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The Journal of Wealth Management
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The Journal of Wealth Management

The Journal of Wealth Management

ADVANCED SEARCH: Discover more content by journal, author or time frame

  • Home
  • Current Issue
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  • More
    • About JWM
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    • Published Ahead of Print (PAP)
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  • JBIS Factor
    Special Issue: Factor Investing
    Submit your research NOW!
  • JWM Aw
    Beyond a Morality Tale: Reassessing ESG Investing
    Edward N. W. Aw, Cristina Carroll, John Q. Jiang and Gregory Y. Sivin
  • Optimal Goals-Based Investment Strategies for Switching between Bull and Bear Markets
    Sanjiv R. Das, Daniel Ostrov, Aviva Casanova, Anand Radhakrishnan and Deep Srivastav
  • Targeted Wealth Management for Prospect Theory Investors
    Jordan Moore
  • Sustainable and Impact Investing: A Taxonomy of Approaches and Considerations for Fiduciaries
    Mark Hays and John McCabe
  • Risk Tolerance, Return Expectations and Other Factors Impacting Investment Decisions
    Sam Sivarajan and Oscar De Bruijn
  • The Life Journey of Wealthy Women: Evolving Experiences Around Money, Work, Family, and Life Choices of Ultrawealthy Women
    Fredda Herz Brown and Dennis T. Jaffe
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Latest Articles

  • You have access
    Reluctant Investors: A Behavioral Experiment
    Denver H. Travis and Mehmet F. Dicle
    The Journal of Wealth Management Fall 2022, jwm.2022.1.175; DOI: https://doi.org/10.3905/jwm.2022.1.175
  • You have access
    Can an All-Weather Investment Strategy Survive in “Bad” Weather?
    Yixi Ning, Sean Yang and Wangzhi Zheng
    The Journal of Wealth Management Fall 2022, jwm.2022.1.174; DOI: https://doi.org/10.3905/jwm.2022.1.174
  • You have access
    The Gain-Pain Index: Asset Allocation for Individual (and Other?) Investors
    Javier Estrada
    The Journal of Wealth Management Fall 2022, jwm.2022.1.173; DOI: https://doi.org/10.3905/jwm.2022.1.173
  • You have access
    Exclusion Risk for Long-Term Investors
    Vebjørn Jokstad, Snorre Lindset and Håvard Tryland
    The Journal of Wealth Management Fall 2022, jwm.2022.1.172; DOI: https://doi.org/10.3905/jwm.2022.1.172
  • You have access
    Financial Inclusion in the BRICS—Evidence from the World Bank’s Latest Findex Survey
    Farid Ahmed, Arif Billah Dar and Roop Lal Sharma
    The Journal of Wealth Management Summer 2022, 25 (1) 105-121; DOI: https://doi.org/10.3905/jwm.2022.1.169
  • You have access
    Taxes, Charity, and Hedge Funds: Tax Implications of Charitable Contributions of Leveraged Partnership Interests
    Nathan Sosner and Roxana Steblea-Lora
    The Journal of Wealth Management Summer 2022, 25 (1) 30-49; DOI: https://doi.org/10.3905/jwm.2022.1.165
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DISCOVER RESEARCH FROM OUR AUTHORS

In our series of videos, the authors of research published in The Journal of Wealth Management, discuss the findings of their article, offering more in-depth analysis around it and explain how the conclusions can be implemented in practice.

Michael Crook
UBS Wealth Management
David Nanigian
The American College
Charlotte Beyer
Institute for Private Investors

 

ABOUT THE JOURNAL OF WEALTH MANAGEMENT

The Journal of Wealth Management (JWM) is the only peer-reviewed journal devoted exclusively to original research and practical guidance for high-net-worth investors and family offices. JWM addresses the investment concerns of wealthy families and keeps practitioners abreast of the latest investment strategies in private asset management.

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The Journal of Wealth Management: 25 (1)
The Journal of Wealth Management
Vol. 25, Issue 1
Summer 2022
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