Concepedia

Investment Objectives

Investment Objectives is a formal statement within an Investment Policy Statement that specifies the primary financial goals and risk parameters guiding an investor’s portfolio management, distinguishing it from broader policy elements by focusing on quantifiable targets such as return requirements, capital preservation, or income generation.

142

Publications

7.5K

Citations

302

Authors

177

Institutions

Publications per year

2017–2026

38

Variants

Investment Objective

Parents

Publications

142

Investment Analysis and Portfolio Management.

Buckner A. Wallingford, Frank K. Reilly · The Journal of Finance · 1979 · 1K citations

, , +17

The investment opportunity set and accounting procedure choice

Douglas J. Skinner · Journal of Accounting and Economics · 1993 · 470 citations · Full text

, , +12

Smart Institutions, Foolish Choices: The Limited Partner Performance Puzzle

Josh Lerner, Antoinette Schoar, Wan Wongsunwai · The Journal of Finance · 2007 · 444 citations

, , +17

Mutual Fund Fees Around the World

Ajay Khorana, Henri Servaes, Peter Tufano · Review of Financial Studies · 2008 · 340 citations

, , +15

A portfolio optimization model with three objectives and discrete variables

Konstantinos Anagnostopoulos, Georgios Mamanis · Computers & Operations Research · 2009 · 233 citations

, , +13

1–5 of 142

Authors

302

  1. RM
    Roger M. Edelen

    Virginia Tech, United States

    2 publications · 65 citations

    2

    h-index

  2. HS
    Henri Servaes

    London Business School, United Kingdom

    2 publications · 417 citations

    2

    h-index

  3. YL
    Yinqiu Lu

    International Monetary Fund, United States

    2 publications · 96 citations

    2

    h-index

  4. LJ
    Luann J. Lynch

    University of Virginia, United States

    2 publications · 206 citations

    2

    h-index

  5. PK
    Peter Kunzel

    International Monetary Fund, United States

    2 publications · 96 citations

    2

    h-index

1–5 of 302

Institutions

177

  1. University of Virginia

    Charlottesville, United States

    4 h-index

    9 publications

    722 citations

  2. Centre for Economic Policy Research

    London, United Kingdom

    4 h-index

    5 publications

    248 citations

  3. Citigroup

    New York, United States

    3 h-index

    7 publications

    664 citations

  4. International Monetary Fund

    Washington D.C., United States

    3 h-index

    7 publications

    302 citations

  5. University of Illinois Urbana-Champaign

    Urbana, United States

    3 h-index

    3 publications

    84 citations

  6. Korea Advanced Institute of Science and Technology

    Daejeon, South Korea

    3 h-index

    4 publications

    105 citations

  7. London Business School

    London, United Kingdom

    3 h-index

    3 publications

    500 citations

  8. The University of Texas at Austin

    Austin, United States

    3 h-index

    5 publications

    94 citations

1–8 of 177

Venues

  1. SSRN Electronic Journal

    Repository · 16 publications · 537 citations

    12

    h-index

  2. The Journal of Finance

    6 publications · 1.8K citations

    6

    h-index

  3. The Journal of Portfolio Management

    JPM · 5 publications · 125 citations

    5

    h-index

  4. RePEc: Research Papers in Economics

    Repository · 3 publications · 147 citations

    3

    h-index

  5. California Law Review

    2 publications · 24 citations

    2

    h-index

1–5