Investments & Foreign Exchange

The following 85 items are listed by Content Data.

Policies & Procedures

Translation of Foreign Financial Statements Policy

Ensure accurate and consistent translation of financial statements from foreign subsidiaries into U.S. dollars with this...
Subscriber Content
Mon, Dec 9, 2024
Policies & Procedures

Shareholders’ Equity – Investor Relations Policy

This sample investor relations policy includes best-practice procedures for maintaining good business relations and keep...
Subscriber Content
Mon, Oct 14, 2024
Policies & Procedures

Remeasurement and Foreign Exchange Rates Policy

This policy establishes the standards for remeasurement and foreign exchange rates in compliance with management’s objec...
Subscriber Content
Mon, Aug 19, 2024
Articles

Changes in the Debt Market and Impact on Deals

Why investors should monitor central bank policies and look for opportunities in undervalued sectors of the bond market.
Subscriber Content
Mon, Aug 12, 2024
Articles

Blockchain Coinvestors CEO: If U.S. Government Won’t Lead on Innovation, Get Out of the Way

Protiviti experts discuss the dichotomy between regulation and innovation in government as it relates to fintech.
Subscriber Content
Mon, Jul 1, 2024
Articles

London Stock Exchange Auditor Changes: 2023

Audit Analytics looks at the major increase in auditor changes listed on the London Stock Exchange in 2023.
Subscriber Content
Mon, Jul 1, 2024
Audit Programs

Treasury and Cash Management Audit Work Program

Strengthen your organization's financial integrity with this detailed guide to thoroughly assessing and improving treasu...
Subscriber Content
Mon, Jun 10, 2024
Audit Programs

Investment Management Firm Audit Work Program

The purpose of this work program is to provide the general steps used to perform an audit at an investment management fi...
Subscriber Content
Mon, May 6, 2024
Articles

Reporting by the UK’s Largest Private Companies

Audit Analytics examines areas of improvement in reporting by the United Kingdom’s largest private companies.
Subscriber Content
Mon, Apr 8, 2024
Articles

Cornell Professor of Trade Policy: Digital Revolution Will Transform Currencies — and the World

Cornell Professor Eswar Prasad sat down with Protiviti’s Joe Kornik to discuss the digital revolution and the future of ...
Subscriber Content
Mon, Mar 18, 2024
Policies & Procedures

Investment Income Policy

This Investment Income Policy sets forth the appropriate guidelines for recording revenue on the sale of investments.
Subscriber Content
Mon, Feb 26, 2024
Articles

Longtime Regulator Tom Vartanian on Crypto and a CBDC: Proceed With Caution

Longtime Regulator Tom Vartanian and Protiviti’s Joe Kornik discuss why crypto isn’t money and mammoth changes to the ma...
Subscriber Content
Mon, Feb 26, 2024