Practical analysis for investment professionals

Future States


How Can Investment Professionals Build Trust?

What are the building blocks, the practical strategies, with which investment professionals can establish client relationships based on authentic trust? A new Future of Finance study has some answers. Robert Stammers, CFA, explains.

Should RIAs Change Their Business Model?

Recent market bullishness could be masking unfavorable longer-term trends for registered investment advisers (RIAs).

Cryptocurrencies: What Is Blockchain?

What is blockchain technology? How does it work? And how does it generate economic value?

ETFs: The New Manifest Destiny?

The astronomical growth in exchange-traded funds (ETFs) raises many questions about the future of ETFs and the investing world more generally. For perspective on these issues, Paul Kovarsky, CFA, spoke with Inside ETFs chairman Matt Hougan.

The Robots Are Coming! The Robots Are Coming!

The robots are coming. But they’re not as smart or technologically advanced as we think, says Kate Darling.

Asia Rising: China and India in the Next Decade

China and India will be two of the three largest economies in the world by 2025. But Haiyan Wang says the countries have particular forces to harness and barriers to overcome to realize their full potential.

Artificial Intelligence-Driven Investing: High Alpha behind the Buzz

Artificial intelligence (AI) may be among the latest buzzwords in finance, but applying it to investment decision making will disrupt the industry and benefit those investors who harness its power, says Dan Philps, CFA.

Daughters: The Rising Wealth Influencers

Advisers need to focus on how to communicate with women, all kinds of women — especially the daughters of our current clients.

Manager Selection and Due Diligence in Autonomous Learning Investment Strategies (ALIS)

How are artificial intelligence, machine learning, blockchain, and big data transforming manager selection and due diligence processes? Michael Oliver Weinberg, CFA, shares his take in an interview with Antonella Puca, CFA, CIPM.

Top Five Articles from April: Portfolio Concentration, Cryptocurrencies, Quantamental

An analysis of portfolio concentration and a primer on cryptocurrencies are among the leading posts from Enterprising Investor last month.



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