Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow
"Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.
Busting the Risk Myth of Women and Investing
The perception of the “fairer sex” as less willing to tolerate investment risk fits well with common stereotypes. But there’s more to this story.
Sentimental Fools: Pity the Poor Mutual Fund Investor
Mutual fund investors exhibit remarkable skill when selecting mutual funds--remarkably awful, that is. How an advisor can help underperforming fund investors avoid sentimental pitfalls.
Terrance Odean on How Regret Drives Investor Behavior
If there’s one emotion that stands out as playing a major role in people’s investment behavior, it would be regret.
The Moskowitz Prizewinner: Professor Brad Barber
The 2006 Moskowitz Prize for Socially Responsible Investing has been awarded to Brad Barber, professor of finance at the University of California, Davis, for his...
SRI Information Resources
SSRN-CorpPhilanthropy.pdfUse the links below for more detailed information on socially responsible investing and other topics mentioned in this month's cover story. The U.N. Principles for...