $25/hour, using AI tools for ideas and research, targeting audiences based on their interests, challenges faced by different age groups, and effective channels for reaching teenage readers.
The author instructed an AI to paint a genuine fortune teller without specifying what to paint. The AI repeatedly painted the same face for a fortune teller at different ages - as a young girl, middle aged woman, and old woman. Normally the faces produced by the AI change with each iteration, so maintaining the same face across generations was unusual.
Algae are a diverse group of photosynthetic organisms that live in both marine and freshwater environments. They are one of the most common types of organisms in the world and can be found in many different forms including single-celled phytoplankton and multicellular seaweeds. Algae play an important role in the ecosystem by producing a significant portion of the oxygen and consuming carbon dioxide.
Children from all over the world are depicted in a colorful artwork created by an AI system. Various children of different races and backgrounds are shown enjoying activities like playing, learning, and being with family or friends. The artwork aims to capture the shared humanity and potential of children everywhere despite their differences.
Does an A.I. think in simple binary, black vs white terms, or does it think in 50, or 500, or 5000 or 5 million shades of thoughts? I tried experimenting this by asking an A.I to draw human faces that it thinks reflect human character traits. How subtle are A.I. thoughts? Please judge for your self.
The document is a collection of digital artworks by Rita and Khalizan Halid. It includes multiple series of abstract, figurative, and landscape paintings with titles like Unknown Warrior, Abstract Ballerina, Batik Interpretations, and Penang & Province Wellesley. Each artwork is labeled with the artist, title, and date. The document provides contact information for ordering prints or including art in the RIT.AI collection.
SoftExpert provides software solutions for advanced product quality planning (APQP) and product part approval processes (PPAP). The document discusses APQP and PPAP, including their purposes and focuses. It then describes SoftExpert's product lifecycle management software, which enables companies to manage all aspects of a product's lifecycle. The software includes features like workflows, bills of materials, documents, inspections, forms, and analytics. Finally, the document provides testimonials from customers who implemented SoftExpert's software to improve their product development and approval processes.
The document outlines the vision, mission, philosophy, values, objectives, and goals of XXX International College. The vision is to propagate awareness of Allah's unity and the teachings of Prophet Muhammad throughout mankind and promote willingness to submit to Allah's will. The mission is to educate and nurture students through various means to develop graduates who are aware of and willing to practice Islamic teachings and values. The philosophy and values that guide the college are awareness of and submission to Allah. Objectives and goals are outlined for the pillars of process, content, activities, organization, community, and environment to realize the vision and mission.
Based on a very true story -
Around the turn of the millenium, I befriended an 80-year old ex-serviceman who came from the one of the great war days and a very smart computer programmer from a national space agency. The ex-serviceman always had ideas that sounded very strange which he was not able to explain the reasons for. However, upon further detailed investigation, we always found that his ideas were based on some fundamental truths and facts. Over the years we learnt to trust his hunches.
One day, he found out that I was flying drones and he told me to fly drones all over the world to spread mushroom spores because, according to him, the world needs more rain. As usual, he was not able to explain why. I did further research and as usual found out that he good reasons.
However, flying drones all over the world was almost an impossibility for me. So instead of flying them, we came up with the idea of impressing people on the need to plant more mushroom and hope that in each region, someone will undertake the endeavour.
This movie was the result of his idea. We wanted people to step into movie theatres thinking that mushroom is food. And for them to think that the Earth is a living, “thinking” being having her own “consciousness” with mushrooms being a vital mechanism in that planetary brain. The movie was supposed to be developed with CGI into a 3D 360-degree VR view to immerse the audience into the experiencing a planet-sized brain inside the Earth.
The movie idea was aborted when my good friend suddenly passed on.
Cybersecurity environment in malaysia and the function of internal auditorKhalizan Halid
The document discusses cybersecurity in Malaysia and the role of internal auditors. It begins with definitions of cybersecurity and examples of vulnerabilities and exploits. It then discusses the importance of cybersecurity, impacts of threats, and challenges around legal and regulatory issues. The role of governments in establishing laws and initiatives is covered. Examples of national cybersecurity initiatives in countries like Canada, Germany, China, and the US are provided. The document concludes with an overview of the state of cybersecurity in Malaysia, including the vision and activities of CyberSecurity Malaysia and programs like MyCERT and Cyber999.
I believe that the most important thing an organization should do (in fact, that's why they are called organizations) is to align and galvanize each and every individual's goals, each team, each workgroup, each staff, each contractor with the goals of the organization.
This document discusses component-based development, including using components through external and internal invocation, development processes, project organization, and benefits such as consistency through standards application, predictability based on best practices, and manageability through production and delivery by components.
Goal congruence is important for organizational excellence. It means aligning individual executive's goals with organizational goals by cascading goals down from the organization to divisions, departments, and individuals. Performance management is used to ensure employee activities and outputs support organizational strategy and goals. Strategy maps and performance scorecards are tools used to align goals and monitor strategy execution.
The document discusses business intelligence and data warehousing. It describes the evolution of business intelligence from manual data retrieval and report preparation to modern integrated systems that provide analytics, dashboards, reporting, and key performance indicators. The Performa BI Suite is presented as a user-friendly business intelligence software that offers advanced visualization tools, multidimensional analysis, and integrated analytics, dashboards, and reporting in a single platform. Testimonials from users praise Performa for its ease of use, stability, and ability to meet reporting and analysis needs.
The document introduces DreamApps, a suite of browser-accessed business applications covering ERP, CRM, supply chain management, and portals. DreamApps is built on an Enterprise Operating System platform for assembling, maintaining, and running enterprise applications. It then describes DreamApps solutions for small/medium businesses, workplaces, mobile access, and point-of-sale. Key advantages include unlimited users/companies, accessibility from anywhere, no need for additional hardware/software, customizability, and scalability. DreamApps offers a comprehensive set of application modules and guarantees a 100% fit or refund.
2. Creating Strategic Value With Corporate
Performance Management
To enable Management to draw and
implement effective Investment Strategies in
accordance with the dynamics of the
competitive marketplace and to build,
sustain and compound investment value.
To go beyond the operational use
of information in tactical day-to-
day portfolio management
3. Creating Strategic Value With Corporate
Performance Management
“What the aware
individual knows has
not yet taken shape.
If you see the subtle
and notice the
hidden when there
is no form, that is
really good. What
everyone knows is
not called wisdom.”
- Sun Tzu
4. Creating Strategic Value With Corporate
Performance Management
• Facilitate a holistic view of the business
• Enable continuous realignment of business
functions with market demands
• Provide platform for a formal framework for
coordinated action throughout the
organization
• Provide platform for the allocation of
resources according to organizational
priorities
• Enable process of identifying fundamental
shifts in environmental variables
• Provide opportunities to engage in pro-
active rather than re-active actions
5. Everyday Challenges In
Managing Corporate Performance
• Availability of relevant
information
• Accessibility to required
information
• How the information is put
together meaningfully
• The timeliness of information
• The cost-effectiveness of
information processes
7. Information Availability Through Corporate
Performance Systems
• At your fingertips – Key Performance and
Industry Indicators
• Monitoring – status reporting, scorecards,
dashboards
• Trend Analysis – time series,
growth/change analysis
• Root Cause Analysis – ad-hoc queries,
drill-downs, drill-through
• Statistical Analysis - correlation,
regression, distribution
• Predictive Analysis – risk analysis, decision
modeling, what-if scenarios
8. Solution Architecture
The business requirements are fulfilled by an end-to-end Corporate
Performance Solution Architecture
Key components are
• Data Extraction,
Transformation and
Loading Services
• Enterprise Data Warehouse
• Planning and Budgeting
• Financial Consolidation
• Business Intelligence and
Executive Dashboards
• Performance Scorecards
9. The Enterprise Data Warehouse
• At the heart of the Corporate Performance Management System is
an Enterprise Data Warehouse (EDW) where data from the various
data sources are integrated with one another and archived.
• Data from the various source systems is channeled into the
Enterprise Data Warehouse using Extract Transform Load (ETL) tools.
The ETL tool as it is named not only extracts the relevant data from
the source systems but also performs necessary transformation
operations onto the data before it is loaded into the EDW.
• The data in the EDW is structured into a unified Data Model that
represents the entire business view of the Investment Fund. As such,
the design of the EDW is a non-trivial process that cannot be
undertaken by just any competent person with a computing
background. On the other hand, it must be designed by a person
who possess both a strong computing background as well as a
strong understanding of the business of investing and Investment
Fund Management.
11. The Enterprise Data Warehouse
The EDW is a unified Data Model that represents the entire business view of the
Investment Fund. A strong EDW design ensures that the Performance
Management System is flexible and adaptable to emerging business requirements
12. Data Marts
• Data from the EDW is automatically channeled into
a series of Data Marts (DM) each of which
represents a particular point of view in Investment
Fund management. For example, there can be a
DM for market and economic indicators, another
DM for financial and operational reported figures,
another DM for trading activities and positions held,
etc.
• In technical terms, where the EDW serves to
provide and ensure a holistic and consistent view
of data across all breadth and depth of analysis,
by contrast a DM is an optimized data structure for
multi-dimensional query operations in a specific
business area for Online Analytical Processing.
13. Metadata Repository
• A Metadata Definition Repository (MDR) maintains definitions of data held in the EDW
and the DMs. This is sometimes called the Data Dictionary.
• The MDR is instrumental is defining and delivering data according to standardized
business terms used to measure and analyze the performance of the investment fund by
various dimensions.
Measures (sample) Dimensions (sample)
• Realizable Net Asset • by Investee
Value, Company
• Net Operating Profit • by Industry Sector
After Tax • by Country of
• Economic Value Operation
Added • by Investment
• Increase/ Currency
(Decrease) in • by Investment
Market Instrument Type,
Capitalization • Etc
• Etc
14. Metadata Repository
The MDR is stores definitions and delivers data according to standardized business
terms used to measure and analyze the performance of the investment fund by
various dimensions.
15. Executive Dashboards
• Reports, dashboards and online ad-hoc performance analysis tools utilize data
from the MDR and provide the Fund Manager and his Investment Team with
the capability to analyze the driving factors that affect the performance of
their Investments Portfolios, the performance of potential or alternative
investment decisions, and to perform slice-and-dice analysis of all the
performance measures into various dimensional attributes in order to grasp
what has happened, why they happened, what is likely to happen next, and
how to handle them.
16. Executive Dashboards
Prepare Strategic Investment Plans and Monitor them against
Changes in market value of shares and derivatives
Financial performance of investee companies
Profitability and growth of investment portfolios
Cost of funds and financial obligations
Industry outlook and directions
17. Executive Dashboards
Prepare Strategic Investment Plans and Monitor them against
Changes in market value of shares and derivatives
Financial performance of investee companies
Profitability and growth of investment portfolios
Cost of funds and financial obligations
Industry outlook and directions
18. Executive Dashboards
Prepare Strategic Investment Plans and Monitor them against
Changes in market value of shares and derivatives
Financial performance of investee companies
Profitability and growth of investment portfolios
Cost of funds and financial obligations
Industry outlook and directions
19. Budgeting and Planning
• The Budgeting and Planning (BP) component of the Corporate Performance
Management System is used to perform Financial Simulations under various scenarios
and from there to refine and develop Financial Budgets, Investment Plans and set
Performance Targets.
• The BP module provides a workflow framework for top-down (where management sets
business assumptions and expected overall achievements) and bottom-up (where
individuals, teams and departmental heads submit their operating budgets for upwards
approval) budgeting processes to meet in the middle.
20. Budgeting and Planning
Sample Performance Metrics that can be planned and targeted for
Subject Measures Dimensions Hierarchies
Profitability Return on Equity By Investee Reporting Period
Net Profit Margin By Reporting Period (Year/ Qtr/ Mth)
EBIT By Actuality
EBITDA By Instrument Type Account/ Sub-
Liquidity/ Current Ratio By Listing Status Account
Working Quick Ratio By Investment Team
Capital Cash Ratio By Risk Segment Industrial Sector/
By Country/ Sub-sector
Capital Gearing Ratio Currency
Structure/ Interest Cover Investment
Solvency Portfolio/ Sub-
Analysis Portfolio
Valuation PE Ratio
Dividend Yield
21. Financial Consolidation
•Financial Reports from Investee Companies is processed by the Financial
Consolidation Module to produce the overall Consolidated Financial Results for the
Investment Fund after taking into account the level of controlling stake, Minority
Interests, Inter-Company Transactions, Currency Conversion issues, etc.
•Financial Consolidation can be carried out to give multiple Investment Perspectives.
For example, apart from Financial Consolidation along legal ownership lines,
Financial Consolidation can also be conducted to present the Investment Fund’s
Risk/Reward exposure by Types of Industries and Lines of Businesses, by Geographical
Regions and Political Sovereignty, etc.
23. Performance Scorecard
• Performance measures of the Investment Fund are further
incorporated into a Performance Scorecard (PS) module where
responsibilities for achieving performance targets are assigned to
respective Investment Teams and individuals.
• Here, collective responsibilities such as departmental targets can
be further cascaded down into team responsibilities and ultimately
into individual responsibilities.
• Various methodologies may be applied into the PS, a popular one
being the Robert & Kaplan's Balanced Scorecard methodology.
However, the Investment Fund can embrace other suitable
methodology, or modify the Balanced Scorecard methodology to
suit its particular management needs
• The PS application is an especially ideal solution for matrix
organizations where a particular analyst or trader having an
expertise in a particular industry participates in managing more
than one Investment Portfolio and needs to be assessed
individually as well as collectively a member of the various portfolio
Investment Teams.
26. Instant Messaging
• Fund Managers require immediate alerting to urgent conditions arising in the market
• For example, the Fund Manager may wish to be alerted when his aggregated exposure
to a particular industry or currency has exceeded a certain threshold, or where the
exchange rate of a particular currency has dropped or increased beyond a certain
amount, or the share prices of a listed stock has hit a certain sell or buy target price.
• A Business Activity Monitoring Infrastructure combined with an Alert Management and
Mobile Reporting subsystem delivers the solution.
• Alerts may be transmitted via multiple modes of communication including emails
(receivable via PDA or Blackberry) and SMS messages.
27. Technology Partner
• Financial Markets have grown in complexity due to new Corporate
Governance and Compliance Rules, De-Regulation and
Globalization, and the invention of new and exotic Investing
Instruments
• As such, the final but not the least important component required
by an Investment Fund in the implementation of a sound
Corporate Performance Management System is a technology
partner who understands very closely the business of investing.
• The selection of a technology partner should be carried out
meticulously and the Investment Manager should not be deluded
by the size or the past reputation of the technology partner, but he
should evaluate them by the quality, experience and knowledge
of current market conditions possessed by specific individuals who
are assigned to develop his system.
28. Conclusion
• Managing funds in the volatile, sophisticated and fast-paced
markets of today requires the Investment Fund Manager to have a
real-time, 360-degree view of situations 24-hours a day, 365 days a
year, no matter where he is. The Corporate Performance
Management System delivers this requirement.
• In this presentation, we have described the business requirements
of the vigilant and astute Fund Manager in facing rising challenges
in today’s Financial Markets, and the solution how a Corporate
Performance Management System can be implemented to solve
the Fund Manager’s needs.
29. Create Strategic Value For Yourself
Now
“The one with many strategic factors in his favor wins,
the one with few strategic factors lose… Observing the
matter in this way, I can foretell who will win and who will
lose.”
- Sun Tzu