Practical analysis for investment professionals

Portfolio Management


Passive Management: The Baseline for Defined Contribution Plan Sponsors?

If active managers cannot add value, then passive is the preferred position, not the other way around.

Sustainability, ESG, and the Future of Investing: A Review

This curated collection of Enterprising Investor's ESG coverage showcases the key sustainability issues through the perspectives of both ESG proponents and critics.

Gender Lens Investing: Asset Managers and Women in Leadership

Global asset managers have a range of stewardship policies and statements in place to support growth in corporate women in leadership (WIL). But is it enough?

10 Years of Behavioral Finance: Thaler, Kahneman, Statman, and Beyond

Since its launch in 2011, Enterprising Investor has showcased the scholarship of behavioral finance’s top luminaries as well as its critics.

When Assets “Disappear,” Climate Risk and ESG Data Needs Remain

Once sold by major public firms, fossil fuel assets don’t disappear. Neither does the need for relevant, reliable risk disclosure.

Actively Managed Funds Are Appropriate Options for 401(k) Plans

Actively managed funds can serve plan participants well.

Book Review: Beyond Diversification

The range of tools that Sébastien Page, CFA, sets out in this book can help investors make better decisions.

Does Guru Investing Work?

A new investment style has proliferated over the last decade or so: the copycat investor.

Did Corporate Bond ETFs Kill the “Alpha Stars”?

The race for scale among active managers in response to low-cost ETF competition may be self-defeating.

Passive Funds and “Do No Harm” Are Not Synonymous

The notion that choosing active or passive will in some way lower fiduciary risk is unfounded.