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

Open Access
Editor’s Letter
Jean L.P. Brunel

The Journal of Wealth Management Summer 2019, 22 (1) 1-4; DOI: https://doi.org/10.3905/jwm.2019.22.1.001
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The Wealth-Building Diamond of Project Management: An Integrative Emerging Model
Olivier Mesly and Olivier Braun

The Journal of Wealth Management Summer 2019, 22 (1) 97-107; DOI: https://doi.org/10.3905/jwm.2019.22.1.097
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Alternative Risk Premia: Is the Selection Process Important?
Francesc Naya and Nils S. Tuchschmid

The Journal of Wealth Management Summer 2019, 22 (1) 25-38; DOI: https://doi.org/10.3905/jwm.2019.22.1.025
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Investments in ESG-Rated Mutual Funds: Is Good Better than Great?
Bernadette M. Ruf, Nandita Das, Swarn Chatterjee and Aman Sunder

The Journal of Wealth Management Summer 2019, 22 (1) 56-61; DOI: https://doi.org/10.3905/jwm.2019.1.070
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Determinants of Relative Valuation in Different Industry Sectors—An Empirical Study
B. Rajesh Kumar

The Journal of Wealth Management Summer 2019, 22 (1) 73-85; DOI: https://doi.org/10.3905/jwm.2019.22.1.073
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Intelligent Selection of Smart Beta Mutual Funds
C. Edward Chang, Thomas M. Krueger and Cedric Tresor Mbanga

The Journal of Wealth Management Summer 2019, 22 (1) 10-23; DOI: https://doi.org/10.3905/jwm.2019.22.1.010

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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