Enterprising Investor

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Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets 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. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst

Evolution of Risk Reporting: What’s Next?

Nov 30, 2011

In episode #129, Frances Barney, CFA, reveals the latest trends in risk reporting, which lead to increased transparency and control exposures.

Evaluating Performance Attributions and New Models to Measure Risk

Nov 16, 2011

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.

Applying Institutional Principles in the Wealth Management Industry

Nov 9, 2011

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.

Incorporating Environmental, Social, and Governance Standards in Emerging Market Companies

Nov 1, 2011

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.