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Smart(er) Investing

How Academic Insights Propel the Savvy Investor

Authors: Basilico, Elisabetta, Johnsen, Tommi

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  • Identifies and discusses the most successful investing practices with an emphasis on the academic articles that produced them 
  • Covers the impact of behavioral and social factors that have or will alert the investing landscape, such as women or socially responsible investingShowcases various approaches in quantitative methods, such as indexing, factor investing, multi-asset allocation, and tail-risk hedging Details the innovations that will dominate the future landscape of investing, including artificial intelligence, big data, blockchain, and cryptocurrencies 
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eBook 24,60 €
price for Spain (gross)
  • ISBN 978-3-030-26692-9
  • Digitally watermarked, DRM-free
  • Included format: EPUB, PDF
  • ebooks can be used on all reading devices
  • Immediate eBook download after purchase
Hardcover 31,19 €
price for Spain (gross)
  • ISBN 978-3-030-26691-2
  • Free shipping for individuals worldwide
  • Usually dispatched within 3 to 5 business days.
  • The final prices may differ from the prices shown due to specifics of VAT rules
About this book

This book identifies and discusses the most successful investing practices with an emphasis on the academic articles that produced them and why this research led to popular adoption and growth in $AUM.

Investors are bombarded with ideas and prescriptions for successful investing every day. Given the steady stream of information on stock tips, sector timing, asset allocation, etc., how do investors decide?  How do they judge the quality and reliability of the investment advice they are given on a day-to-day basis?

This book identifies which academic articles turned investment ideas were the most innovative and influential in the practice of investment management. Each article is discussed in terms of the asset management process: strategy, portfolio construction, portfolio implementation, and risk management. Some examples of topics covered are factor investing, the extreme growth of trading instruments like Exchange Traded Funds, multi-asset investing, socially responsible investing, big data, and artificial intelligence.

This book analyzes a curated selection of peer-reviewed academic articles identified among those published by the scientific investment community.  The book briefly describes each of the articles,  how and why each one changed the way we think about investing in that specific asset class, and provides insights as to the nuts and bolts of how to take full advantage of this successful investment idea. It is as timely as it is informative and will help each investor to focus on the most successful strategies, ideas, and implementation that provide the basis for the efficient accumulation and management of wealth. 

About the authors

Elisabetta Basilico is the co-editor of academicinsightsoninvesting.com and has 15 years of experience in international financial settings spanning from academia to institutions (pension funds, foundations, and family offices). Her core skills include turning academic insights into quantitative investment models and ideas with specific expertise in global wealth management, asset allocation, liquid investments, stock picking signals, fund picking, and general statistical analysis. She is a holder of the Certified Financial Analyst (CFA) designation since 2007 and obtained a PhD from the University of St.Gallen, Switzerland. She has taught and conducted quantitative research at various universities and is a co-author of various articles published in peer-reviewed journals.

Tommi Johnsen is currently the co-editor of academicinsightsoninvesting.com, is the former Director of the Reiman School of Finance, and an emeritus professor at the Daniels College of Business at the University of Denver. She has worked extensively as a research consultant and investment advisor for institutional investors in the areas of quantitative methods and portfolio construction. She taught at the graduate and undergraduate levels and published research in several areas including: capital markets, portfolio management and performance analysis, financial applications of econometrics, and the analysis of equity securities. These publications have appeared in numerous peer-reviewed journals. She received her PhD from the University of Colorado at Boulder, with a major field of study in Investments and a minor in Econometrics. 


Table of contents (11 chapters)

Table of contents (11 chapters)
  • What Constitutes Good Investment Research?

    Pages 3-11

    Basilico, Elisabetta (et al.)

  • A Roadmap to Reading an Academic Article

    Pages 13-16

    Basilico, Elisabetta (et al.)

  • Index Investing: It Makes Active Management Better

    Pages 19-35

    Basilico, Elisabetta (et al.)

  • Factor Investing: Challenging the Market Index with Smart Beta Products

    Pages 37-54

    Basilico, Elisabetta (et al.)

  • Multi-Asset Investing: Challenging the Industry Obsession with Alpha

    Pages 55-69

    Basilico, Elisabetta (et al.)

Buy this book

eBook 24,60 €
price for Spain (gross)
  • ISBN 978-3-030-26692-9
  • Digitally watermarked, DRM-free
  • Included format: EPUB, PDF
  • ebooks can be used on all reading devices
  • Immediate eBook download after purchase
Hardcover 31,19 €
price for Spain (gross)
  • ISBN 978-3-030-26691-2
  • Free shipping for individuals worldwide
  • Usually dispatched within 3 to 5 business days.
  • The final prices may differ from the prices shown due to specifics of VAT rules

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Bibliographic Information

Bibliographic Information
Book Title
Smart(er) Investing
Book Subtitle
How Academic Insights Propel the Savvy Investor
Authors
Copyright
2019
Publisher
Palgrave Macmillan
Copyright Holder
The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Nature Switzerland AG
eBook ISBN
978-3-030-26692-9
DOI
10.1007/978-3-030-26692-9
Hardcover ISBN
978-3-030-26691-2
Edition Number
1
Number of Pages
XV, 154
Number of Illustrations
13 b/w illustrations
Topics