Vivie Lee - Anaplan Chief Strategy Officer

Insider

Vivie Lee is Chief Strategy Officer of Anaplan since 2018.
Age 53
Tenure 7 years
Phone415 742-8199
Webwww.anaplan.com

Anaplan Management Efficiency

The company has return on total asset (ROA) of (15.96) % which means that it has lost $15.96 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (75.31) %, meaning that it created substantial loss on money invested by shareholders. Anaplan's management efficiency ratios could be used to measure how well Anaplan manages its routine affairs as well as how well it operates its assets and liabilities.
Anaplan currently holds 50.76 M in liabilities with Debt to Equity (D/E) ratio of 0.19, which may suggest the company is not taking enough advantage from borrowing. Anaplan has a current ratio of 1.09, suggesting that it may have difficulties to pay its financial obligations when due. Note, when we think about Anaplan's use of debt, we should always consider it together with its cash and equity.

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Anaplan, Inc. provides a cloud-based connected planning platform to connect organizations and people in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Anaplan, Inc. was founded in 2008 and is headquartered in San Francisco, California. Anaplan operates under SoftwareInfrastructure classification in the United States and is traded on NYQ Exchange. It employs 2200 people. Anaplan (PLAN) is traded on New York Stock Exchange in USA and employs 2,200 people.

Management Performance

Anaplan Leadership Team

Elected by the shareholders, the Anaplan's board of directors comprises two types of representatives: Anaplan inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Anaplan. The board's role is to monitor Anaplan's management team and ensure that shareholders' interests are well served. Anaplan's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Anaplan's outside directors are responsible for providing unbiased perspectives on the board's policies.
Suresh Vasudevan, Independent Director
Gagan Dhingra, Chief Accounting Officer, Vice President
Sandesh Patnam, Independent Director
Robert Beauchamp, Lead Independent Director
Vivie Lee, Chief Strategy Officer
Bill Schuh, Chief Revenue Officer
David Conte, Independent Director
Vikas Mehta, Chief Financial Officer, Acting Chief Accounting Officer
Brooke MajorReid, Independent Director
David Morton, Chief Financial Officer, Executive Vice President
Susan Bostrom, Independent Director
Ana Pinczuk, Chief Development Officer
Yvonne Wassenaar, Independent Director
Frank Calderoni, Chairman of the Board, President, Chief Executive Officer
Allan Leinwand, Independent Director

Anaplan Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Anaplan a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Pair Trading with Anaplan

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Anaplan position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Anaplan will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to Franklin Resources could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Franklin Resources when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Franklin Resources - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Franklin Resources to buy it.
The correlation of Franklin Resources is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Franklin Resources moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Franklin Resources moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Franklin Resources can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.
You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

Other Consideration for investing in Anaplan Stock

If you are still planning to invest in Anaplan check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Anaplan's history and understand the potential risks before investing.
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