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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?

What a Successful COP26 Conference Would Look Like

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 Disclosure: How Can External Assurance Help Build Trust?

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

The Role of Institutional Investors in Clean Energy

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 ›

To Make Finance Sustainable We Must Look Beyond COP26

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 ›

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.

More Independence Is Needed on Boards of Hong Kong SAR Companies

“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.

Chinese and World Stock Market Co-Movements: Two Findings

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

Hong Kong Asserts ESG Leadership

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 ›