Practical analysis for investment professionals

Leadership, Management & Communication Skills


Luis Viceira: Activism, Indexing, and the Investment Management Workshop (IMW)

Luis Viceira of the Harvard Business School talks to Paul Kovarsky, CFA, about the industry-specific strategic issues facing our profession and his experiences running the Investment Management Workshop (IMW).

Negotiation Management 101 with Foad Forghani

“Negotiation management is much more than talking and arguing,” said shadow negotiator Foad Forghani.

Best of 2017: Career Management Insights

Julia VanDeren highlights seven sources of career and professional development insight that she encountered over the last year that will be helpful for finance professionals in 2018.

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

Best of 2017: Top Stories for Investors

Jason Voss, CFA, unveils his choices for investor stories of the year. The winner is a presentation about the oddities of exchange-traded funds (ETFs) that have gone unnoticed by investors and their advisers.

Good Financial Adviser/Bad Financial Adviser

Inspired by a Ben Horowitz essay, Isaac Presley, CFA, sets out to define what differentiates the good financial advisers from the bad ones.

14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed

Consider these 14 perspectives for a more complete view of the investment landscape.

Innovating in Zeros: Skype Co-Founder Finds Lessons in Failure

“Success is going from failure to failure with the same enthusiasm,” says Skype co-founder Jonas Kjellberg.

Book Review: Winning the Loser’s Game

This book’s greatest value to investment professionals is its analysis of the organizational dynamics of institutional investing.

Social Selling: Building Relationships with the Clients of the Future

Advisers need to be using social media, says Barbara Stewart, CFA. Call it social selling. It is not a replacement for traditional, proven selling practices, but in today’s world, you have no choice but to incorporate it into your daily life as an adviser.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close