Practical analysis for investment professionals

Future States


Data Science Will Transform the Investment Industry: Are You Prepared?

Here is a scenario: You are the portfolio manager of an active equity fund. You wake up one morning to the news that a labor strike is delaying flights at an airline in your portfolio.

Autonomous Learning Investment Strategies (ALIS): What a Long Strange Trip It’s Been

“ALIS” stands for  “autonomous learning investment strategies.” The ALIS wave is driven by smaller funds that leverage recent advances in artificial intelligence (AI) and machine learning, the explosion in data availability, and inexpensive cloud computing to generate alpha at a fraction of the cost of traditional managers.  

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

Weekend Reads for Investors: Holiday Edition

Jason Voss, CFA, curates a holiday edition of Weekend Reads for Investors. Selections examine the inefficiency of bitcoin, the momentum effects of market indices, how marketers manipulate you, and more.

ESG: The X-Ray of Finance

Rising interest rates will make environmental, social, and governance (ESG) factors one of the most important sources of alpha for investment managers, according to Omar Selim.

Fintech: Revolutionizing Wealth Management

Fintech is revolutionizing the financial planning industry and forcing a change in how wealth is managed. The drive toward efficiency and agility in practice management benefits both clients and advisers. Marguerita Cheng, CFP, RICP, provides an overview.

Top Five Articles from October: Thaler, Trillion-Dollar Coins, Volatility

An unorthodox solution to the US retirement crisis from Sloane Ortel; a discussion of Nobel laureate Richard H. Thaler's contributions to economics by Lauren Foster; and an analysis of the value of self-awareness by Jim Ware, CFA, are among the top EI posts from October.

A Trillion-Dollar Hedge against the US Retirement Crisis

A "silly but totally legitimate" action may hold the key to shoring up America's retirement finances. Sloane Ortel explains.

“Augmented Intelligence”: Combining Human Intelligence and Technology

Artificial intelligence (AI) is making inroads into private wealth management in both investment management and practice management. It’s an exciting time for AI, but will it cause more disruption or innovation for wealth managers?

Four Lessons from the CFA Society New York 80th Anniversary Dinner

Ultimately, the core of our profession’s success will be continuing education, says Bjorn Forfang.



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