Wharton Wealth Management Thought Leadership

Wharton Executive Education creates educational experiences that transform the way investors and advisors build and manage wealth. As part of that mission, the Wharton Wealth Management Initiative (WMI) supports, collects, disseminates, and conducts research focused on all aspects of wealth management. We turn our research into knowledge you can use for immediate impact. Our areas of interest include core and multi-disciplinary topics in:

Active vs. Passive Investing: Which Approach Offers Better Returns?
Index investing is the strategy of choice for millions of investors. But for high net worth individuals, taking an active approach to investing could be a more winning strategy. More »

Why Asset-Allocation Decisions Are Complex — and What to Do About It
When it comes to deciding where to invest money, a high net worth investor has concerns that small investors do not. Asset allocation isn’t as simple as just picking stocks and bonds, says faculty associated with Wharton’s WMI. More »

Recent academic journal articles by Wharton WMI Faculty

• “Taking Stock of Housing Wealth: Reported Home Values” by Grace Wong Bucchianeri and Talya Miron-Shatz
• “Family Control of Firms and Industries” by Belén Villalonga and Raphael Amit
• “Financial Sophistication in the Older Population” by Annamaria Lusardi, Olivia S. Mitchell, and Vilsa Curto
• “Top Management Teams in Family-Controlled Companies: ‘Familiness,’ ‘Faultlines,’ and Their Impact on Financial Performance” by Alessandro Minichilli, Guido Corbetta, and Ian C. MacMillan

Knowledge@Wharton on Wealth

• “Jeremy Siegel on Why Stocks Are — and Will Remain — the Best Bet”
• “The Brave New World of Sovereign Wealth Funds: An Interview with Mauro F. Guillén”
• “Lessons in Entrepreneurship and Wealth Building from the Developing World”
• “SFOs in Action: How the Richest Families Manage Their Wealth”