Enterprising Investor
Practical analysis for investment professionals

Future States


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.

HealthTech, Access, and Financial Fluency: The Future of Women and Alts

Women are reshaping the world of alternative investments, driven by growing wealth, increased financial fluency, and expanding access to new platforms. From healthcare innovations to blockchain-powered opportunities, women are not only investing more but also redefining what… READ MORE ›

The Hidden Environmental Costs of Tech Giants’ AI Investments

Big tech is spending big on AI technologies. Training and operating them has raised concerns about environmental impact. What disclosures should sustainable investors demand?

From Tweets to Trades: The Risks of Social Media in Investing

Are you able to step outside the confines of social media echo chambers to make informed investment decisions?

AI’s Game-Changing Potential in Banking: Are You Ready for the Regulatory Risks?

As regulators continue to refine their understanding of AI and big data, financial institutions have an opportunity to shape the regulatory landscape by participating in discussions and implementing responsible practices.

The Alternative Investment Gender Gap: Marketing to Female Clients

What are women's favorite alternative investments? What marketing strategies resonate with women, and which one's don't?

An Industry in Transition: AI Top of Mind in 2024 Asset Manager Survey

The Index Industry Association's 2024 asset manager survey reveals a much deeper set of challenges, opportunities, hopes, and concerns.

Book Review: The Puzzle of Sustainable Investment

Lukasz Pomorski adeptly discusses the good, the bad, and the unknown of sustainable investing while acknowledging that the answer to some of the critical questions is the dreaded “it depends.”

Identifying Crises and the Economic Significance of Avoiding Them

By minimizing exposure to severe market downturns, investors can achieve higher risk-adjusted returns, preserve capital, and avoid the psychological toll of significant losses.

How Machine Learning Is Transforming Portfolio Optimization

Using machine learning algorithms in portfolio optimization is a growing trend that investors should pay attention to.