article thumbnail

An inside look at the Onvio beta program

ThomsonReuters

For an inside look at what the Onvio beta program was all about, we sat down with Corey Greene, Customer Proposition Strategy Lead for Small-Mid Firms. We discussed the rationale behind the beta program and what learnings will be incorporated into the Onvio strategy going forward. Q: How many firms participated in the beta program?

Beta 52
article thumbnail

ESG Valuation Considerations – Top Down or Bottom Up?

Value Scope

Click to Download: ESG Valuation Considerations – Top Down or Bottom Up? This work can be used to reconcile and support an adjustment to the CAPM, then the WACC, via Alpha and Beta. It started sometime last year, during the fourth quarter. Adjustments to Beta can accomplish this. Executive Summary.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Data Update 4 for 2022: Risk = Danger + Opportunity!

Musings on Markets

In this post, I will start with a working definition of riskt that we can get some degree of agreement about, and then look at multiple measures of risk, both at the company and country level. In closing, I will talk about some of the more dangerous delusions that undercut good risk taking. What is risk?

article thumbnail

A Follow up on Inflation: The Disparate Effects on Company Values!

Musings on Markets

Historical Data: 1930-2019 To see how this framework works in practice, let's start by looking at the performance of US stocks, across the decades, and look at the returns on stocks, broadly categorized based on market capitalization and price to book ratios.

article thumbnail

Customers are at the heart of what we do – and what you do, too

ThomsonReuters

To establish this vision, we started with understanding you, our customers, and the challenges a changing environment present to your business and your clients’ finances. Our Onvio Tax Beta in early 2021 yielded a number of valuable lessons and allowed us to sharpen our focus on performance and ease of use. For example, did you know….

Beta 52
article thumbnail

Multi-Manager Hedge Funds: A Meritocratic Paradise or a Revolving Door of Burnout?

Brian DeChesare

They do this by setting up entire teams (“pods”) for specific sectors, having each team learn their stocks or other securities in-depth, and then trading frequently based on catalysts and changes in investor sentiment. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.

Start-ups 104
article thumbnail

Tesla in November 2023 : Story twists and turns, with value consequences!

Musings on Markets

I was planning to start this post by telling you that Tesla was back in the news, but that would be misleading, since Tesla never leaves the news. As a lead in to updating the company’s valuation, it makes sense to start with the stock price, the market’s barometer for the company's health.

Start-ups 118