User profiles for Lujer Santacruz

Lujer Santacruz, PhD

Lecturer in Finance, University of Southern Queensland
Verified email at usq.edu.au
Cited by 85

Measures of firm risk-taking: revisiting Bowman's paradox

L Santacruz - Managerial Finance, 2020 - emerald.com
Purpose The purpose of this paper is to contribute to the existing literature on the relationship
between firm-level risk and returns and to explore other ways of measuring firm risk-taking. …

Effect of general economic mood on investor risk tolerance-implications for financial planning

L Santacruz - JASSA, 2009 - search.informit.org
This study indicates that the risk tolerance of Australian investors is not affected by general
economic mood and, therefore, it is not necessary to adjust risk tolerance scores to account …

Asset allocation theory and practice in Australian investment management

L Santacruz - The Journal of Wealth Management, 2016 - search.proquest.com
Asset allocation is the decision on how much of the investment portfolio to place in each of
the broad asset classes (ie, cash, fixed-interest securities, property, equities). It is a key …

Wealth management and financial advisory services in the Asia-Pacific region

L Santacruz - 8th Global Business and Finance Research …, 2017 - research.usq.edu.au
The present paper is an industry study of wealth management and financial advisory services
in the Asia-Pacific region, recognising the strong growth in personal wealth in this region. It …

Strategic asset allocation and portfolio performance

L Santacruz - Journal of Management Research, 2011 - papers.ssrn.com
This paper examines the impact of strategic asset allocation on total returns of investment
portfolios. It aims to confirm the results of previous studies using US investment data that found …

Are benchmark asset allocations for Australian private investors optimal?

L Santacruz, PJ Phillips - The Journal of Wealth Management, 2009 - research.usq.edu.au
In this article we examine whether the benchmark asset allocations recommended by financial
planning groups for Australian private investors are optimal when measured against the …

Dealer group or financial planning group? A brief technical note

L Santacruz - Australasian Accounting Business and Finance …, 2011 - research.usq.edu.au
This paper examines whether the industry practice of using the term dealer group when
referring to a financial planning group contributes to the general perception that financial …

Asset allocation: analysis of theory and practice in the Australian investment management industry

L Santacruz - 27th Australasian Finance and Banking Conference, 2014 - papers.ssrn.com
Asset allocation is the decision on how much of the investment portfolio to place in each of
the broad asset classes (eg cash, fixed interest securities, property, equities). It is a key …

The importance of strategic asset allocation

L Santacruz - Journal of Business and Economics, 2013 - research.usq.edu.au
This paper examines the impact of strategic asset allocation on total returns of investment
portfolios. It aims to confirm the results of previous studies using US investment data that found …

Asset Allocation Theory and Practice in Australian Investment Management: Reasons for the Dichotomy

L Santacruz - The Journal of Wealth Management, 2016 - search.proquest.com
Asset allocation is the decision on how much of the investment portfolio to place in each of
the broad asset classes (eg, cash, fixed interest securities, property, equities). An online …