Enterprising Investor
Practical analysis for investment professionals

Leadership, Management & Communication Skills


Why Financial Advisors Struggle to Embrace Bitcoin’s Rise

Bitcoin challenges financial orthodoxy, valuation models, and regulation, forcing professionals to rethink what money and value really mean.

AI Can Pass the CFA® Exam, But It Cannot Replace Analysts

AI’s CFA exam success underscores finance’s next frontier: mastering technology while keeping human judgment at the core.

6 Ways Longevity Is Transforming Investment Careers

Longevity is reshaping investment careers and workplaces, challenging firms to manage five generations and sustain learning, productivity, and well-being.

AI in Investment Management: 5 Lessons from the Risk Frontier

As AI transforms investment management with powerful tools for decision making, it still exposes markets to cognitive, regulatory, and systemic risks.

Abraham Lincoln’s Playbook: A Model for Passive Investment Strategy

Lincoln’s leadership lessons offer timeless guidance for investors and advisors alike.

Navigating the Future of Risk Functions: Key Risk Indicators

Key risk indicators help investment teams spot trouble early and stay aligned with strategy, making risk a tool for performance

Hospitals in Trouble: A Financial Playbook for Leaders and Investors

This post explores the growing wave of financial distress among US healthcare providers and reveals how financial governance failures can quickly erode investor value.

Clarity by Design: The New Infrastructure for Investment Firms

Investment professionals can’t opt out of complexity, but they can opt into clarity.

From Theory to Trillions: David Booth | Financial Thought Exchange
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DFA’s David Booth on building portfolios—and an industry—on data, not dogma.

AI in Investment Management: 5 Lessons From the Front Lines

Explore how AI is reshaping investment management through augmentation, strategic insight, explainability, and evolving investor competencies.