Mutual fund performance
- Are Actively Managed Mutual Funds Per Se Imprudent Choices for 401(k) Plans?Atanu Saha and Heather RobertsThe Journal of Retirement July 2019, 7 (1) 58-77; DOI: https://doi.org/10.3905/jor.2019.1.054
- The “Small World” of Private Equity FundsGianfranco Gianfrate and Francesco BrambatiThe Journal of Private Equity February 2019, 22 (2) 27-35; DOI: https://doi.org/10.3905/jpe.2019.22.2.027
- Factor Investing from Concept to ImplementationEduard van Gelderen, Joop Huij and Georgi KyosevThe Journal of Portfolio Management February 2019, 45 (3) 125-140; DOI: https://doi.org/10.3905/jpm.2019.45.3.125
- Corporate Social Responsibility Exposure and Performance of Mutual FundsXi Dong, Shu Feng, Sitikantha Parida and Zhihong WangThe Journal of Investing January 2019, 28 (2) 53-65; DOI: https://doi.org/10.3905/joi.2019.28.2.053
- Should Investors Care About Mutual Fund Governance Quality?: Evidence From Morningstar Stewardship RatingsJonathan Handy, Hunter Nichols and Thomas SmytheThe Journal of Wealth Management October 2018, 21 (3) 44-58; DOI: https://doi.org/10.3905/jwm.2018.1.065
- Cost Efficiencies in the Management of Commodity Mutual FundsD.K. Malhotra, Tim Mooney and Raymond PoteauThe Journal of Wealth Management October 2018, 21 (3) 59-70; DOI: https://doi.org/10.3905/jwm.2018.21.3.059
- The Total Expense Ratio: The Reality of Distribution Fees—“Behind the Mutual Fund Curtain”John A. HaslemThe Journal of Wealth Management October 2018, 21 (3) 37-43; DOI: https://doi.org/10.3905/jwm.2018.21.3.037
- When Does Capitalization Weighting Outperform? Factor-Based ExplanationsRoger Clarke, Harindra de Silva and Steven ThorleyThe Journal of Index Investing August 2018, 9 (2) 6-17; DOI: https://doi.org/10.3905/jii.2018.1.062
- The Impact of Ross’s Exploration of APT on Our ResearchEdwin J. Elton and Martin J. GruberThe Journal of Portfolio Management June 2018, 44 (6) 98-107; DOI: https://doi.org/10.3905/jpm.2018.44.6.098
- Following the Followers: Mutual Fund Performance When Managers Follow Analyst CoverageGerald AbdesakenThe Journal of Index Investing May 2018, 9 (1) 36-48; DOI: https://doi.org/10.3905/jii.2018.9.1.036
Pages
Explore our content to discover more relevant research
- Security analysis and valuation
- Fixed income and structured finance
- Project finance (29)
- Factors, risk premia
- Factor-based models (58)
- Style investing (10)
- Other (11)
- Portfolio management/multi-asset allocation
- Portfolio theory (60)
- Portfolio construction (261)
- ESG investing (58)
- Manager selection (31)
- Other (30)
- Quantitative methods
- Statistical methods (201)
- Simulations (39)
- Quantitative methods (185)
- Risk management
- Tail risks (24)
- Risk management (126)
- Real assets/alternative investments/private equity
- Real estate (32)
- Commodities (56)
- Other real assets (30)
- Currency (27)
- Private equity (119)
- Long-term/retirement investing
- Wealth management (102)
- Retirement (165)
- Social security (17)
- Pension funds (25)
- Other (5)
- Performance measurement
- Performance measurement (317)
- Legal/regulatory/public policy
- International Investing
- Derivatives
- Options (123)
- Credit default swaps (27)
- Other (45)
- Mutual funds/passive investing/indexing
- Other (91)