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Leavey School of Business Santa Clara University
Department ofFinance

Statman Research

Research: Meir Statman

“How Investors Became Consumers,” Journal of Macromarketing (With Ed McQuarrie) 2015

“Culture in Risk, Regret, Maximization, Social Trust and Life Satisfaction,” Journal of Investment Consulting 2015

Behavioral finance: Peter Bernstein and the Journal of Portfolio Management, Journal of Portfolio Management, 2014

Coming Up Short: Managing Underfunded Portfolios in a LDI-ES Framework (with S Das and S Kim), Journal of Portfolio Management, 2014

Retirement Income for the Wealthy, Middle, and Poor, Journal of Retirement Income, 2014

Behavioral Finance: Finance with Normal People, Borsa Istanbul Review, 2014 (Lead Article)

Diversification with Correlations and Return Gaps, (with J Scheid) Investments and Wealth Monitor 2013

Finance professionals in the financial crisis: Fairness, values, and culture, Journal of Investment Management

Is Markowitz Wrong?: investment lessons from the financial crisis, Journal of Portfolio Management, 2013

Mandatory retirement Savings, Financial Analysts Journal 2013

End the charade: Replacing the efficient frontier with the efficient range (with J. Clark), Journal of Financial Planning, 2013

Options and structured products in behavioral portfolios, (with S. Das), Journal of Economic Dynamics and Control, 2012

Behavioral finance in the crisis: Minsky, Keynes, and market efficiency, (with H. Shefrin), in Andrew Lo, Alan Blinder and Robert Solow (editors), Rethinking Finance: New Perspectives on the Crisis, Russell Sage Foundation, 2012

Investor personalities in investor questionnaires, (with C. Pan), Journal of Investment Consulting, 2013

Questionnaires of risk tolerance, regret, overconfidence, and other investor pro, (with C. Pan), Journal of Investment Consulting, 2012

Efficient Markets in Crisis, Journal of Investment Management, Vol. 9, No. 2, JOIM 2011

Do Corporations Invest Enough in Environmental Responsibility?, Journal of Business Ethics, June 2011

Portfolios for Investors Who Want to Reach Their Goals While Staying on the Mean-Variance Efficient Frontier (with S. Das, H. Markowitz, and J. Scheid), Journal of Wealth Management, 2011

Is it fair? Judging the fairness of insider trading, Journal of Investment Consulting, 2011

Investor sentiment, stock characteristics, and returns, Journal of Portfolio Management, 2011

Econtrack Special: What Investors Want, Tilburg University video statement

Stocks of Admired and Spurned Companies, (w Deniz Anginer), The Journal of Portfolio Management, Spring 2010

Portfolio Optimization with Mental Accounts, (w Das, H Markowitz, and J. Scheid) Journal of Financial and Quantitative Analysis, Vol45. No. 2 April 2010

Investments across Cultures: Financial Attitudes of Chinese-Americans, (w Jessica A. Weng) The Journal of Investment Consulting, 2010

Regulating Financial Markets: Protecting Us from Ourselves and Others, Financial Analysts Journal, 2009

Striking Regulatory Irons While Hot, (w Hersh Shefrin) abstract, September 2009

Regulating Financial Markets: Protecting Us from Ourselves and Others, Financial Analysts Journal, May/June 2009

The wages of social responsibility (w D. Glushkov) Financial Analyst Journal, July/ August 2009

Social Capital in Financial Markets: Trust but Verify, Journal of Portfolio Management, forthcoming November 2008

Socially Responsible Investors and Their Advisors The Journal of Investment Consulting, Vol. 9 Number 1 Fall 2008

Countries and Culture in Behavioral Finance CFA Institute Conference Proceedings Quarterly, September 2008

Affect in a Behavioral Asset-Pricing Model (w. K. Fisher and D. Anginer) Financial Analysts Journal, March/ April 2008

The Cultures of Insider Trading, Journal of Business Ethics, Spring 2008

Correlation, Return Gaps and the Benefits of Diversification (w. J. Scheid) The Journal of Portfolio Management, Spring 2008

The Expressive Nature of Socially Responsible Investors, Journal of Financial Planning, February 2008

Emotions series IMCA's Monitor, March 2007 - January 2008
Socially Responsible Investments
The Journal of Investment Consulting, Summer 2007

Local Ethics in a Global World Financial Analysts Journal,
May/June 2007

Investor Overconfidence and Trading Volume (w. S. Thorley and K. Vorkink) The Review of Financial Studies / v19 n 4 2006

Mental Liquidity (w. K. Fisher), working paper, 2006

Market Timing in Regression and Reality (w. K. Fisher), Journal of Financial Research, 2006

Measuring the Benefits of Diversification and Performance of Money Managers (w. J. Scheid), Journal of Investment Consulting, forthcoming, 2006

Market Timing at Home and Abroad (w. K. Fisher). Journal of Investing, forthcoming, 2006

Cognitive Biases Series IMCA's Monitor, 2003-2006

Socially Responsible Indexes: Composition, Performance, and Tracking Errors Journal of Portfolio Management, Spring 2006

Hedging Currencies with Hindsight and Regret Journal of Investing, Summer 2005

Global Diversification, (w. J. Scheid) Journal of Investment Management, Second Quarter, 2005

Normal Investors, Then and Now Financial Analysts Journal, March/April 2005

Martha Stewart's Lessons in Behavioral Finance Journal of Investment Consulting, Winter 2005

Fair Trading Journal of Portfolio Management, Fall 2005

What do investors want? Journal of Portfolio Management, 30th Anniversary Issue 2004

Fairness outside the cocoon Financial Analysts Journal, November/December 2004

Investment Temperament (w. V. Wood), Journal of Investment Consulting, Summer 2004

Sentiment, value and market-timing Journal of Investing, Fall 2004

The Diversification Puzzle Financial Analysts Journal, July/August 2004

A Century of Investors Financial Analysts Journal, May/June, 2003

Consumer Sentiment and Stock Returns (w/ K. Fisher), Journal of Portfolio Management, Fall 2003

Financial Physicians AIMR's Investment Counseling for Private Clients IV, no. 4, 2002.

Bubble Expectations (w/ K. Fisher), Journal of Wealth Management, Fall 2002.

Blowing Bubbles (w/ K. Fisher), Journal of Psychology and Financial Markets, vol. 3, no. 1, 2002.

Buffett in Hindsight and Foresight (w/ J. Scheid), Financial Analysts Journal, July/August 2002.

Lottery Players/Stock Traders Financial Analysts Journal, January/February 2002.

Cognitive Biases in Market Forecasts (w/ K. Fisher), Journal of Portfolio Management, Fall 2000

Behavioral Portfolio Theory (w/ H. Shefrin), Journal of Financial and Quantitative Analysis, June 2000.

Socially Responsible Mutual Funds Financial Analysts Journal, May/June 2000

Investor Sentiment and Stock Returns (w/ K. Fisher), Financial Analysts Journal, March/April 2000.

The 93.6% Question of Financial Advisors Journal of Investing, Spring 2000.

The DJIA Crossed 652,230 (w/ R. Clarke), Journal of Portfolio Management, Winter 2000.

Behavioral Finance: Past Battles and Future Engagements Financial Analysts Journal, November/December 1999

Managing Investors: Fair Fees for Valuable Services Journal of Investment Consulting, June 1999

A Behavioral Framework for Time Diversification (w/ K. Fisher), Financial Analysts Journal, May/June 1999.

Foreign Stocks in Behavioral Portfolios Financial Analysts Journal, March/April 1999.

Bullish or Bearish? (w. R. Clarke), Financial Analysts Journal, May/June 1998.

Behavioral Finance, Contemporary Finance Digest, Winter 1997.

Investment Advice from Mutual Fund Companies (w. K. Fisher), Journal of Portfolio Management, Fall 1997

The Mean Variance Optimization Puzzle: Security Portfolios and Food Portfolios (with K. Fisher) Financial Analysts Journal July-August 1997.

Performance Games (with J. Bowen), Journal of Portfolio Management, Winter 1997.

A Behavioral Framework for Dollar-Cost Averaging Journal of Portfolio Management, Fall 1995.

Making Sense of Beta, Size and Book to Market (with H. Shefrin), Journal of Portfolio Management, Winter 1995

Growth, Value, Good and Bad (with R. Clarke), Financial Analysts Journal, November/December 1994.

Behavioral Capital Asset Pricing Theory (with H. Shefrin), Journal of Financial and Quantitative Analysis, September 1994.

Tracking Errors, Regret and Tactical Asset Allocation (with R. Clarke and S. Krase), Journal of Portfolio Management, Spring 1994.

Ethics, Fairness and Efficiency in Financial Markets (with H. Shefrin), Financial Analysts Journal, November/December 1993.

Doing Well While Doing Good?: The Investment Performance of Socially Responsible Mutual Funds (with S. Hamilton and H. Jo), Financial Analysts Journal, November/December 1993.

Behavioral Aspects of the Design and Marketing of Financial Products (with H. Shefrin), Financial Management, Summer 1993.

Required Accuracy For Successful Asset Allocation (with R. Clarke, M. Fitzgerald and P. Berent), Journal of Portfolio Management, Fall 1990.

Diversifying Among Asset Allocators (with R. Clarke, M. Fitzgerald and P. Berent), Journal of Portfolio Management, Spring 1990.

Project Termination Announcements and the Market Value of the Firm (with J. Sepe), Financial Management, Winter 1989.

Market Timing with Imperfect Information (with R. Clarke, M. Fitzgerald and P. Berent), Financial Analysts Journal, November-December 1989.

Good Companies, Bad Stocks (with M. Solt), Journal of Portfolio Management, Summer 1989.

How Useful is the Sentiment Index? (with M. Solt), Financial Analysts Journal, September-October 1988.

Applying Behavioral Finance to Capital Budgeting: Project Terminations (with D. Caldwell), Financial Management, Vol. 16, Winter 1987. Reprinted in Philip L. Cooley, editor, Advances in Business Financial Management, Orlando, FL: The Dryden Press, 1990.

How Many Stocks Make a Diversified Portfolio? Journal of Financial and Quantitative Analysis, September, 1987. Reprinted in Keith V. Smith, editor, Case Problems and Readings: A Supplement for Investments and Portfolio Management, New York, New York: McGraw Hill Publishing Company, 1990, and in Stephen Lofthouse, editor, Readings in Investments, Chichester, England: John Wiley & Sons, 1994.

Event Studies and Model Misspecification: Another Look at the Benefits to Outsiders From Public Information About Insider Trading (with I. Brick and D. Weaver), Journal of Business Finance and Accounting, Vol. 16, Summer 1989.

The benefits of Insured Stocks for Corporate Cash Management (with K. Brown), Advances in Futures and Options Research, 1987.

Bonds Versus Stocks: Another Look (with N. Ushman), Journal of Portfolio Management, Winter 1987. Reprinted in Keith V. Smith, editor, Case Problems and Readings: A Supplement for Investments and Portfolio Management, New York, New York: McGraw Hill Publishing Company, 1990.

Optimistic Capital Budgeting Forecasts: An Experiment (with T. Tyebjee), Financial Management, Vol. 14, Fall 1985.

The Disposition To Sell Winners Too Early and Ride Losers Too Long: Theory and Evidence (with H. Shefrin), Journal of Finance, Vol. 40, July 1985. Reprinted in Richard H. Thaler, editor, Advances in Behavioral Finance, New York, New York: Russell Sage Foundation, 1993.

The Risk of Investment in Technological Innovation (with T. Tybjee), IEEE Transactions on Engineering Management, Vol. EM-31, November 1984.

Strategic Responses to Changes in Public Policy: The Case of the Pharmaceutical Industry and Drug Substitution Laws (with T. Tyebjee), Journal of Public Policy and Marketing, Vol. 3, 1984.

Explaining Investor Preference For Cash Dividends (with H. Shefrin), Journal of Financial Economics, Vol. 13, June 1984. Reprinted in Richard H. Thaler, editor, Advances in Behavioral Finance, New York, New York: Russell Sage Foundation, 1993.

Managerial Incentive Plans and the Use of the Payback Method (with J. Sepe), Journal of Business Finance and Accounting, Vol. 11, Spring 1984.

Growth Opportunities vs. Growth Stocks, Journal of Portfolio Management, Vol. 10, Spring 1984.

Fixed-Rate or Index-linked Mortgages From The Borrower's Point of View: A Note Journal of Financial and Quantitative Analysis, Vol. 17, September 1982.

Managing the Risk of New Product Development (with S. McIntyre), Business Horizons, Vol. 25, May-June 1982.

The Persistence of the Payback Method: A Principal-Agent Perspective, The Engineering Economist, Vol. 27, Winter 1982. Reprinted in W. J. Serraino, S. S. Singhvi, and R. M. Soldofsky, editors, Frontiers of Financial Management, 4th edition, Cincinnati, Ohio: South-Western Publishing Co., 1984.

Production Theory, Uncertain Prices and Investment Portfolios (with L. Haber), Managerial Decision Economics, Vol. 3, No. 1, 1982.

The Effect of Patent Expiration on the Market Position of Drugs, Managerial and Decision Economics, Vol. 2, No. 2, 1981; also in R. B. Helms, editor, Drugs and Health, Economic Issues and Policy Objectives, Washington, D.C.: American Enterprise Institute, 1981.

Betas Compared: Merrill Lynch vs. Value Line, Journal of Portfolio Management, Vol. 7, Winter 1981.

A Note on Beta and the Probability of Default, (with I. Brick), Journal of Financial Research, Vol. 4, Fall 1981.

Trademarks, Patents and Innovation in the Ethical Drug Industry (with T. Tyebjee), Journal of Marketing, Vol. 45, Summer 1981.

Optimal Use of Futures Markets When Input and Output Prices are Uncertain, (with C. Schmidt), Economics Letters, Vol. 6, 1980.

 

MONOGRAPHS

Ethics, Fairness, Efficiency and Financial Markets (with H. Shefrin), Research Foundation of the Institute of Financial Analysts, 1992.

Competition in the Pharmaceutical Industry: The Declining Profitability of Drug Innovation, Washington, D.C.: American Enterprise Institute, 1983.

 

OTHER PUBLICATIONS

Fairness and finance in Explore: a quarterly examination of Catholic identity and Ignatian character in Jesuit higher education, Winter 2000.

Investor sentiment and stock returns, Journal of Private Portfolio Management, Fall 1999.

Rear window, Dow Jones Investment Advisor, November 1998.

Index Funds: Beat'em if you can (The odds say you can't beat funds) in Microsoft http://moneyinsider.msn.com, June 1998.

The numbers racket rages on, Financial Planning, April 1998.

The rubble of '87, San Jose Mercury News, October 19, 1997.

Cognitive Errors, Emotional Needs and Behavioral Finance, Financial Consultant, Summer 1996.

The Information Content of Leading Indicators and Tactical Asset Allocation (with R. Clarke) in J. Lederman and R. Klein, editors, Global Asset Allocation, New York, New York: John Wiley & Sons, 1994.

Tactical Asset Allocation (with R. Clarke), in Japan Securities Analysts Association, editor, Asset Allocation, 1992 (in Japanese).

Does Tactical Asset Allocation Work? (with R. Clarke), in Robert D. Arnott and Frank J. Fabozzi, editors, Active Asset Allocation, 1992, pp. 393-409.

Is Tactical Asset Allocation Useful? (with R. Clarke and M. Fitzgerald), Investing, Fall 1989.

Cognitive Biases, Intermarket, July 1989.

The Use of Index Options in Corporate Cash Management (with K. Brown and R. Clarke) in G. Kipins and F. Fabozzi, editors, The Handbook of Stock Index Options and Futures, Dow Jones-Irwin, 1989.

Investor Psychology and Market Inefficiencies, in Katrina F. Sherred, editor, Equity Markets and Valuation Methods, Charlottesville, Virginia: The Institute of Chartered Financial Analysts, 1988.

How Not to Make Money in the Stock Market (with H. Shefrin), Psychology Today Vol. 20, No. 2, February 1986. Reprinted in the San Jose Mercury News, April 27, 1986, and Santa Clara Magazine, Fall 1986.