Wealth & Asset Management

Books and Book Contributions

Breymann, Henriette Elise; Hauf, Patrick; Künzle, Christoph,

2024.

Venturing into new ways of regulatory reporting and systemic risk analysis

.

In:

Banking Resilience: New Insights on Corporate Governance, Sustainability and Digital Innovation.

Singapur:

World Scientific.

pp. 417-452.

Transformations in Banking, Finance and Regulation ; 9.

Available from: https://doi.org/10.1142/9781800614291_0012
Hofmann, Roland,

2021.

Debt brake : the Swiss experience

.

In:

Farazmand, Ali, ed.,

Global Encyclopedia of Public Administration, Public Policy, and Governance.

Cham:

Springer.

Available from: https://doi.org/10.1007/978-3-319-31816-5_4355-1
Gassmann, Oliver; Bader, Martin A.; Thompson, Mark James,

2021.

Patent management : protecting intellectual property and innovation.

1. Auflage.

Cham:

Springer.

Management for Professionals.

ISBN 978-3-030-59008-6.

Available from: https://doi.org/10.1007/978-3-030-59009-3
Hadjikyriakou, Phanos; Orpiszewski, Tomasz; Posth, Jan-Alexander,

2020.

Climate indices for listed equity : comparing different methods to minimise climate risk exposure

.

In:

FINANCING THE LOW-CARBON ECONOMY : Instruments, Barriers and Recommendations.

Zürich:

Swiss Sustainable Finance.

pp. 20-23.

Available from: https://www.sustainablefinance.ch/upload/cms/user/2020_11_19_Financing_the_Low_Carbon_Economy_EN_full_report_final.pdf
Gramespacher, Thomas; Bänziger-Aiba, Armin; Hilber, Norbert,

2020.

Cross-sectionally correlated measurement errors in two-pass regression tests of asset-pricing models

.

In:

Lee, Cheng Few; Lee, John C, eds.,

Handbook of Financial Econometrics, Mathematics, Statistics, and Machine Learning : Volume III.

Singapore:

World Scientific.

pp. 3465-3489.

Available from: https://doi.org/10.1142/11335
Hofmann, Roland,

2020.

Fiscal federalism and subnational bond yield spreads : the Swiss case

.

In:

Farazmand, Ali, ed.,

Global Encyclopedia of Public Administration, Public Policy, and Governance.

Cham:

Springer.

Available from: https://doi.org/10.1007/978-3-319-31816-5_3927-1
Hofmann, Roland,

2020.

Steuerhinterziehung in der Schweiz : mehr als nur kriminelle Energie : Hintergründe - Erklärungsversuche - Ansätze zur Bekämpfung.

1. Auflage.

Wiesbaden:

Springer.

ISBN 978-3-658-32416-2.

Available from: https://doi.org/10.1007/978-3-658-32417-9
Wu, Juan; Schnauss, Martin; de Montrichard, Christoph,

2019.

China ermöglicht solide Finanzierungen für KMUs : die Rolle von Alibaba und Alipay

.

In:

Digitalisierung in der Praxis : so schaffen KMU den Weg in die Zukunft.

Wiesbaden:

Springer.

pp. 159-169.

Available from: https://doi.org/10.1007/978-3-658-26137-5_10
Höllerich, Johannes; Fehr, Robert,

2019.

Digitalisierung der Anlageberatung am Beispiel der Zürcher Kantonalbank

.

In:

Digitalisierung in der Praxis : so schaffen KMU den Weg in die Zukunft.

Wiesbaden:

Springer.

pp. 143-158.

Available from: https://doi.org/10.1007/978-3-658-26137-5_9
Cepeda, Nicolas; Bachmann, Oliver; Gramespacher, Thomas; Hilber, Norbert,

2019.

Digitalisierung in der Finanzbranche : Chancen für innovative Startups

.

In:

Digitalisierung in der Praxis : so schaffen KMU den Weg in die Zukunft.

Wiesbaden:

Springer.

pp. 267-275.

Available from: https://doi.org/10.1007/978-3-658-26137-5_18

Journal Articles

Schwendner, Peter; Posth, Jan-Alexander,

2024.

Editorial: Trends in AI4ESG : AI for sustainable finance and ESG technology.

Frontiers in Artificial Intelligence.

7(1448045).

Available from: https://doi.org/10.3389/frai.2024.1448045
Hofmann, Roland; Hartmann-Paulsen, Leif,

2024.

Schweizer Immobilien als Inflationsschutz.

Swiss Real Estate Journal.

(28), pp. 34-40.
Sutiene, Kristina; Schwendner, Peter; Sipos, Ciprian; Lorenzo, Luis; Mirchev, Miroslav; Lameski, Petre; Kabasinskas, Audrius; Tidjani, Chemseddine; Ozturkkal, Belma; Cerneviciene, Jurgita,

2024.

Enhancing portfolio management using artificial intelligence : literature review.

Frontiers in Artificial Intelligence.

7(1371502).

Available from: https://doi.org/10.3389/frai.2024.1371502
Bachmann, Kremena,

2024.

Do you have a choice : implications for belief updating and the disposition effect.

Journal of Economic Psychology.

102(102718).

Available from: https://doi.org/10.1016/j.joep.2024.102718
Boos, Dominik,

2024.

Risky times : seasonality and event risk of commodities.

The Journal of Futures Markets.

44(5), pp. 767-783.

Available from: https://doi.org/10.1002/fut.22492
Krabichler, Thomas; Wunsch, Marcus,

2023.

Hedging goals.

Financial Markets and Portfolio Management.

38(1), pp. 93-122.

Available from: https://doi.org/10.1007/s11408-023-00437-y
Tanner, Michaela; Hofmann, Roland,

2023.

Die Reform des Schweizer Erbrechts – zwischen Tradition und Modernisierung : eine Einordnung aus finanz- und nachlassplanerischer Optik.

Jusletter.

Available from: https://doi.org/10.38023/0fb05d2c-a67f-4565-a375-4fc5d4dc0d27
Guderian, Carsten C.; Posth, Jan-Alexander; Grob, Linus,

2023.

Investment decisions and passive portfolio construction utilizing patent analytics : a multi-case study on COVID-19 treatment technologies.

The Quarterly Review of Economics and Finance.

92, pp. 66-87.

Available from: https://doi.org/10.1016/j.qref.2023.08.002
Hillebrand, Martin; Mravlak, Marko; Schwendner, Peter,

2023.

Investor demand in syndicated EFSF/ESM bond issuances.

Open Research Europe.

3(96).

Available from: https://doi.org/10.12688/openreseurope.15961.1
Fukasawa, Masaaki; Maire, Basile; Wunsch, Marcus,

2023.

Weighted variance swaps hedge against impermanent loss.

Quantitative Finance.

23(6), pp. 901-911.

Available from: https://doi.org/10.1080/14697688.2023.2202708

Studies, Expert Opinions and Working Papers

Künzle, Christoph; Hefti, Jonas,

2024.

Wealth management in Switzerland 2024.

Winterthur:

ZHAW Zürcher Hochschule für Angewandte Wissenschaften.

Available from: https://doi.org/10.21256/zhaw-2511
Arakelian, Veni; Bolesta, Karolina; Vlah Jeric, Silvija; Liu, Yiting; Osterrieder, Joerg; Potì, Valerio; Schwendner, Peter; Sutiene, Kristina; Weinberg, Abraham Itzhak,

2024.

A discussion paper for possible approaches to building a statistically valid backtesting framework.

SSRN.

Available from: https://doi.org/10.2139/ssrn.4893677
Hillebrand, Martin; Mravlak, Marko; Breitsamter, Lorenz; Schwendner, Peter,

2024.

Investor Activity in EFSF/ESM secondary bond markets.

Working Paper Series

; 62.

Luxembourg:

European Stability Mechanism.

Available from: https://www.esm.europa.eu/publications/investor-activity-efsfesm-secondary-bond-markets
Boos, Dominik; Hefti, Jonas; Sigg, Anita,

2024.

Impact through corporate stewardship? A rating of Swiss asset managers based on visible action.

Winterthur:

ZHAW Zürcher Hochschule für Angewandte Wissenschaften.

Available from: https://doi.org/10.21256/zhaw-31376
Lehner, Selina; Hohgardt, Holger; Umbricht, Benedikt,

2024.

Wohnraumnutzung aus individueller Sicht : was brauchen bzw. wünschen sich Herr und Frau Schweizer wirklich?.

Bern:

Bundesamt für Wohnungswesen BWO.

Available from: https://doi.org/10.21256/zhaw-2502
Posth, Jan-Alexander; Schwendner, Peter; Laube, Patrick; Orpiszewski, Tomasz,

2024.

Bio-value-at-risk : a concept to assessing the implications of biodiversity risks on portfolio management using geospatial analysis.

SSRN.

Available from: https://doi.org/10.2139/ssrn.4784271
Künzle, Christoph; Hefti, Jonas,

2024.

Wealth management in Switzerland – Edition 2.

Winterthur:

ZHAW Zürcher Hochschule für Angewandte Wissenschaften.

Available from: https://doi.org/10.21256/zhaw-2497
Boos, Dominik; Tanner, Michaela; Meyer, Julia; Bittel, Andreas,

2024.

Nachhaltigkeit in der Säule 3a.

Winterthur:

ZHAW Zürcher Hochschule für Angewandte Wissenschaften.

Available from: https://doi.org/10.21256/zhaw-29685
Kimmerle, Hendrik; Schwendner, Peter; Döbeli, Sabine,

2023.

The role of derivatives in sustainable investing : a practical guide to addressing sustainability-related challenges linked to the use of derivatives in sustainable portfolios.

Zurich:

Swiss Sustainable Finance.

Available from: https://www.sustainablefinance.ch/upload/rm/ss/fs/ssf-spotlight-derivatives-final-1.pdf
Bachmann, Oliver; Brülisauer, Daniel; Paurevic, Valentin; Seiberlich, Ruben,

2023.

Does trust in political institutions affect life satisfaction? : evidence from the ESS longitudinal survey.

Department Banking, Finance, Insurance Working Paper Series

; 3.

Winterthur:

ZHAW Zürcher Hochschule für Angewandte Wissenschaften.

Available from: https://doi.org/10.21256/zhaw-29801

Contributions to Magazines or Newspapers

Höllerich, Johannes; Lehner-Grimm, Selina,

2024.

Generative KI und Chatbots : Revolution in der Kundenberatung.

MoneyToday.ch.

Available from: https://www.moneytoday.ch/news/generative-ki-und-chatbots-revolution-in-der-kundenberatung
Boos, Dominik; Richter, Thomas,

2023.

Immobilienanlagen von Pensionskassen : Regulierung, Liquidität und Verschuldung.

Schweizer Personalvorsorge.

2023(12), pp. 67-68.
Lagassé, Jean-François; Künzle, Christoph,

2023.

Wealth management trends.

Art & Finance Report 2023.

pp. 124-133.

Available from: https://www2.deloitte.com/content/dam/Deloitte/ch/Documents/privatemarket/art-finance-report-2023.pdf
Lehner, Selina; Hofmann, Roland,

2023.

Die Schweiz ist eine Sparnation.

Die Volkswirtschaft.

Available from: https://dievolkswirtschaft.ch/fr/2023/11/la-suisse-nation-econome/
Spiess, Adrian; Lehner-Grimm, Selina,

2023.

Umziehen oder bleiben?.

Der Schweizerische Hauseigentümer.

2023(20), pp. 3.

Available from: https://doi.org/10.21256/zhaw-30390
Boos, Dominik,

2023.

Geht die Nationalbank zu hohe Risiken ein?.

Die Volkswirtschaft.

Available from: https://dievolkswirtschaft.ch/de/2023/10/geht-die-nationalbank-zu-hohe-risiken-ein/
Hofmann, Roland,

2023.

Credit Suisse : les leçons d’un effondrement.

La Vie économique.

Available from: https://dievolkswirtschaft.ch/fr/2023/07/credit-suisse-les-lecons-dun-effondrement/
Braun, Markus; Hofmann, Roland,

2023.

Der Credit-Suisse-Kollaps : was es nun braucht.

Die Volkswirtschaft.

Available from: https://dievolkswirtschaft.ch/de/2023/07/der-credit-suisse-kollaps-was-es-nun-braucht/
Hofmann, Roland,

2023.

Individualisierung in der Vorsorge : Chance oder Risiko?.

HZ Insurance.

Available from: https://www.handelszeitung.ch/insurance/individualisierung-in-der-vorsorge-chance-oder-risiko-615975
Hofmann, Roland; Tanner, Michaela,

2023.

Erben und Vererben : von der Freiheit zur Verantwortung.

FINANCIAL PLANNING : das Magazin für Finanzplanung.

2023(03), pp. 54-56.