Guide to FP&A - Financial Planning and Analysis Financial Planning and Analysis (FP&A) plays a crucial role in supporting executives and managers make informed business decisions. FP&A refers to the processes, methods and tools used by organizations for budgeting, forecasting, performance analysis, and decision support. The FP&A team works to provide accurate and
Time Weighted Returns Explained: Definitions, Formulas & Examples Time weighted returns (TWR) is an indispensable metric used to evaluate the time-weighted rate of return and investment portfolio performance while adjusting for external cash flows. By stripping out liquidity impacts outside a manager’s control, TWR provides a clearer measure of an investment manager’s performance
Career Paths in Investment Banking Investment banking is an extremely competitive industry that offers lucrative career opportunities within finance for skilled professionals. The most coveted investment banking jobs are centred around advising and facilitating mergers, acquisitions, IPOs, and other significant corporate finance transactions for companies, institutions, and governments. Financial advisory roles within investment
Investment Risk and Return Balancing and managing returns and risk on investment is the fundamental role of a fund manager. Measuring risk, historic returns and estimating expected returns from assets and asset classes are critical concepts in corporate finance, investment analysis and fund management. Investors and financial managers aim to maximise returns while
Top Statistical Tools Used in Finance and Investment Banking Statistics plays a crucial role in the financial industry. From investment banks to hedge funds, statistical tools are leveraged to analyse markets, assess risk, build trading strategies and make predictions. This article will provide an overview of the key statistical concepts and techniques used
What is Market Cap? Market capitalization, commonly referred to as market cap, is an important financial metric used to determine the size and value of a publicly traded company. Market Cap refers to the total market value of a company's outstanding equity shares. Essentially, it is the total equity market value of a
What is beta, levered beta and unlevered beta? Beta is a measure of the systematic risk associated with investing in a particular asset or security. It indicates how sensitive an investment's returns are to the overall fluctuations in the market. Beta is an important concept in corporate finance and investment analysis as it
