Practical analysis for investment professionals

Standards, Ethics & Regulations (SER)


Passive vs. Active Management: Three Myths in DC Plan Strategy Selection

Actively managed strategies should have a place at the core of well-designed retirement plans.

Machine Learning: Explain It or Bust

Interpretability is paramount in machine learning.

Growth in Sustainable Indices Proves Sustainable

The number of indices measuring ESG criteria continues to spike, Rick Redding, CFA, reports.

ESG Disclosure: How Can External Assurance Help Build Trust?

ESG assurance must replicate the knowledge and experience of external audit while avoiding its pitfalls.

Evergrande: Not So Grand Financial Statements?

Risks can be known in advance. You just need to be curious enough.

Market Resiliency, Capital Formation, and Investing for Our Future

The story of the markets over the last 10 years has been one of remarkable change. Yet economies are still struggling.

Female Advisers: Five Reasons Why They’re a Better Fit Than Ever

What are women investors asking their investment advisers as we emerge from the global pandemic?

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?



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