Enterprising Investor
Practical analysis for investment professionals

AI Can Pass the CFA® Exam, But It Cannot Replace Analysts

AI’s CFA exam success underscores finance’s next frontier: mastering technology while keeping human judgment at the core.

6 Ways Longevity Is Transforming Investment Careers

Longevity is reshaping investment careers and workplaces, challenging firms to manage five generations and sustain learning, productivity, and well-being.

Top 10 Blogs from Q3: Private Market Reckoning, Fed Pivots, the Case for Low-Vol

Top 10 blogs from Q3 reveal what investors read most: a private market reckoning, Fed pivots, and the resilience of low-volatility strategies.

From AI FOMO to Fee Fatigue: Investor Sentiment 2025

Five forces shaping investor sentiment in 2025: AI hype, rising fees, market timing, behavioral traps, and renewed focus on discipline.

Book Review: Irrational Together

Explore how culture, ideology, and group norms influence economic behavior in ways that go beyond standard behavioral finance models.

Hong Kong’s IPO Boom: Gateway or Risk Trap for Investors?

Hong Kong's IPO market reasserts its role as the gateway for Mainland China listings, offering investors new access but persistent concentration risk.

Quantum Computing Risks: How Investment Firms Can Protect Data Now

Quantum computing is closer than you think. Future-proof your firm’s security today to stay resilient in the quantum era and safeguard data.

Book Review: The Tax-Smart Donor: Optimize Your Lifetime Giving Plan

Readers and investors will learn how to turn charitable giving into a strategy to save on taxes, maximize charitable impact, and give smarter.

Financial Selection and Investor Herding: Lessons from Evolutionary Biology

Markets can mimic peacock mating as flashy signals seduce capital while real economic fitness risks are ignored until reality bites.

Tokenized Money Market Funds Emerge, Piloted by Industry Big Whigs

Tokenized money market funds promise faster settlement and flexibility but face hurdles in scale, regulation, interoperability, and true market adoption.