Meir Statman

Santa Clara University - Department of Finance

Glenn Klimek Professor of Finance

500 El Camino Real

Santa Clara, CA 95053

United States

SCHOLARLY PAPERS

67

DOWNLOADS
Rank 841

SSRN RANKINGS

Top 841

in Total Papers Downloads

41,673

SSRN CITATIONS
Rank 4,807

SSRN RANKINGS

Top 4,807

in Total Papers Citations

187

CROSSREF CITATIONS

92

Scholarly Papers (67)

1.

Consumer Confidence and Stock Returns

Santa Clara University Dept. of Finance Working Paper No. 02-02
Number of pages: 21 Posted: 21 Jul 2002
Meir Statman and Kenneth L. Fisher
Santa Clara University - Department of Finance and Fisher Investments, Inc.
Downloads 3,141 (5,469)
Citation 24

Abstract:

Loading...

Behavioral Finance, forecasting, tactical asset allocation, investor sentiment

Investor Overconfidence and Trading Volume

AFA 2004 San Diego Meetings
Number of pages: 52 Posted: 24 Oct 2003
Meir Statman, Steven Thorley and Keith Vorkink
Santa Clara University - Department of Finance, BYU Marriott School of Business and Brigham Young University - J. Willard and Alice S. Marriott School of Management
Downloads 3,028 (5,707)
Citation 43

Abstract:

Loading...

Investor Overconfidence and Trading Volume

The Review of Financial Studies, Vol. 19, Issue 4, pp. 1531-1565, 2006
Posted: 29 Feb 2008
Meir Statman, Steven Thorley and Keith Vorkink
Santa Clara University - Department of Finance, BYU Marriott School of Business and Brigham Young University - J. Willard and Alice S. Marriott School of Management

Abstract:

Loading...

3.

How Much Diversification is Enough?

Number of pages: 21 Posted: 25 Feb 2003
Meir Statman
Santa Clara University - Department of Finance
Downloads 2,832 (6,490)
Citation 4

Abstract:

Loading...

Diversification, portfolio choice

4.

The Cultures of Risk Tolerance

Number of pages: 23 Posted: 24 Jul 2010
Meir Statman
Santa Clara University - Department of Finance
Downloads 2,391 (8,445)
Citation 9

Abstract:

Loading...

behavioral finance, household finance, culture, cross-cultural, risk tolerance, trust, individualism, collectivism, uncertainty avoidance, harmony, mastery, egalitarian, hierarchical

5.

Questionnaires of Risk Tolerance, Regret, Overconfidence, and Other Investor Propensities

SCU Leavey School of Business Research Paper No. 10-05
Number of pages: 28 Posted: 09 Feb 2010 Last Revised: 15 Mar 2012
Carrie H. Pan and Meir Statman
Santa Clara University - Department of Finance and Santa Clara University - Department of Finance
Downloads 2,123 (10,255)
Citation 21

Abstract:

Loading...

Risk tolerance, Overconfidence, Hindsight, Regret, Trust, Maximization, Portfolio Theory, Behavioral Finance, Financial Advisors

6.

Affect in a Behavioral Asset Pricing Model

Number of pages: 26 Posted: 17 Feb 2008
Meir Statman, Kenneth L. Fisher and Deniz Anginer
Santa Clara University - Department of Finance, Fisher Investments, Inc. and Simon Fraser University (SFU)
Downloads 1,913 (12,154)
Citation 7

Abstract:

Loading...

asset pricing models, market efficiency, behavioral finance, emotions, cognitive biases

7.

The Wages of Social Responsibility

Number of pages: 35 Posted: 03 Apr 2009
Meir Statman and Denys Glushkov
Santa Clara University - Department of Finance and University of Pennsylvania - The Wharton School, Wharton Research Data Services (WRDS)
Downloads 1,804 (13,343)
Citation 58

Abstract:

Loading...

socially responsible investing, behavioral finance, market efficiency, sin stocks, environment, employee relations, governance

8.
Downloads 1,715 ( 14,479)
Citation 2

Socially Responsible Investments

Number of pages: 52 Posted: 28 Jun 2007
Meir Statman
Santa Clara University - Department of Finance
Downloads 1,536 (16,825)
Citation 6

Abstract:

Loading...

socially responsible investing, behavioral finance, investor behavior, asset pricing model, market efficiency, portfolios

Socially Responsible Investments

Journal of Investment Consulting, Vol. 8, No. 2, pp. 17-37, Summer 2007
Number of pages: 21 Posted: 02 Dec 2007 Last Revised: 16 Nov 2015
Meir Statman
Santa Clara University - Department of Finance
Downloads 179 (233,239)

Abstract:

Loading...

Socially Responsible Investing, Behavioral Finance, Investor Behavior, Asset Pricing Model, Market Efficiency, Portfolios

9.

Socially Responsible Indexes: Composition and Performance

Number of pages: 38 Posted: 22 Apr 2005
Meir Statman
Santa Clara University - Department of Finance
Downloads 1,600 (16,069)
Citation 15

Abstract:

Loading...

socially responsible investing, market efficiency, asset pricing, portfolios, behavioral finance

10.

Buffett in Foresight and Hindsight

Santa Clara University Working Paper No. 00/01-37
Number of pages: 20 Posted: 22 Jul 2001
Meir Statman and Jonathan Scheid
Santa Clara University - Department of Finance and Assante Asset Management Inc.
Downloads 1,441 (18,826)
Citation 2

Abstract:

Loading...

Buffett, Cognitive Biases, Behavioral Finance, Market Efficiency, Performance Evaluation

11.

What Do Investors Want?

Number of pages: 22 Posted: 15 Oct 2004
Meir Statman
Santa Clara University - Department of Finance
Downloads 1,312 (21,664)
Citation 21

Abstract:

Loading...

Behavioral portfolio theory, utilitarian characteristics, behavioral asset pricing theory, behavioral finance

12.

Stocks of Admired Companies and Spurned Ones

SCU Leavey School of Business Research Paper No. 10-02
Number of pages: 17 Posted: 24 Jan 2010
Meir Statman and Deniz Anginer
Santa Clara University - Department of Finance and Simon Fraser University (SFU)
Downloads 1,163 (25,911)
Citation 6

Abstract:

Loading...

behavioral finance, investor behavior, efficient market theory, affect

13.

Questionnaires of Risk Tolerance, Regret, Overconfidence, and Other Investor Propensities

Journal of Investment Consulting, Vol. 13, No. 1, 54-63, 2012
Number of pages: 10 Posted: 22 Sep 2012
Carrie H. Pan and Meir Statman
Santa Clara University - Department of Finance and Santa Clara University - Department of Finance
Downloads 1,086 (28,598)

Abstract:

Loading...

Risk tolerance, Overconfidence, Hindsight, Regret, Trust, Maximization, Portfolio Theory, Behavioral Finance, Financial Advisors

14.
Downloads 934 ( 35,436)
Citation 4

Investor Personality in Investor Questionnaires

Journal of Investment Consulting, Vol. 14, No. 1, pp. 48-56, 2013
Number of pages: 10 Posted: 08 May 2013
Carrie H. Pan and Meir Statman
Santa Clara University - Department of Finance and Santa Clara University - Department of Finance
Downloads 581 (65,750)

Abstract:

Loading...

Risk tolerance, Overconfidence, Hindsight, Regret, Trust, Maximization, Portfolio Theory, Behavioral Finance, Financial Advisors

Investor Personality in Investor Questionnaires

Number of pages: 23 Posted: 14 Mar 2012
Carrie H. Pan and Meir Statman
Santa Clara University - Department of Finance and Santa Clara University - Department of Finance
Downloads 353 (119,217)
Citation 8

Abstract:

Loading...

15.
Downloads 914 ( 36,566)
Citation 10

Global Diversification

Number of pages: 19 Posted: 15 Oct 2004
Meir Statman and Jonathan Scheid
Santa Clara University - Department of Finance and Assante Asset Management Inc.
Downloads 914 (36,036)
Citation 10

Abstract:

Loading...

Diversification, behavioral portfolio theory, dispersion, correlation, global portfolios

Global Diversification

Posted: 29 Apr 2005
Meir Statman and Jonathan Scheid
Santa Clara University - Department of Finance and Assante Asset Management Inc.

Abstract:

Loading...

Diversification, global diversification

16.

Stocks of Admired Companies and Despised Ones

Number of pages: 29 Posted: 12 Feb 2007
Deniz Anginer, Kenneth L. Fisher and Meir Statman
Simon Fraser University (SFU), Fisher Investments, Inc. and Santa Clara University - Department of Finance
Downloads 871 (39,124)
Citation 7

Abstract:

Loading...

behavioral finance, emotions, cognitive biases, affect, asset pricing models, fortune magazine

17.
Downloads 778 ( 45,504)

Lottery Traders

Number of pages: 23 Posted: 29 Jul 2001
Meir Statman
Santa Clara University - Department of Finance
Downloads 778 (44,894)

Abstract:

Loading...

Gambling, lotteries, Behavioral Finance, Trading, Cognitive Biases, Emotions, Aspirations

Lottery Traders

Posted: 14 Nov 2001
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

Gambling, lotteries, Behavioral Finance, Trading, Cognitive Biases, Emotions, Aspirations

18.
Downloads 764 ( 46,606)
Citation 2

Efficient Markets in Crisis

SCU Leavey School of Business Research Paper No. 10-03
Number of pages: 14 Posted: 28 Jan 2010
Meir Statman
Santa Clara University - Department of Finance
Downloads 764 (45,988)
Citation 2

Abstract:

Loading...

market efficiency, investor behavior, behavioral finance, government regulation

Efficient Markets in Crisis

Journal of Investment Management (JOIM), Second Quarter 2011
Posted: 03 May 2011
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

market efficiency hypothesis, rational markets, informationally efficient markets, random walk markets, free markets, financial crisis, bubbles, behavioral finance

19.
Downloads 761 ( 46,874)
Citation 9

Normal Investors, then and Now

Number of pages: 18 Posted: 15 Oct 2004
Meir Statman
Santa Clara University - Department of Finance
Downloads 761 (46,251)
Citation 9

Abstract:

Loading...

Behavioral asset pricing theory, behavioral finance, market efficiency, rationality

Normal Investors, then and Now

Posted: 05 May 2005
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

Investment Theory, Behavioral Finance, Efficient Market Theory, CAPM, APT, Other Pricing Theories

20.

What Measures the Benefits of Diversification

Number of pages: 19 Posted: 11 Aug 2005
Meir Statman and Jonathan Scheid
Santa Clara University - Department of Finance and Loring Ward Advisor Services
Downloads 749 (47,882)
Citation 1

Abstract:

Loading...

Diversification, correlations, dispersion, tracking errors, portfolio theory

21.

Behavioral Finance: Finance with Normal People

Borsa Istanbul Review, pp. 1-9, 2014
Number of pages: 9 Posted: 19 Jun 2014
Meir Statman
Santa Clara University - Department of Finance
Downloads 707 (51,724)
Citation 5

Abstract:

Loading...

behavioral finance, asset pricing models, portfolio theory, efficient market hypothesis

22.
Downloads 663 ( 56,226)
Citation 3

Socially Responsible Investors and Their Advisors

Number of pages: 40 Posted: 28 Jun 2007 Last Revised: 05 Nov 2007
Meir Statman
Santa Clara University - Department of Finance
Downloads 575 (66,668)
Citation 6

Abstract:

Loading...

socially responsible investing, behavioral finance, investor behavior, asset pricing model, market efficiency, portfolios

Socially Responsible Investors and Their Advisors

Journal of Investment Consulting, Vol. 9, No. 1, pp. 15-26, Fall 2008
Number of pages: 12 Posted: 24 Jan 2009 Last Revised: 16 Nov 2015
Meir Statman
Santa Clara University - Department of Finance
Downloads 88 (396,442)

Abstract:

Loading...

Socially Responsible Investing, Behavioral Finance, Investor Behavior, Asset Pricing Model, Market Efficiency, Portfolios

23.

Finance for Normal People: How Investors and Markets Behave (Introduction)

Finance for Normal People: How Investors and Markets Behave, Oxford University Press, 2017
Number of pages: 8 Posted: 27 Jul 2017
Meir Statman
Santa Clara University - Department of Finance
Downloads 660 (56,552)

Abstract:

Loading...

behavioral finance, portfolios, asset pricing, market efficiency, saving

24.

What Investors Really Want: Know What Drives Investor Behavior and Make Smarter Financial Decisions

SCU Leavey School of Business Research Paper No. 11-03
Number of pages: 17 Posted: 19 Jan 2011 Last Revised: 08 Mar 2011
Meir Statman
Santa Clara University - Department of Finance
Downloads 659 (56,657)
Citation 6

Abstract:

Loading...

behavioral finance, cognitive errors, investments, framing, emotions, hindsight bias, confirmation bias

25.

The Expressive Nature of Socially Responsible Investors

Number of pages: 19 Posted: 17 Feb 2008
Meir Statman
Santa Clara University - Department of Finance
Downloads 631 (59,880)
Citation 8

Abstract:

Loading...

socially responsible investing, investor behavior, behavioral finance

26.

Hedging Currencies with Hindsight and Regret

Number of pages: 16 Posted: 09 Oct 2003
Meir Statman and Kenneth L. Fisher
Santa Clara University - Department of Finance and Fisher Investments, Inc.
Downloads 592 (64,949)

Abstract:

Loading...

Foreign Currency, Behavioral Finance, Portfolio Theory

27.

Dispersion

Number of pages: 22 Posted: 15 Oct 2004
Meir Statman and Jonathan Scheid
Santa Clara University - Department of Finance and Assante Asset Management Inc.
Downloads 586 (65,809)

Abstract:

Loading...

Behavioral finance, diversification, correlation, dispersion, portfolio theory

28.
Downloads 554 ( 70,651)

A Century of Investors

Santa Clara Department of Finance Working Paper No. 02-01
Number of pages: 27 Posted: 21 Jul 2002
Meir Statman
Santa Clara University - Department of Finance
Downloads 554 (69,851)

Abstract:

Loading...

Behavioral finance, forecasting, tactical asset allocation, investor sentiment, market efficiency

A Century of Investors

Posted: 30 Oct 2003
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

Investment Theory: behavioral finance; Investment Industry: other

29.
Downloads 549 ( 71,793)
Citation 2

Behavioral Finance: The Second Generation

CFA Institute Research Foundation Publications, December 2019, ISBN 978-1-944960-85-8
Number of pages: 248 Posted: 07 Aug 2020
Meir Statman
Santa Clara University - Department of Finance
Downloads 339 (124,769)
Citation 6

Abstract:

Loading...

Behavioral Finance: The Second Generation

Statman, Meir, “Behavioral Finance: The Second Generation,” CFA Institute Research Foundation, 2019
Number of pages: 248 Posted: 01 Jul 2020 Last Revised: 13 Jul 2020
Meir Statman
Santa Clara University - Department of Finance
Downloads 210 (204,002)

Abstract:

Loading...

Behavioral Finance, portfolios, saving and spending, asset pricing, market efficiency

30.

The Religions of Social Responsibility

Number of pages: 21 Posted: 12 Aug 2005
Meir Statman
Santa Clara University - Department of Finance
Downloads 535 (73,820)
Citation 4

Abstract:

Loading...

Socially responsible investing, behavioral finance, portfolios

31.

Local Ethics in a Global World

Number of pages: 27 Posted: 08 Aug 2006
Meir Statman
Santa Clara University - Department of Finance
Downloads 491 (82,000)
Citation 2

Abstract:

Loading...

ethics, fairness, insider trading, international, behavioral finance

32.
Downloads 392 (106,659)
Citation 1

Characteristics, Affect, and Stock Returns

SCU Leavey School of Business Research Paper No. 10-06
Number of pages: 24 Posted: 07 Feb 2010
Meir Statman
Santa Clara University - Department of Finance
Downloads 305 (139,516)
Citation 1

Abstract:

Loading...

behavioral finance, investor behavior, affect hypothesis, efficient market

Characteristics, Affect, and Stock Returns

Number of pages: 24 Posted: 24 Jul 2010
Meir Statman
Santa Clara University - Department of Finance
Downloads 87 (399,231)
Citation 1

Abstract:

Loading...

behavioral finance, investor behavior, efficient markets

33.

Mental Liquidity

Number of pages: 18 Posted: 09 Aug 2006
Kenneth L. Fisher and Meir Statman
Fisher Investments, Inc. and Santa Clara University - Department of Finance
Downloads 388 (107,936)

Abstract:

Loading...

liquidity, behavioral finance, bonds, bond ladders, disposition effect

34.

Beyond Mean-Variance: Portfolios with Derivatives and Non-Normal Returns in Mental Accounts

Number of pages: 32 Posted: 10 Mar 2011
Sanjiv Ranjan Das and Meir Statman
Santa Clara University - Leavey School of Business and Santa Clara University - Department of Finance
Downloads 288 (148,874)
Citation 6

Abstract:

Loading...

Regulating Financial Markets: Protecting Us from Ourselves and Others

Number of pages: 29 Posted: 29 Jan 2009
Meir Statman
Santa Clara University - Department of Finance
Downloads 276 (154,636)
Citation 1

Abstract:

Loading...

regulation, behavioral finance, paternalism, libertarianism, suitability, blue sky, mandatory disclosure, margin, leverage, cognitive errors, emotions

Regulating Financial Markets: Protecting Us from Ourselves and Others

Financial Analysts Journal, Vol. 65, No. 3, 2009
Posted: 05 Jun 2009
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

Advocacy, Regulatory, and Legislative Issues, Advocacy Issues, Regulatory and Legislative Activities, Investment Theory, Behavioral Finance

36.

Aspirations, Well-Being, Risk-Aversion and Loss-Aversion

Number of pages: 30 Posted: 14 Mar 2012
Tilburg University - Department of Finance, Tilburg University - Department of Finance and Santa Clara University - Department of Finance
Downloads 261 (164,368)
Citation 2

Abstract:

Loading...

subjective well-being, risk taking, loss-aversion, prospect theory, behavioral portfolio theory

Investments Across Cultures: Financial Attitudes of Chinese-Americans

Number of pages: 16 Posted: 24 Jul 2010
Jessica A. Weng and Meir Statman
Nelson Capital Management and Santa Clara University - Department of Finance
Downloads 149 (272,431)

Abstract:

Loading...

behavioral finance, household finance, culture, cross-cultural, risk tolerance, immigrants, Chinese-Americans, savings, gold, real estate

Investments Across Cultures: Financial Attitudes of Chinese-Americans

Journal of Investment Consulting, Vol. 11, No. 1, pp. 37-44, 2010
Number of pages: 8 Posted: 03 Nov 2010
Meir Statman and Jessica A. Weng
Santa Clara University - Department of Finance and Nelson Capital Management
Downloads 109 (344,541)

Abstract:

Loading...

behavioral finance, household finance, culture, cross-cultural, risk tolerance, immigrants, Chinese-Americans, savings, gold, real estate

38.

Martha Stewart, Normal Investor

Number of pages: 16 Posted: 15 Oct 2004
Meir Statman
Santa Clara University - Department of Finance
Downloads 222 (192,072)

Abstract:

Loading...

Martha Stewart, investor behavior, cognitive biases, emotion, disposition effect

39.

Mandatory Retirement Savings

Number of pages: 12 Posted: 10 Mar 2013
Meir Statman
Santa Clara University - Department of Finance
Downloads 221 (192,927)
Citation 1

Abstract:

Loading...

Retirement savings, Social Security, defined-contributions, Retirement

40.

Fair Trading

Number of pages: 20 Posted: 02 May 2005
Meir Statman
Santa Clara University - Department of Finance
Downloads 203 (208,787)
Citation 1

Abstract:

Loading...

Behavioral finance, fairness, insider trading, ethics

41.
Downloads 193 (218,473)
Citation 3

Striking Regulatory Irons While Hot

SCU Leavey School of Business Research Paper No. 10-07
Number of pages: 30 Posted: 14 Dec 2009
Hersh Shefrin and Meir Statman
Santa Clara University - Leavey School of Business and Santa Clara University - Department of Finance
Downloads 193 (218,392)
Citation 3

Abstract:

Loading...

financial crisis, financial regulation, behavioral finance

Striking Regulatory Irons While Hot

Journal Of Investment Management (JOIM), Fourth Quarter 2009
Posted: 19 Jan 2010 Last Revised: 02 Jun 2010
Hersh Shefrin and Meir Statman
Santa Clara University - Leavey School of Business and Santa Clara University - Department of Finance

Abstract:

Loading...

Financial regulations, capture theory, fairness, credit cards, insider trading, fair disclosure, interstate banking, trading halts, global settlement, Sarbanes-Oxley

42.

Financial Advertising in the Second Generation of Behavioral Finance

Number of pages: 24 Posted: 10 Aug 2017
Meir Statman
Santa Clara University - Department of Finance
Downloads 186 (225,570)
Citation 2

Abstract:

Loading...

behavioral finance, advertising, normal wants, cognitive and emotional errors

43.

Culture in Risk, Regret, Maximization, Social Trust, and Life Satisfaction

Journal of Investment Consulting, Vol. 16, No. 1, 20-30, 2015
Number of pages: 13 Posted: 03 Oct 2015
Meir Statman
Santa Clara University - Department of Finance
Downloads 176 (236,605)

Abstract:

Loading...

Risk tolerance, Regret, Trust, Maximization, Portfolio Theory, Behavioral Finance, Financial Advisors

44.

Fair Trading Around the World

Number of pages: 31 Posted: 08 Aug 2006
Meir Statman
Santa Clara University - Department of Finance
Downloads 161 (255,105)

Abstract:

Loading...

ethics, fairness, international, trading, insider trading, enforcement

45.

Measuring the Benefits of Diversification and the Performance of Money Managers

Journal of Investment Consulting, Vol. 7, No. 3, pp. 21-31, Winter 2005-2006
Number of pages: 11 Posted: 05 Nov 2010
Meir Statman and Jonathan Scheid
Santa Clara University - Department of Finance and Bellatore Financial, Inc.
Downloads 138 (288,524)

Abstract:

Loading...

Diversification, Correlations, Dispersion, Tracking Errors, Portfolio Theory

46.

End the Charade: Replacing the Efficient Frontier with the Efficient Range

Number of pages: 15 Posted: 10 Mar 2013
Meir Statman and Joni Clark
Santa Clara University - Department of Finance and Loring Ward
Downloads 115 (329,943)
Citation 2

Abstract:

Loading...

Mean variance optimizers, efficient frontier, efficient range, investor preference, mean-variance efficient portfolios

47.

Martha Stewart's Lessons in Behavioral Finance

Journal of Investment Consulting, Vol. 7, No. 2, pp. 52-60, 2005
Number of pages: 12 Posted: 05 Nov 2010
Meir Statman
Santa Clara University - Department of Finance
Downloads 111 (338,280)

Abstract:

Loading...

Martha Stewart, Investor Behavior, Cognitive Biases, Emotion, DIsposition Effect

48.

Why Do Countries Matter so Much in Corporate Social Performance?

Journal of Corporate Finance, Forthcoming
Number of pages: 53 Posted: 26 Sep 2016
Ye Cai, Carrie H. Pan and Meir Statman
Santa Clara University - Leavey School of Business, Santa Clara University - Department of Finance and Santa Clara University - Department of Finance
Downloads 91 (384,833)
Citation 7

Abstract:

Loading...

Corporate social performance; Culture; International analyses; Country factors

49.

Is it Fair? Perceptions of Fair Investment Behavior Across Countries

Journal of Investment Consulting, Vol. 12, No. 1, pp. 47-59, 2011
Number of pages: 13 Posted: 05 Aug 2011
Meir Statman
Santa Clara University - Department of Finance
Downloads 42 (562,592)

Abstract:

Loading...

behavioral finance

50.

Aspirations, Well-Being, Risk-Aversion and Loss-Aversion

CEPR Discussion Paper No. DP8904
Number of pages: 33 Posted: 04 Apr 2012
Tilburg University - Department of Finance, Tilburg University - Department of Finance and Santa Clara University - Department of Finance
Downloads 4 (852,540)
  • Add to Cart

Abstract:

Loading...

behavioural portfolio theory, loss-aversion, prospect theory, risk-taking, subjective well-being

51.

ESG as Waving Banners and as Pulling Plows

Statman, Meir, “ESG as waving banners and as pulling plows,” The Journal of Portfolio Management 2020, 46 (3) 16-25
Posted: 01 Jul 2020
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

Behavioral Finance, ESG, SRI

52.

Are We Spending Too Little in Retirement?

Statman, Meir, "Are Your Clients not Spending Enough in Retirement," Journal of Financial Planning, November 2017, 34-37
Posted: 07 Nov 2019
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

behavioral finance, financial advisers, retirement saving, retirement spending, retirement crisis, framing, mental accounting, self-control

53.

Behavioral Efficient Markets

Posted: 22 May 2019
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

Efficient markets, asset pricing models, behavioral finance

54.

Correlation, Return Gaps and the Benefits of Diversification

Posted: 22 May 2019
Meir Statman and Jonathan Scheid
Santa Clara University - Department of Finance and Bellatore Financial, Inc.

Abstract:

Loading...

behavioral finance, diversification, correlation, return gaps, dispersion, portfolio theory

55.

Coming Up Short: Managing Underfunded Portfolios in a LDI-ES Framework

Posted: 21 May 2019
Sanjiv Ranjan Das, Seoyoung Kim and Meir Statman
Santa Clara University - Leavey School of Business, Santa Clara University and Santa Clara University - Department of Finance

Abstract:

Loading...

Liability directed investing; behavioral portfolio theory; expected shortfall; re-balancing; infusions

56.

Rebalancing According to Behavioral Portfolio Theory

Statman, Meir, "Rebalancing According to Behavioral Portfolio Theory," Journal of Financial Planning, February 2018, 29-31
Posted: 21 Mar 2018
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

behavioral finance, mean-variance portfolio theory, behavioral portfolio theory, rebalancing, aspirations, upside potential, downside protection

57.

Well-Being Advisers

Statman, Meir, "Meet Today's Challenges by Becoming a Well-Being Adviser, Journal of Financial Planning, December 2017, 22-23
Posted: 21 Mar 2018
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

wellbeing, financial advisers, behavioral finance, robo-advisers, rational investors, irrational investors, normal investors

58.

Classifying and Measuring the Performance of Socially Responsible Mutual Funds

Journal of Portfolio Management, Forthcoming
Posted: 06 May 2015
Denys Glushkov and Meir Statman
University of Pennsylvania - The Wharton School, Wharton Research Data Services (WRDS) and Santa Clara University - Department of Finance

Abstract:

Loading...

Socially Responsible Investing, Mutual Funds, Performance Evaluation

59.

Finance Professionals in the Financial Crisis: Values, Fairness and Culture

Journal of Investment Management (JOIM), Fourth Quarter 2013
Posted: 16 Nov 2014
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

Finance professionals, financial crisis, behavioral finance, fairness, values, culture

60.

Equity Investments: Research Sources; Investment Theory: Efficient Market Theory; Portfolio Management: Equity Strategies

Financial Analysts Journal, Vol. 65, No. 4, 2009
Posted: 09 Aug 2009
Meir Statman, Denys Glushkov and CFA Institute
Santa Clara University - Department of Finance, University of Pennsylvania - The Wharton School, Wharton Research Data Services (WRDS) and CFA Institute

Abstract:

Loading...

Equity Investments, Other; Investment Theory, CAPM, APT, and Other Pricing Theories, Portfolio Management, Equity Strategies

61.

Portfolio Optimization with Mental Accounts

Journal of Financial and Quantitative Analysis (JFQA), Forthcoming
Posted: 25 Jul 2008
Santa Clara University - Leavey School of Business, University of California at San Diego, Bellatore Financial, Inc. and Santa Clara University - Department of Finance

Abstract:

Loading...

62.

Perspectives-Affect in a Behavioral Asset-Pricing Model

Financial Analysts Journal, Vol. 64, No. 2, 2008
Posted: 18 May 2008
Meir Statman, Kenneth L. Fisher and Deniz Anginer
Santa Clara University - Department of Finance, Fisher Investments, Inc. and Simon Fraser University (SFU)

Abstract:

Loading...

Equity Investments, Fundamental Analysis and Valuation Models, Investment Theory, CAPM, APT, and Other Pricing Theories, Behavioral Finance

63.

Perspectives: Local Ethics in a Global World

Financial Analysts Journal, Vol. 63, No. 3, pp. 32-41, 2007
Posted: 11 Jun 2007
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

Ethics and Professional Standards, Global Differences, Advocacy, Regulatory, and Legislative Issues, Advocacy Issues, Investment Industry, Other

64.

Perspectives: Fairness Outside the Cocoon

Posted: 30 Dec 2004
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

Ethics and Professional Standards, Interpreting or Analyzing Ethical and Professional Standards, Other

65.

The Diversification Puzzle

Posted: 10 Aug 2004
Meir Statman
Santa Clara University - Department of Finance

Abstract:

Loading...

Investment Theory, Behavioral Finance, Portfolio Theory, Portfolio Management, Asset Allocation

66.

Behavioral Portfolio Theory

Posted: 10 Aug 1999
Hersh Shefrin and Meir Statman
Santa Clara University - Leavey School of Business and Santa Clara University - Department of Finance

Abstract:

Loading...

67.

Making Sense of Beta, Size and Book-to-Market

Posted: 20 Dec 1998
Hersh Shefrin and Meir Statman
Santa Clara University - Leavey School of Business and Santa Clara University - Department of Finance

Abstract:

Loading...