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Index + Factors + Alpha, ESG: Financial Analysts Journal Editor’s Snapshot

The last Financial Analysts Journal issue of 2021 features examinations of machine learning. tax-loss harvesting, and more.

Passive Management: The Baseline for Defined Contribution Plan Sponsors?

If active managers cannot add value, then passive is the preferred position, not the other way around.

The Importance of Water Stewardship

The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story. CFA Institute’s Matt Orsagh, CFA, CIPM spoke with Matt Howard, vice president of water stewardship at The Water Council…. READ MORE ›

Sustainability, ESG, and the Future of Investing: A Review

This curated collection of Enterprising Investor's ESG coverage showcases the key sustainability issues through the perspectives of both ESG proponents and critics.

A Systemic Approach to Promoting Diversity

The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story.  CFA Institute Senior Director Matt Orsagh, CFA, CIPM, spoke with Deborah Gilshan, founder of the 100% Club… READ MORE ›

Less Efficient Markets = Higher Alpha?

Shouldn't less efficient capital markets with greater information asymmetries offer more alpha opportunities?

Gender Lens Investing: Asset Managers and Women in Leadership

Global asset managers have a range of stewardship policies and statements in place to support growth in corporate women in leadership (WIL). But is it enough?

10 Years of Behavioral Finance: Thaler, Kahneman, Statman, and Beyond

Since its launch in 2011, Enterprising Investor has showcased the scholarship of behavioral finance’s top luminaries as well as its critics.

Getting on Board with TCFD’s Climate Financial Disclosures

The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story. CFA Institute Senior Director Matt Orsagh, CFA, CIPM, spoke with Curtis Ravenel, senior adviser to former Bank… READ MORE ›