A morality tale of ESG: Assessing socially responsible investing

ENW Aw, SJ LaPerla, GY Sivin - The Journal of Wealth …, 2017 - search.proquest.com
A review of academic literature suggests a lack of consensus on positive and negative
abnormal returns associated with socially responsible investing/environmental, social, and …

Time to Retire: The 4% Withdrawal Rule

…, Z AlSalman, B Bruce, ENW Aw, GY Sivin… - The Journal of …, 2023 - pm-research.com
The Journal of Investing (JOI) is a scholarly journal for the financial services industry, appealing
to both the academic and practitioner audiences. The JOI offers practical analysis and …

How Many Securities Should an Active Manager Hold?

…, A Gupta, A Lodh, M Alighanbari, GY Sivin… - The Journal of …, 2023 - pm-research.com
The Journal of Investing (JOI) is a scholarly journal for the financial services industry, appealing
to both the academic and practitioner audiences. The JOI offers practical analysis and …

Oasis or Mirage: Assessing Low-Risk Investing from a Global Perspective

ENW Aw, JQ Jiang, GY Sivin… - The Journal of Investing, 2018 - joi.pm-research.com
There are two approaches to achieving low-risk global equity strategies: a portfolio of low-risk
stocks and a low-risk portfolio of stocks. The authors analyze the impact of incorporating …

Beyond a Morality Tale: Reassessing ESG Investing

…, C Carroll, JQ Jiang, GY Sivin - The Journal of Wealth …, 2022 - pm-research.com
We examined the benefit of incorporating ESG factors over a more recent period to acknowledge
the ongoing investment trend towards ESG. A review of academic literature suggests …

Dragging Momentum out of the Crowd

…, DE Sherrill, B Rob, ENW Aw, GY Sivin… - The Journal of …, 2023 - pm-research.com
The Journal of Investing (JOI) is a scholarly journal for the financial services industry, appealing
to both the academic and practitioner audiences. The JOI offers practical analysis and …

R&D Premium: The Intangible Side of Value

…, A Lodh, M Alighanbari, ENW Aw, GY Sivin… - The Journal of …, 2023 - pm-research.com
The Journal of Investing (JOI) is a scholarly journal for the financial services industry, appealing
to both the academic and practitioner audiences. The JOI offers practical analysis and …

How Do Corporate Managers Explain Quarterly Earnings?

ENW Aw, GY Sivin, K Tcherepachenets… - The Journal of …, 2023 - pm-research.com
The Journal of Investing (JOI) is a scholarly journal for the financial services industry, appealing
to both the academic and practitioner audiences. The JOI offers practical analysis and …

Industry concentration and the cross section of expected stock returns: A global perspective

…, CR Dornick, JQ Jiang, GY Sivin - The Journal of Investing, 2018 - pm-research.com
Under economic theory, firms operating under monopolistic or oligopolistic competition are
more profitable and can be expected to deliver higher returns to their shareholders. As such, …

Implementing smart beta strategies in a globalized world: The importance of regions and sectors

…, S Chen, B Misrahi, GY Sivin - The Journal of Index …, 2018 - pm-research.com
—William Shakespeare The rapid industrialization during the late 19th century imposed a
greater need for countries to expand their economies via global commerce. In the United …