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 following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story.  CFA Institute’s Matt Orsagh, CFA, CIPM spoke with Mark Van Clieaf, Managing Director of FutureZero. In this podcast,… READ MORE ›

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

The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story. CFA Institute’s Senior Director Matt Orsagh, CFA, CIPM, spoke with Mark Van Clieaf, Managing Director of FutureZero. In this podcast,… READ MORE ›

There’s a lot to be discovered in Glasgow, the host city of the 2021 United Nations Climate Change Conference (COP26). But there’s certainly no magic… READ MORE ›

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

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.

“Over-boarding,” which is the practice of individuals serving on several boards at the same time, is more common in Hong Kong SAR than in many other industrial markets.

How have correlations between the Shanghai Composite Index and the Hang Seng and their global counterparts developed over the last 25 years?

The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story. CFA Institute’s Matt Orsagh, CFA, CIPM spoke with Grace Hui, head of Green and Sustainable Finance at Hong Kong… READ MORE ›