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Finance and Financial Management Commons™
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Full-Text Articles in Finance and Financial Management
Effect Of Automated Advising Platforms On The Financial Advising Market, Benjamin Faubion
Effect Of Automated Advising Platforms On The Financial Advising Market, Benjamin Faubion
Accounting Undergraduate Honors Theses
This thesis outlines the cost to investor differences between a traditional financial advisor and the growing group of highly competitive automated Robo-Advisors.
Correlation Between Shareholder Concentration And Firm Performance With Regard To Midcap Companies, Wynn Lemmons
Correlation Between Shareholder Concentration And Firm Performance With Regard To Midcap Companies, Wynn Lemmons
Finance Undergraduate Honors Theses
The research herein explores the correlation between performance and shareholder concentration. This paper compares the performance of a group of companies with a single shareholder stake of over 10% from the universe of the S&P 400 Midcap Index to the performance of the index itself over a period of eight years (January 1, 2009 to January 1, 2016). When run as a simulated portfolio, the group selected generated a slight amount of positive alpha, but the results were ultimately statistically insignificant.