Enterprising Investor
Practical analysis for investment professionals

Leadership, Management & Communication Skills


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.

Scenario Planning, Foresight, and the Power of Imagination: Navigating an Uncertain Future

By fostering resilience through the consideration of various outcomes, investment practitioners can better anticipate and manage the complexities and disruptions that characterize today's dynamic environment.

Investment Manager Selection Is Hotting Up. Are You Ready for the Tough Questions?  

Investment managers are being caught off guard by tougher questions from an increasingly sophisticated allocator market. Are you prepared for your next beauty parade?

The Art and Science of DC Plan Investment Design

Defined contribution plan sponsors need to take a disciplined approach to investment menu construction.

Know Your Prospect (KYP): What’s in Their Portfolio and Why?

Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.

Investing in U.S. Financial History: Three Principles, Three Excerpts

The "Paradox of Speculation" -- how securities speculation drives both pain and progress -- is among the key lessons of financial history.



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