Practical analysis for investment professionals
Watch the Leverage!

“We’re transitioning into a very delicate and challenging time for fixed-income investing,” Anne Walsh, CFA, told the audience at the 63rd Annual Financial Analysts Seminar.

For Humans Only: Five Tips for Outstanding Customer Service

Artificial intelligence will change the world for customers across all industries, says Barbara Stewart, CFA. But a few things won’t ever change. People want respect.

Book Review: Modern Compliance Volumes I and II

Modern Compliance is an ambitious undertaking that brings together the myriad complexities of governing the investment professional.

Growth vs. Value: Waiting for GODOT

Is it time to start selling growth stocks and buying value stocks?

Empathetic Listening: A Six-Step Guide

As human financial advisers compete with passively managed index funds and robo-advisers, those who embrace empathetic listening can differentiate themselves and add value for their clients, says Marguerita Cheng, CFP, RICP.

The Power of Appreciation

Appreciation is a greatly under-utilized tool in the leader’s toolkit, says Jim Ware, CFA.

Tips for Aspiring Portfolio Managers

What makes a good fund manager? A willingness to learn, from your own success and failures, but also from the wisdom of those who came before you.

Weekend Reads: A Mind-Boggling Number and the Power of Positive People

Nicholas Colas shared some great "cocktail nuggets" during his presentation at the 63rd Annual Financial Analysts Seminar, Lauren Foster reports.

Blockchain: A Progress Report

Critics of blockchain technology claim that it is too slow for financial transactions and that its consensus mechanism uses too much energy. In this interview, Carl Wegner of the blockchain technology developer R3 paints a more encouraging picture.

Top Five Articles from July: Private Equity, ESG, High Yield Today

Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.



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