The Arab economy witnessed in the last three decades some developments as expressed by GDP per capita as well as by the human development index. However, such developments are not enough. It's varied, not comprehensive, and not as hoped. It's varied not only between individual states, but also...

Socially responsible investors are similar to conventional investors in some ways but different in others. Like conventional investors, socially responsible investors want high returns and low risk, but socially responsible investors also want their portfolios to conform to their values, whether...

What do we know about socially responsible investments? What distinguishes socially responsible companies from conventional companies? Should investors expect socially responsible investments to yield higher or lower returns than conventional investments? What has been the performance of...

Professors John C. Coates, IV, and R. Glenn Hubbard have prepared a study entitled, Competition and Shareholder Fees in the Mutual Fund Industry: Evidence and Implications for Policy. I will refer to it henceforth as quot;Coates-Hubbard.quot; The working paper was published in June of 2006 under...

Despite the central importance of investors to all IPO theories, relatively little is known about their role in practice. In this paper we survey institutional investors about how they assess IPOs, what information they provide to the investment banking syndicate, and the factors they believe...

Expense ratios are an important impersonal data source and one of the major factors influencing the purchase decision for an investor in an investment fund. Growth in Australian sourced investment funds has now eclipsed $1 trillion, with predictions that the whole market will compound by 12...

This paper introduces a new dataset from 50 private investment funds from 17 countries in Africa, North and South America, Europe and Australasia. We analyze compensation in regards to fixed management fees (as a percentage of fund size), performance fees (the carried interest percentage),...

The accurate selection of private equity fund managers is as crucial for the performance of one's private equity portfolio as it is challenging. Data paucity, few benchmarking possibilities and the long time lag between commitment decisions and performance outcomes makes private equity fund due...

This paper studies analysts' notes, which are written disclosures distributed to large institutional investors as part of the brokerage firms' daily sales process. Analysts' notes are issued three times more frequently than recommendations and forecast revisions, and represent the bulk of...

This paper examines the important role of the Management Expense Ratio (MER) in fee disclosure, and why it is useful in assisting investors in the selection and retention of investment funds. Reporting on a study of 50 Australian investment funds, this paper identifies 17 different fee types...