Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


Still Learning to Fish: Three Years On

I held my first book in my hands in the spring of 2016. However improbable it was for me to write one, there it was.

Margaret Franklin, CFA: Diversity Drives Better Investor Outcomes

Margaret Franklin, CFA, calls on the investment industry to not only deliver alpha but also to drive positive change.

East African Capital Markets: Three Lessons

A speaker's tour in East Africa gave Markus Schuller a compelling window into how four rising economies are working to find a place for their nascent finance sectors in global capital markets.

Responsible Innovation: How Can European Asset Managers Lead?

How can firms and practitioners adapt to the challenges confronting the investment industry? Responsible innovation may hold part of the answer.

Socially Responsible Investing (SRI): The Insiders’ Take

Leaders in socially responsible investing (SRI) shared their in-the-trenches perspective on this evolving space.

Book Review: The Ethical Investor’s Handbook

That investing responsibly is complicated does not imply that investors should abandon the effort, in Morten Strange’s view.

Top 10 Posts from 2019: Damodaran, Marks, Shiller, and Buffett

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

Gender Lens Investing: A Sector Analysis

What does the AUM-weighted sector distribution of gender lens equity funds look like?

Letters to Tony: What Is a Fair Fee for Financial Advice?

Too often advisers fail to explain investment topics in simple, no-nonsense language. This series seeks to address that.

Investing in the Age of Engagement

Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”