The Journal of Wealth Management

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Intelligent Selection of Smart Beta Mutual Funds
C. Edward Chang, Thomas M. Krueger and Cedric Tresor Mbanga
The Tax Benefits of Relaxing the Long-Only Constraint: Do They Come from Character or Deferral?
Nathan Sosner, Stanley Krasner and Ted Pyne
Multi-Period After-Tax Reporting: A Practical Solution
Nathan Sosner, Rodney Sullivan and Liliana Urrutia
Factor Allocation and Asset Allocation
Gregg S. Fisher and Michael B. McDonald
Featured Article: Partnership Allocations and Their Effects on Tax-Aware Fund Investors
Authors: Nathan Sosner, Philip Balzafiore and Zhenduo Du
Featured Article: CTAs - Superior Performance or Diversification Only?
Authors: Martin Florea, Stefan Florea, Iliya Kutsarov, Thomas Maier and Marcus Storr

Latest Articles

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Smart Beta and Statistical Significance
Paskalis Glabadanidis

The Journal of Wealth Management Fall 2019, jwm.2019.1.074; DOI: https://doi.org/10.3905/jwm.2019.1.074
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Profits Are Here: Spread Performance on the Indian Stock Market
Peeyush Bangur

The Journal of Wealth Management Fall 2019, jwm.2019.1.073; DOI: https://doi.org/10.3905/jwm.2019.1.073
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529 College Savings Plans under the TCJA: Evaluating Age-Based Portfolios
Ross A. Riskin

The Journal of Wealth Management Fall 2019, jwm.2019.1.072; DOI: https://doi.org/10.3905/jwm.2019.1.072
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Fixed Income and Passive Asset Allocation Outperformance in Brazil
Alexandre Brandão Veras Daltro and Ricardo Pereira Câmara Leal

The Journal of Wealth Management Fall 2019, jwm.2019.1.071; DOI: https://doi.org/10.3905/jwm.2019.1.071
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Wealth Effects of Bank Mergers: Evidence from Shareholder Returns
Ritesh Patel

The Journal of Wealth Management Summer 2019, 22 (1) 86-95; DOI: https://doi.org/10.3905/jwm.2019.22.1.086
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KIDZ Beating The Market? A Case For Children-Focused Thematic Index (KIDZ)
Prakash Dheeriya and Rama Malladi

The Journal of Wealth Management Summer 2019, 22 (1) 62-72; DOI: https://doi.org/10.3905/jwm.2019.22.1.062

About The Journal of Wealth Management

The Journal of Wealth Management (JWM) is the only peer-reviewed journal devoted exclusively to original research and practical guidance for high-net-worth investors and family offices. JWM addresses the investment concerns of wealthy families and keeps practitioners abreast of the latest investment strategies in private asset management.

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