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

65

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273

Scholarly Papers (65)

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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 2,934 (3,700)
Citation 48

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Behavioral Finance, forecasting, tactical asset allocation, investor sentiment

2.

Investor Overconfidence and Trading Volume

Downloads 2,769 ( 4,111)

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 2,769 (4,018)
Citation 160

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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 2,536 (4,739)
Citation 3

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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 2,136 (6,312)
Citation 3

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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 1,980 (7,219)
Citation 14

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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 World Bank Research
Downloads 1,756 (8,823)
Citation 27

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

7.

Socially Responsible Investments

Downloads 1,465 ( 11,835)
Citation 5

Socially Responsible Investments

Number of pages: 52 Posted: 28 Jun 2007
Meir Statman
Santa Clara University - Department of Finance
Downloads 1,328 (13,554)
Citation 8

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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 137 (208,247)

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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 1,416 (12,497)
Citation 32

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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 1,391 (12,889)
Citation 1

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

10.

What Do Investors Want?

Number of pages: 22 Posted: 15 Oct 2004
Meir Statman
Santa Clara University - Department of Finance
Downloads 1,155 (17,168)
Citation 27

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

11.

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 1,089 (18,759)
Citation 73

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

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 World Bank Research
Downloads 1,006 (21,115)
Citation 7

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behavioral finance, investor behavior, efficient market theory, affect

13.

Global Diversification

Downloads 837 ( 27,555)
Citation 11

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 837 (27,103)
Citation 11

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

Global Diversification

Journal of Investment Management, Vol. 3, No. 2, Second Quarter 2005
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 756 ( 31,709)
Citation 16

Lottery Traders

Number of pages: 23 Posted: 29 Jul 2001
Meir Statman
Santa Clara University - Department of Finance
Downloads 756 (31,216)
Citation 16

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

Lottery Traders

Financial Analysts Journal, Forthcoming
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
World Bank Research, Fisher Investments, Inc. and Santa Clara University - Department of Finance
Downloads 732 (33,110)
Citation 4

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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 725 (33,514)
Citation 2

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Diversification, correlations, dispersion, tracking errors, portfolio theory

17.

Efficient Markets in Crisis

Downloads 668 ( 37,502)
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 668 (36,932)
Citation 2

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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 666 ( 37,650)
Citation 8

Normal Investors, then and Now

Number of pages: 18 Posted: 15 Oct 2004
Meir Statman
Santa Clara University - Department of Finance
Downloads 666 (37,067)
Citation 8

Abstract:

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

Normal Investors, then and Now

Financial Analysts Journal, Vol. 61, No. 2, pp. 31-36, March/April 2005
Posted: 05 May 2005
Meir Statman
Santa Clara University - Department of Finance

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

19.

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 569 (46,373)
Citation 4

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

20.

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 563 (47,011)
Citation 11

Abstract:

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

21.

Socially Responsible Investors and Their Advisors

Downloads 562 ( 47,130)
Citation 4

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 509 (52,794)
Citation 7

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 53 (379,297)

Abstract:

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

22.

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 559 (47,429)

Abstract:

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Behavioral finance, diversification, correlation, dispersion, portfolio theory

23.

A Century of Investors

Downloads 542 ( 49,278)

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 542 (48,682)

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

A Century of Investors

Financial Analysts Journal, Vol. 59, No. 3, May/June 2003
Posted: 30 Oct 2003
Meir Statman
Santa Clara University - Department of Finance

Abstract:

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Investment Theory: behavioral finance; Investment Industry: other

24.

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 534 (50,208)
Citation 1

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Foreign Currency, Behavioral Finance, Portfolio Theory

25.

Investor Personality in Investor Questionnaires

Downloads 518 ( 52,211)
Citation 3

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 305 (97,174)
Citation 5

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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 213 (140,929)

Abstract:

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

26.

The Religions of Social Responsibility

Number of pages: 21 Posted: 12 Aug 2005
Meir Statman
Santa Clara University - Department of Finance
Downloads 507 (53,669)
Citation 4

Abstract:

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Socially responsible investing, behavioral finance, portfolios

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 496 (55,145)
Citation 1

Abstract:

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

28.

Local Ethics in a Global World

Number of pages: 27 Posted: 08 Aug 2006
Meir Statman
Santa Clara University - Department of Finance
Downloads 478 (57,802)
Citation 3

Abstract:

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ethics, fairness, insider trading, international, behavioral finance

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 428 (66,161)
Citation 11

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socially responsible investing, investor behavior, behavioral finance

30.

Characteristics, Affect, and Stock Returns

Downloads 386 ( 74,824)
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 (98,240)
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 84 (295,016)
Citation 1

Abstract:

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behavioral finance, investor behavior, efficient markets

31.

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 369 (78,837)

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

32.

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 361 (80,878)

Abstract:

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

33.

Regulating Financial Markets: Protecting Us from Ourselves and Others

Downloads 264 (113,964)

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 264 (113,401)
Citation 4

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

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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 243 (124,083)
Citation 3

Abstract:

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35.

Martha Stewart, Normal Investor

Number of pages: 16 Posted: 15 Oct 2004
Meir Statman
Santa Clara University - Department of Finance
Downloads 215 (139,971)
Citation 1

Abstract:

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

36.

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 209 (143,799)
Citation 1

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

37.

Investments Across Cultures: Financial Attitudes of Chinese-Americans

Downloads 207 (145,023)
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 143 (201,092)
Citation 1

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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 64 (345,083)
Citation 1

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

38.

Fair Trading

Number of pages: 20 Posted: 02 May 2005
Meir Statman
Santa Clara University - Department of Finance
Downloads 198 (151,173)
Citation 2

Abstract:

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Behavioral finance, fairness, insider trading, ethics

39.

Mandatory Retirement Savings

Number of pages: 12 Posted: 10 Mar 2013
Meir Statman
Santa Clara University - Department of Finance
Downloads 189 (157,805)
Citation 3

Abstract:

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Retirement savings, Social Security, defined-contributions, Retirement

40.

Striking Regulatory Irons While Hot

Downloads 185 (160,861)
Citation 5

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 185 (160,834)
Citation 5

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

41.

Fair Trading Around the World

Number of pages: 31 Posted: 08 Aug 2006
Meir Statman
Santa Clara University - Department of Finance
Downloads 154 (188,711)
Citation 2

Abstract:

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

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 131 (215,231)

Abstract:

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

43.

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 114 (238,847)
Citation 1

Abstract:

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Diversification, Correlations, Dispersion, Tracking Errors, Portfolio Theory

44.

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 106 (251,392)
Citation 1

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

45.

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 71 (322,420)

Abstract:

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

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 70 (324,939)
Citation 2

Abstract:

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

47.

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 58 (357,817)
Citation 3

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Corporate social performance; Culture; International analyses; Country factors

48.

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 24 (491,975)
Citation 1

Abstract:

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behavioral finance

49.

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 (612,143)
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behavioural portfolio theory, loss-aversion, prospect theory, risk-taking, subjective well-being

50.

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

51.

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

52.

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

53.

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

54.

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

55.

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: 21 Mar 2018
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

56.

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

57.

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

58.

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

59.

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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60.

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 World Bank Research

Abstract:

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

61.

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

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

62.

Perspectives: Fairness Outside the Cocoon

Financial Analysts Journal, Vol. 60, No. 6, pp. 34-39, November/December 2004
Posted: 30 Dec 2004
Meir Statman
Santa Clara University - Department of Finance

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

63.

The Diversification Puzzle

Financial Analysts Journal, Vol. 60, No. 4, pp. 44-53, July/August 2004
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

64.

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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65.

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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