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 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.
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.
Dec 15, 2011 • 6min
Valuation: Lessons Learned from the Crisis
In episode #135, Steven J. Sherman discusses the role of the International Valuation Standards Council and how it differs from that of the accounting standard setters.
Nov 30, 2011 • 8min
Evolution of Risk Reporting: What’s Next?
In episode #129, Frances Barney, CFA, reveals the latest trends in risk reporting, which lead to increased transparency and control exposures.
Nov 16, 2011 • 14min
Evaluating Performance Attributions and New Models to Measure Risk
In episode #127, Carl R. Bacon, CIPM, a performance measurement specialist, discusses the evolution of performance attribution, the latest developments in performance measurement, and the issue of ex post risk.
Nov 9, 2011 • 10min
Applying Institutional Principles in the Wealth Management Industry
In episode #126, What can the private client advisory arena learn from the institutional business? David B. Smith, CFA, draws on a career straddling the private wealth and institutional worlds to provide important lessons.
Nov 1, 2011 • 14min
Incorporating Environmental, Social, and Governance Standards in Emerging Market Companies
In episode #124, Helga Birgden discusses responsible investing practices in Asia Pacific and makes a comparison with those in Europe and North America. She also addresses the latest trends in ESG investing globally and in Asia Pacific and the implications for the investment industry, as well as other pertinent issues.
