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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, Guiding Assets 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. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

Mar 29, 2017

In Episode #305, Keisuke Ito, CFA, head of investment technology at Mizuho–DL Financial Technology, shares his perspectives.

Robo advice is all the rage in wealth management, particularly in developed markets such as the United States. What is the potential for robo advice in Japan and the rest of Asia?...


Mar 13, 2017

In Episode #304, Anthony Serhan, managing director of the Asia Pacific Research Strategy at Morning Star, will provide his insights into these important questions that will shape the “future of investment advice.”

The need and demand for attention toward the end client has never been higher. Investment advice is one...