James D. Peterson

Charles Schwab Investment Advisory

SVP, Chief Investment Officer

211 Main Street, SF211MN-11-107

San Francisco, CA 94105

United States

SCHOLARLY PAPERS

4

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SSRN CITATIONS

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Scholarly Papers (4)

1.

Identifying Characteristics to Predict Separately Managed Account Performance

Financial Analysts Journal, Vol. 67, No. 4, 2011
Posted: 09 Aug 2011
James D. Peterson, Michael J. Iachini and Wynce Lam
Charles Schwab Investment Advisory, Charles Schwab - Charles Schwab Investment Advisory, Inc and LWI Financial Inc.

Abstract:

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Equity Investments, Portfolio Management, Equity Portfolio Management Strategies, Active Management, Performance Measurement and Evaluation, Performance Attribution, Measuring Manager Skill

2.

Full-Information Industry Betas

Financial Management, Vol 27, No 2
Posted: 26 Aug 1998
Paul D. Kaplan and James D. Peterson
Morningstar Canada and Charles Schwab Investment Advisory

Abstract:

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3.

Persistent Liquidity Effects and Asset Pricing in a General Equilibrium Model with Production

WPS96
Posted: 28 Jun 1998
Thomas F. Cosimano, Ralph Chami and James D. Peterson
University of Notre Dame, International Monetary Fund (IMF) and Charles Schwab Investment Advisory

Abstract:

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4.

Do Common Risk Factors in the Returns on Stocks and Bonds Explain Returns on Reits?

REAL ESTATE ECONOMICS, Vol. 25 No. 5, Summer 1997
Posted: 06 Jun 1997
Cheng-ho Hsieh and James D. Peterson
Louisiana State University, Baton Rouge - E.J. Ourso College of Business Administration and Charles Schwab Investment Advisory

Abstract:

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