Investing
Lower-Income Employees Are More Likely to Remain at 401(k) Defaults, Even If It Costs Them Money
Automatically enrolling employees in retirement plans is a powerful tool for increasing savings. But Yale SOM’s James Choi and his coauthors find that once enrolled, people with lower incomes are more likely to remain at default contribution rates, even if they aren’t optimal.
The Business of ‘Anti-Woke’ Is Falling Flat
Yale SOM’s Jeffrey Sonnenfeld and Steven Tian write that the exchange-traded funds that boycott companies taking action on social issues are underperforming the market and struggling to find investors.
Why Connecticut’s Investments Are Underperforming
Yale SOM’s Jeffrey Sonnenfeld and Steven Tian and their team found that Connecticut’s return on its pension fund investments is among the worst in the nation. Their analysis of all 50 states offers some avenues for improvement.
A Yale Economist Read 50 Personal Finance Books. He’s Got Some Notes.
Personal finance gurus frequently depart from conventional economic wisdom, Yale SOM’s James Choi discovered, but their advice isn’t all bad.
Navigating a New Now: Investing in ‘Tough Tech’
A venture fund led by Katie Rae ’97 was providing the patient capital required for breakthroughs on major societal problems like climate change and community health. Then COVID-19 complicated their day-to-day work—and gave their efforts greater urgency.
Keeping Community in the Investment Equation
In this series, leaders tell stories about drawing on their core values in critical moments. For Lofton Holder ’90, grounding investing acumen in a connection to community builds trust and delivers returns.
A Passionate Startup Pitch Is Powerful—But Can Be Misleading
According to a new study co-authored by Yale SOM’s Song Ma, those with cheerful and enthusiastic presentations are more likely to get venture capital funding—and less likely to build successful ventures.
Does A Mutual Fund’s Past Performance Predict Its Future?
A classic 1997 paper on mutual fund performance doesn’t describe present-day markets, Yale SOM's James Choi found.
Investing in Vietnam’s Future
Venture capitalist Eddie Thai ’12 says that the pandemic is doing economic damage to Vietnam’s globalization-driven tech sector, even as some companies in his portfolio see their valuations grow.
What the Plunge in the Stock Market Means for Individual Investors
We asked Yale SOM’s James Choi, who has examined the implications of academic research for personal finance, what studies say about how to respond to a market crash.
Aspiring to Be the Next Silicon Valley? Think Twice
A study by Yale SOM researchers suggests that when venture capital funding in a metropolitan area increases, industries with customers outside the region suffer and income inequality widens.
