Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


C-Suite Talks: Bill Browder

Were it a work of fiction, Bill Browder's story would stretch the bounds of credibility well beyond the breaking point.

Top Five Questions Non-US Citizen Clients Ask

US financial advisers will absolutely encounter foreign clients and should be ready to address their questions and concerns.

The Intangible Valuation Renaissance: Five Methods

Intangible assets are increasingly critical to corporate value, and new valuation methods need to be deployed to accurately calculate their worth.

Top 10 Posts from 2018: Chart Crimes, Political Divides, AI, and the Skill Ratio

What Enterprising Investor articles most resonated with readers this year? The results offer an illuminating look into the forces that shaped finance in 2018.

Timothy Geithner: The Financial Crisis 10 Years Later

Former US Treasury secretary Timothy Geithner sat down with Andrew W. Lo for an extraordinary conversation to mark the 10-year anniversary of the global financial crisis.

Women of Jeopardy! on Defining Success

As part of her research, Barbara Stewart, CFA, spoke to a particular group of women about how they feel about their intelligence, how they look at success, and what advice they’d give younger women.

Whistleblowing: The Risks and Rewards

“You do not wake up one morning saying, ‘Well, I am going to be a whistleblower,’” says Stephanie Gibaud.

Persistence That Just Ain’t So

Do private equity presentations overstate an ability to persist?

Bitcoin: New Asset Class or Pyramid Scheme?

Jonathan Harris, CFA, offers a searing critique of bitcoin and cryptocurrencies.



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