Enterprising Investor
Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


Synthetic Risk Transfers Are the Talk of the Town. But Are They as Scary as They Look?

SRTs help banks free up capital, but growing use has raised concerns about rollover risk, investor concentration, and leverage.

Research and Policy Center Top 10 Publications from 2025

These popular publications from CFA Institute Research and Policy Center offer practical insight for leaders shaping investment decisions.

Public Blockchain Settlement: From Pilot to Modernized Market Structure

Major financial institutions are advancing blockchain-based settlement, signaling gradual but meaningful change in market infrastructure.

LDI in Frontier Markets: Building Resilience, the Nigeria Case Study

Nigeria’s experience with LDI offers lessons for building financial resilience and managing long-term investment risks in frontier markets.

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.