Enterprising Investor
Practical analysis for investment professionals

Philosophy


Editor’s Picks: Top 3 Book Reviews of 2024 and a Sneak Peek at 2025

What books reviewed in 2024 stand out for their applicability to practical issues confronting investment decision-makers?

Navigating Net-Zero Investing Benchmarks, Incentives, and Time Horizons

Net-zero investing will continue growing as emissions-reduction plans and programs take hold, climate change solution opportunities increase, and the industry develops better tools and skills to measure and manage climate change risk.

The Enterprise Approach for Institutional Investors

What is an enterprise approach to investment management, and why should it be a staple on any institutional investor's task list?

Agency Risk in the Lower Middle Market: A Guide for PE Professionals

If there was a Wild West in Private Equity (PE), it would be the Lower Middle Market (LMM) — the ecosystem of companies with revenues between $5 million and $50 million. The LMM offers lucrative opportunities but… READ MORE ›

Climbing the Ladder in Finance: The PIE Framework for Investment Professionals

Promotions require more than just hard work and results. By mastering the PIE framework, you’ll position yourself for long-term career success.

The Endowment Syndrome: Why Elite Funds Are Falling Behind

Endowments have long been considered elite investors, but outdated strategies and skyrocketing costs are eroding their edge

Navigating Troubled Waters: What the Surge in Bankruptcy Filings Means for the Economy

Bankruptcy filings are surging. As we brace for what lies ahead, it's essential to recognize the potential for a repeat of past crises and prepare accordingly.

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 ›

A Reality Check on Private Markets: Part III

Is IRR misleading investors? Discover the flaws in traditional performance measures and how solutions like NAV-to-NAV IRR can offer a clearer view of private market returns.