- Wealth Management Initiative Goal and Areas of Interest
- Current Research Highlights
- Knowledge@Wharton
Wealth Management Initiative Goal and Areas of Interest:
A core goal of the Initiative is to support, collect, disseminate, and conduct research focused on all aspects of wealth management. Areas of interest include core and multi-disciplinary topics in:
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Current Research Highlights on Managing Wealth:
Articles
- Endowments' results may be worse than reported (Investment News, October 2009)
- Should you go offshore? — Bankrate.com (October 2009)
- How the Rich Save Today — CNBC (September 2009)
- "'I'm Not Rockefeller': 33 High Net Worth Philanthropists Discuss Their Approach To Giving" — Kathleen Noonan and Katherina Rosqueta, Center for High Impact Philanthropy (September 2008)
- High Impact Philanthropy For The Economic Downturn: Investment Guide— Center for High Impact Philanthropy (September 2009)
Papers
- Single Family Offices: Private Wealth Management in the Family Context — Wharton Global Family Alliance (Download PDF, 2.5 MB)
- Single Family Offices: Private Wealth Management in the Family Context
By Raphael Amit, Heinrich Liechtenstein, Todd Millay, Laird Pendleton, and M. Julia Prats
- The Economics of Private Equity Funds
By Andrew Metrick, Yale School of Management and Ayako Yasuda, The Wharton School
- Institutional Spending Rules and Asset Allocation (Download PDF)
By Marshall E. Blume
- Predicting Short Term Eurodollar Futures (Download PDF)
By Choong Tze Chua, Krishna Ramaswamy and Robert Stine
- Conspicuous Consumption and Race (Download PDF)
By Kerwin Kofi Charles, Erik Hurst and Nikolai Roussanov
- Competition Among Ratings Agencies and Information Disclosure (Download PDF)
By Neil A. Doherty, Anastasia V. Kartasheva and Richard D. Phillips
Podcasts
- Jeremy Siegel: 'Once the Market Has Fallen 50%, Your Future Returns Are Even Better'
- The Bernard Madoff Case: Trust Takes Another Blow
- Economists to Obama: Get the Government Out of the Banking Business
- Equity International's Gary Garrabrant: 'Bearish' on the U.S., 'Bullish' on Emerging Markets
- Secrets of the Private Equity Trade
Special Report
Bridging the Trust Divide: The Financial Advisor-Client Relationship
In this special report, Knowledge@Wharton and State Street Global Advisors (SSgA) look at the qualities that underlie strong advisor-client relationships and examine how expertise, ethics and empathy factor in transparency in fees. The report also includes a discussion of the SSgA-Knowledge@Wharton survey results and a follow-up focus group on investors' attitudes about advisors.
Read the report in: PDF Format (453Kb)
Knowledge@Wharton
The Initiative serves to bring Wharton faculty research to interested stakeholders though communications and educational programming. A key partner in the Initiative is Knowledge@Wharton.