Investing

[ad_1] Trust makes the economy go ’round. There is a very good reason why financial statements must be audited by an external auditor: Because it builds trust. Sustainability and environmental, social, and governance (ESG) reporting is also undergoing external assurance in order to nurture trust. Ninety-one percent of 1,400 companies […]

[ad_1] As financial services firms scramble to keep pace with technological advancements like machine learning and artificial intelligence (AI), data governance (DG) and data management (DM) are playing an increasingly important role — a role that is often downplayed in what has become a technology arms race. DG and DM […]

[ad_1] To mark Enterprising Investor’s 10th anniversary, we have compiled retrospectives of our coverage of the most critical themes in finance and investing over the last decade. Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have […]

[ad_1] In an ideal world, the set of indices underlying a fixed index annuity (FIA) would remain unchanged throughout the product’s lifespan. Advisers would do their research, make recommendations, and continue to track the same set of indices. In reality, however, carriers sometimes withdraw an index from further investment, citing […]

[ad_1] Sustainable investing is very much on the minds of investors across the globe. That’s the key takeaway from the Index Industry Association (IIA)’s fifth annual survey of global independent index providers. By measuring the number of indices around the world from across asset classes, geographies, and categories, the annual […]

[ad_1] Advanced economies started cooling off about 50 years ago. Official data state it plainly. For the past two decades, most economies in North America and Europe have slowed to a crawl or stalled altogether. Real inflation-adjusted GDP compound annual growth rates (CAGR) in the United States went from 4.2% […]

[ad_1] Risk and reward in investing are often defined in terms of the nominal dollar value of the portfolio: dollar gains, dollar losses, dollar volatility, dollar value at risk, etc. But these are only indirectly related to the actual goals of individual or institutional investors. Might it be better to […]

[ad_1] Boom and Bust: A Global History of Financial Bubbles. 2020. William Quinn and John D. Turner. Cambridge University Press. Asset bubble identification is a common investment topic for news pundits, market analysts, and policymakers. Analysts hope to predict the next market crisis, yet bubbles are poorly defined. Therefore, many […]

[ad_1] Scope 3 disclosures are complex, and Category 15 (Investments) is an obscure segment intended to cover emissions that arise from one company having a stake in another (i.e., financial transactions). For most companies, this represents a proverbial footnote in their overall emissions profile. Indeed, given Category 15’s unique set […]

[ad_1] Default: The Landmark Court Battle over Argentina’s $100 Billion Debt Restructuring. 2024. Gregory Makoff. University of Georgetown Press. In his autobiography, preeminent financier William R. Rhodes notes a phrase inscribed on the gold Cross pen used by Nicaraguan authorities to sign off on their 1980s debt restructuring with private […]