Enterprising Investor
Practical analysis for investment professionals

Investment Topics


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?

Wall Street’s Latest Flood: Private Credit

Private credit is a treacherous swamp full of opportunists. Is your consultant capable of defying the formidable odds of success?

Unlocking Stock Market Success: Why You Should Embrace the Skew

By learning to appreciate positive skew and its associated tail events, investors can unlock the full potential of stock market gains.

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?

Happy 60th Anniversary CAPM! Why the Capital Asset Pricing Model Still Matters

The CAPM has its critics. Yet, the model, introduced by Bill Sharpe in 1964, remains front and center in academia and in practice.

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.

Are Institutional Investors Meeting Their Goals? Spotlight on Earnings Objectives

Insitutional investors who have doggedly pursued active management should heed the advice of tennis great Bill Tilden: “Never change a winning game; always change a losing one.”

Investment Opportunities in Mexico

With its large youth sector, thriving startup and fintech ecosystems, and a close relationship with the United States, Mexico represents a significant investment destination for those looking to diversify their portfolios and capitalize on the myriad of opportunities.

Factor Premiums: An Eternal Feature of Financial Markets

These research results should give investors greater confidence in the robustness of factor premiums, reinforcing their utility in crafting effective investment strategies.