..., title, methodology and publication. 25 01 2023 10 04 2023 21 04 2023 © Emerald Publishing Limited 2023 Emerald Publishing Limited Licensed re-use rights only Artificial intelligence Challenges Financial advice FinTech Investments Qualitative research Robo...

...Chandra Shekhar Bhatnagar; Dyal Bhatnagar; Vineeta Kumari; Pritpal Singh Bhullar Purpose Increasing focus on socially responsible investments (SRIs) and green projects in recent times, coupled with the arrival of COVID pandemic, are the main drivers of this study. The authors conduct a post-factum...

... on the existing literature regarding student-managed investment funds (SMIFs or SMFs) by presenting a case study on the implementation of a student-managed cryptoasset fund at Roanoke College. Findings The value of experiential learning through student-managed funds (SMFs) is well established. Thus...

... Publishing Limited 2020 Emerald Publishing Limited Licensed re-use rights only Computer software Portfolio investment Investments Rational investors wish to maximize their returns with the least possible risk. Since many users cannot sell short sale restrictions due to policy restrictions...

... of immigration on foreign investment asset allocation depends on the country's wealth. Immigration from a relatively wealthy country to another wealthy country leads to increased portfolio investments in the native country. However, immigration from a low-income country to any country (wealthy or not) does...

...Tom Messmore; Travis L. Jones Purpose Prior research has demonstrated that investment management performance fees have the characteristic of a call option. It is important to examine whether these performance fees are consistent with traditional fee structures used by investment managers...

...Michael Phillips; John Volker; Susan Cockrell Purpose The purpose of this paper is to provide a detailed framework of goals, processes and solutions that can serve as a starting point for instructors in designing their own student-managed investment fund (SMIF) course experience that is relevant...

... measures include conventional return, risk and risk-adjusted return measures. Findings Although prior research suggests that socially responsible investing (SRI) indexes and SRI-friendly stocks have favorable returns, this study finds that these self-proclaimed SRFs underperform the average of all...

... might prefer momentum investing. Design/methodology/approach – Three portfolio strategies, buy and hold, equal rebalancing and bias factor rebalancing are compared using 20 years of performance data and a diversified set of eight asset classes. The biased approach is then tested using two years...

...: the conditional correlations are generally low across all deciles with no apparent pattern. The only investment in this category is gold. Out of the ten indices with data for the entire study period, 1993-2012, the correlation between eight indices and the S&P 500 clearly exhibited a U...

...Yi-Tsai Chung; Tung Liang Liao; Yi-Chein Chiang Purpose – The relative performance of five popular nonzero-investment strategies, including Size, book-to-market ratios, earnings-to-price (E/P) ratios, cash flow-to-price (CF/P) ratios and dividend-to-price ratios, and their corresponding zero...

...John C. Alexander; Ping Cheng; Ronald C. Rutherford; Thomas M. Springer Purpose The purpose of this paper is to examine how long a real estate investment trust (REIT) initial public offer (IPO) survives until a merger occurs, and to determine the impact of different firm characteristics that exist...

... exchange traded fund. Originality/value The paper relates a country's environment for conducting business as represented by its Economic Freedom Index to the equity returns of firms in that country. The results of this study would be of interest to those individuals or institutions making investment...

... Financial investment Performance management Investments In the last few years, the market for exchange‐traded funds (ETFs) has grown exponentially; there were more than 1,200 ETFs listed in the USA and Canada in the spring of 2010. In this paper, our focus is on a relatively new type of ETFs...

... describe them. None of the existing papers evaluated performance of all three types of SPAC securities: units, common shares and warrants before this paper. Specified purpose acquisition companies Investments Securities markets Blank cheques UNIT IPOs Typical SPACs conduct an IPO by selling...

...K. Stephen Haggard; (Grace) Qing Hao; Ying Jenny Zhang Purpose The purpose of this paper is to investigate short‐selling around private investment in public equity (PIPE) issuances, for evidence of manipulative short‐selling by hedge funds. Design/methodology/approach The authors use...

... investing on corporate valuations, the authors run panel regressions of price‐to‐earnings ratio on aggregate money flow into S&P 500 index funds and control for various accounting variables that impact price‐to‐earnings ratio. These regressions involve two samples of stocks. The first sample consists...

...James A. Sundali; Gregory R. Stone; Federico L. Guerrero Purpose The purpose of this paper is to conduct a controlled experiment to examine the effect of goal setting and affect framed feedback on repeated asset allocation investment decisions. Design/methodology/approach The design...

...Jared H. Bowers; Angeline M. Lavin Purpose The purpose of this paper is to develop and test a model that can be used to help students learn the investment analysis process and accurately identify good and bad investment opportunities. Design/methodology/approach The model tested...

... of this subjective nature of debt tax shield value for corporate investment decisions. Design/methodology/approach The study develops a simple theoretical model. Findings The paper shows that even a low probability of selling a project in the future to a firm with a different tax shield value can...