Enterprising Investor
Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


6 Ways Longevity Is Transforming Investment Careers

Longevity is reshaping investment careers and workplaces, challenging firms to manage five generations and sustain learning, productivity, and well-being.

AI in Investment Management: 5 Lessons from the Risk Frontier

As AI transforms investment management with powerful tools for decision making, it still exposes markets to cognitive, regulatory, and systemic risks.

Abraham Lincoln’s Playbook: A Model for Passive Investment Strategy

Lincoln’s leadership lessons offer timeless guidance for investors and advisors alike.

Book Review: Cheaper Faster Better: How We’ll Win the Climate War

Can capitalism save the planet? Tom Steyer makes the case in this urgent, optimistic roadmap to a net-zero future.

AI in Investment Management: 5 Lessons From the Front Lines

Explore how AI is reshaping investment management through augmentation, strategic insight, explainability, and evolving investor competencies.

Private Equity at a Crossroads: A Conversation with Ludovic Phalippou

Oxford professor Ludovic Phalippou challenges the private equity status quo in a candid discussion on performance, transparency, and the future of the industry.

AI Bias by Design: What the Claude Prompt Leak Reveals for Investment Professionals

A leaked AI system prompt reveals hidden biases in Claude's outputs. What every investment professional should know about using LLMs effectively.

The Missing Link in Cross-Border Healthcare M&A: Finance-Led Integration

Finance teams play a vital role in cross-border healthcare M&A. This blog offers a framework for driving integration success through strategic finance.

Geopolitical Change: Investors Should Focus on the Long Term

In our interconnected world, geopolitical events — ranging from trade disputes and regulatory shifts to conflicts and pandemics — capture headlines and influence market sentiments. As investment professionals, it’s crucial for us to understand these dynamics without… READ MORE ›

Retirement Readiness in Focus: Key Actions for DC Plan Success in 2025

As market conditions, workforce demographics, and regulatory landscapes evolve, continuous assessment and strategic decision-making will be key for DC plan success.