您好,欢迎进入未来科学出版社官网!

用科学铸就未来,用阅读滋养人生

Use science to create the future, and use reading to nourish life

+65 6396 6190

客服服务时间:9:00-18:00

Research on the asset allocation effect of leveraging in households

作者:Li Hongwei

院校:Henan University of Science and Technology, China

摘要:This article presents a collection of reference materials on the determinants of portfolio performance and financial advisor guidelines for managing client assets. The abstract covers updated research on portfolio performance, the financial behavior of individual investors and market behavior, as well as guidelines for financial advisors in investing and managing client assets. Additionally, it includes important references on understanding financial markets, fixed income securities, financial decision-making theory, household and institutional investor behavior, and dynamic asset allocation.

关键词

Portfolio performance; individual investors; financial advisors; managing client assets; financial markets; fixed income securities; financial decision-making theory; household investors; institutional investor behavior; dynamic asset allocation

全文

PDF

参考

References
[1] Brinson, G. P., Hood, L. R., & Beebower, G. L. (1995). Determinants of portfolio performance II: An update. Financial Analysts Journal, 51(1), 133-137.
[2] Statman, M. (2017). Finance for Normal People: How Investors and Markets Behave. Oxford University Press.
[3] Evensky, H., Horan, S. M., & Robinson, T. R. (2012). Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets. Wiley.
[4] Mackintosh, J. (2013). The Edinburgh guide to understanding financial markets. Pearson.Jarrow, R. (2016). The Handbook of Fixed Income Securities. McGraw-Hill Education.
[5] Campbell, J. Y., & Viceira, L. M. (2002). Strategic Asset Allocation: Portfolio Choice for Long-Term Investors. Oxford University Press.
[6] Merton, R. C. (1995). Financial Innovation and the Management and Regulation of Financial Institutions. The Journal of Banking and Finance, 19(3-4), 461-481.
[7] Ingersoll Jr., J. E. (2018). Theory of Financial Decision Making. Rowman & Littlefield.Campbell, J. Y. (2006). Household Finance. The Journal of Finance, 61(4), 1553-1604.
[8] Laurin, F., & Paloni, A. (2017). Household Leverage and Asset Allocation: A Panel Data Approach. Journal of Financial Services Research, 51(1), 103-129.
[9] Merton, R. C. (1998). Applications of Option-Pricing Theory: Twenty-Five Years Later. The American Economic Review, 88(3), 323-349.
[10] Chen, J., Maheu, J. M., & Zhu, Q. (2020). Dynamic Asset Allocation with Time-Varying Risk Premium in Chinese Stock Market. Journal of Banking & Finance, 115, 105929.
[11] Basak, S., & Pavlova, A. (2016). Asset Prices and Institutional Investors. The Journal of Finance, 71(4), 1601-1649

+65 6396 6190

微信二维码