Enterprising Investor
Practical analysis for investment professionals

Portfolio Management


Did Real Assets Provide an Inflation Hedge When Investors Needed it Most?

Real assets' first test in modern times started in 2021. Did they perform as hoped?

Passive Funds: The Secret Ingredient to Smarter Active Portfolio Management?

This post explores how passive investments complement active strategies, driving better results for clients and portfolios alike.

Balancing Innovation and Trust: Jason Hsu on Technology and the Future of the Investment Industry

Our Conversations with Frank Fabozzi, CFA series aims to bring leading experts in finance and economics into dialogue to explore critical issues shaping the industry's future.

Research and Policy Center Top 10 Articles from 2024

Discover the trends and ideas shaping the future of finance with the Research and Policy Center's Top 10 List.

Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks

Discover the most-read financial insights of 2024, covering a range of topics including private markets, investment risks, and generational wealth. These popular articles showcase key trends and expert perspectives that captivated readers this year.

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Endowments have long been considered elite investors, but outdated strategies and skyrocketing costs are eroding their edge

From Equities to Real Assets: Key Trends Shaping Multi-Asset Investment

Multi-asset managers need a reliable, data-driven foundation for constructing portfolios that are not only diversified but also aligned with global economic trends.

Escaping the Benchmark Trap: A Guide for Smarter Investing

Is it time to eschew the benchmark trap in favor of Warren Buffett's rule, "Don't lose capital?"

Retaining Top Investment Talent: Lessons Learned by Large Canadian Pension Plans

The secret sauce of Canadian pension plan returns lies in their ability to attract top talent, carefully design compensation frameworks, and adapt to market conditions.