Practical analysis for investment professionals

Leadership, Management & Communication Skills


Best Does Not Mean Optimal

You are not acting in the client’s best interest if you build them a portfolio that they won't stick with over the long run.

Top 10 Posts from 2018: Chart Crimes, Political Divides, AI, and the Skill Ratio

What Enterprising Investor articles most resonated with readers this year? The results offer an illuminating look into the forces that shaped finance in 2018.

Women of Jeopardy! on Defining Success

As part of her research, Barbara Stewart, CFA, spoke to a particular group of women about how they feel about their intelligence, how they look at success, and what advice they’d give younger women.

Whistleblowing: The Risks and Rewards

“You do not wake up one morning saying, ‘Well, I am going to be a whistleblower,’” says Stephanie Gibaud.

Humans vs. Machines: The Stress Management Edge

The battle between human intelligence and artificial intelligence (AI) may come down to whether humans can successfully manage chronic stress.

What Millennials Want: Not What You Think

Everyone thinks they have millennials figured out. But a new report suggests we don't know what we think we know about this critical demographic, especially when it comes to investing.

Diversity and Inclusion: Driving Change in Investment Management

The investment management industry has a failing grade when it comes to diversity and inclusion. But a new report hopes to change that.

Jeopardy! and Gender Parity on Investment Teams

Why does gender parity matter for investment teams?

Building an Inclusive Work Culture

What does a culture of inclusion look like?

Taking Investment Teams from Good to Great

Good enough is no longer an option for active investment management firms.



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