Enterprising Investor
CFA InstituteEnterprising 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.
| Publishes | Twice monthly | Episodes | 555 | Founded | 18 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessNon-Profit | |||
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Latest Episodes
Market volatility and relentless news cycles can cause even confident investors to second-guess their risk tolerance. Raluca Filip, CFA, joins guest host Cathy Scott to explore why clients hesitate, reverse decisions, or suddenly reassess their appet... more
Is it time to move beyond the 4% rule?
Stefan Sharkansky joins host Mike Wallberg, CFA, to discuss his Financial Analysts Journal article, "The Only Other Spending Rule Article You Will Ever Need," and why retirement income planning may require a m... more
What does a total portfolio approach look like inside an investment organization?
Roger Urwin, Global Head of Investment Content at Willis Towers Watson, describes how TPA functions in practice, from new roles like the Chief Total Portfolio Officer... more
Roger Urwin, Global Head of Investment Content at Willis Towers Watson, reflects on how leading asset owners are rethinking strategic asset allocation amid faster regime change, rising systemic risk, and growing complexity. In a conversation hosted b... more
Key Facts
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Reviews
- Really enjoy this podcast
Smart, clear and worth the listen. The conversations are thoughtful and relevant, and I always walk away with something I can apply right away.
Apple Podcasts5Antipasti13
United States2 months ago - Great content
Found this show recently. Some really top flight guests and solid content. Highly recommended!
Apple Podcasts5JoanieUSAUnited States3 years ago - Great podcast
Love the content. Keep up the good work!
Apple Podcasts5Machellek18United States3 years ago - Episodes run too long
In the first episode they say each episode will be 25 minutes max. 2nd episode: 35 minutes long. Stick to your promises!
Apple Podcasts1JSaul1United States4 years ago - Happy I found this
found this show recently. I’m been a CFA for almost a decade but didn’t know this existed. Great content and top tier guests. Look forward to more investment focused contents. Just lay off the climate and ESG stuff. Too much of that lately.
Apple Podcasts5GrantInCaliUnited States5 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #52 | United States/Business/Non-Profit |
Apple Podcasts | #14 |  Canada/Business/Non-Profit |
Apple Podcasts | #63 |  United Kingdom/Business/Non-Profit |
Apple Podcasts | #55 |  France/Business/Non-Profit |
Apple Podcasts | #59 |  Italy/Business/Non-Profit |
Apple Podcasts | #104 |  Australia/Business/Non-Profit |
Talking Points
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Audience Metrics
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Frequently Asked Questions About Enterprising Investor
What is Enterprising Investor about and what kind of topics does it cover?
This podcast focuses on conversations surrounding the investment management industry, featuring insights from leading experts, practitioners, and thought leaders in finance. Frequent themes include strategies for asset allocation, the nuances of behavioral finance, risk management, and the implications of emerging technologies like artificial intelligence. The discussions often highlight the importance of adaptation in investment strategies in the face of complex global influences, including geopolitical risks and sustainability factors. Furthermore, episodes uniquely blend practical guidance with theoretical frameworks, catering to both seasoned professionals and those newer to the finance sector, making it an engaging resource for anyone ... more
Where can I find podcast stats for Enterprising Investor?
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How many listeners does Enterprising Investor get?
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What are the audience demographics for Enterprising Investor?
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How many subscribers and views does Enterprising Investor have?
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Which podcasts are similar to Enterprising Investor?
These podcasts share a similar audience with Enterprising Investor:
1. Capital Allocators – Inside the Institutional Investment Industry
2. Masters in Business
3. The Memo by Howard Marks
4. Odd Lots
5. Exchanges
How many episodes of Enterprising Investor are there?
Enterprising Investor launched 18 years ago and published 555 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Enterprising Investor?
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Where can I see ratings and reviews for Enterprising Investor?
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How do I access podcast episode transcripts for Enterprising Investor?
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What guests have appeared on Enterprising Investor?
Recent guests on Enterprising Investor include:
1. Raluca Filip
2. Stefan Sharkansky
3. Roger Irwin
4. Ashley Herd
5. Anna Martirosyan
6. Greg Fisher
7. Victor Haghani
8. Richard Bookstaber
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.