Archives: Resources

Offshoring

What is Offshoring? Offshoring is a strategic approach that businesses employ to maximize their potential while navigating the dynamic global landscape. In this article, we will delve into the world of offshoring, exploring its intricacies, benefits, and its often misunderstood connection to outsourcing. Offshoring refers to relocating business operations, processes, or functions from one country…

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Understanding CapEx vs. OpEx in Corporate Finance

Understanding CapEx vs. OpEx in Corporate Finance In the world of corporate finance and accounting, two critical terms take center stage: capital expenditures (CapEx) and operating expenses (OpEx). As finance and accounting professionals navigate the corporate landscape, understanding the key differences between these two concepts is crucial. This guide examines capital expenditures and operating expenses,…

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Cost-Benefit Analysis

What is Cost-Benefit Analysis? Cost-benefit analysis (CBA) is a process performed by individuals, governments and businesses when considering a course of action or proposed project. It serves as a framework for evaluating the desirability of an action by comparing total benefits against total costs. If the expected net benefits outweigh the expected costs, then it…

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Maximizing Returns: Understanding MOIC in Private Equity

In finance, where profitability and returns reign supreme, few metrics hold as much interest and significance as MOIC—the Multiple on Invested Capital. For those immersed in the world of private equity, MOIC is more than just an acronym—it’s a barometer of investment success across common performance metrics and a driving force behind informed financial decisions….

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Cottage Industry

What is a Cottage Industry? A cottage industry business is a small manufacturing business typically operated from the home or a small workshop, usually by family members or a close-knit community. The term “cottage industry” refers to when skilled craftsmen and artisans crafted goods within their cottages, utilizing their own equipment and resources. Cottage industries…

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Chartered Financial Analyst (CFA)

What is a Chartered Financial Analyst (CFA)? A Chartered Financial Analyst (CFA) charterholder is considered a highly distinguished professional in the world of finance and possesses a deep understanding of investment management and financial analysis. The CFA charter is considered a gold standard in many industries, the most prevalent being the asset management industry, as…

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Form ADV

Understanding Form ADV Any investment management or advisory firm that wishes to do business as a registered investment adviser (RIA) must register with the U.S. Securities and Exchange Commission (SEC) or its state regulatory authorities, depending on the value of assets under management. Filing a Form ADV is an integral part of the registration process….

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Rule of 70

What is the Rule of 70? The Rule of 70 is a simple mathematical formula used to calculate the approximate time required for a quantity, growing at a constant rate, to double in size. It is also referred to as the ‘doubling time formula’ as it provides a useful ballpark estimate of the time it…

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Webinar Recap: Why the Best Financial Services Employee Training is a Journey

The financial services landscape is always in flux, constantly introducing new things to learn, evolve with, and stay ahead of. Savvy organizations have realized this shifted their service offerings to meet the fluidity of the industry. But they struggle to find a dynamic training strategy to complement their commitment to staying ahead—making hiring and retaining…

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What is the MakerDAO and DAI?

What is the MakerDAO and DAI? The MakerDAO is a cryptocurrency protocol – a set of rules and actions that determines how a specific type of cryptocurrency works. The MakerDAO (which stands for “Decentralized Autonomous Organization”) started in 2014 and runs off the Ethereum blockchain. It issues a governance token, called MKR, which allows the…

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