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
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.
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.
