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Finance at Wharton

Wharton’s research centers and initiatives are at the frontier of finance, promoting innovative research and groundbreaking programs in areas including investment management, private equity, hedge funds, venture capital, quantitative finance, fintech, financial policy, and regulation. Explore the future of finance below.

Research Discoveries

Assistant Professor Daniel Garrett smiling before a gray background, and wearing a blue suit jacket.

How U.S. Workers are Impacted by International Taxation: Q&A with Assistant Professor Daniel Garrett

There is a belief among policymakers that a lower foreign tax burden of domestic multinational firms will result in more jobs and increased wages at home. Daniel Garrett, assistant professor of finance at Wharton, challenges this belief in his 2024 paper, “Effects of International Tax Provisions on Domestic Labor Markets.” Read more here!

Wharton assistant professor of finance Amy Huber

Assistant Professor Amy Wang Huber on Foreign Investors and their USD Holdings

Over the past two decades, foreign investors have increased their holdings of USD securities – but by how much? Amy Wang Huber, Assistant Professor of Finance at Wharton, gets to the bottom of dollar asset holding and hedging around the globe in her 2023 paper. In this enlightening interview, professor Huber discusses her ground-breaking findings. Read more here!

Sean Myers stands in a sunlit room with hands in his pockets

The “Growth Stock” Misnomer: An Interview with Assistant Professor of Finance Sean Myers

This fall has been productive for Sean Myers, an assistant professor of finance at Wharton. His 2022 paper, The Return of Return Dominance: Decomposing the Cross-section of Prices co-authored with Ricardo De la O and Xiao Han has recently won the Rodney L. White Center’s 2022 Marshall Blume First Prize in financial research and the 2023 Best Paper from the Jacobs Levy Center. Read more here!

Upcoming Events

Webinar: A Conversation with Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds
On April 24 at 5pm ET, the Wharton Initiative on Financial Policy and Regulation (WIFPR) and Central Banking @ Penn will host a conversation on the state of the economy, portfolio construction, and the democratization of alternative investments with Bob Elliott, Co-Founder, CEO and CIO of Unlimited Funds and former Investment Committee member at Bridgewater. The conversation will be moderated by Wharton undergraduate Milan Jain and will feature Q&A with students.
REGISTER FOR THE WEBINAR

Webinar: The Return of Return Dominance
The Wharton School’s Jacobs Levy Center invites you to a special webinar featuring Sean Myers, assistant professor of finance at Wharton. Professor Myers will present his paper The Return of Return Dominance: Decomposing the Cross-section of Prices, which tackles the fundamental question – why do stock prices differ so much between companies?
REGISTER FOR THE WEBINAR

2024 Frontiers in Quantitative Finance Conference
The Jacobs Levy Center will hold its 2024 Frontiers in Quantitative Finance Conference on Friday, September 20 in Jon M. Huntsman Hall on the University of Pennsylvania’s campus in Philadelphia. More details will be shared this spring. The program will include paper presentations, a panel discussion, and recognition of the 2024 winners of the Jacobs Levy Center Research Paper Prizes.
MORE INFORMATION

Recent Events

Rethinking Optimal Deposit Insurance
Deposit Insurance is the most significant explicit government guarantee to the financial sector. On April 19, the Wharton Initiative on Financial Policy and Regulation hosted a conference with the Tobin Center for Economic Policy and the Cowles Foundation for Research in Economics. Learn more about WIFPR.

Cypher Accelerator Demo and Innovation Day
Wharton Cypher Accelerator held Demo and Innovation Day on Friday, April 12 at the Penn Club in New York City. This event featured presentations by Cypher Accelerator’s cohort of startups focused on health care, project operations automation, medical imaging, and sustainability – as well as exciting keynote speakers, exclusive networking opportunities, and live musical performances. Learn more about Cypher Accelerator.

FinTech Lecture Series with Jorge Herrada
The Stevens Center for Innovation in Finance welcomed Jorge Herrada, director of the CFTC’s Office of Technology Innovation, to Wharton for the final FinTech Lecture Series installment of the school year. Learn more about the Stevens Center’s FinTech Lecture Series.

About

Finance centers at the Wharton School serve as thought leaders for innovative research by supporting and disseminating cutting-edge work in areas including investment management, private equity, hedge funds, venture capital, quantitative finance, fintech, policy, and regulation.