Enterprising Investor

CFA Institute
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May 23, 2012 • 14min

Consumption vs. Investment: The Gigantic Task of Rebalancing the Chinese Economy and the Investment Implications

In episode #156, Professor Patrick Chovanec discusses the economic and investment implications involved in rebalancing the Chinese economy. He touches upon the current economic climate in light of the 2008 financial crisis with regards to China's infrastructure, a trend toward urban migration, and general investment trends since the crisis.
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May 16, 2012 • 13min

Free Markets in Russia

In episode #152, John T. Connor discusses how Russia's markets are more open and free than commonly thought. He also discusses the growth of the investable universe of companies over the past 15 years.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.

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