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Finance and Financial Management Commons™
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Articles 1 - 4 of 4
Full-Text Articles in Finance and Financial Management
Transcendent Financial Planning, Joseph Daughtry
Transcendent Financial Planning, Joseph Daughtry
Senior Honors Theses
Financial planning is a broad discipline that involves many different categories of work. Professionally, the goal of financial planning is to help a client invest according to his/her personal needs in such a way that minimizes risk. From a Christian perspective, financial planning is about stewarding what God has given. Combining these perspectives means helping a client invest their finances in such a way that minimizes risk and accomplishes the goals of God. While simply stated, this is a complex and profound topic. To bring greater clarity, financial planning can be broken down into categories, four of which are retirement …
Impact Of Risk Perception And Risk Tolerance On Investment Portfolio Decisions, Claire Covey
Impact Of Risk Perception And Risk Tolerance On Investment Portfolio Decisions, Claire Covey
Senior Honors Theses
Average individual investor returns drastically underperform standard investment benchmarks, with common attributing factors including relying on instincts and overconfidence in trading ability. Neural processing, financial risk, risk perception, and risk tolerance literature show how instinctual reactions form and how those reactions affect risk decision-making under the Prospect theory. Examining the effect of neural processing and risk framing on subjective risk perception allows a measurement of the indirect impact on risk tolerance. The stable factors of risk tolerance directly impact investment risk decisions. There are implications of accurately assessing risk tolerance in a client/advisor relationship. Advisor application of a proper risk …
The Impact Of Different Worldviews On The Financial Planning Process, Luke Osterhus
The Impact Of Different Worldviews On The Financial Planning Process, Luke Osterhus
Senior Honors Theses
An individual's worldview has an effect on all aspects of their life. Worldview affects the decisions people make, the clothes they wear, the people they interact with, and so much more. What is often overlooked is the impact of worldview on one's view and use of money. Money is universal and everyone has some form of currency or assets. However, the way money is used, whether it is saved, spent, or invested, is often determined by an individual's own concept of money. Additionally, relationships between people are often chosen or influenced by an individual's worldview. Human beings are seen differently …
Effects Of Esg Investing On Returns, Hank De Roover
Effects Of Esg Investing On Returns, Hank De Roover
Senior Honors Theses
Countless researchers have sought to find out if there is a positive correlation between Environmental, Societal, and Governance (ESG) investing and returns that beat the market over the past few decades. To analyze what ESG investing is, the history of the practice, and if there can be any conclusion drawn between ESG investing and returns. A deeper understanding of what goes into returns, including modern portfolio theory, will uncover that ESG securities cannot be efficiently placed on the efficient frontier. Risk associated with ESG stocks cannot only be tied directly to beta, but also to external qualitative forces that make …