Review

Book Review: Smart(er) Investing | CFA Institute Enterprising Investor

November 23, 2023

Smart(er) Investing: How Academic Insights Propel the Savvy Investor. 2019. Elisabetta Basilico, PhD, CFA, and Tommi Johnsen, PhD, Palgrave Macmillan. Editor’s Note: The reviewer and the primary author of the…

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Book Review: Achieving Investment Excellence

Achieving Investment Excellence: A Practical Guide for Trustees of Pension Funds, Endowments and Foundations. 2019. Kees Koedijk, Alfred Slager, and Jaap van Dam. John Wiley & Sons. Most investment books…

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Book Review: The Income Factory

The Income Factory: An Investor’s Guide to Consistent Lifetime Returns. 2020. Steven Bavaria. McGraw-Hill Education. Professional investors can find unique, well-differentiated ideas among the abundant output of many contributors to…

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Book Review: The Joys of Compounding

The Joys of Compounding: The Passionate Pursuit of Lifelong Learning. 2020. Gautam Baid, CFA. Columbia Business School Publishing. In The Joys of Compounding: The Passionate Pursuit of Lifelong Learning, Gautam…

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Book Review: Financial Markets and Institutions

Financial Markets and Institutions: A European Perspective (fourth edition). 2020. Jakob de Haan, Dirk Schoenmaker, and Peter Wierts. Cambridge University Press. Financial Markets and Institutions: A European Perspective is intended…

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Book Review: Seeking Virtue in Finance

Seeking Virtue in Finance: Contributing to Society in a Conflicted Industry. 2020. J.C. de Swaan. Cambridge University Press. J.C. de Swaan, an investment practitioner who teaches business ethics to Princeton…

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Book Review: Active Investing in the Age of Disruption

Active Investing in the Age of Disruption. 2020. Evan L. Jones. John Wiley & Sons. Aggressive central bank intervention and accelerating innovation have increased the difficulty of generating alpha from…

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Book Review: Advances in Retirement Investing

Advances in Retirement Investing. 2020. Lionel Martellini and Vincent Milhau. Cambridge University Press, Elements in Quantitative Finance Series. This is an essential source for cohesive retirement investment strategies based on…

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Book Review: Too Smart for Our Own Good

Too Smart for Our Own Good: Ingenious Investment Strategies, Illusions of Safety, and Market Crashes. 2018. Bruce I. Jacobs. McGraw Hill Education. Too Smart for Our Own Good is a…

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Book Review: Fed Watching for Fun and Profit

Fed Watching for Fun & Profit: A Primer for Investors. 2020. Edward Yardeni. YRI Press. Fed Watching for Fun & Profit: A Primer for Investors provides a detailed explanation of…

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