Academic Insights on Investing

Endowments have distinctive characteristics: they are truly long-term investors and they don’t have to pay taxes. One of the first-ever articles on endowment investing goes back to the mid-’50s with Carpenter (1956) and in 1974, Tobin

Obfuscation in Mutual Funds deHaan, Son, Xie and Zhu Journal of Accounting and Economics, 2021 A version of this paper can be found here Want to read our summaries of academic finance papers? Check out our Academic Research

The Misguided Beliefs of Financial Advisors Juhani T. Linnainmaa, Brian T. Melezer, and Alessandro Previtero Journal of Finance A version of this paper can be found here Want to read our summaries of academic finance papers?

How Global is Your Mutual Fund? International Diversification from Multinationals Irem Demirci, Miguel A. Ferreira, Pedro Matos, and Clemens Sialm Review of Financial Studies, 2021 A version of this paper can be found here Want to read

The Role of Factors in Asset Allocation Mark Kritzman Journal of Portfolio Management A version of this paper can be found here Want to read our summaries of academic finance papers? Check out our Academic Research Insight category

The rate of communication Huang, Hwang and Lou Journal of Financial Economics, 2021 A version of this paper can be found here Want to read our summaries of academic finance papers? Check out our Academic Research Insight category What

Impact Investing: Killing Two Birds with One Stone? Caseau and Grolleau Financial Analyst Journal, 2020 A version of this paper can be found here Want to read our summaries of academic finance papers? Check out our Academic Research

Factors and Risk Premia in Individual International Stock Returns Geert Bekaert, Eric Engstrom and Andrey Ermolov Journal of Financial Economics, 2021 A version of this paper can be found here Want to read our summaries of academic

Factor Investing in Sovereign Bond Markets: Deep Sample Evidence Baltussen, Martens and Penninga working paper, 2021 A version of this paper can be found here Want to read our summaries of academic finance papers? Check out our Academic

ESG as Waving Banners and as Pulling Plows Meir Statman Journal of Portfolio Management, 2020 A version of this paper can be found here Want to read our summaries of academic finance papers? Check out our Academic Research