Practical analysis for investment professionals

Investment Topics


Passive vs. Active Management: Three Myths in DC Plan Strategy Selection

Actively managed strategies should have a place at the core of well-designed retirement plans.

Growth in Sustainable Indices Proves Sustainable

The number of indices measuring ESG criteria continues to spike, Rick Redding, CFA, reports.

When Indices Are Cut: What Withdrawals Teach about Risk-Control Index Design

Carriers sometimes withdraw an index from further investment. How can advisers explain such a decision to clients?

ESG Disclosure: How Can External Assurance Help Build Trust?

ESG assurance must replicate the knowledge and experience of external audit while avoiding its pitfalls.

The Mirage of Direct Indexing

Direct indexing seems like a free lunch that is too good to pass on. But is it?

Market Resiliency, Capital Formation, and Investing for Our Future

The story of the markets over the last 10 years has been one of remarkable change. Yet economies are still struggling.

The Next Big Thing: The Age of Fintech, AI, and Big Data

To celebrate Enterprising Investor’s 10-year anniversary, Larry Cao, CFA, curates our collection of fintech, AI, and big data coverage.

10 Years of Behavioral Finance: Thaler, Kahneman, Statman, and Beyond

Since its launch in 2011, Enterprising Investor has showcased the scholarship of behavioral finance’s top luminaries as well as its critics.

Passive Funds and “Do No Harm” Are Not Synonymous

The notion that choosing active or passive will in some way lower fiduciary risk is unfounded.

Myth-Busting: Equities Are an Inflation Hedge

How can investors hedge against inflation risk? Do equities offer any protection?



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