Finance Faculty Media Mentions

Derek Horstmeyer, professor of finance, wrote an article for The Wall Street Journal on a study that indicated it matters what country your manager is in when they are constructing a global portfolio.

Sean Spence, adjunct professor of finance, offers his advice on bundling auto and home insurance together.

Sean Spence, adjunct professor of finance, states there are several factors that go into why auto insurance prices are going up.

Senior finance students Ying Liu and Amber Wilkins, along with finance Professor Derek Horstmeyer wrote an article for the CFA Institute on the validity of the Fama-French 5 factors over time.

Kevin Mocknick, who is the student vice president of the Risk Committee for the Montano Student Investment Fund, and Derek Horstmeyer, professor of finance, wrote an article for The Wall Street Journal on how the January effect has completely reversed in stock markets, but is still present in the bond market.

Professor Derek Horstmeyer and senior finance student Cade Irwin wrote an article for ETF Trends on how buffered ETFS can affect your portfolio.

Derek Horstmeyer, professor of finance, says that the downside of ETF funds are “that because they trade continuously throughout the day, this encourages investors to trade too frequently. This leads to excess fees, short term capital gains and losses due to trying to time the market.”

Derek Horstmeyer, professor of finance, along with finance student Ina Baranga, wrote an article for The Wall Street Journal on why you should hold funds managed by younger managers in tax sheltered accounts.

How have correlations changed with Chinese markets over the past 25 years? Derek Horstmeyer, professor of finance, along with finance students Juhee Hong and AnhMinh Luu answer this in an article for the CFA Institute.

“Often investors look at covered call strategies and wonder, is this the alpha generating strategy that I need to add to my portfolio?” Derek Horstmeyer, professor of finance, along with finance students Reina Tran and Tao Wei, discuss this in an article for ETF Database.