Enterprising Investor
Practical analysis for investment professionals
Aging Populations Demand Urgent Pension Reforms: Are We Prepared?

The world is aging at a much faster rate than we previously anticipated, even 10 years ago. Are we prepared?

Research and Policy Center Top 10 Articles from 2024

Discover the trends and ideas shaping the future of finance with the Research and Policy Center's Top 10 List.

Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks

Discover the most-read financial insights of 2024, covering a range of topics including private markets, investment risks, and generational wealth. These popular articles showcase key trends and expert perspectives that captivated readers this year.

Editor’s Picks: Top 3 Book Reviews of 2024 and a Sneak Peek at 2025

What books reviewed in 2024 stand out for their applicability to practical issues confronting investment decision-makers?

Navigating Net-Zero Investing Benchmarks, Incentives, and Time Horizons

Net-zero investing will continue growing as emissions-reduction plans and programs take hold, climate change solution opportunities increase, and the industry develops better tools and skills to measure and manage climate change risk.

The Enterprise Approach for Institutional Investors

What is an enterprise approach to investment management, and why should it be a staple on any institutional investor's task list?

A Guide for Investment Analysts: Toward a Longer View of US Financial Markets

Understanding the historical context of financial markets is crucial for investment professionals seeking to make informed decisions in today’s complex landscape. This exploration of historical data stretching back more than 230 years reveals how markets have evolved… READ MORE ›

When Tariffs Hit: Stocks, Bonds, and Volatility

Tariff threats are sending analysts' heads spinning. What will be the consequences for stocks, bonds, and volatility?

Agency Risk in the Lower Middle Market: A Guide for PE Professionals

If there was a Wild West in Private Equity (PE), it would be the Lower Middle Market (LMM) — the ecosystem of companies with revenues between $5 million and $50 million. The LMM offers lucrative opportunities but… READ MORE ›

Climbing the Ladder in Finance: The PIE Framework for Investment Professionals

Promotions require more than just hard work and results. By mastering the PIE framework, you’ll position yourself for long-term career success.



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