Preview Mode Links will not work in preview mode

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 

  1. All Episodes
  2. 2021
  3. 06

Is the 60/40 Portfolio Dead?

Jun 30, 2021

Sébastien Page, CFA, head of the Global Multi-Asset division at T. Rowe Price and author of “Beyond Diversification,” discusses the importance of asset allocation and diversification, why investors should go beyond diversification, and whether the 60/40 portfolio is dead.

▶️ Subscribe to the Take 15 Podcast...

Read More

Finding a Goldilocks Solution for Remote Work

Jun 16, 2021

In episode #466 Robert C. Pozen, a senior lecturer at MIT Sloan School of Management and renowned corporate speaker on productivity, discusses his latest book, “Remote Inc.: How to Thrive at Work Wherever You Are.” He explains how employees should decide which days to come to the office and what challenges managers...

Read More

Biodiversity Loss is a Key Risk for Investors

Jun 2, 2021

Awareness of biodiversity loss is increasing, but climate change still dominates investors’ discourse on the environment. Joel Clement, a senior fellow at the Harvard Kennedy School’s Belfer Center for Science and International Affairs, explains why we need to focus urgently on the biodiversity crisis. He also...

Read More