Achieving Net Zero

Investment Innovations Toward Achieving Net Zero

More than 50 authors from the United States, Europe, and Asia collaborated on 16 research projects. Learn More

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A Reality Check on Private Markets: Part III

A Reality Check on Private Markets: Part III

How does the internal rate of return (IRR) work and why do investors need to be careful not to view the metric as an equivalent measure to a rate of return on investments? Ludovic Phalippou, PhD, offers a critical examination of how IRR is often misinterpreted in private markets. In this second of his three-part series, he shares a simple smell test investors can use to evaluate fund managers’ performance claims.
Low Probability of Loss: Why It Doesn’t Equal Low Risk in Investing

Low Probability of Loss: Why It Doesn’t Equal Low Risk in Investing

Explore the nuanced world of investment risk with Sandeep Srinivas, CFA. He makes his Enterprising Investor debut with a post that dives into the difference between low probability and low risk, offering practical strategies for managing leverage and safeguarding capital. Learn why focusing on strong balance sheets and avoiding extreme payoffs can lead to sustainable, long-term success.
From Equities to Real Assets: Key Trends Shaping Multi-Asset Investment

From Equities to Real Assets: Key Trends Shaping Multi-Asset Investment

As global capital stock surpasses $795 trillion, the trends shaping multi-asset investing are clearer than ever. Diversification, alternative investments, and liquidity management are no longer optional. They are essential for navigating today’s increasingly complex markets. Markus Schuller, Nithunraj Periasamy, and Andrea Vacchino discuss how tools like the Global Capital Stock benchmark are helping investors optimize portfolios in an increasingly complex financial landscape.

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