Practical analysis for investment professionals

Performance Measurement & Evaluation


Book Review: Expectations Investing

This revised and updated edition offers an insightful framework for identifying gaps between price and value.

The S-Curve: Bending the J-Curve in Private Equity

The J-curve narrative in private equity (PE) investments deserves a quiet obsolescence.

Fama and French: The Five-Factor Model Revisited

How well has Fama and French's five-factor model explained returns?

Book Review: Undiversified

The book is highly useful not only to women but also to other groups that are underrepresented in investment management.

Top 10 Posts from 2021: The Buffett Indicator, GameStop, Inflation!

What articles most resonated with readers in 2021? Aswath Damodaran on the COVID crucible, career tips from Eric Sim, CFA, and more.

Are Reindeer Good Stock Pickers?

Beating a passive benchmark is hard. And that's true for both reindeer and people.

Growth in Sustainable Indices Proves Sustainable

The number of indices measuring ESG criteria continues to spike, Rick Redding, CFA, reports.

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?

ESG Disclosure: How Can External Assurance Help Build Trust?

ESG assurance must replicate the knowledge and experience of external audit while avoiding its pitfalls.

Chinese and World Stock Market Co-Movements: Two Findings

How have correlations between the Shanghai Composite Index and the Hang Seng and their global counterparts developed over the last 25 years?



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