Enterprising Investor
Practical analysis for investment professionals

Investment Topics


Decoding PE Buyouts: The Full Financial Picture is in the Consolidated Accounts

As the PE landscape evolves, investment professionals must understand how to correctly capture the full picture of a portfolio company’s performance.

What Is the Future of Investing? Augmented Intelligence

How can we design a financial system that integrates AI with human intelligence?

2025 Wealth Management Outlook: Spotlight on Investment Careers

As family offices continue to expand, those who understand their complexities will be well-positioned to lead the next era of wealth management.

Did Real Assets Provide an Inflation Hedge When Investors Needed it Most?

Real assets' first test in modern times started in 2021. Did they perform as hoped?

Beyond the Hype: Do Hedge Funds Deliver Value?

Skill and alpha are scarce and difficult to obtain in the hedge fund market.

Consumer Lending Unlocked: Opportunities and Risks in a $27 Trillion Market

Consumer lending is a growing sub-asset class in private markets. What are the unique challenges and opportunities for investors and policymakers?

Beyond Speculation: The Rise of Revenue-Sharing Tokens

Can a more progressive regulatory regime under President Trump usher in a gold rush of opportunity for fundamental investors in crypto markets?

The Modern Family Office: Balancing Legacy, Innovation, and Risk

Family offices are adopting innovative operational models, empowering next-generation leadership, and prioritizing risk management to safeguard their legacy and drive sustainable growth.

Passive Funds: The Secret Ingredient to Smarter Active Portfolio Management?

This post explores how passive investments complement active strategies, driving better results for clients and portfolios alike.