Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


500 Startups: How Diversity Drives Deals

Vera Futorjanski of 500 Startups discusses the value of diversity in an interview with Barbara Stewart, CFA.

Nuclear Risk and the Financial Markets

The financial community should work to reduce nuclear risks the same way it does those of climate change.

Exotic Indexes: Built to Sell or Built to Last?

There are now more than 70 times as many indexes as there are stocks. What does that mean for investors?

Women and Finance: Five Trends to Celebrate

To mark International Women's Day, Barbara Stewart, CFA, finds reason to celebrate.

Paul Volcker on Conflicts, Ethics, and the US Banking Industry

Paul Volcker considers the state of banking today in an interview with Exile on Wall Street author Mike Mayo, CFA.

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.



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