Meir Statman

Santa Clara University - Department of Finance

Glenn Klimek Professor of Finance

500 El Camino Real

Santa Clara, CA 95053

United States

  • Santa Clara University - Department of Finance

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    • Tel: 408-554-4147
    • Fax: 408-554-4029
SCHOLARLY PAPERS

67

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163

CROSSREF CITATIONS

105

Scholarly Papers (67)

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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 3,010 (4,215)
Citation 24

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Behavioral Finance, forecasting, tactical asset allocation, investor sentiment

2.

Investor Overconfidence and Trading Volume

Downloads 2,859 ( 4,626)

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 2,859 (4,526)
Citation 49

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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

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3.

How Much Diversification is Enough?

Number of pages: 21 Posted: 25 Feb 2003
Meir Statman
Santa Clara University - Department of Finance
Downloads 2,632 (5,289)
Citation 4

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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 2,232 (6,962)
Citation 7

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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 2,028 (8,214)
Citation 15

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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 1,809 (9,878)
Citation 5

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

7.

Socially Responsible Investments

Downloads 1,538 ( 12,806)
Citation 2

Socially Responsible Investments

Number of pages: 52 Posted: 28 Jun 2007
Meir Statman
Santa Clara University - Department of Finance
Downloads 1,390 (14,721)
Citation 5

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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 148 (220,619)

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

8.

Socially Responsible Indexes: Composition and Performance

Number of pages: 38 Posted: 22 Apr 2005
Meir Statman
Santa Clara University - Department of Finance
Downloads 1,504 (13,278)
Citation 14

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

9.

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 1,409 (14,716)
Citation 2

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

10.

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 1,323 (16,202)
Citation 55

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

11.

What Do Investors Want?

Number of pages: 22 Posted: 15 Oct 2004
Meir Statman
Santa Clara University - Department of Finance
Downloads 1,203 (18,740)
Citation 21

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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 1,055 (22,759)
Citation 6

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behavioral finance, investor behavior, efficient market theory, affect

13.

Global Diversification

Downloads 871 ( 30,021)
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 871 (29,569)
Citation 10

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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:

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Diversification, global diversification

14.

Lottery Traders

Downloads 763 ( 36,014)

Lottery Traders

Number of pages: 23 Posted: 29 Jul 2001
Meir Statman
Santa Clara University - Department of Finance
Downloads 763 (35,476)

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

Lottery Traders

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

Abstract:

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

15.

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 756 (36,495)
Citation 6

Abstract:

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

16.

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 733 (38,042)
Citation 1

Abstract:

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Diversification, correlations, dispersion, tracking errors, portfolio theory

17.

Efficient Markets in Crisis

Downloads 704 ( 40,172)
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 704 (39,586)
Citation 2

Abstract:

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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:

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

18.

Normal Investors, then and Now

Downloads 682 ( 41,939)
Citation 9

Normal Investors, then and Now

Number of pages: 18 Posted: 15 Oct 2004
Meir Statman
Santa Clara University - Department of Finance
Downloads 682 (41,345)
Citation 9

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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:

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

19.

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 655 (44,267)
Citation 5

Abstract:

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

20.

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 655 (44,267)

Abstract:

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

21.

Investor Personality in Investor Questionnaires

Downloads 649 ( 44,808)
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 330 (101,419)

Abstract:

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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 319 (105,742)
Citation 8

Abstract:

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22.

Socially Responsible Investors and Their Advisors

Downloads 608 ( 48,859)
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 533 (57,108)
Citation 6

Abstract:

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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 75 (355,238)

Abstract:

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

23.

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 599 (49,819)
Citation 4

Abstract:

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

24.

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 569 (53,141)

Abstract:

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Behavioral finance, diversification, correlation, dispersion, portfolio theory

25.

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 552 (55,224)

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Foreign Currency, Behavioral Finance, Portfolio Theory

26.

A Century of Investors

Downloads 550 ( 55,482)

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 550 (54,854)

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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:

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Investment Theory: behavioral finance; Investment Industry: other

27.

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 549 (55,613)

Abstract:

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

28.

The Religions of Social Responsibility

Number of pages: 21 Posted: 12 Aug 2005
Meir Statman
Santa Clara University - Department of Finance
Downloads 522 (59,293)
Citation 4

Abstract:

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Socially responsible investing, behavioral finance, portfolios

29.

The Expressive Nature of Socially Responsible Investors

Number of pages: 19 Posted: 17 Feb 2008
Meir Statman
Santa Clara University - Department of Finance
Downloads 497 (63,056)
Citation 8

Abstract:

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socially responsible investing, investor behavior, behavioral finance

30.

Local Ethics in a Global World

Number of pages: 27 Posted: 08 Aug 2006
Meir Statman
Santa Clara University - Department of Finance
Downloads 486 (64,816)
Citation 2

Abstract:

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ethics, fairness, insider trading, international, behavioral finance

31.

Characteristics, Affect, and Stock Returns

Downloads 387 ( 85,047)
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 302 (111,766)
Citation 1

Abstract:

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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 85 (329,383)
Citation 1

Abstract:

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behavioral finance, investor behavior, efficient markets

32.

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 373 (88,855)

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

33.

Regulating Financial Markets: Protecting Us from Ourselves and Others

Downloads 268 (127,590)

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 268 (126,938)
Citation 1

Abstract:

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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:

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

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 257 (133,295)
Citation 6

Abstract:

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35.

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

Number of pages: 30 Posted: 14 Mar 2012
Rachel A.J. Pownall, Kees C. G. Koedijk and Meir Statman
Tilburg University - Department of Finance, Tilburg University - Department of Finance and Santa Clara University - Department of Finance
Downloads 235 (145,553)
Citation 1

Abstract:

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

36.

Investments Across Cultures: Financial Attitudes of Chinese-Americans

Downloads 228 (149,885)
Citation 1

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 144 (225,631)

Abstract:

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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 84 (331,856)

Abstract:

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

37.

Behavioral Finance: The Second Generation

Downloads 217 (157,046)

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 114 (270,372)

Abstract:

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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 103 (290,663)

Abstract:

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

38.

Martha Stewart, Normal Investor

Number of pages: 16 Posted: 15 Oct 2004
Meir Statman
Santa Clara University - Department of Finance
Downloads 216 (157,711)

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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 201 (168,723)
Citation 1

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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 200 (169,540)
Citation 1

Abstract:

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Behavioral finance, fairness, insider trading, ethics

41.

Striking Regulatory Irons While Hot

Downloads 186 (181,147)
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 186 (181,051)
Citation 3

Abstract:

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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:

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

42.

Fair Trading Around the World

Number of pages: 31 Posted: 08 Aug 2006
Meir Statman
Santa Clara University - Department of Finance
Downloads 159 (207,465)

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

43.

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 148 (220,158)
Citation 2

Abstract:

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

44.

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 126 (249,899)

Abstract:

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Diversification, Correlations, Dispersion, Tracking Errors, Portfolio Theory

45.

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 108 (279,516)
Citation 2

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

46.

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 93 (308,722)

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

47.

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 89 (317,315)

Abstract:

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

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 72 (359,688)
Citation 3

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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 31 (512,364)

Abstract:

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behavioral finance

50.

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

CEPR Discussion Paper No. DP8904
Number of pages: 33 Posted: 04 Apr 2012
Kees C. G. Koedijk, Rachel A.J. Pownall and Meir Statman
Tilburg University - Department of Finance, Tilburg University - Department of Finance and Santa Clara University - Department of Finance
Downloads 4 (690,427)
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Abstract:

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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:

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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:

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

53.

Behavioral Efficient Markets

https://doi.org/10.3905/jpm.2018.44.3.076
Posted: 22 May 2019
Meir Statman
Santa Clara University - Department of Finance

Abstract:

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Efficient markets, asset pricing models, behavioral finance

54.

Correlation, Return Gaps and the Benefits of Diversification

https://doi.org/10.3905/jpm.2008.706250
Posted: 22 May 2019
Meir Statman and Jonathan Scheid
Santa Clara University - Department of Finance and Bellatore Financial, Inc.

Abstract:

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

55.

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

https://doi.org/10.3905/jpm.2014.41.1.095
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:

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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:

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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:

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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:

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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:

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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:

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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
Sanjiv Ranjan Das, Harry Markowitz, Jonathan Scheid and Meir Statman
Santa Clara University - Leavey School of Business, University of California at San Diego, Bellatore Financial, Inc. and Santa Clara University - Department of Finance

Abstract:

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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:

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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:

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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:

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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:

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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:

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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:

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