Practical analysis for investment professionals

Investment Decision Making


Rupal J. Bhansali: Insist on the “And” Proposition

Rupal J. Bhansali of Ariel Investments says that contrarian value investors refuse to settle for sub-optimal compromises.

Data Science Will Transform the Investment Industry: Are You Prepared?

Here is a scenario: You are the portfolio manager of an active equity fund. You wake up one morning to the news that a labor strike is delaying flights at an airline in your portfolio.

US Corporate Tax Cuts: Investors Should Request Companies Include Income Tax Footnote with 2017 Earnings Release

Investors need to request that the companies they invest in include the income tax footnote along with their 2017 earnings release. Sandra Peters, CFA, explains why.

All Roads Lead to China and Emerging Markets

"We are in a land of pure imagination," when it comes to US equities, says Mark Yusko. “We have been on an escalator up and will be taking an elevator down.” Investors need to look to China and other emerging markets for returns.

Best of 2017: Behavioral Finance and India

In his roundup of the best content of 2017, Shreenivas Kunte, CFA, focuses on Richard H. Thaler and other compelling behavioral finance-related content as well the most insightful stories from India.

Machine Learning: Changing the Game for Women in 2018

Female-focused machine learning, powered by new hardware and software, will be a key trend for 2018 and beyond, says Barbara Stewart, CFA.

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

For Better Valuations, Avoid These Five Behavioral Mistakes

Investment strategist Michael Mauboussin explains how investors could generate more accurate valuations and improve their investment decision making by avoiding common behavioral pitfalls.

Financial Market History Can Help Today’s Investors

What do practitioners need to know about financial market history? Nathan Jaye, CFA, interviews David Chambers and Elroy Dimson, editors of Financial Market History: Reflections on the Past for Investors Today, for their insights on this question.

Book Review: Behavioral Risk Management

The author proposes debiasing techniques that can improve the practice of operational risk management by countering behavioral biases.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close