Enterprising Investor
CFA Institute
Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals.
Episodes
Mentioned books
May 2, 2012 • 12min
China: Nothing Is Investable, but Everything Is Tradable!
In episode #151, Fraser Howie discusses fundamental issues with China's banking system. Specifically, he explains China's continual creation of superficial solutions to problems, which often fail to solve the underlying issues.
Apr 30, 2012 • 10min
Dark Pools and Market Transparency
In episode #154, Frédéric Romand discusses the role of dark pools and their relative merits and drawbacks in the context of equity market investing. The importance of transparency and information quality is also addressed, along with efforts to achieve more consistent regulation.
Apr 25, 2012 • 12min
The MENA Economy: One Year after the Arab Spring
In episode #153, Henry T. Azzam shares his views on economic prospects of the Middle East and North Africa (MENA) region one year after the Arab Spring.
Apr 18, 2012 • 10min
The Good, the Bad, the Ugly of Target-Date Retirement Funds
In episode #148, Thomas M. Idzorek, CFA, discusses the problems associated with benchmarking these instruments and outlines a glide path stability score. Although target-date retirement funds are a ubiquitous retirement planning tool, their glide paths vary considerably from one provider to the next. Moreover, the glide paths themselves tend to change over time.
Apr 11, 2012 • 9min
Defining, Motivating, and Achieving Client Engagement
In episode #149, Julie Littlechild discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients become your most ardent advocates.
Apr 4, 2012 • 11min
A New Take on Behavioral Finance
In episode #147, Greg B. Davies explains the concept of behavioralizing finance and the implications for the wealth management industry.
Mar 28, 2012 • 14min
Best Practices in Managing Outliers in the Investment Industry
In episode #145, Keith Robinson provides practical advice on how to identify outliers, discusses the impacts they can have on a firm's culture, and offers best practices and strategies in managing outliers.
Mar 21, 2012 • 17min
India's Opportunities in Tomorrow's World
In episode #146, Clint R. Laurent discusses how the resolution of sovereign debt problems in the United States and the Eurozone will affect economic activity and the flows of trade and finance across the globe.
Mar 14, 2012 • 13min
Trends in Algorithmic Trading and Developments in Asia
In episode #144, Giorgio Valente discusses recent trends in algorithmic and high frequency trading and related developments in the Asia Pacific region.
Mar 8, 2012 • 9min
Turning Colleagues into Partners in Complying with the GIPS Standards
In episode #128, Ann F. Putallaz, CIPM, discusses the role of an investment performance leader, or GIPS champion, within a GIPS compliant firm.
