Practical analysis for investment professionals

Leadership, Management & Communication Skills


Inclusive Leadership: Seven Keys to a 21st-Century Skill

Developing an inclusive culture is the right thing to do ethically. It also makes good business sense.

Dow 36,000! Crypto $3 Trillion! Charting a Wild Decade in Finance

Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have evoked?

Female Advisers: Five Reasons Why They’re a Better Fit Than Ever

What are women investors asking their investment advisers as we emerge from the global pandemic?

Skills That Set You Apart as an Investor: Creativity

For success in investing, cognitive skills provide the foundation, but creativity gives you that something extra that sets you apart.

The Future of Work for a Post-COVID Investment Industry

The future of work has already arrived for investment professionals.

Book Review: Warren Buffett

This should not be a one-time read but rather a guide for the rest of one’s investing career.

Eric Sim, CFA: The Diversified Career Portfolio

Diversification is just as critical to career portfolios as it is to investment portfolios.

Three Ways to Drive Compliance Software Adoption at Finance Firms

How can compliance teams earn employee buy-in, encourage software adoption, and lower their firm’s risk?



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