Journals
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The Journal of Retirement
Saving for retirement and managing one’s finances in retirement have always posed a challenge. With the decline of the traditional (DB) plan, the proliferation of retirement saving vehicles and alternatives to the traditional annuity, competing claims on households’ income and the pressures on Social Security, the challenge has become daunting. Older Americans could imperil their retirement security by making misguided or short-sighted decisions, especially if the financial industry failed to provide them with well-designed products. Given the mammoth size of the retirement savings market, financial institutions have strong incentives to develop and market products that will enhance retirement security.
The Journal of Retirement aims to increase our understanding of the decision to save for retirement, the obstacles that can interfere with it, and the role of financial instrument design in promoting it Because of the importance of sustained income in retirement, the JOR will also aim for a better understanding of how households manage their retirement nest egg, why most do not annuitize any of it and the role of alternative ways of managing decumulation. The impact on retirement security of increasing health and long-term care costs is an important and related topic.
The JOR invites articles from both academics and practitioners that address major and timely issues in retirement security, not necessarily limited to those just stated. Articles may be theoretical, empirical, or policy studies, but all would need to stress the implications for public policy of their findings and avoid excessive technicality. The JOR will focus on retirement savings plans (IRAs, 401(k) plans and other DC plans) but studies of hybrid and even traditional plans would very relevant as well. Papers assessing the merits of different retirement saving vehicles or lifetime income products would be particularly welcome. Because achieving retirement security is a world-wide challenge, the JOR will welcome submissions on the experience of other countries.
Retirement security is a vital political, social, economic and moral issue. The JOR aims to publish studies that will materially contribute to its enhancement.
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The Journal of Structured Finance
The Journal of Structured Finance (JSF) is the only international, peer-reviewed journal devoted to empirical analysis and practical guidance on structured finance instruments, techniques, and strategies. The JSF offers insightful, comprehensive research and commentary on all aspects of structured finance and project finance, including ABS, MBS, and CDOs. The JSF covers a wide range of topics including credit derivatives and synthetic securitization, secondary trading in the CDO market, securitization in emerging markets, trends in major consumer loan categories, accounting, regulatory, and tax issues in the structured finance industry.
The mission is to encourage vibrant exchange and informed discussions for participants in the industry and academics specializing in these markets. The Journal of Structured Finance intends to be the leading publication in covering financial theory and practice related to structured products.
JSF was originally launched as The Journal of Project Finance in the Spring of 1995 with William Chew as Founding Editor - read the first editor's letter here. Later in the Fall of 2001, the publication became The Journal of Structured and Project Finance in order to cover the former theme in more detail as structured finance strategies developed. Finally, the Journal title settled on The Journal of Structured Finance as it is known today. The Journal has been edited by Mark Adelson since the summer of 2015.
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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. The JWM addresses the investment concerns of wealthy families and keeps practitioners abreast of the latest investment strategies in private asset management. Themes of the JWM include generating high after-tax returns while mitigating volatility, balancing tax and risk concerns, optimizing asset allocation and money management selection, determining hedge fund allocation and employing effective performance measurement techniques, and using estate planning to enhance cross-generational wealth concerns. The JWM offers a unique and in-depth view into the world of wealth management. The Journal of Wealth Management addresses the investment concerns of wealthy families and provides insights on the latest investment strategies in private asset management.
In the late 1990s, a surge in high net-worth individuals lead to an increase in private investment needs. At the time, the majority of investing research was written about institutional portfolio management. In order to establish a platform for research and to meet the growing need for information on taxable portfolio management, The Journal of Wealth Management was launched in the spring of 1998 as The Journal of Private Portfolio Management, with Jean Brunel as the Founding Editor. Read the inaugural Editor's letter of the Journal here. Later, the Journal was renamed The Journal of Wealth Management as it is today.
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The Journal of Derivatives
The Journal of Derivatives (JOD) is the leading analytical journal on derivatives, providing detailed analyses of theoretical models and how they are used in practice. The JOD provides full treatment of mathematical and statistical information on derivative products and techniques, with a focus on results-oriented analysis. Some of the topics appearing frequently in the JOD include: the latest valuation and hedging models for derivative instruments and securities; new tools and models for financial risk management; the application of academic derivatives theory and research to real-world problems; and rigorous analysis of key innovations in the derivatives markets.
The mission is to connect people in the derivatives markets, encouraging vibrant exchange and informed discussions on the key issues facing derivatives professionals today. The JOD aims to set the standard for derivatives research and publication for the institutional investment community and beyond.
The Journal of Derivatives seeks to be the leader in bringing insights on innovation in the derivatives to its readership.
With the seminal works on option valuations by Fischer Black, Myron Scholes, and Robert Merton in the early 1970s, academic research in the field grew rapidly in the subsequent 20 years, developing fully from “options pricing” to “derivatives research.” Launched in 1993, The Journal of Derivatives was the third Journal launched by Institutional Investor since The Journal of Portfolio Management in 1974. The goal of JOD was, and still is, to be a platform for both academics and practitioners to come together, in a clear, concise, and approachable format. Prof. Stephen Figlewski was tapped as Founding Editor. Read the inaugural editor's letter here.
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The Journal of Investing
The Journal of Investing (JOI) is a scholarly journal for the financial services industry, appealing to both the academic and practitioner audiences. The JOI offers practical analysis and leading-edge investment strategies used in the investment profession today. Articles lay out implementable models and critical insights on a range of current investment topics. The JOI focuses on easy-to-read analysis that is applicable across many markets, including practical information on emerging markets, asset allocation, retirement planning, and rebalancing portfolios. The JOI offers access to the most promising investment opportunities worldwide - proven ideas and advice that can help to maximize assets and manage portfolios more effectively.
The Journal of Investing was launched with the mission of educating investment professionals by presenting practical analyses and leading-edge investment strategies used by industry experts and finance academics. The JOI provides implementable models and critical insights for its readers.
The Journal of Investing has been a source for original and actionable research on investment management since its inception. From assessing the risk/return characteristics of traditional and alternative asset classes to devising effective strategies on structuring a global portfolio, the JOI provides critical intelligence in the international investment scene.
The first issue of The Journal of Investing launched in the summer of 1992, with the goal of conveying practical and useful information to investment professionals - read the very first editor's letter here. In February 2017, The Journal of Investing celebrated its 25th anniversary.
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The Journal of Beta Investment Strategies
The Journal of Beta Investment Strategies (JBIS) provides coverage of the latest innovations in the area of beta based investment products including direct/customized indexing, ETFs, factor investing, smart beta, indexes, and passive investing. JBIS offers rigorous research and analysis of products, sector allocations, and investment strategies for those creating or investing in beta products. JBIS addresses challenging ideas and practical tools that help investors to optimize investment prospects, identify innovative uses for beta products, and incorporate the latest research in the market into their own investment plans. It has a long history of exclusively publishing articles on beta-based products and offering timely analysis of this growing field.
MISSION
To educate investment professionals by providing practitioner-oriented content from industry experts, including research, trends and innovations in beta strategies and products.
VISION
JBIS is essential to understanding the growth and innovation in the beta product marketplace today - this market continues to evolve and requires fresh research and strategy discussions on an ongoing basis; the JBIS seeks to meet that challenge.
HISTORY
In June 2010, Portfolio Management Research launched The Journal of Index Investing, following nine years of success of its highly acclaimed guide series, The Guide to Exchange-Traded Funds, which was first published in September 2001. JII was re-launched in 2022 as The Journal of Beta Investment Strategies. Read the first editor's letter of JII here.
INDEXED IN
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The Journal of Private Equity
The Journal of Private Equity (JPE) provides research and analysis on investment in venture capital and private equity, including secondary market sales, taxation, and policy issues. The JPE highlights the critical components of successful deals with detailed explanations, probing analyses, and real-life case studies. Themes covered in the JPE include applying new techniques to enhance deal profitability, managing and monitoring private equity portfolios, locating opportunities and managing risk, and assessing business plans and management teams.
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The Journal of Alternative Investments
The Journal of Alternative Investments (JAI) offers detailed analysis and expert insight on the evolving field of alternative investments. The JAI strives to provide its readers with practical tools such that they can (a) benefit from the growth of alternatives investment products, (b) determine the optimal mix of traditional and alternative investments, (c) manage their alternative investment portfolios with proven risk management practices, and (d) use the latest techniques to perform financial and operational due diligence on managers of private funds.
The Journal of Alternative Investments is the official publication of the Chartered Alternative Investment Analyst Association (CAIA®). Founded in 2002, the Chartered Alternative Investment Analyst Association (CAIA®) is the global authority in alternative investment education. The CAIA is best known for the CAIA Charter®, an internationally recognized finance credential and the gateway to a network of more than 8,700 alternative investment leaders in almost 90 countries. For more information see CAIA's website
The mission is to increase the interaction between the academic, practitioner, and investor communities. JAI is devoted to the understanding and analysis of these markets including regulatory, administration/management, and investment performance issues. The Journal of Alternative Investments is intended to be the leading industry platform for the exchange of original research and practical analysis between managers of alternative investments and institutional investors who include alternative investments in their portfolios.
The Journal of Alternative Investments was created by Thomas Schneeweis in 1998 - read the inaugural editor's letter here. Several years earlier, Dr. Schneeweis had established the Center for International Securities and Derivatives Markets (CISDM) at the Isenberg School of Management, University of Massachusetts as the first academic center focused on alternative investments. The JAI was established to further the CISDM’s research mission. In 2002, the CISDM and the Alternative Investment Management Association (AIMA) established the Chartered Alternative Investment Analyst Association and adopted the JAI as its official publication. Hossein Kazemi assumed the editorship of the JAI in 2012.
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The Journal of Fixed Income
The Journal of Fixed Income (JFI) provides sophisticated analytical research and case studies on bond instruments of all types – investment grade, high-yield, municipals, ABS and MBS, and structured products such as CDOs and credit derivatives. Industry experts offer detailed models and analyses of fixed income structuring, performance tracking, and risk management. The JFI helps readers to manage bond portfolios more efficiently, evaluate interest rate strategies and manage interest rate risk, gain insights on structured products, and to stay on the cutting edge of fixed income markets.
To support work that lies at the intersection of academic ideas and the practice of fixed income portfolio management. The articles, authored by sell side and buy side investment professionals, the Federal Reserve System, the Bank for International Settlements, the International Monetary Fund, the government-sponsored agencies and rating agencies, provide insights to practitioners and help academics focus on timely and relevant applied research.
The Journal of Fixed Income aims to be the forum for academics and fixed income portfolio managers to exchange information that advances the practice of investment management.
The Journal of Fixed Income was founded by Douglas T. Breeden in 1991. At the time, he was a professor of finance at Duke University and managing Smith Breeden Associates, a bank consulting and fixed income asset management firm that he founded in 1982. Stanley Kon assumed the editorship of in 2001.
The Journal was launched due to a growing number of researchers and practitioners specializing in fixed income and the need for a platform that helps them to improve their models and performance by staying up-to-date on the topic. Read the first editor's letter here.
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The Journal of Trading
The Journal of Trading (JOT) educates portfolio managers and traders on their execution options with strategic advice from industry experts. Topics include research on latest practice in pre- and post-trade analysis, algorithmic trading, liquidity issues, best execution, research strategies, and more. JOT gives you critical knowledge and in-depth, yet useful, analysis of the latest strategies and trends in institutional trading.
EDITORIAL FOCUS
Cutting-edge strategies on algorithmic trading, execution options, trading platforms, analytical models, and other current market challenges.
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The Journal of Impact & ESG Investing
The Journal of Impact and ESG Investing (JESG) is a scholarly journal for the financial services industry, appealing to both the academic and practitioner audiences. The JESG offers thought leadership, practical analysis, and data-driven insights on all areas of ESG and impact investing.
The JESG focuses on clear, decision-useful analysis that is applicable across many markets, including practical information on asset allocation, investment strategies, benchmarks, ESG data, and portfolio management. The JESG offers access to the most promising investment ideas worldwide - proven ideas and advice that can help to maximize assets and manage portfolios more effectively.
The Journal of Impact and ESG Investing was launched with the mission of educating investment professionals and academics on responsible investment matters. We provide rigorous, decision-useful research that is applicable to real-world problems.
The Journal of Impact and ESG Investing aims to be the foremost journal dedicated to the field of responsible investment, bringing actionable research from top analysts to finance professionals and academics worldwide.
The first issue of The Journal of Impact and ESG Investing launched in the fall of 2020, with the goal of conveying practical and useful information to investment professionals - read the very first editor's letter here.
