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

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38,833

SSRN CITATIONS
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Top 4,644

in Total Papers Citations

176

CROSSREF CITATIONS

109

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 3,039 (4,557)
Citation 24

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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 2,912 (4,819)
Citation 60

Abstract:

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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 2,711 (5,540)
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 2,279 (7,371)
Citation 8

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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 2,054 (8,764)
Citation 17

Abstract:

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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 1,834 (10,496)
Citation 7

Abstract:

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

7.
Downloads 1,593 ( 13,146)
Citation 2

Socially Responsible Investments

Number of pages: 52 Posted: 28 Jun 2007
Meir Statman
Santa Clara University - Department of Finance
Downloads 1,437 (15,166)
Citation 6

Abstract:

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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 156 (224,873)

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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 1,551 (13,679)
Citation 15

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

9.

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 1,470 (14,909)
Citation 58

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

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 1,424 (15,714)
Citation 2

Abstract:

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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 1,233 (19,517)
Citation 20

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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 1,071 (24,034)
Citation 6

Abstract:

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behavioral finance, investor behavior, efficient market theory, affect

13.
Downloads 880 ( 31,917)
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 880 (31,446)
Citation 10

Abstract:

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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.

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 796 (36,631)

Abstract:

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

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 776 (37,890)
Citation 6

Abstract:

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

16.
Downloads 767 ( 38,539)

Lottery Traders

Number of pages: 23 Posted: 29 Jul 2001
Meir Statman
Santa Clara University - Department of Finance
Downloads 767 (37,978)

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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

17.

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 738 (40,589)
Citation 1

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Diversification, correlations, dispersion, tracking errors, portfolio theory

18.
Downloads 729 ( 41,328)
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 729 (40,721)
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

19.
Downloads 723 ( 41,777)
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 394 (88,582)

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 329 (108,997)
Citation 9

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20.
Downloads 693 ( 44,219)
Citation 9

Normal Investors, then and Now

Number of pages: 18 Posted: 15 Oct 2004
Meir Statman
Santa Clara University - Department of Finance
Downloads 693 (43,592)
Citation 9

Abstract:

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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

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 676 (45,716)
Citation 5

Abstract:

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

22.
Downloads 620 ( 51,200)
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 543 (59,942)
Citation 6

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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 77 (371,174)

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 616 (51,659)
Citation 6

Abstract:

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

24.

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 582 (55,549)

Abstract:

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

25.

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 571 (56,852)

Abstract:

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Behavioral finance, diversification, correlation, dispersion, portfolio theory

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 562 (58,012)

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Foreign Currency, Behavioral Finance, Portfolio Theory

27.
Downloads 553 ( 59,218)

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 553 (58,552)

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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

28.

The Expressive Nature of Socially Responsible Investors

Number of pages: 19 Posted: 17 Feb 2008
Meir Statman
Santa Clara University - Department of Finance
Downloads 524 (63,361)
Citation 8

Abstract:

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socially responsible investing, investor behavior, behavioral finance

29.

The Religions of Social Responsibility

Number of pages: 21 Posted: 12 Aug 2005
Meir Statman
Santa Clara University - Department of Finance
Downloads 524 (63,361)
Citation 4

Abstract:

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Socially responsible investing, behavioral finance, portfolios

30.

Local Ethics in a Global World

Number of pages: 27 Posted: 08 Aug 2006
Meir Statman
Santa Clara University - Department of Finance
Downloads 489 (69,075)
Citation 2

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ethics, fairness, insider trading, international, behavioral finance

31.
Downloads 388 ( 90,903)
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 303 (119,133)
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 (349,690)
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 378 (93,789)

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

33.
Downloads 345 (103,954)
Citation 1

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 198 (182,286)
Citation 1

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 147 (236,211)

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

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 (135,602)
Citation 1

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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

35.

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 265 (137,895)
Citation 6

Abstract:

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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 243 (150,252)
Citation 1

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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 147 (236,211)

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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 89 (339,710)

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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 218 (166,765)

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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 207 (175,095)
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 (180,772)
Citation 1

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Behavioral finance, fairness, insider trading, ethics

41.
Downloads 188 (191,174)
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 188 (191,090)
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

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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 165 (213,950)
Citation 2

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

43.

Fair Trading Around the World

Number of pages: 31 Posted: 08 Aug 2006
Meir Statman
Santa Clara University - Department of Finance
Downloads 160 (219,666)

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

44.

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 133 (255,235)

Abstract:

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

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 127 (264,340)

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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 110 (293,159)
Citation 2

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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 101 (310,838)

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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 74 (375,701)
Citation 6

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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 33 (531,982)

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
Tilburg University - Department of Finance, Tilburg University - Department of Finance and Santa Clara University - Department of Finance
Downloads 4 (726,658)
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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

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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

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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

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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.

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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

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

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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

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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

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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

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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

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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

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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
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)

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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

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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

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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

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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

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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

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