What Is a Separately Managed Account?
Their targeted nature is one of the key differences between SMAs and mutual funds or exchange-traded funds (ETFs). While an SMA is managed for the benefit of one investor,...
Why Bond Investors May Benefit from Actively Managed Mutual Funds and ETFs
Key Takeaways: Passive index investment strategies are designed to mirror the composition and performance of a benchmark index. In contrast, active strategies can differ...
Manufacture an Efficient Close
The reconciliation process for manufacturing businesses is an essential part of the accounting process, and many tasks specific to the vertical must be performed on top of...
10 Cash Preservation Leasing Tactics: Managing Equipment Leases in an Economic Downturn
At most companies, the processes, systems, and controls for IT, fleet, and equipment leases have been neglected, with little investment in programs or people to manage these...
A CFO’s Playbook To Transform the Indirect Tax Function
The rapid changes taking place in today’s global business, technology, and regulatory environments are having a compounding effect on the complexity of indirect tax...
Lease vs. Buy Analysis – Best Practices
Corporate finance leaders should think about equipment finance and leasing as a strategic tool for the business. In addition to optimizing the use of capital, managing leasing...
