Enterprising Investor
Practical analysis for investment professionals

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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.

AI in Investment Management: 5 Lessons from the Risk Frontier

As AI transforms investment management with powerful tools for decision making, it still exposes markets to cognitive, regulatory, and systemic risks.

Adapt to Lead: Career Lessons from Kam Shing Kwang, CFA

Finance rewards those who adapt, not those who cling to formulas. Master fundamentals, embrace changes, and let adaptability be your compass.

Book Review: Can’t Deny It

This memoir, written by one of the most decorated research analysts in recent decades, will appeal to all finance practitioners and energy industry specialists.

AI in Investment Management: 5 Lessons From the Front Lines

Explore how AI is reshaping investment management through augmentation, strategic insight, explainability, and evolving investor competencies.

Top 10 Posts from Q1: Valuation Models, Inflationary Shocks, Private Markets
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This quarter's top reads reveal what's capturing the attention of investment professionals.

The Smartest Thing I Ever Did: Women on Life-Changing Decisions

This post highlights inspiring stories from women who took calculated risks, reshaped their lives, and redefined success on their own terms.

Embracing Opportunities: Women in Wealth Management on International Women’s Day

The opportunities for women in wealth management are abundant, driven by the demand for diverse perspectives, the changing demographics of wealth, and the push for inclusive workplace cultures.