Practical analysis for investment professionals

Performance Measurement & Evaluation


Effective ESG Investing: An Interview with Andrew Parry

"Integrating ESG certainly does not harm and, in fact, is additive to value generation," says Andrew Parry of Hermes Investment Management.

Top Five Articles from May: Chart Crimes, Investing Lessons from Mom, and the Invisible Octopus

Does the CFA charter add value? Why does everyone hate finance and what can be done about it? The leading Enterprising Investor posts from May address these questions and more.

Three Investing Lessons from My Mom

Plan for the unexpected. Get comfortable with losing. Enjoy the journey. Dougal Williams, CFA, shares some valuable investing advice from an unlikely source.

Top Five Articles from April: Portfolio Concentration, Cryptocurrencies, Quantamental

An analysis of portfolio concentration and a primer on cryptocurrencies are among the leading posts from Enterprising Investor last month.

Beware of Experts Bearing Forecasts

As finance gurus forecast a market that's variously overvalued, undervalued, ready to plunge off the cliff, or blast off to new heights, remember to tune out the noise and stay invested for the long run, says Mark Armbruster, CFA.

Weekend Reads from India: Measuring Manager Skill vs. Luck

India's rapidly expanding mutual fund industry is currently undergoing momentous change, Shreenivas Kunte, CFA, reports.

Tail Risk: Who’s Afraid of King Kong?

How quickly we forget. After a bullish 2018, tail risk is back. Which means it's a good time to talk with risk management expert Raphael Douady.

Assessing Value in the Digital Economy

Analysts need new tools to evaluate new business models.

Data Science, Finance, and Women: A Powerful Intersection

Data science will be the key to unlocking the door for women to the most powerful positions in finance, says Barbara Stewart, CFA.



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