Highlights

Each month Portfolio Management Research showcases the most noteworthy articles from across its titles.

Do Options Belong in the Portfolios of Individual Investors?

Victor Haghani, Vladimir Ragulin, and James White

The Journal of Derivatives, Special Issue: Derivatives in Asset Management, Summer 2022
Direct Indexing: A Point Solution for Global Crises

Dave Nadig

The Journal of Beta Investment Strategies, Special Issue: Direct Indexing, Summer 2022
Time Goes by So Fast: Reflections on 30 Years of The Journal of Investing

M. Barton Waring

The Journal of Investing 30th Aniversary Issue, June 2022
Derivatives in Asset Management

Frank Fabozzi, Joe Pimbley, Sebastien Page, Shakhar Karnik, and Sameer Kackar

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The continuum of indexing to active: Decisions, not debates

Brian Bruce, Ben Johnson, Craig J. Lazzara, and James J. Rowley Jr.

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Beyond a Morality Tale: Reassessing ESG Investing

Edward N. W. Aw, Cristina Carroll, John Q. Jiang and Gregory Y. Sivin

The Journal of Wealth Management, Summer 2022
An Artificial Intelligence–Based Industry Peer Grouping System

George Bonne, Andrew W. Lo, Abilash Prabhakaran, Kien Wei Siah, Manish Singh, Xinxin Wang, Peter Zangari and Howard Zhang

The Journal of Financial Data Science, Spring 2022
Mass Customization of Asset Allocation

Tarek Issaoui, Romain Perchet, Olivier Retière, François Soupé, Chenyang Yin and Raul Leote de Carvalho

The Journal of Investing April 2022
Derivatives in Asset Management

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Inflation Risk Premium

Jamil Baz, Josh Davis, Jerry Tsai and Ziqi Zhang

The Journal of Portfolio Management April 2022
Central Bank Monetary Tones and Yields

Musa Amadeus, Rajeev Bhargava, Tim Graf, Michael Guidi, Michael Metcalfe, Gideon Ozik and Ronnie Sadka

The Journal of Fixed Income Spring 2022
ESG Performance of Privately-Held versus Publicly-Listed Firms: How Do US Private Firms Perform?

Maretno A. Harjoto and Clemens E. Kownatzki

The Journal of Impact and ESG Investing, Spring 2022

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