Enterprising Investor
Practical analysis for investment professionals

Leadership, Management & Communication Skills


Luck vs. Skill: Great Investment Leaders Know the Difference

Our egos are hardwired to fall into the trap of confounding luck and skill. By recognizing the role of chance and reinforcing analytical discipline, investment leaders can build more resilient strategies and teams.

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.

For Investment Leaders: Why You Should Learn to Love Losing

Sébastien Page, CFA, shares the story of a grueling handball match that reshaped a competitor’s mindset and reveals how investment leaders can apply the same principles of mastery, resilience, and long-term success to their organizations.

For the Investment Professional: The Mindset Shift that Changes Everything

Whether you’re leading a team or climbing your own Everest, focusing on the journey will get you further than obsessing over the destination.

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.

HealthTech, Access, and Financial Fluency: The Future of Women and Alts

Women are reshaping the world of alternative investments, driven by growing wealth, increased financial fluency, and expanding access to new platforms. From healthcare innovations to blockchain-powered opportunities, women are not only investing more but also redefining what… READ MORE ›

Retaining Top Investment Talent: Lessons Learned by Large Canadian Pension Plans

The secret sauce of Canadian pension plan returns lies in their ability to attract top talent, carefully design compensation frameworks, and adapt to market conditions.

AI’s Game-Changing Potential in Banking: Are You Ready for the Regulatory Risks?

As regulators continue to refine their understanding of AI and big data, financial institutions have an opportunity to shape the regulatory landscape by participating in discussions and implementing responsible practices.

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?

Dangers and Opportunities Posed by the AI Skills Gap in Investment Management

AI is more than just another technology. It is a transformative force with the potential to redefine investment management. The industry's most significant barrier to harnessing this power is the widening AI skills gap.