Practical analysis for investment professionals
“ESG, Motherhood, and Apple Pie”? Seven ESG Policy Questions

Is there a performance penalty for ESG investing? Is it logical to lump E, S, and G together?

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

The pandemic has made meetings more personal, technology more integral, and advice more holistic.

Are Cheaper Funds Really Better Bets?

Investors should be agnostic to absolute fees, and instead rank investment options on their value added net of costs.

The End of Accounting? Sustaining Financial Reporting

The explanatory power of the financial information reported to investors for market valuation has plummeted in recent decades.

Dollar-Cost Averaging (DCA): A Reappraisal

Now is a good time to revisit the logic of dollar-cost averaging (DCA) in investing.

Top 10 Posts from 2020: COVID-19, The Silent Depression, Damodaran

What Enterprising Investor articles most resonated with readers in 2020?

Book Review: Active Investing in the Age of Disruption

Evan L. Jones’s vantage point as a manager of managers brings invaluable insight to the most vital issues facing investment professionals.

The COVID Catapult: Four Trends Upending the Status Quo for Women

The burdens of COVID-19 have fallen disproportionately on women. But the pandemic's impact has not been entirely negative.

The Truthiness of ESG Criticism

Two critiques of environmental, social, and governance (ESG) investing have a truthiness quality to them.

Myths of Private Equity Performance: Part III

Private equity is not more resilient than other asset classes. Quite the opposite.



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