Enterprising Investor

CFA Institute

Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Enterprising Investor 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.

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Enterprising Investor

Episodes (555)

Mar 15th Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts
Mar 1st Stefan Sharkansky: The Only Other Spending Rule Article You Will Ever Need
Feb 15th Roger Urwin: What a Total Portfolio Approach Looks Like in Practice

Enterprising Investor

Mar 15, 2026
19½ minutes
43 MB

Market volatility and relentless news cycles can cause even confident investors to second-guess their risk tolerance. Raluca Filip, CFA, joins guest host Cathy Scott to explore why clients hesitate, reverse decisions, or suddenly reassess their appetite for risk — and how advisors can respond in those pivotal moments. Drawing on her work with financial professionals, Filip explains the psychology behind shifting risk perceptions, particularly among investors shaped by prolonged bull markets. She highlights the gap between imagining a downturn and actually living through one, and why traditional risk questionnaires often fall short when emotions take hold. The conversation of...

Enterprising Investor

Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts

CFA Institute

00:00 -18:39