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Risk Management


Inside Mexican Capital Markets with Jaime Lazaro, CFA
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Ron Rimkus, CFA, interviews Jaime Lazaro, CFA, CEO of BBVA Asset Management in Mexico City, for an insider's perspective on the evolution of capital markets in Mexico.

It’s Getting Hot Out There: Investors Need to Pay Attention
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As someone who worked directly with climate change data, Joachim Klement, CFA, can assure you: Climate change is real, and investors need to take it into account.

Robo Advice: Are ETFs the Solution?
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Much of the financial management industry has concluded that exchange-traded funds (ETFs) are the future of robo advice, says Dan Tammas-Hastings, CFA. That is naive.

Book Review: Gaining Currency
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This work is effectively two books in one: (1) an account of the rise and internationalization of the renminbi and of its prospects for continued ascendancy over the near term and the medium term and (2) a concise description of the various vehicles for investing in Chinese assets.

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips
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What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

The Adaptive Markets Hypothesis: A Financial Ecosystems Survival Guide
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“We need to make investment plans that adapt to market conditions and also take into account our own personal frailties,” says Andrew W. Lo.

Book Review: Behavioral Risk Management
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The author proposes debiasing techniques that can improve the practice of operational risk management by countering behavioral biases.

Changes on the Horizon for Equity Investing
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Omar Selim uses self-learning quant models and big data to perform ESG analysis, and he explained to other investment professionals why they would soon need to do the same.

Top Five Articles from November: Equity Valuations, Amazon, Palm Oil
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Eleven rules for equity valuations from James J. Valentine, CFA, as described by Paul McCaffrey; suggestions for evidence-based thinking in retirement plans by Isaac Presley, CFA; and Sloane Ortel's examination of how Amazon fits into the active vs. passive debate are among the top EI posts from November.

George Friedman’s Eyes Are on Germany
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George Friedman will be watching how one last piece of the global financial crisis plays out very carefully.