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
Feb 29, 2012 • 0sec
Global Demographic Trends and Investment Opportunities in Africa
In episode #139, Richard Hokenson discusses the investment implications of global demographic trends and the investment opportunities these trends represent for Africa.
Feb 22, 2012 • 10min
India: Rediscovery and Investment Outlook
In episode #143, Lord Meghnad Desai discusses his "rediscovered" historical perspective on India as well as the Indian economy, capital markets, and its people going forward and the implications for investment professionals.
Feb 15, 2012 • 8min
New Tool for Bond Managers: Leveraging on Equity Market Analysis to Outperform?
In episode #140, Dan diBartolomeo discusses how bond managers can leverage information in equity markets to improve performance.
Feb 8, 2012 • 0sec
Trends in Investment Reporting and Challenges in Performance Reporting to Private Wealth Clients
In episode #138, James M. Edmonds, CFA, sheds light on the intricacies and challenges of performance reporting for high-net-worth investors and financial advisers.
Feb 2, 2012 • 7min
Selecting and Implementing a Fixed-Income Attribution System
In episode #130, Ralf Hudert, CIPM, discusses practical issues selecting and implementing a fixed-income attribution system.
Jan 25, 2012 • 11min
The Benefits of Complying with the GIPS Standards
In episode #125, Iain W. McAra provides insight into the many benefits gained by firms claiming compliance with the Global Investment Performance Standards (GIPS).
Jan 18, 2012 • 13min
The New Normal, Cap-Weighted Indexing, and Passive Strategies in Europe and Asia
In episode #137, Lower expectations for economic growth and capital markets returns stem from increasing indebtedness and deficits, as well as from demographic trends in the "New Normal." Jason Hsu discusses the implications for passive index strategies and cap-weighted index investing and talks about how asset owners and investing institutions view these issues in Europe and Asia.
Jan 11, 2012 • 10min
The Case for Investing in Africa
Clifford D. Mpare, CFA, discusses which African nations have the most improved macro environments and how these factors can support equity investments. Mr. Mpare also explores valuation of African equities including long-term trends, sectors of interest, and company case studies, as well as the importance of diversification.
Dec 28, 2011 • 8min
ROE The Wrong Performance Measure for Banks (Take 15 Series)
In episode #132, Robert Jenkins cites the flaws in the traditional Return on Equity (ROE) measure in measuring bank financial performance and proposes some much needed alternatives.
Dec 21, 2011 • 10min
How Much Is the Financial Sector Contributing to the Real Economy?
In episode #133, Roger Bootle shares his views on concerns about the relative size of pay and performance in the financial sector as well as what needs to be done to address these concerns.
