Practical analysis for investment professionals

Future States


2019 US Wealth Management Outlook: The Old Guard and Fintech Cozy Up

The room for partnerships in 2019 extends throughout the wealth-management pipeline, says April J. Rudin.

Ashby Monk on Alternative Data’s Potential

"Alternative data is far more important to our community than artificial intelligence,” Ashby Monk, PhD, says.

Continual Learning: Will AI Give Gray Hair a Pay Cut?

There simply is no substitute for experience in the investment business. Right? Well, perhaps not anymore.

Big Data and Artificial Intelligence in Investment Management: FAQs and Answers

When it comes to big data and artificial intelligence (AI) in the investment management industry, some people anticipate a rosy future with various new sources of alpha. Others worry about the jobs that might be lost to machines through process automation.

Building Investor Resilience in a Downturn

Building resilience in a downturn requires all investors to assess the quality of the recessionary environment and to understand the risks they bear and their capacity to bear them.

Adapting to Disruption: The Investment Industry’s New Normal

The challenges confronting finance today are really opportunities to bring positive change to the industry, according to a panel of experts at the 2018 CFA Institute European Investment Conference.

Top 10 Posts from 2018: Chart Crimes, Political Divides, AI, and the Skill Ratio

What Enterprising Investor articles most resonated with readers this year? The results offer an illuminating look into the forces that shaped finance in 2018.

The Future of Hedge Funds: Trends to Watch

What do the next five years hold for hedge funds? Amy Bensted shares the results of recent research.

Russell Napier: Equity Markets and Structural Change

“Most people tell me that long-run equity valuation data is meaningless," says Russell Napier. "I think they’re wrong.”

Unlisted Infrastructure: Essential Assets?

In world hungry for yield, what role can infrastructure play? Paul Kovarsky, CFA, spoke with Alina Osorio, CFA, of Fiera Infrastructure for her take.



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