Practical analysis for investment professionals

Future States


Evolving into an Eco-Friendly System: The Real ESG Challenge

Capitalism will have to adapt to meet the green challenge.

Janet Yellen on Recession Risks, Inequality, and Climate Change

Janet Yellen sat for a wide-ranging fireside chat with Margaret “Marg” Franklin, CFA.

2020 US Wealth Management Outlook: Personalized Financial Advice

The wealth management industry needs to see itself as a holistic provider of advice and money management for everyone.

The ESG Debate Heats Up: Four More Challenges

What are the main areas of concern in the environmental, social, and governance (ESG) world?

Still Learning to Fish: Three Years On

I held my first book in my hands in the spring of 2016. However improbable it was for me to write one, there it was.

East African Capital Markets: Three Lessons

A speaker's tour in East Africa gave Markus Schuller a compelling window into how four rising economies are working to find a place for their nascent finance sectors in global capital markets.

Responsible Innovation: How Can European Asset Managers Lead?

How can firms and practitioners adapt to the challenges confronting the investment industry? Responsible innovation may hold part of the answer.

Socially Responsible Investing (SRI): The Insiders’ Take

Leaders in socially responsible investing (SRI) shared their in-the-trenches perspective on this evolving space.

Top 10 Posts from 2019: Damodaran, Marks, Shiller, and Buffett

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

Book Review: Non-Consensus Investing

Rupal J. Bhansali provides a framework and best practices for non-consensus investing.



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