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CFA Institute
Enterprising Investor
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, 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.
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Ratings & Reviews
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4.4 stars from 137 ratings
Great content
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“Found this show recently. Some really top flight guests and solid content. Highly recommended!”
JoanieUSA via Apple Podcasts ·
United States of America ·
06/25/23
Great podcast
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“Love the content. Keep up the good work!”
Machellek18 via Apple Podcasts ·
United States of America ·
01/01/23
Episodes run too long
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“In the first episode they say each episode will be 25 minutes max. 2nd episode: 35 minutes long. Stick to your promises!”
JSaul1 via Apple Podcasts ·
United States of America ·
07/07/22
Recent Episodes
In this episode of the Enterprising Investor podcast, guest host Ryan Munson discusses the 2024 edition of the Mercer CFA Institute Global Pension Index with Mercer's Executive Director of Investments and Global Chief Investment Strategist, Rich Nuzum, CFA. Rich, who has extensive experience in...
Published 11/15/24
Published 11/15/24
Founder and CEO of Essentia Analytics, Clare Flynn Levy, joins Mike Wallberg, CFA, to discuss the concept of the behavioral alpha score, a metric designed to assess an investor's decision-making skill. Drawing from her experience as an active equity fund manager, Clare explains the origins of the...
Published 11/01/24
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