Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


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?

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.

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.

Greenwashing at a Tipping Point: Marketing Jargon Brings Regulatory Risk

The environmental, social, and governance (ESG) fund industry reached a crossroads on 26 August 2021.

Book Review: 21st Century Investing

William Burckart and Steve Lydenberg, CFA, argue persuasively that systemic issues have important implications for future returns.

Concentration Risk on the Buy-Side of Credit Markets: The Causes

What are the effects of buy-side concentration on the structure of the corporate bond market?



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