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
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.
Oct 26, 2011 • 7min
Is Liquidity the Missing Equity Investment Style?
In episode #123, Roger Ibbotson argues that a liquidity strategy meets the criteria for a legitimate and sustainable style with clear performance advantages.
Oct 19, 2011 • 14min
Why Is Leadership Critical to Your and Your Firm's Success?
In episode #121, James Ware, CFA, discusses the importance of leadership skills in the investment industry in light of the recent global financial crisis, how firm culture contributes to (or detracts from) success, and critical skills investment professionals need in today's climate.
Oct 12, 2011 • 12min
Rebalancing: What's Next for the China Growth Story?
In episode #120, Michael Pettis reviews the growth track record of China over the past decades and discusses how rebalancing from an investment and export driven economy to a more consumption focused economy could take place going forward. He also discusses Renminbi internationalization and the impact that China's rebalancing could have on Australia and similar commodity exporting countries.
