Enterprising Investor

In episode #151, Fraser Howie discusses fundamental issues with China's banking system. Specifically, he explains China's continual creation of superficial solutions to problems, which often fail to solve the underlying issues.

In episode #154, Frédéric Romand discusses the role of dark pools and their relative merits and drawbacks in the context of equity market investing. The importance of transparency and information quality is also addressed, along with efforts to achieve more consistent regulation.

In episode #153, Henry T. Azzam shares his views on economic prospects of the Middle East and North Africa (MENA) region one year after the Arab Spring.

In episode #148, Thomas M. Idzorek, CFA, discusses the problems associated with benchmarking these instruments and outlines a glide path stability score. Although target-date retirement funds are a ubiquitous retirement planning tool, their glide paths vary considerably from one provider to the next. Moreover, the glide paths themselves tend to change over time.

In episode #149, Julie Littlechild discusses how enhancing client engagement can support referrals and how to increase the likelihood that your clients become your most ardent advocates.

In episode #147, Greg B. Davies explains the concept of behavioralizing finance and the implications for the wealth management industry.

In episode #145, Keith Robinson provides practical advice on how to identify outliers, discusses the impacts they can have on a firm's culture, and offers best practices and strategies in managing outliers.

In episode #146, Clint R. Laurent discusses how the resolution of sovereign debt problems in the United States and the Eurozone will affect economic activity and the flows of trade and finance across the globe.

In episode #144, Giorgio Valente discusses recent trends in algorithmic and high frequency trading and related developments in the Asia Pacific region.

In episode #128, Ann F. Putallaz, CIPM, discusses the role of an investment performance leader, or GIPS champion, within a GIPS compliant firm.