Practical analysis for investment professionals

Investment Products and Asset Classes


Book Review: Expectations Investing

This revised and updated edition offers an insightful framework for identifying gaps between price and value.

The S-Curve: Bending the J-Curve in Private Equity

The J-curve narrative in private equity (PE) investments deserves a quiet obsolescence.

Fama and French: The Five-Factor Model Revisited

How well has Fama and French's five-factor model explained returns?

Book Review: Asset Allocation and Private Markets

Even investors who operate exclusively in public markets can benefit from the book’s thoughtful and sometimes unconventional takes.

Modern Variants of Capitalism, Part 2: Financial Capitalism

In financial capitalism, wealth is transaction-based rather than operational.

Growth in Sustainable Indices Proves Sustainable

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

When Indices Are Cut: What Withdrawals Teach about Risk-Control Index Design

Carriers sometimes withdraw an index from further investment. How can advisers explain such a decision to clients?

Dow 36,000! Crypto $3 Trillion! Charting a Wild Decade in Finance

Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have evoked?

The Mirage of Direct Indexing

Direct indexing seems like a free lunch that is too good to pass on. But is it?

Book Review: The Caesars Palace Coup

Max Frumes and Sujeet Indap provide a fascinating inside account of the distressed debt markets, including the strategies, the colorful personalities, and the complex relationships.



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