Meir Statman, PhD

Meir Statman first contributed to CFA Institute research content more than 30 years ago. In addition to his numerous publications in the Financial Analysts Journal, he has served as a member of the editorial board and was awarded Graham and Dodd Awards of Excellence for three articles. He is a current member of the Financial Analysts Journal's advisory council. He authored Behavioral Finance: The Second Generation for the CFA Institute Research Foundation and has spoken at CFA Institute conferences in the United States, Europe, Asia, Australia, and South America.

Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how people make financial choices and how these choices are reflected in financial markets. In his research, he addresses the following questions: What are investors’ wants, and how can we help investors balance them? What are investors’ cognitive and emotional shortcuts, and how can we help them overcome cognitive and emotional errors? How are wants, shortcuts, and errors reflected in choices of saving, spending, and portfolio construction?

Meir’s research has been published numerous journals, such as the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, and the Journal of Portfolio Management. He is a member of the advisory boards for Financial Planning Review, the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, andthe Journal of Investment Consulting and serves as an associate editor for the Journal of Behavioral Finance and the Journal of Investment Management. He has been awarded a Batterymarch Fellowship, a William F. Sharpe Best Paper Award, two Bernstein Fabozzi/Jacobs Levy awards, a Davis Ethics Award, a Moskowitz Prize for best paper on socially responsible investing, a Matthew R. McArthur Industry Pioneer Award, and three Baker IMCA Journal Awards. His most recent book is A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.