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Work with thought leaders and academic experts in finance

Companies can benefit from working with an academic researcher in Finance in several ways. Firstly, they can gain valuable insights and expertise in financial analysis, risk management, and investment strategies. The researcher can help solve complex financial challenges and provide data-driven solutions. Additionally, collaborating with an academic researcher can enhance the company's reputation and credibility in the finance industry. The researcher can also contribute to the development of innovative financial products and services. Lastly, the company can leverage the researcher's network and connections to establish partnerships and access new opportunities.

Experts on NotedSource with backgrounds in finance include Christos Makridis, Karina van de Voorde, Ryan Howell, Emmanouil Mentzakis, Denise Breaux Soignet, Jim Samuel, Sutirtha Bagchi, Brian Bushee, Anna Young-Ferris, Lea-Rachel Kosnik, Faris Saah, Martin Brauch, Tim Leung, Jacquelyn Humphrey, Thomai Serdari, Dan Baack, Luke Connelly, Roger Sparks, Scott Baker, David Blanchett, Anindya Ghose, Laura Jackson Young, Panos Ipeirotis, and Robert Gitter, Ph.D..

Christos Makridis

Nashville, TN
Web3 and Labor Economist in Academia, Entrepreneurship, and Policy
Most Relevant Research Interests
Finance
Other Research Interests (29)
Web3
Crypto
Blockchain
Fine art
Opera
And 24 more
About
Christos A. Makridis holds academic appointments at Columbia Business School, Stanford University, Baylor University, University of Nicosia, and Arizona State University. He is also an adjunct scholar at the Manhattan Institute, senior adviser at Gallup, and senior adviser at the National AI Institute in the Department of Veterans Affairs. Christos is the CEO/co-founder of [Dainamic](https://www.dainamic.ai/), a technology startup working to democratize the use and application of data science and AI techniques for small and mid sized organizations, and CTO/co-founder of [Living Opera](https://www.livingopera.org/), a web3 startup working to bridge classical music and blockchain technologies. Christos previously served on the White House Council of Economic Advisers managing the cybersecurity, technology, and space activities, as a Non-resident Fellow at the Cyber Security Project in the Harvard Kennedy School of Government, as a Digital Fellow at the Initiative at the Digital Economy in the MIT Sloan School of Management, a a Non-resident Research Scientist at Datacamp, and as a Visiting Fellow at the Foundation for Defense of Democracies. Christos’ primary academic research focuses on labor economics, the digital economy, and personal finance and well-being. He has published over 70 peer-reviewed research papers in academic journals and over 170 news articles in the press. Christos earned a Bachelor’s in Economics and Minor in Mathematics at Arizona State University, as well a dual Masters and PhDs in Economics and Management Science & Engineering at Stanford University.
Most Relevant Publications (5+)

25 total publications

Extreme local temperatures lower expressed sentiment about U.S. economic conditions with implications for the stock returns of local firms

Journal of Behavioral and Experimental Finance / Jul 01, 2022

Makridis, C. A., & Schloetzer, J. D. (2022). Extreme local temperatures lower expressed sentiment about U.S. economic conditions with implications for the stock returns of local firms. Journal of Behavioral and Experimental Finance, 100710. https://doi.org/10.1016/j.jbef.2022.100710

The Distribution of Nonwage Benefits: Maternity Benefits and Gender Diversity

The Review of Financial Studies / Jun 22, 2022

Liu, T., Makridis, C. A., Ouimet, P., & Simintzi, E. (2022). The Distribution of Nonwage Benefits: Maternity Benefits and Gender Diversity. The Review of Financial Studies. https://doi.org/10.1093/rfs/hhac039

Did the paycheck protection program hit the target?

Journal of Financial Economics / Sep 01, 2022

Granja, J., Makridis, C., Yannelis, C., & Zwick, E. (2022). Did the paycheck protection program hit the target? Journal of Financial Economics, 145(3), 725–761. https://doi.org/10.1016/j.jfineco.2022.05.006

Structural transformation and the rise of information technology

Journal of Monetary Economics / Aug 01, 2018

Gallipoli, G., & Makridis, C. A. (2018). Structural transformation and the rise of information technology. Journal of Monetary Economics, 97, 91–110. https://doi.org/10.1016/j.jmoneco.2018.05.005

Validating RefUSA micro-data with the Longitudinal Employer-Household Dynamics Data

Economics Letters / Mar 01, 2017

Makridis, C. A., & Ohlrogge, M. (2017). Validating RefUSA micro-data with the Longitudinal Employer-Household Dynamics Data. Economics Letters, 152, 83–87. https://doi.org/10.1016/j.econlet.2017.01.001

Karina van de Voorde

Tilburg
Associate Professor of Behavioral Sciences at Tilburg University
Most Relevant Research Interests
Finance
Other Research Interests (16)
Organizational Behavior and Human Resource Management
Management of Technology and Innovation
Strategy and Management
Business and International Management
Industrial relations
And 11 more
About
Karina van de Voorde's research is focused on aligning the Organizational Behavior/Occupational Health Psychology orientation towards the topic of organizational performance. Karina was the lead author of the publication "Employee Well-Being and the HRM - Organizational Performance Relationship: A Review of Quantitative Studies"
Most Relevant Publications (1+)

20 total publications

The Application of the Multilevel Paradigm in Human Resource Management–Outcomes Research: Taking Stock and Going Forward

Journal of Management / Nov 15, 2016

Peccei, R., & Van De Voorde, K. (2016). The Application of the Multilevel Paradigm in Human Resource Management–Outcomes Research: Taking Stock and Going Forward. Journal of Management, 45(2), 786–818. https://doi.org/10.1177/0149206316673720

Ryan Howell

San Francisco , California, United States of America
Professor of Psychology, Department of Psychology, San Francisco State University
Most Relevant Research Interests
Finance
Other Research Interests (42)
Happiness
Psychiatry and Mental health
Clinical Psychology
History and Philosophy of Science
General Psychology
And 37 more
About
Dr. Ryan Howell is an Associate Professor at San Francisco State University. His research interests include the psychology of goals and how people pursue and achieve them. Dr. Howell received his PhD in Social/Personality Psychology from the University of California, Riverside in 2005.
Most Relevant Publications (1+)

66 total publications

A Brief Money Management Scale and Its Associations With Personality, Financial Health, and Hypothetical Debt Repayment

Journal of Financial Counseling and Planning / Jan 01, 2017

Ksendzova, M., Donnelly, G. E., & Howell, R. T. (2017). A Brief Money Management Scale and Its Associations With Personality, Financial Health, and Hypothetical Debt Repayment. Journal of Financial Counseling and Planning, 28(1), 62–75. https://doi.org/10.1891/1052-3073.28.1.62

Emmanouil Mentzakis

London
Health Economist, Professor at City University of London
Most Relevant Research Interests
Finance
Other Research Interests (33)
General Medicine
Pulmonary and Respiratory Medicine
Pediatrics, Perinatology and Child Health
Economics and Econometrics
Accounting
And 28 more
About
Senior academic and policy advisor. Public and private sector consultant with remit ranging from health ministries and public organizations to insurance and pharmaceutical companies. Cross-institutional leader in research and admin roles focusing on excellence, efficiency, innovation, and community. Strategic and proactive thinker with clear vision and plan, approaching challenges with creativity and adaptability. Highly motivational manager with strong communication skills and impeccable project management track-record.   Expert scholar and educator in health economics, discrete choice experiments, research study design and observational epidemiology. Long experience setting-up and coordinating multi-disciplinary teams into delivering high quality research.
Most Relevant Publications (3+)

46 total publications

Designing feasible and effective health plan payments in countries with data availability constraints

Journal of Risk and Insurance / Jan 20, 2022

Henriquez, J., Iommi, M., McGuire, T., Mentzakis, E., & Paolucci, F. (2022). Designing feasible and effective health plan payments in countries with data availability constraints. Journal of Risk and Insurance, 90(1), 33–57. Portico. https://doi.org/10.1111/jori.12372

Experimental evidence on the effect of incentives and domain in risk aversion and discounting tasks

Journal of Risk and Uncertainty / Jun 01, 2021

Mentzakis, E., & Sadeh, J. (2021). Experimental evidence on the effect of incentives and domain in risk aversion and discounting tasks. Journal of Risk and Uncertainty, 62(3), 203–224. https://doi.org/10.1007/s11166-021-09354-9

Hypothetical bias in value orientations ring games

Economics Letters / Sep 01, 2013

Mentzakis, E., & Mestelman, S. (2013). Hypothetical bias in value orientations ring games. Economics Letters, 120(3), 562–565. https://doi.org/10.1016/j.econlet.2013.06.019

Denise Breaux Soignet

Fayetteville, Arkansas, United States of America
I am an experienced researcher, teacher, author, management consultant, and center director. My work centers on helping current and future business leaders learn to tackle some of the most pressing interpersonal challenges—and some of the most exciting human opportunities—in today’s workplace.
Most Relevant Research Interests
Finance
Other Research Interests (17)
DE&I
Religious diversity
Organizational politics
Interpersonal interactions
Work stress
And 12 more
About
I've spent over a decade researching, writing, consulting, and teaching about interpersonal relationships, human interactions, and people-problems in organizations. My early academic work centered on work stress, organizational politics, and dysfunctional leadership, and through the years I've broadened my focus to explore a wider range of human issues in the workplace. My passion for understanding and repairing interpersonal issues led to my current role as Director of the Tyson Center for Faith-Friendly Workplaces, a center dedicated to increasing religious tolerance, interfaith understanding, and acceptance of religious diversity in the workplace.
Most Relevant Publications (1+)

9 total publications

Politics as a Moderator of the Accountability—Job Satisfaction Relationship: Evidence Across Three Studies

Journal of Management / Feb 05, 2008

Breaux, D. M., Munyon, T. P., Hochwarter, W. A., & Ferris, G. R. (2008). Politics as a Moderator of the Accountability—Job Satisfaction Relationship: Evidence Across Three Studies. Journal of Management, 35(2), 307–326. https://doi.org/10.1177/0149206308318621

Jim Samuel

Associate Professor at Rutgers University
Most Relevant Research Interests
Finance
Other Research Interests (31)
Analytics
Information Science
Big data
Applied Artificial Intelligence
Artificial Intelligence
And 26 more
About
Jim Samuel is an Associate Professor of Practice and Executive Director of the Informatics Program at the Bloustein School. He is an information and artificial intelligence (AI) scientist, with significant industry experience in finance, technology, entrepreneurship and data analytics. Dr. Samuel’s primary research covers human intelligence and artificial intelligences interaction and information philosophy.  Dr. Samuel’s applied research focuses on the optimal use of big data and smart data driven AI applications, textual analytics, natural language processing and artificially intelligent public opinion informatics. His expertise extends to socioeconomic implications of AI, applied machine learning, social media analytics, AI education and AI bias. Dr. Samuel completed his Ph.D. from the Zicklin School of Business, Baruch College – City University of New York, and he also has M.Arch and M.B.A (International Finance) degrees.  Dr. Samuel has worked with large multinational financial services corporations, and advises businesses and organizations on data analytics and AI driven value creation strategies. He is passionate about research driven thought leadership in AI, information philosophy, analytics and informatics. 

Sutirtha Bagchi

Villanova, Pennsylvania, United States of America
Associate Professor of Economics with a rich set of experiences spanning the commercial and educational sectors. Proficient with the use of legal databases like CaseText, WestLaw, and LexisPlus.
Most Relevant Research Interests
Finance
Other Research Interests (13)
Political Economy
State and Local Public Finance
Regulation
Economics and Econometrics
Accounting
And 8 more
About
Sutirtha Bagchi is an Associate Professor of Economics at Villanova University where he teaches courses in microeconomics and public economics. Dr. Bagchi has a Ph.D. in Business Economics and an M.A. in Economics from the University of Michigan–Ann Arbor. He also received an MBA from Purdue University West Lafayette, in addition to a B. Tech. (With Honors) in Chemical Engineering from the Indian Institute of Technology Kharagpur.
Most Relevant Publications (6+)

24 total publications

The effects of political competition on the funding of public‐sector pension plans

Financial Management / Nov 06, 2020

Bagchi, S. (2020). The effects of political competition on the funding of public‐sector pension plans. Financial Management, 50(3), 691–725. Portico. https://doi.org/10.1111/fima.12335

Monetary growth and wealth inequality

Economics Letters / Sep 01, 2019

Bagchi, S., Curran, M., & Fagerstrom, M. J. (2019). Monetary growth and wealth inequality. Economics Letters, 182, 23–25. https://doi.org/10.1016/j.econlet.2019.05.036

The effects of introducing withholding and third-party reporting on tax collections: Evidence from the U.S. state personal income tax

Journal of Public Economics / Dec 01, 2021

Bagchi, S., & Dušek, L. (2021). The effects of introducing withholding and third-party reporting on tax collections: Evidence from the U.S. state personal income tax. Journal of Public Economics, 204, 104537. https://doi.org/10.1016/j.jpubeco.2021.104537

Withholding matters: The impact of Act 32 on compliance with the earned income tax

Economics Letters / Oct 01, 2022

Bagchi, S. (2022). Withholding matters: The impact of Act 32 on compliance with the earned income tax. Economics Letters, 219, 110796. https://doi.org/10.1016/j.econlet.2022.110796

Public-sector pension plans and the discount rate assumption: The role of political incentives

Economics Letters / Jul 01, 2021

Bagchi, S., & Naughton, J. P. (2021). Public-sector pension plans and the discount rate assumption: The role of political incentives. Economics Letters, 204, 109914. https://doi.org/10.1016/j.econlet.2021.109914

Contribution volatility and public pension reform

Journal of Pension Economics and Finance / Apr 06, 2017

ST. CLAIR, T., & MARTINEZ GUZMAN, J. P. (2017). Contribution volatility and public pension reform. Journal of Pension Economics and Finance, 17(4), 513–533. https://doi.org/10.1017/s1474747217000129

Brian Bushee

Finance Professor at University of Pennsylvania
Most Relevant Research Interests
Finance
Other Research Interests (15)
Economics and Econometrics
Accounting
Pharmacology (medical)
Business and International Management
Statistics, Probability and Uncertainty
And 10 more
About
Brian Bushee is the Americus Brothers Professor of Accounting at the University of Pennsylvania. He is a Visiting Scholar at the University of Michigan and a Research Associate at the National Bureau of Economic Research. His research interests include the role of accounting information in capital markets, the effect of accounting disclosures on managerial incentives and resource allocation, and the economics of professional service firms. He has been published in the Journal of Accounting and Economics, the Journal of Accounting Research, and the Review of Accounting Studies, among other journals. He has been a consultant to the Securities and Exchange Commission and the Financial Accounting Standards Board.
Most Relevant Publications (25+)

46 total publications

Corporate Disclosure Practices, Institutional Investors, and Stock Return Volatility

Journal of Accounting Research / Jan 01, 2000

Bushee, B. J., & Noe, C. F. (2000). Corporate Disclosure Practices, Institutional Investors, and Stock Return Volatility. Journal of Accounting Research, 38, 171. https://doi.org/10.2307/2672914

Do Institutional Investors Prefer Near-Term Earnings over Long-Run Value?

Contemporary Accounting Research / Jun 01, 2001

BUSHEE, B. J. (2001). Do Institutional Investors Prefer Near-Term Earnings over Long-Run Value? Contemporary Accounting Research, 18(2), 207–246. https://doi.org/10.1506/j4gu-bhwh-8hme-le0x

Fundamental Analysis, Future Earnings, and Stock Prices

Journal of Accounting Research / Jan 01, 1997

Abarbanell, J. S., & Bushee, B. J. (1997). Fundamental Analysis, Future Earnings, and Stock Prices. Journal of Accounting Research, 35(1), 1. https://doi.org/10.2307/2491464

The Role of the Business Press as an Information Intermediary

Journal of Accounting Research / Jan 15, 2010

BUSHEE, B. J., CORE, J. E., GUAY, W., & HAMM, S. J. W. (2010). The Role of the Business Press as an Information Intermediary. Journal of Accounting Research, 48(1), 1–19. Portico. https://doi.org/10.1111/j.1475-679x.2009.00357.x

Economic consequences of SEC disclosure regulation: evidence from the OTC bulletin board

Journal of Accounting and Economics / Jun 01, 2005

Bushee, B. J., & Leuz, C. (2005). Economic consequences of SEC disclosure regulation: evidence from the OTC bulletin board. Journal of Accounting and Economics, 39(2), 233–264. https://doi.org/10.1016/j.jacceco.2004.04.002

Investor Relations, Firm Visibility, and Investor Following

The Accounting Review / Jan 01, 2012

Bushee, B. J., & Miller, G. S. (2012). Investor Relations, Firm Visibility, and Investor Following. The Accounting Review, 87(3), 867–897. https://doi.org/10.2308/accr-10211

Accounting Choice, Home Bias, and U.S. Investment in Non-U.S. Firms

Journal of Accounting Research / Dec 01, 2004

BRADSHAW, M. T., BUSHEE, B. J., & MILLER, G. S. (2004). Accounting Choice, Home Bias, and U.S. Investment in Non-U.S. Firms. Journal of Accounting Research, 42(5), 795–841. https://doi.org/10.1111/j.1475-679x.2004.00157.x

Open versus closed conference calls: the determinants and effects of broadening access to disclosure

Journal of Accounting and Economics / Jan 01, 2003

Bushee, B. J., Matsumoto, D. A., & Miller, G. S. (2003). Open versus closed conference calls: the determinants and effects of broadening access to disclosure. Journal of Accounting and Economics, 34(1–3), 149–180. https://doi.org/10.1016/s0165-4101(02)00073-3

Which Institutional Investors Trade Based on Private Information About Earnings and Returns?

Journal of Accounting Research / May 01, 2007

BUSHEE, B. J., & GOODMAN, T. H. (2007). Which Institutional Investors Trade Based on Private Information About Earnings and Returns? Journal of Accounting Research, 45(2), 289–321. https://doi.org/10.1111/j.1475-679x.2007.00234.x

Managerial and Investor Responses to Disclosure Regulation: The Case of Reg FD and Conference Calls

The Accounting Review / Jul 01, 2004

Bushee, B. J., Matsumoto, D. A., & Miller, G. S. (2004). Managerial and Investor Responses to Disclosure Regulation: The Case of Reg FD and Conference Calls. The Accounting Review, 79(3), 617–643. https://doi.org/10.2308/accr.2004.79.3.617

Linguistic Complexity in Firm Disclosures: Obfuscation or Information?

Journal of Accounting Research / Aug 23, 2017

BUSHEE, B. J., GOW, I. D., & TAYLOR, D. J. (2017). Linguistic Complexity in Firm Disclosures: Obfuscation or Information? Journal of Accounting Research, 56(1), 85–121. Portico. https://doi.org/10.1111/1475-679x.12179

Conference Presentations and the Disclosure Milieu

Journal of Accounting Research / Sep 19, 2011

BUSHEE, B. J., JUNG, M. J., & MILLER, G. S. (2011). Conference Presentations and the Disclosure Milieu. Journal of Accounting Research, 49(5), 1163–1192. https://doi.org/10.1111/j.1475-679x.2011.00426.x

Conference Presentations and the Disclosure Milieu

Journal of Accounting Research / Sep 19, 2011

BUSHEE, B. J., JUNG, M. J., & MILLER, G. S. (2011). Conference Presentations and the Disclosure Milieu. Journal of Accounting Research, 49(5), 1163–1192. https://doi.org/10.1111/j.1475-679x.2011.00426.x

Conference Presentations and the Disclosure Milieu

Journal of Accounting Research / Sep 19, 2011

BUSHEE, B. J., JUNG, M. J., & MILLER, G. S. (2011). Conference Presentations and the Disclosure Milieu. Journal of Accounting Research, 49(5), 1163–1192. https://doi.org/10.1111/j.1475-679x.2011.00426.x

Discussion of Disclosure Practices of Foreign Companies Interacting with U.S. Markets

Journal of Accounting Research / May 01, 2004

BUSHEE, B. J. (2004). Discussion of Disclosure Practices of Foreign Companies Interacting with U.S. Markets. Journal of Accounting Research, 42(2), 509–525. https://doi.org/10.1111/j.1475-679x.2004.00147.x

Did the Siebel Systems Case Limit the SEC's Ability to Enforce Regulation Fair Disclosure?

Journal of Accounting Research / Mar 31, 2022

ALLEE, K. D., BUSHEE, B. J., KLEPPE, T. J., & PIERCE, A. T. (2022). Did the Siebel Systems Case Limit the SEC’s Ability to Enforce Regulation Fair Disclosure? Journal of Accounting Research, 60(4), 1235–1291. Portico. https://doi.org/10.1111/1475-679x.12423

Acknowledgement

Journal of Accounting and Economics / Aug 01, 2002

Acknowledgement. (2002). Journal of Accounting and Economics, 33(3), 427–430. https://doi.org/10.1016/s0165-4101(02)00061-7

Pay Without Performance – The Unfulfilled Promise of Executive Compensation. By Lucian Bebchuk and Jesse Fried. Harvard University Press, 2004. ISBN 0-674-01665-304 pages, Price $24.95.

Journal of Pension Economics and Finance / Oct 06, 2005

GERAKOS, J. (2005). Pay Without Performance – The Unfulfilled Promise of Executive Compensation. By Lucian Bebchuk and Jesse Fried. Harvard University Press, 2004. ISBN 0-674-01665-304 pages, Price $24.95. Journal of Pension Economics and Finance, 4(3), 334–335. https://doi.org/10.1017/s1474747205232171

The Dark Side of Investor Conferences: Evidence of Managerial Opportunism

The Accounting Review / Oct 06, 2022

Bushee, B., Taylor, D. J., & Zhu, C. (2022). The Dark Side of Investor Conferences: Evidence of Managerial Opportunism. The Accounting Review. https://doi.org/10.2308/tar-2020-0624

Does the media help or hurt retail investors during the IPO quiet period?

Journal of Accounting and Economics / Feb 01, 2020

Bushee, B., Cedergren, M., & Michels, J. (2020). Does the media help or hurt retail investors during the IPO quiet period? Journal of Accounting and Economics, 69(1), 101261. https://doi.org/10.1016/j.jacceco.2019.101261

Financial Reporting Quality, Investment Horizon, and Institutional Investor Trading Strategies

The Accounting Review / Jul 01, 2018

Bushee, B. J., Goodman, T. H., & Sunder, S. V. (2018). Financial Reporting Quality, Investment Horizon, and Institutional Investor Trading Strategies. The Accounting Review, 94(3), 87–112. https://doi.org/10.2308/accr-52202

Corporate jets and private meetings with investors

Journal of Accounting and Economics / Apr 01, 2018

Bushee, B. J., Gerakos, J., & Lee, L. F. (2018). Corporate jets and private meetings with investors. Journal of Accounting and Economics, 65(2–3), 358–379. https://doi.org/10.1016/j.jacceco.2018.01.005

Measuring Tax-Sensitive Institutional Investor Ownership

The Accounting Review / Feb 01, 2017

Blouin, J. L., Bushee, B. J., & Sikes, S. A. (2017). Measuring Tax-Sensitive Institutional Investor Ownership. The Accounting Review, 92(6), 49–76. https://doi.org/10.2308/accr-51719

Disclosure Standards and the Sensitivity of Returns to Mood

Review of Financial Studies / Sep 08, 2015

Bushee, B. J., & Friedman, H. L. (2015). Disclosure Standards and the Sensitivity of Returns to Mood. Review of Financial Studies, hhv054. https://doi.org/10.1093/rfs/hhv054

Discussion of “Financial reporting opacity and informed trading by international institutional investors”

Journal of Accounting and Economics / Oct 01, 2012

Bushee, B. J. (2012). Discussion of “Financial reporting opacity and informed trading by international institutional investors.” Journal of Accounting and Economics, 54(2–3), 221–228. https://doi.org/10.1016/j.jacceco.2012.09.001

Anna Young-Ferris

ESG Investment Researcher - University of Sydney Business School
Most Relevant Research Interests
Finance
Other Research Interests (13)
Responsible investment
ESG integration
Carbon risk
Sustainability accounting
Responsible management education
And 8 more
About
Dr. Anna Young-Ferris is a sustainability and climate change accounting specialist bringing two decades of academic (research and lecturing) and corporate experience. She worked as a climate change and sustainability professional at Ernst & Young and joined academia in 2010 to pursue her research in the field and was awarded her PhD in Responsible Investment in 2014. Her award-winning PhD study examined the integration of environmental, social and corporate governance (ESG) accounting information in mainstream investment decisions, and she continues to focus and publish her research in the fields of responsible investment, corporate sustainability, and responsible management education. Anna has presented her research at numerous international settings including Harvard University, the London School of Economics and HEC Paris.
Most Relevant Publications (1+)

9 total publications

‘Looking for Something that Isn’t There’: A Case Study of an Early Attempt at ESG Integration in Investment Decision Making

European Accounting Review / Dec 01, 2021

Young-Ferris, A., & Roberts, J. (2021). ‘Looking for Something that Isn’t There’: A Case Study of an Early Attempt at ESG Integration in Investment Decision Making. European Accounting Review, 1–28. https://doi.org/10.1080/09638180.2021.2000458

Lea-Rachel Kosnik

Professor of Economics, University of Missouri-St. Louis, a leading expert on hydropower regulation in the U.S., and other energy and environmental issues
Most Relevant Research Interests
Finance
Other Research Interests (38)
Environmental Economics
Energy Economics
Environmental Justice
Text/Content Analysis
Public & Regulatory Economics
And 33 more
About
Lea-Rachel Kosnik is a Professor of Economics at the University of Missouri-St. Louis. She received her BA and MA from the University of Michigan, Ann Arbor, and her PhD from the University of California, Los Angeles. Her research focuses on renewable energy and climate change, and she is considered a leading expert on the topic of hydroelectric energy generation in the U.S., and hydropower regulation by the Federal Energy Regulatory Commission. In recent years her research has expanded to include analyses of the academic economics profession itself, including with a focus on gender issues and DEI initiatives. Methodologically, her skill set includes textual analysis and natural language processing, along with traditional econometric techniques. In 2016 she received an honorable mention for article of the year from *Contemporary Economic Policy*, and in 2022 she gave the keynote address to the Illinois Economics Association. Dr. Kosnik is perhaps best known (in a service capacity) as the Association of Environmental and Resource Economist’s (AERE’s) Midwest representative, annually organizing the full track of AERE-sponsored environmental sessions at the Midwest Economic Association meetings. Dr. Kosnik has also served as President, Past-President, and Board Member of the Transportation and Public Utilities Group (TPUG), and as a Department Chair.
Most Relevant Publications (1+)

40 total publications

Determinants of contract completeness: An environmental regulatory application

International Review of Law and Economics / Mar 01, 2014

Kosnik, L.-R. (2014). Determinants of contract completeness: An environmental regulatory application. International Review of Law and Economics, 37, 198–208. https://doi.org/10.1016/j.irle.2013.11.001

Faris Saah

Instructor at Harvard University
Most Relevant Research Interests
Finance
Other Research Interests (4)
FinTech
Strategy
Asset Management
Corporate Restructuring
About
Faris Saah is a Special Program Instructor - Finance and Economics at Harvard University and a CEO at Quansoo Advisors. He has a MS in Management Science and Finance from the Massachusetts Institute of Technology and has been working in the finance and economics field for over a decade.

Martin Brauch

Senior Legal and Economics Researcher, Columbia Center on Sustainable Investment
Most Relevant Research Interests
Finance
Other Research Interests (14)
economics
international law
international investment law
climate change
sustainable development
And 9 more
About
Martin Dietrich Brauch is a Lead Researcher at CCSI. He leads economic and legal research, training, and advisory work, with a focus on legal and policy frameworks and practices for sustainable investment to achieve climate change mitigation and adaptation goals—including through decarbonization and a just transition to net-zero emission energy systems and economies—along with other SDGs.
Most Relevant Publications (1+)

24 total publications

The UN Sustainable Development Goals as innovation drivers for local sustainability governance? Examples from Germany

Public Sector Economics / Dec 07, 2022

Raffer, C., Scheller, H., & Peters, O. (2022). The UN Sustainable Development Goals as innovation drivers for local sustainability governance? Examples from Germany. Public Sector Economics, 46(4), 459–487. https://doi.org/10.3326/pse.46.4.2

Tim Leung

Professor of Applied Mathematics, Computational Finance & Risk Management (CFRM) Program
Most Relevant Research Interests
Finance
Other Research Interests (29)
Computational Finance
Risk Management
Portfolio Optimization
ETFs
General Economics, Econometrics and Finance
And 24 more
About
Tim Leung is a professor of operations research and financial engineering at the University of Washington. He holds a PhD from Princeton University and a B.S. from Cornell University. He has held previous positions as an assistant professor at Columbia University and Johns Hopkins University.
Most Relevant Publications (28+)

138 total publications

OPTIMAL MEAN REVERSION TRADING WITH TRANSACTION COSTS AND STOP-LOSS EXIT

International Journal of Theoretical and Applied Finance / May 01, 2015

LEUNG, T., & LI, X. (2015). OPTIMAL MEAN REVERSION TRADING WITH TRANSACTION COSTS AND STOP-LOSS EXIT. International Journal of Theoretical and Applied Finance, 18(03), 1550020. https://doi.org/10.1142/s021902491550020x

ACCOUNTING FOR RISK AVERSION, VESTING, JOB TERMINATION RISK AND MULTIPLE EXERCISES IN VALUATION OF EMPLOYEE STOCK OPTIONS

Mathematical Finance / Jan 01, 2009

Leung, T., & Sircar, R. (2009). ACCOUNTING FOR RISK AVERSION, VESTING, JOB TERMINATION RISK AND MULTIPLE EXERCISES IN VALUATION OF EMPLOYEE STOCK OPTIONS. Mathematical Finance, 19(1), 99–128. https://doi.org/10.1111/j.1467-9965.2008.00359.x

Implied Volatility of Leveraged ETF Options

Applied Mathematical Finance / Nov 20, 2014

Leung, T., & Sircar, R. (2014). Implied Volatility of Leveraged ETF Options. Applied Mathematical Finance, 22(2), 162–188. https://doi.org/10.1080/1350486x.2014.975825

AN ANALYTIC RECURSIVE METHOD FOR OPTIMAL MULTIPLE STOPPING: CANADIZATION AND PHASE-TYPE FITTING

International Journal of Theoretical and Applied Finance / Jul 28, 2015

LEUNG, T., YAMAZAKI, K., & ZHANG, H. (2015). AN ANALYTIC RECURSIVE METHOD FOR OPTIMAL MULTIPLE STOPPING: CANADIZATION AND PHASE-TYPE FITTING. International Journal of Theoretical and Applied Finance, 18(05), 1550032. https://doi.org/10.1142/s0219024915500326

Optimal starting–stopping and switching of a CIR process with fixed costs

Risk and Decision Analysis / Jan 01, 2014

Leung, T., Li, X., & Wang, Z. (2014). Optimal starting–stopping and switching of a CIR process with fixed costs. Risk and Decision Analysis, 5(2–3), 149–161. https://doi.org/10.3233/rda-140107

Dynamic Index Tracking and Risk Exposure Control Using Derivatives

Applied Mathematical Finance / Mar 04, 2018

Leung, T., & Ward, B. (2018). Dynamic Index Tracking and Risk Exposure Control Using Derivatives. Applied Mathematical Finance, 25(2), 180–212. https://doi.org/10.1080/1350486x.2018.1507750

MEAN REVERSION TRADING WITH SEQUENTIAL DEADLINES AND TRANSACTION COSTS

International Journal of Theoretical and Applied Finance / Feb 01, 2018

KITAPBAYEV, Y., & LEUNG, T. (2018). MEAN REVERSION TRADING WITH SEQUENTIAL DEADLINES AND TRANSACTION COSTS. International Journal of Theoretical and Applied Finance, 21(01), 1850004. https://doi.org/10.1142/s0219024918500048

LONG-TERM GROWTH RATE OF EXPECTED UTILITY FOR LEVERAGED ETFs: MARTINGALE EXTRACTION APPROACH

International Journal of Theoretical and Applied Finance / Sep 01, 2017

LEUNG, T., & PARK, H. (2017). LONG-TERM GROWTH RATE OF EXPECTED UTILITY FOR LEVERAGED ETFs: MARTINGALE EXTRACTION APPROACH. International Journal of Theoretical and Applied Finance, 20(06), 1750037. https://doi.org/10.1142/s0219024917500376

Timing options for a startup with early termination and competition risks

Risk and Decision Analysis / May 31, 2017

Leung, T., & Li, Z. (2017). Timing options for a startup with early termination and competition risks. Risk and Decision Analysis, 6(2), 151–166. https://doi.org/10.3233/rda-170120

OPTIMAL DYNAMIC FUTURES PORTFOLIO UNDER A MULTIFACTOR GAUSSIAN FRAMEWORK

International Journal of Theoretical and Applied Finance / Aug 01, 2021

LEUNG, T., YAN, R., & ZHOU, Y. (2021). OPTIMAL DYNAMIC FUTURES PORTFOLIO UNDER A MULTIFACTOR GAUSSIAN FRAMEWORK. International Journal of Theoretical and Applied Finance, 24(05), 2150028. https://doi.org/10.1142/s021902492150028x

A TOP-DOWN APPROACH FOR THE MULTIPLE EXERCISES AND VALUATION OF EMPLOYEE STOCK OPTIONS

International Journal of Theoretical and Applied Finance / Mar 01, 2020

LEUNG, T., & ZHOU, Y. (2020). A TOP-DOWN APPROACH FOR THE MULTIPLE EXERCISES AND VALUATION OF EMPLOYEE STOCK OPTIONS. International Journal of Theoretical and Applied Finance, 23(02), 2050004. https://doi.org/10.1142/s0219024920500041

EFFORT EXPENDITURE FOR CASH FLOW IN A MEAN-FIELD EQUILIBRIUM

International Journal of Theoretical and Applied Finance / Jun 01, 2019

DONNELLY, R., & LEUNG, T. (2019). EFFORT EXPENDITURE FOR CASH FLOW IN A MEAN-FIELD EQUILIBRIUM. International Journal of Theoretical and Applied Finance, 22(04), 1950014. https://doi.org/10.1142/s0219024919500146

Constrained dynamic futures portfolios with stochastic basis

Annals of Finance / Nov 07, 2021

Chen, X., Leung, T., & Zhou, Y. (2021). Constrained dynamic futures portfolios with stochastic basis. Annals of Finance, 18(1), 1–33. https://doi.org/10.1007/s10436-021-00398-0

Optimal trading of a basket of futures contracts

Annals of Finance / Jan 01, 2020

Angoshtari, B., & Leung, T. (2020). Optimal trading of a basket of futures contracts. Annals of Finance, 16(2), 253–280. https://doi.org/10.1007/s10436-019-00357-w

Optimal dynamic basis trading

Annals of Finance / Jun 10, 2019

Angoshtari, B., & Leung, T. (2019). Optimal dynamic basis trading. Annals of Finance, 15(3), 307–335. https://doi.org/10.1007/s10436-019-00348-x

Optimal risk-averse timing of an asset sale: trending versus mean-reverting price dynamics

Annals of Finance / Sep 11, 2018

Leung, T., & Wang, Z. (2018). Optimal risk-averse timing of an asset sale: trending versus mean-reverting price dynamics. Annals of Finance, 15(1), 1–28. https://doi.org/10.1007/s10436-018-0336-1

Optimal Timing to Trade along a Randomized Brownian Bridge

International Journal of Financial Studies / Aug 30, 2018

Leung, T., Li, J., & Li, X. (2018). Optimal Timing to Trade along a Randomized Brownian Bridge. International Journal of Financial Studies, 6(3), 75. https://doi.org/10.3390/ijfs6030075

Optimal mean-reverting spread trading: nonlinear integral equation approach

Annals of Finance / Mar 25, 2017

Kitapbayev, Y., & Leung, T. (2017). Optimal mean-reverting spread trading: nonlinear integral equation approach. Annals of Finance, 13(2), 181–203. https://doi.org/10.1007/s10436-017-0295-y

LEVERAGED ETF IMPLIED VOLATILITIES FROM ETF DYNAMICS

Mathematical Finance / May 19, 2016

Leung, T., Lorig, M., & Pascucci, A. (2016). LEVERAGED ETF IMPLIED VOLATILITIES FROM ETF DYNAMICS. Mathematical Finance, 27(4), 1035–1068. Portico. https://doi.org/10.1111/mafi.12128

Understanding the non-convergence of agricultural futures via stochastic storage costs and timing options

Journal of Commodity Markets / Jun 01, 2017

Guo, K., & Leung, T. (2017). Understanding the non-convergence of agricultural futures via stochastic storage costs and timing options. Journal of Commodity Markets, 6, 32–49. https://doi.org/10.1016/j.jcomm.2017.04.001

Optimal static quadratic hedging

Quantitative Finance / Apr 22, 2016

Leung, T., & Lorig, M. (2016). Optimal static quadratic hedging. Quantitative Finance, 16(9), 1341–1355. https://doi.org/10.1080/14697688.2016.1161229

Speculative Futures Trading under Mean Reversion

Asia-Pacific Financial Markets / Apr 18, 2016

Leung, T., Li, J., Li, X., & Wang, Z. (2016). Speculative Futures Trading under Mean Reversion. Asia-Pacific Financial Markets, 23(4), 281–304. https://doi.org/10.1007/s10690-016-9215-9

ESO Valuation with Job Termination Risk and Jumps in Stock Price

SIAM Journal on Financial Mathematics / Jan 01, 2015

Leung, T., & Wan, H. (2015). ESO Valuation with Job Termination Risk and Jumps in Stock Price. SIAM Journal on Financial Mathematics, 6(1), 487–516. https://doi.org/10.1137/130937949

American step-up and step-down default swaps under Lévy models

Quantitative Finance / Jan 01, 2013

Leung, T., & Yamazaki, K. (2013). American step-up and step-down default swaps under Lévy models. Quantitative Finance, 13(1), 137–157. https://doi.org/10.1080/14697688.2012.730624

Outperformance portfolio optimization via the equivalence of pure and randomized hypothesis testing

Finance and Stochastics / Aug 27, 2013

Leung, T., Song, Q., & Yang, J. (2013). Outperformance portfolio optimization via the equivalence of pure and randomized hypothesis testing. Finance and Stochastics, 17(4), 839–870. https://doi.org/10.1007/s00780-013-0213-8

Accounting for risk aversion in derivatives purchase timing

Mathematics and Financial Economics / Feb 24, 2012

Leung, T., & Ludkovski, M. (2012). Accounting for risk aversion in derivatives purchase timing. Mathematics and Financial Economics, 6(4), 363–386. https://doi.org/10.1007/s11579-012-0063-8

Optimal Timing to Purchase Options

SIAM Journal on Financial Mathematics / Jan 01, 2011

Leung, T., & Ludkovski, M. (2011). Optimal Timing to Purchase Options. SIAM Journal on Financial Mathematics, 2(1), 768–793. https://doi.org/10.1137/100809386

RISK PREMIA AND OPTIMAL LIQUIDATION OF CREDIT DERIVATIVES

International Journal of Theoretical and Applied Finance / Dec 01, 2012

LEUNG, T., & LIU, P. (2012). RISK PREMIA AND OPTIMAL LIQUIDATION OF CREDIT DERIVATIVES. International Journal of Theoretical and Applied Finance, 15(08), 1250059. https://doi.org/10.1142/s0219024912500598

Jacquelyn Humphrey

ESG Researcher | University of Queensland Business School
Most Relevant Research Interests
Finance
Other Research Interests (15)
Responsible Investment
ESG
Funds Management
Sustainability
Law
And 10 more
About
Jacquelyn's main research interest is in how environmental, social and governance factors impact on investment decision-making for investors and corporations. She also has an active interdisciplinary research agenda in sustainability more broadly. She also has a research interest in funds management. Jacquelyn has published in well-regarded international finance journals including *Journal of Corporate Finance*, *Journal of Banking and Finance* and *Journal of Business Ethics*, as well as in journals outside of finance including *Nature Climate Change*, *Global Environmental Change* and *Journal of Cleaner Production*.She has been the recipient of AFAANZ research grants and numerous internal grants. She was a Vice President of the Financial Research Network, where she oversaw a program of career development for academic women in finance. Jacquelyn has received a BEL Faculty Citation for Outstanding Contribution to Student Learning or Experience - Commendation award and a UQ Business School Dean's award for Impactful Leadership.
Most Relevant Publications (8+)

18 total publications

Socially responsible investment funds: Investor reaction to current and past returns

Journal of Banking & Finance / Sep 01, 2008

Benson, K. L., & Humphrey, J. E. (2008). Socially responsible investment funds: Investor reaction to current and past returns. Journal of Banking & Finance, 32(9), 1850–1859. https://doi.org/10.1016/j.jbankfin.2007.12.013

Does it cost to be sustainable?

Journal of Corporate Finance / Jun 01, 2012

Humphrey, J. E., Lee, D. D., & Shen, Y. (2012). Does it cost to be sustainable? Journal of Corporate Finance, 18(3), 626–639. https://doi.org/10.1016/j.jcorpfin.2012.03.002

Socially responsible investment fund performance: the impact of screening intensity

Accounting & Finance / Feb 03, 2010

Lee, D. D., Humphrey, J. E., Benson, K. L., & Ahn, J. Y. K. (2010). Socially responsible investment fund performance: the impact of screening intensity. Accounting & Finance, 50(2), 351–370. https://doi.org/10.1111/j.1467-629x.2009.00336.x

Persistence and the four-factor model in the Australian funds market: a note

Accounting & Finance / Mar 01, 2010

Humphrey, J. E., & O’Brien, M. A. (2010). Persistence and the four-factor model in the Australian funds market: a note. Accounting & Finance, 50(1), 103–119. https://doi.org/10.1111/j.1467-629x.2009.00317.x

A general approach to smooth and convex portfolio optimization using lower partial moments

Journal of Banking & Finance / Aug 01, 2021

Yao, H., Huang, J., Li, Y., & Humphrey, J. E. (2021). A general approach to smooth and convex portfolio optimization using lower partial moments. Journal of Banking & Finance, 129, 106167. https://doi.org/10.1016/j.jbankfin.2021.106167

Who goes green: Reducing mutual fund emissions and its consequences

Journal of Banking & Finance / May 01, 2021

Humphrey, J. E., & Li, Y. (2021). Who goes green: Reducing mutual fund emissions and its consequences. Journal of Banking & Finance, 126, 106098. https://doi.org/10.1016/j.jbankfin.2021.106098

Managerial rents vs. shareholder value in closed-end funds: Evidence from China

Pacific-Basin Finance Journal / Dec 01, 2020

Humphrey, J. E., Hunter, D., Hoang, K., & Wei, W. C. (2020). Managerial rents vs. shareholder value in closed-end funds: Evidence from China. Pacific-Basin Finance Journal, 64, 101453. https://doi.org/10.1016/j.pacfin.2020.101453

Is diversification always optimal?

Pacific-Basin Finance Journal / Nov 01, 2015

Humphrey, J. E., Benson, K. L., Low, R. K. Y., & Lee, W.-L. (2015). Is diversification always optimal? Pacific-Basin Finance Journal, 35, 521–532. https://doi.org/10.1016/j.pacfin.2015.09.003

Thomai Serdari

Professor of Marketing and Branding
Most Relevant Research Interests
Finance
Other Research Interests (7)
Luxury Marketing and Branding across industries
marketing
luxury marketing
entrepreneurship
fashion
And 2 more
About
Thomai Serdari, Ph.D. is a strategist in luxury marketing and branding. She helps clients launch, grow, and successfully manage luxury brands. She is an expert on luxury and actively studies, values, and reports on companies or funds that operate and invest within the luxury goods market. Prof. Serdari has been teaching at New York University since 2004 and at Stern since 2012. She developed the core courses for the Luxury Marketing specialization among others and became Academic Director of the Fashion & Luxury MBA in 2019. Originally trained as an architect at the National Technical University of Athens, Prof. Serdari received her doctorate in Art History & Archaeology from the Institute of Fine Arts, New York University in 2005. She also holds an MBA from the Leonard N. Stern School of Business, New York University, with a specialization in corporate and quantitative finance (2009).
Most Relevant Publications (2+)

22 total publications

The role of cultural innovation in the success of luxury startups

Strategic Change / May 01, 2022

Serdari, T. (2022). The role of cultural innovation in the success of luxury startups. Strategic Change, 31(3), 275–283. Portico. https://doi.org/10.1002/jsc.2497

The role of cultural innovation in the success of luxury startups

Strategic Change / May 01, 2022

Serdari, T. (2022). The role of cultural innovation in the success of luxury startups. Strategic Change, 31(3), 275–283. Portico. https://doi.org/10.1002/jsc.2497

Dan Baack

Denver, Colorado, United States of America
Professor at the University of Denver
Most Relevant Research Interests
Finance
Other Research Interests (24)
Information processing
culture
and international marketing
Marketing
Communication
And 19 more
About
Dan Baack is an expert in advertising, brand management and international marketing. His academic research focuses on how differences in how consumers process information affect promotional activities. This includes investigations of creativity and advertising effectiveness, of advertising’s impact on brand image and of culture’s influence on marketing activity.
Most Relevant Publications (4+)

40 total publications

The effect of supply chain integration, modular production, and cultural distance on new product development: A dynamic capabilities approach

Journal of International Management / Dec 01, 2011

Parente, R. C., Baack, D. W., & Hahn, E. D. (2011). The effect of supply chain integration, modular production, and cultural distance on new product development: A dynamic capabilities approach. Journal of International Management, 17(4), 278–290. https://doi.org/10.1016/j.intman.2011.08.001

Meta-analysis of cultural differences: Another slice at the apple

International Business Review / Oct 01, 2008

Magnusson, P., Baack, D. W., Zdravkovic, S., Staub, K. M., & Amine, L. S. (2008). Meta-analysis of cultural differences: Another slice at the apple. International Business Review, 17(5), 520–532. https://doi.org/10.1016/j.ibusrev.2008.04.003

Diverse effects of diversity: Disaggregating effects of diversity in global virtual teams

Journal of International Management / Dec 01, 2019

Taras, V., Baack, D., Caprar, D., Dow, D., Froese, F., Jimenez, A., & Magnusson, P. (2019). Diverse effects of diversity: Disaggregating effects of diversity in global virtual teams. Journal of International Management, 25(4), 100689. https://doi.org/10.1016/j.intman.2019.100689

Coordinating decentralized research and development laboratories: A survey analysis

Journal of International Management / Jun 01, 2011

Manolopoulos, D., Söderquist, K. E., & Pearce, R. (2011). Coordinating decentralized research and development laboratories: A survey analysis. Journal of International Management, 17(2), 114–129. https://doi.org/10.1016/j.intman.2010.09.012

Luke Connelly

Professor of Health Economics, The University of Queensland, CBEH
Most Relevant Research Interests
Finance
Other Research Interests (51)
Health economics
insurance
Public Health, Environmental and Occupational Health
Safety, Risk, Reliability and Quality
Human Factors and Ergonomics
And 46 more
About
Luke Connelly is Professor of Health Economics at the Centre for the Business and Economics of Health. He also holds a Professorial appointment (part-time) at The University of Bologna, to which he was appointed in 2017 via the Italian “Direct Call” ([link](https://www.unibo.it/sitoweb/luke.connelly/en)) process. In 2019 he was appointed as Honorary Professor at The University of Sydney. His main interests are in health economics and insurance economics and the effects of institutions (including legal constructs) on incentives and behaviour. He has also worked in other fields of applied microeconomics, including education economics and transport economics. His publications include papers in *Review of Income and Wealth*, *Health Economics*, *Journal of Health Economics*, *Journal of Risk and Insurance*, *Geneva Papers on Risk and Insurance*, *Accident Analysis and Prevention*, *Journal of Law and Medicine*, *Journal of Clinical Epidemiology*, *European Journal of Health Economics*, *International Journal of Health Economics and Finance*, *Social Science and Medicine*, *Economic Papers*, *Economic Analysis and Policy*, *Journal of Transport Economics and Policy*, *Labour Economics*, *Economics and Human Biology* as well as in a range of clinical journals, including *Lancet*. Luke has served on a number of public committees including the Medical Services Advisory Committee (MSAC), which advises the Australian Minister for Health on the safety, efficacy, effectiveness, and cost-effectiveness of new and extant listings on Australia's Medicare Benefits Schedule. He has extensive service on other public committees and taskforces as well as extensive teaching and consulting engagements with industry. Over his career he has been a chief investigator on research grants and contracts totalling more than $67m. He is a member of the Editorial Boards of European Journal of Health Economics and the International Journal on Environmental Research and Public Health. He is a member of the International Health Economics Association's Arrow Awards Committee, which awards an annual prize in honour of Nobel Laureate Kenneth Arrow for the best paper in the field. He is currently Guest Editor (with Christophe Courbage) on a Special Issue of the Geneva Papers on Risk and Insurance on Insurance and Emerging Health Risks. His current research interests include health service innovations to improve the health of people with chronic kidney disease(CKD). Ongoing interests include the economics of disability and insurance, compensable injury compensation schemes, and the determinants of health. Luke enjoys and has considerable experience teaching economics and health economics at both the graduate and undergraduate levels. In 2014 he was awarded the School of Economics Distinguished Teaching Award for his teaching on UQ's Master of Health Economics Program. In July 2016 and July 2019 he also taught summer schools in Health Economics and the Economics of Insurance at The University of Lucerne, Switzerland. Over the past 10 years he has been a chief investigator on grants totalling more than $70m.
Most Relevant Publications (7+)

105 total publications

A History of the Term “Moral Hazard”

Journal of Risk and Insurance / Feb 08, 2012

Rowell, D., & Connelly, L. B. (2012). A History of the Term “Moral Hazard.” Journal of Risk and Insurance, 79(4), 1051–1075. https://doi.org/10.1111/j.1539-6975.2011.01448.x

Testing for asymmetric information in insurance markets: A test for ex ante moral hazard revisited

Economics Letters / Jan 01, 2017

Rowell, D., Nghiem, S. H., & Connelly, L. B. (2017). Testing for asymmetric information in insurance markets: A test for ex ante moral hazard revisited. Economics Letters, 150, 4–5. https://doi.org/10.1016/j.econlet.2016.10.044

Two Tests forEx AnteMoral Hazard in a Market for Automobile Insurance

Journal of Risk and Insurance / Jun 09, 2016

Rowell, D., Nghiem, S., & Connelly, L. B. (2016). Two Tests forEx AnteMoral Hazard in a Market for Automobile Insurance. Journal of Risk and Insurance, 84(4), 1103–1126. Portico. https://doi.org/10.1111/jori.12161

Erratum: Insurance Rebates, Incentives and Primary Care in Australia

The Geneva Papers on Risk and Insurance - Issues and Practice / Dec 20, 2012

Connelly, L. B., & Butler, J. R. G. (2012). Erratum: Insurance Rebates, Incentives and Primary Care in Australia. The Geneva Papers on Risk and Insurance - Issues and Practice, 38(1), 181–181. https://doi.org/10.1057/gpp.2012.50

Insurance Rebates, Incentives and Primary Care in Australia

The Geneva Papers on Risk and Insurance - Issues and Practice / Oct 01, 2012

Connelly, L. B., & Butler, J. R. G. (2012). Insurance Rebates, Incentives and Primary Care in Australia. The Geneva Papers on Risk and Insurance - Issues and Practice, 37(4), 745–762. https://doi.org/10.1057/gpp.2012.40

Lifetime Subsidies in Australian Private Health Insurance Markets with Community Rating

The Geneva Papers on Risk and Insurance - Issues and Practice / Oct 01, 2006

Connelly, L. B., & Shelton Brown, H. (2006). Lifetime Subsidies in Australian Private Health Insurance Markets with Community Rating. The Geneva Papers on Risk and Insurance - Issues and Practice, 31(4), 705–719. https://doi.org/10.1057/palgrave.gpp.2510099

Lifetime Cover in Private Insurance Markets

International Journal of Health Care Finance and Economics / Mar 01, 2005

Brown, H. S., & Connelly, L. B. (2005). Lifetime Cover in Private Insurance Markets. International Journal of Health Care Finance and Economics, 5(1), 75–88. https://doi.org/10.1007/s10754-005-6602-6

Roger Sparks

Professor of Economics, Mills College at Northeastern University
Most Relevant Research Interests
finance
Other Research Interests (16)
applied microeconomics
strategy
environment
Pharmacology (medical)
Management, Monitoring, Policy and Law
And 11 more
About
Roger Sparks is a Professor of Economics at Mills College, Oakland, CA. He earned his PhD in Economics from the University of California, Davis and has been at Mills College since 1989. Professor Sparks is currently director of the Master of Applied Economics program at Mills and chair of the Economics Department. He has more than 20 research papers published in economics journals, has refereed many paper submissions to professional journals, and currently serves on the Board of Directors of the Kemper Human Rights Education Foundation. Professor Sparks’ research applies game theory and the economics of information to a variety of topics, including the theory of unemployment, efficiency wages, employee stock offerings, cyclical changes in labor productivity, the determination of mortgage rates, mortgage securitization, environmental policy, utility regulation, psychiatric decision-making, the energy paradox, and the price impacts of low-carbon fuel standards. This research agenda has allowed him to incorporate into his teaching first-hand knowledge about a variety of topics and techniques of analysis, which in turn has enhanced his students’ curiosity and learning.
Most Relevant Publications (2+)

20 total publications

Putting the squeeze on a market for lemons: Government-sponsored mortgage securitization

The Journal of Real Estate Finance and Economics / Jun 01, 1996

Passmore, W., & Sparks, R. (1996). Putting the squeeze on a market for lemons: Government-sponsored mortgage securitization. The Journal of Real Estate Finance and Economics, 13(1). https://doi.org/10.1007/bf00174549

Automated Underwriting and the Profitability of Mortgage Securitization

Real Estate Economics / Jun 01, 2000

Passmore, W., & Sparks, R. W. (2000). Automated Underwriting and the Profitability of Mortgage Securitization. Real Estate Economics, 28(2), 285–305. https://doi.org/10.1111/1540-6229.00802

Scott Baker

Professor of Finance - Kellogg School of Management
Most Relevant Research Interests
Finance
Other Research Interests (11)
Economics
Household Finance
Public Finance
Venture Capital
Macroeconomics
And 6 more
About
Ryan Baker is a professor of economics at Northwestern University. He received his PhD in economics from Stanford University in 2014 and his BA in economics from the University of California, Berkeley in 2007.
Most Relevant Publications (7+)

35 total publications

The Unprecedented Stock Market Reaction to COVID-19

The Review of Asset Pricing Studies / Jul 18, 2020

Baker, S. R., Bloom, N., Davis, S. J., Kost, K., Sammon, M., & Viratyosin, T. (2020). The Unprecedented Stock Market Reaction to COVID-19. The Review of Asset Pricing Studies, 10(4), 742–758. https://doi.org/10.1093/rapstu/raaa008

How Does Household Spending Respond to an Epidemic? Consumption during the 2020 COVID-19 Pandemic

The Review of Asset Pricing Studies / Jul 21, 2020

Baker, S. R., Farrokhnia, R. A., Meyer, S., Pagel, M., & Yannelis, C. (2020). How Does Household Spending Respond to an Epidemic? Consumption during the 2020 COVID-19 Pandemic. The Review of Asset Pricing Studies, 10(4), 834–862. https://doi.org/10.1093/rapstu/raaa009

Economic uncertainty before and during the COVID-19 pandemic

Journal of Public Economics / Nov 01, 2020

Altig, D., Baker, S., Barrero, J. M., Bloom, N., Bunn, P., Chen, S., Davis, S. J., Leather, J., Meyer, B., Mihaylov, E., Mizen, P., Parker, N., Renault, T., Smietanka, P., & Thwaites, G. (2020). Economic uncertainty before and during the COVID-19 pandemic. Journal of Public Economics, 191, 104274. https://doi.org/10.1016/j.jpubeco.2020.104274

Consumption Imputation Errors in Administrative Data

The Review of Financial Studies / Aug 17, 2021

Baker, S. R., Kueng, L., Meyer, S., & Pagel, M. (2021). Consumption Imputation Errors in Administrative Data. The Review of Financial Studies, 35(6), 3021–3059. https://doi.org/10.1093/rfs/hhab087

Do Household Finances Constrain Unconventional Fiscal Policy?

Tax Policy and the Economy / Jun 01, 2019

Baker, S. R., Kueng, L., McGranahan, L., & Melzer, B. T. (2019). Do Household Finances Constrain Unconventional Fiscal Policy? Tax Policy and the Economy, 33, 1–32. https://doi.org/10.1086/703225

State-level economic policy uncertainty

Journal of Monetary Economics / Nov 01, 2022

Baker, S. R., Davis, S. J., & Levy, J. A. (2022). State-level economic policy uncertainty. Journal of Monetary Economics, 132, 81–99. https://doi.org/10.1016/j.jmoneco.2022.08.004

Income Fluctuations and Firm Choice

Journal of Financial and Quantitative Analysis / Jul 06, 2020

Baker, S. R., Baugh, B., & Kueng, L. (2020). Income Fluctuations and Firm Choice. Journal of Financial and Quantitative Analysis, 56(6), 2208–2236. https://doi.org/10.1017/s0022109020000526

David Blanchett

Current Director - PGIM (Formerly Prudential Investment Management); Adjunct Professor of Finance
Most Relevant Research Interests
Finance
Other Research Interests (17)
Pharmacology (medical)
Life-span and Life-course Studies
Organizational Behavior and Human Resource Management
Geriatrics and Gerontology
Management of Technology and Innovation
And 12 more
About
David Blanchett, PhD, is Adjunct Professor of Wealth Management at The American College of Financial Services. A world-renowned thought leader in the fields of wealth management and retirement, Blanchett is a leading contributor to the Wealth Management Certified Professional® (WMCP®) designation program. In addition to his role with The College, Blanchett is the managing director and head of retirement research at QMA, a division of Prudential Financial, and formerly at Morningstar Investment Management, LLC. In his roles, Blanchett works to enhance consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement. 
Most Relevant Publications (33+)

83 total publications

Alpha, Beta, and Now… Gamma

The Journal of Retirement / Oct 31, 2013

Blanchett, D., & Kaplan, P. (2013). Alpha, Beta, and Now… Gamma. The Journal of Retirement, 1(2), 29–45. https://doi.org/10.3905/jor.2013.1.2.029

Low Bond Yields and Efficient Retirement Income Portfolios

The Journal of Retirement / Jan 31, 2014

Blanchett, D. (2014). Low Bond Yields and Efficient Retirement Income Portfolios. The Journal of Retirement, 1(3), 49–62. https://doi.org/10.3905/jor.2014.1.3.049

Exploring the Cost of Investing in Socially Responsible Mutual Funds: An Empirical Study

The Journal of Investing / Aug 31, 2010

Blanchett, D. M. (2010). Exploring the Cost of Investing in Socially Responsible Mutual Funds: An Empirical Study. The Journal of Investing, 19(3), 93–103. https://doi.org/10.3905/joi.2010.19.3.093

Stock market liquidity and firm value☆

Journal of Financial Economics / Oct 01, 2009

Fang, V. W., Noe, T. H., & Tice, S. (2009). Stock market liquidity and firm value☆. Journal of Financial Economics, 94(1), 150–169. https://doi.org/10.1016/j.jfineco.2008.08.007

No Portfolio Is an Island

Financial Analysts Journal / May 01, 2015

Blanchett, D. M., & Straehl, P. U. (2015). No Portfolio Is an Island. Financial Analysts Journal, 71(3), 15–33. https://doi.org/10.2469/faj.v71.n3.5

The Effect of Advanced Age and Equity Values on Risk Preferences

Journal of Behavioral Finance / Mar 01, 2018

Blanchett, D., Finke, M., & Guillemette, M. (2018). The Effect of Advanced Age and Equity Values on Risk Preferences. Journal of Behavioral Finance, 19(4), 434–441. https://doi.org/10.1080/15427560.2018.1431884

Building Efficient Income Portfolios

The Journal of Portfolio Management / Apr 30, 2015

Blanchett, D., & Ratner, H. (2015). Building Efficient Income Portfolios. The Journal of Portfolio Management, 41(3), 117–125. https://doi.org/10.3905/jpm.2015.41.3.117

Allocating to a Deferred Income Annuity in a Defined Contribution Plan

The Journal of Retirement / Apr 30, 2015

Blanchett, D. (2015). Allocating to a Deferred Income Annuity in a Defined Contribution Plan. The Journal of Retirement, 2(4), 54–68. https://doi.org/10.3905/jor.2015.2.4.054

Donation Risk and Optimal Endowment Portfolio Allocations

The Journal of Portfolio Management / Oct 31, 2014

Blanchett, D. (2014). Donation Risk and Optimal Endowment Portfolio Allocations. The Journal of Portfolio Management, 41(1), 109–120. https://doi.org/10.3905/jpm.2014.41.1.109

Information Horizon, Portfolio Turnover, and Optimal Alpha Models

The Journal of Portfolio Management / Oct 31, 2007

Qian, E., Sorensen, E. H., & Hua, R. (2007). Information Horizon, Portfolio Turnover, and Optimal Alpha Models. The Journal of Portfolio Management, 34(1), 27–40. https://doi.org/10.3905/jpm.2007.698030

Optimal Initiation of Guaranteed Lifelong Withdrawal Benefit with Dynamic Withdrawals

SIAM Journal on Financial Mathematics / Jan 01, 2017

Huang, Y. T., Zeng, P., & Kwok, Y. K. (2017). Optimal Initiation of Guaranteed Lifelong Withdrawal Benefit with Dynamic Withdrawals. SIAM Journal on Financial Mathematics, 8(1), 804–840. https://doi.org/10.1137/16m1089575

Addressing Key Retirement Risks

The Journal of Retirement / Oct 31, 2014

Blanchett, D. (2014). Addressing Key Retirement Risks. The Journal of Retirement, 2(2), 67–80. https://doi.org/10.3905/jor.2014.2.2.067

The Valuation Model for a Risky Asset When Its Risky Factors Follow Gamma Distributions

International Review of Finance / Jul 13, 2016

Tsai, M. S., & Chiang, S. L. (2016). The Valuation Model for a Risky Asset When Its Risky Factors Follow Gamma Distributions. International Review of Finance, 16(3), 421–444. Portico. https://doi.org/10.1111/irfi.12088

Exploring the “Good Guys”: An Empirical Study of Vanguard’s Actively Managed Domestic Equity Mutual Funds

The Journal of Investing / May 31, 2010

Blanchett, D. M. (2010). Exploring the “Good Guys”: An Empirical Study of Vanguard’s Actively Managed Domestic Equity Mutual Funds. The Journal of Investing, 19(2), 39–48. https://doi.org/10.3905/joi.2010.19.2.039

Do Investors Consider Nonfinancial Risks When Building Portfolios?

Financial Analysts Journal / Sep 23, 2019

Blanchett, D. M., & Guillemette, M. (2019). Do Investors Consider Nonfinancial Risks When Building Portfolios? Financial Analysts Journal, 75(4), 124–142. https://doi.org/10.1080/0015198x.2019.1651160

Beyond the Glide Path: The Drivers of Target-Date Fund Returns

The Journal of Retirement / Apr 30, 2018

Blanchett, D., & Kaplan, P. D. (2018). Beyond the Glide Path: The Drivers of Target-Date Fund Returns. The Journal of Retirement, 5(4), 25–39. https://doi.org/10.3905/jor.2018.5.4.025

Dynamic Choice and Optimal Annuitization

The Journal of Retirement / Jun 30, 2015

Blanchett, D. (2015). Dynamic Choice and Optimal Annuitization. The Journal of Retirement, 3(1), 38–49. https://doi.org/10.3905/jor.2015.3.1.038

Fund Flows, Momentum, and Mutual Fund Performance

The Journal of Investing / May 31, 2012

Blanchett, D. M. (2012). Fund Flows, Momentum, and Mutual Fund Performance. The Journal of Investing, 21(2), 83–91. https://doi.org/10.3905/joi.2012.21.2.083

Do Passive or Active Investors Make Better Asset Allocation Decisions?

The Journal of Index Investing / Aug 31, 2010

Blanchett, D. M. (2010). Do Passive or Active Investors Make Better Asset Allocation Decisions? The Journal of Index Investing, 1(2), 74–80. https://doi.org/10.3905/jii.2010.1.2.074

LDI for Individual Portfolios

The Journal of Investing / Jan 31, 2019

Idzorek, T. M., & Blanchett, D. M. (2019). LDI for Individual Portfolios. The Journal of Investing, 28(1), 31–54. https://doi.org/10.3905/joi.2019.28.1.031

Save More Today: Improving Retirement Savings Rates with Carrots, Advice, and Nudges

The Journal of Retirement / Jul 31, 2017

Blanchett, D. (2017). Save More Today: Improving Retirement Savings Rates with Carrots, Advice, and Nudges. The Journal of Retirement, 5(1), 69–95. https://doi.org/10.3905/jor.2017.5.1.069

The Value of a Gamma-Efficient Portfolio

The Journal of Retirement / Jan 22, 2018

Blanchett, D., & Kaplan, P. D. (2018). The Value of a Gamma-Efficient Portfolio. The Journal of Retirement, 5(3), 32–56. https://doi.org/10.3905/jor.2018.5.3.032

Defaulting Participants in Defined Contribution Plans into Annuities: Are the Potential Benefits Worth the Costs?

The Journal of Retirement / Jun 30, 2016

Blanchett, D. (2016). Defaulting Participants in Defined Contribution Plans into Annuities: Are the Potential Benefits Worth the Costs? The Journal of Retirement, 4(1), 54–76. https://doi.org/10.3905/jor.2016.4.1.054

Minding the Gap in Subjective Mortality Estimates

The Journal of Retirement / Sep 17, 2021

Blanchett, D. (2021). Minding the Gap in Subjective Mortality Estimates. The Journal of Retirement, 9(2), 8–20. https://doi.org/10.3905/jor.2021.1.093

Change Is a Good Thing

Financial Analysts Journal / Dec 04, 2019

Blanchett, CFA, D. M., Finke, M. S., & Licato, J. A. (2019). Change Is a Good Thing. Financial Analysts Journal, 76(1), 20–37. https://doi.org/10.1080/0015198x.2019.1682426

Gaming the System: The Impact of Morningstar Category Changes on Peer Rankings

The Journal of Investing / Feb 28, 2011

Blanchett, D. M. (2011). Gaming the System: The Impact of Morningstar Category Changes on Peer Rankings. The Journal of Investing, 20(1), 33–42. https://doi.org/10.3905/joi.2011.20.1.033

Redefining the Optimal Retirement Income Strategy

Financial Analysts Journal / Dec 15, 2022

Blanchett, D. (2022). Redefining the Optimal Retirement Income Strategy. Financial Analysts Journal, 79(1), 5–16. https://doi.org/10.1080/0015198x.2022.2129947

The Shape of the Expected Equity Risk Premium

The Journal of Investing / Aug 03, 2022

Blanchett, D. (2022). The Shape of the Expected Equity Risk Premium. The Journal of Investing, 31(6), 81–91. https://doi.org/10.3905/joi.2022.1.238

Gender Diversity among Defined Contribution Plan Administrators and the Potential Impact on Retirement Outcomes

The Journal of Retirement / Mar 04, 2022

Blanchett, D., Varga, J., & Weirath, C. (2022). Gender Diversity among Defined Contribution Plan Administrators and the Potential Impact on Retirement Outcomes. The Journal of Retirement, 9(4), 61–72. https://doi.org/10.3905/jor.2022.1.107

Do Advisors Improve 401(k) Plans?

The Journal of Retirement / Mar 24, 2021

Blanchett, D. (2021). Do Advisors Improve 401(k) Plans? The Journal of Retirement, 8(4), 26–42. https://doi.org/10.3905/jor.2021.1.083

Foreign Revenue: A New World of Risk Exposures

The Journal of Portfolio Management / Mar 31, 2021

Blanchett, D. (2021). Foreign Revenue: A New World of Risk Exposures. The Journal of Portfolio Management, 47(6), 175–193. https://doi.org/10.3905/jpm.2021.1.237

The Value of Allocating to Annuities

The Journal of Retirement / Jun 24, 2020

Blanchett, D. (2020). The Value of Allocating to Annuities. The Journal of Retirement, 8(1), 40–52. https://doi.org/10.3905/jor.2020.1.068

How competitive are income annuity providers over time?

Risk Management and Insurance Review / Jun 01, 2021

Blanchett, D., Finke, M., & Nikolic, B. (2021). How competitive are income annuity providers over time? Risk Management and Insurance Review, 24(2), 207–214. Portico. https://doi.org/10.1111/rmir.12182

Anindya Ghose

Heinz Riehl Chair Professor of Business, NYU Stern
Most Relevant Research Interests
Finance
Other Research Interests (23)
Data Science
Mobile
Data Privacy
Digital Marketing
Digital Platforms
And 18 more
About
Dr. Anindya Ghose is the Heinz Riehl Chair Professor of Business at New York University Stern School of Business. His research interests are in the areas of IT-enabled platforms, services and products, including mobile apps, social media, digital marketplaces, and big data analytics. He has also done work on understanding consumer behavior in digital environments. He has published over 130 papers in academic journals and has been honored with several best paper awards. He has also served on the editorial boards of several journals, including Management Science, Information Systems Research, and MIS Quarterly. He is a Fellow of the Institute for Electrical and Electronics Engineers (IEEE) and the Association for Computing Machinery (ACM).
Most Relevant Publications (1+)

86 total publications

The EconoMining project at NYU: Studying the economic value of user-generated content on the internet

Journal of Revenue and Pricing Management / Mar 01, 2009

Ghose, A., & Ipeirotis, P. (2009). The EconoMining project at NYU: Studying the economic value of user-generated content on the internet. Journal of Revenue and Pricing Management, 8(2–3), 241–246. https://doi.org/10.1057/rpm.2008.56

Laura Jackson Young

Associate Professor of Economics, Bentley University
Most Relevant Research Interests
Finance
Other Research Interests (11)
Economics
Macroeconomics
Econometrics
Economics and Econometrics
Social Sciences (miscellaneous)
And 6 more
About
Laura Jackson Young graduated from the University of North Carolina at Chapel Hill in December 2014 with a PhD in Economics. She is now an Associate Professor of Economics at Bentley University.  ​ Founder and co-advisor for [WEB: Women in Economics at Bentley](https://webentley.weebly.com/). Faculty Research Director for the [Gloria Cordes Larson Center for Women and Business](https://www.bentley.edu/centers/center-for-women-and-business) **Research Interests:** Macroeconomics, Monetary and Fiscal Policy, Financial Economics, Business Cycles, Econometrics
Most Relevant Publications (1+)

21 total publications

Countercyclical Policy and the Speed of Recovery after Recessions

Journal of Money, Credit and Banking / Apr 27, 2018

FRANCIS, N., JACKSON, L. E., & OWYANG, M. T. (2018). Countercyclical Policy and the Speed of Recovery after Recessions. Journal of Money, Credit and Banking, 50(4), 675–704. Portico. https://doi.org/10.1111/jmcb.12477

Panos Ipeirotis

Professor at New York University
Most Relevant Research Interests
Finance
Other Research Interests (33)
Crowdsourcing
Data Quality
Text Analytics using Economics
Economics and Econometrics
Applied Psychology
And 28 more
About
Crowdsourcing,machine learning, databases,Online Labor Markets,Social Media Analytics,Data Mining,Information Retrieval
Most Relevant Publications (1+)

97 total publications

The EconoMining project at NYU: Studying the economic value of user-generated content on the internet

Journal of Revenue and Pricing Management / Mar 01, 2009

Ghose, A., & Ipeirotis, P. (2009). The EconoMining project at NYU: Studying the economic value of user-generated content on the internet. Journal of Revenue and Pricing Management, 8(2–3), 241–246. https://doi.org/10.1057/rpm.2008.56

Robert Gitter, Ph.D.

Semi-Retired Professor of Economics teaching, doing research, and working on community projects
Most Relevant Research Interests
Finance
Other Research Interests (33)
Labor
Psychiatry and Mental health
Public Health, Environmental and Occupational Health
Health Policy
Pshychiatric Mental Health
And 28 more
About
Dr. Robert Gitter is an economist with over 45 years of experience. He has taught at Ohio Wesleyan University for over 45 years. He continues to teach Labor Economics and working on research. His publications include work on immigration, worker turnover, and studies for various nonprofits and local and state governments as well as nonprofits.
Most Relevant Publications (1+)

29 total publications

Is gaming the optimal strategy? The impact of gaming facilities on the income and employment of American Indians

Economics Letters / Jun 01, 2007

Reagan, P. B., & Gitter, R. J. (2007). Is gaming the optimal strategy? The impact of gaming facilities on the income and employment of American Indians. Economics Letters, 95(3), 428–432. https://doi.org/10.1016/j.econlet.2006.11.019

Example finance projects

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