Relevant bibliographies by topics / Wealth management

Contents

  1. Journal articles
  2. Dissertations / Theses
  3. Books
  4. Book chapters
  5. Conference papers
  6. Reports

Academic literature on the topic 'Wealth management'

Author: Grafiati
Published: 4 June 2021
Last updated: 30 July 2024

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Journal articles on the topic "Wealth management"

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Pietrzyk, Leslie. "Wealth Management." Ploughshares 44, no. 4 (2018): 89–101. http://dx.doi.org/10.1353/plo.2018.0124.

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Zhou, Tianying. "Development Strategy of Wealthy Customers in Chinese Commercial Banks." European Scientific Journal, ESJ 12, no. 25 (September 30, 2016): 145. http://dx.doi.org/10.19044/esj.2016.v12n25p145.

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Wealth management business is an old and young business. In terms of wealth management, it begins from the social class when wealth allocation becomes divided. Wealth management in modern sense originated in Napoleon Era in France. Napoleon gave his wealth to bankers of Switzerland to manage, which opened a precedent for wealth management. As far as Chinese commercial banks are concerned, wealth management business provides services to help wealthy customers realize the value of their assets. This paper reviews current situations of wealth management business in Chinese commercial banks and investigates customer development strategy.
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Dziawgo, Leszek, and Danuta Dziawgo. "PRIVATE BANKING − WEALTH MANAGEMENT: ECOLOGICAL ASPECTS." Prace Naukowe Uniwersytetu Ekonomicznego we Wrocławiu, no. 478 (2017): 152–61. http://dx.doi.org/10.15611/pn.2017.478.14.

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Саркисянц and A. Sarkisyants. "Private Wealth management: Current Trends." Auditor 2, no. 3 (March 11, 2016): 32–44. http://dx.doi.org/10.12737/18456.

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The article discusses in detail some aspects of private banking or private banking of most wealthy clients with capital in the tens of millions of dollars, types of wealth management and their regional characteristics.
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Velamuri, Ramakrishna, Yuan Ding, and Jianhua Zhu. "Noah Wealth Management." Emerald Emerging Markets Case Studies 2, no. 8 (October 17, 2012): 1–22. http://dx.doi.org/10.1108/20450621211312929.

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Subject area Entrepreneurship. Study level/applicability This case is suitable for MBA, EMBA and advanced undergraduate students. Case overview Noah Wealth Management was founded by Ms Wang Jingbo, a lady in her mid 30s with a team of less than 20 members in 2005. Exploiting market opportunities offered by a lack of good wealth management products and services, Noah grew rapidly from one branch office in 2005 to 59 branch offices in 2011, reaching a staff size of 1,031. Noah listed its shares on the New York Stock Exchange in November 2010. In 2011, Noah was ranked No. 38 among the 100 Top Potential Enterprises in China. Nonetheless, Noah faced several problems of internal management during the course of its fast expansion. In the first quarter financial report of 2012, Noah suffered a 52.6 percent decrease in net income over the corresponding period in 2011. Faced with a rapidly declining share price, Noah announced on May 22, 2012 a US $30 million share repurchase program. Expected learning outcomes The case supports a basic lesson on the entrepreneurial cycle, including assessing a business opportunity, resource mobilization, identifying a business model, growth of the venture, listing on the stock market, and subsequent growth challenges. Students can learn about some of the typical dilemmas faced by founders of entrepreneurial ventures, including how to maintain the corporate culture while growing fast and how to prevent members of the founding team from becoming bottlenecks to the development of the organization. The case can also provide management students with an overview of China's wealth management industry. Supplementary materials Teaching notes are available for educators only. Please contact your library to gain login details or email support@emeraldinsight.com to request teaching notes.
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Dziawgo, Tomasz. "Wealth Tech Impact on Wealth Management Sector." EUROPEAN RESEARCH STUDIES JOURNAL XXIV, Issue 3B (September 1, 2021): 141–51. http://dx.doi.org/10.35808/ersj/2463.

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PUNJ, DIVYA. "A STUDY ON THE AWARENESS AND KNOWLEDGE ABOUT WEALTH MANAGEMENT IN THE COMMON MAN." Turkish Journal of Computer and Mathematics Education 09, no. 01 (2018): 303–29. http://dx.doi.org/10.36893/tercomat.2018.v09i01.303-329.

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Wealth management services have historically been reserved for the ultra-wealthy who require assistance with managing vast fortunes. Managing wealth is a skill and a science. Knowing the client inside and out is essential. However, the Internet has made financial management accessible to a much larger group of people, and one no longer needs a million dollars to take advantage of these services. A wealth manager's services extend beyond just stock and share management to include advising clients on the best collective funds to engage in. In addition, he can advise the investor on the best asset management strategy to pursue based on his or her unique circumstances. One can spend solely for the purpose of growing one's nest egg or strike a balance between long-term growth and short-term profits. A wealth manager's services may include providing impartial financial guidance on a wide variety of personal finance goods in addition to advising investors on the management of individual portfolios. In addition, he could aid in tax preparation, reducing expenses and obligations like capital gains tax. With their eyes on the breadth and direction of the markets, wealth managers can help their clients make swifter changes to their financial portfolios, freeing up previously unrealized capital. To further assist their clients, some wealth managers offer web resources such as research tools, investment calculators, and access to wealth management reports. For wealthy investors, whether they be individuals or organizations, wealth management is all about maximizing returns while minimizing losses. A wealth manager needs extensive understanding of the financial markets, their instruments, participants, and the overall landscape
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Turin, Sergey Y., Peter Fine, and Neil Fine. "Wealth Management and Retirement." Plastic & Reconstructive Surgery 149, no. 2 (January 25, 2022): 323e—332e. http://dx.doi.org/10.1097/prs.0000000000008790.

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Саркисянц and A. Sarkisyants. "Wealth Management: Art-banking." Auditor 2, no. 7 (July 25, 2016): 37–49. http://dx.doi.org/10.12737/20654.

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Th e article is devoted to art-banking, which is understood as the range of services in the financial and consulting support of investments in physical assets with high intrinsic value, particularly in the works of art.
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Fadilla, Fadilla, Ahmad Farhan, and Choiriyah Choiriyah. "Family Financial Management through Islamic Family Wealth Management." Islamic Banking : Jurnal Pemikiran dan Pengembangan Perbankan Syariah 8, no. 2 (February 4, 2023): 359–74. http://dx.doi.org/10.36908/isbank.v8i2.639.

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During the global financial industry 5.0, it was easier for people to make loans both to banks or make loans online. To meet the needs of their lives, the community also no longer needs to come to the market, it is enough to press one of the applications on their respective mobile phones. The convenience of this technology gives birth to a culture of consumerism in society and people are more easily in debt. The research method used in this research is library research. This study seeks to explain to the community how important it is to control finance with the Islamic Family wealth management approach. The results suggest to families to fulfil the main points first in the order of (1) Wealth Accumulation, (2) Wealth protection, (3) Wealth purification, (4) Wealth Distribution.
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Dissertations / Theses on the topic "Wealth management"

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Pascu, Vasile Alin <1991&gt. "Evoluzione del wealth management: i robo advisor." Master's Degree Thesis, Università Ca' Foscari Venezia, 2020. http://hdl.handle.net/10579/16773.

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La crescita di strategie passive nell’asset management, i cambiamenti nelle preferenze dei clienti e l’innovazione tecnologica stanno favorendo la nascita di start-up che si occupano di robo-advisory. L’idea di base del seguente elaborato è quella di indagare se le strategie adottate dai Robo Advisor sono in grado di creare valore per gli investitori comuni e di individuare i possibili sviluppi futuri. Nella prima vengono individuati i principali operatori a livello globale e successivamente viene descritto in modo dettagliato come operano i Robo Advisor. Nella seconda parte invece, vengono analizzate le performance dei principali operatori rispetto al mercato.
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Hennig, Jochen. "Kooperative Wertschöpfungsmodelle in der asset management und wealth management Industrie : Implikation /." Bern : Haupt, 2007. http://aleph.unisg.ch/hsgscan/hm00201069.pdf.

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Cummine, Angela. "A citizen's stake in Sovereign Wealth Funds : the management, investment and distribution of sovereign wealth." Thesis, University of Oxford, 2013. https://ora.ox.ac.uk/objects/uuid:5c3b8fa7-768e-445f-b4f1-54297dca9582.

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Over the past five years, Sovereign Wealth Funds (SWFs) have become a prominent phenomenon in contemporary capitalism. Described as government investment vehicles that invest state wealth in financial markets, the majority of the world's 60-plus funds have been established since the year 2000. Despite extensive treatments of SWFs' geopolitical and international significance, ethical and domestic level analyses are sparse. In response, this thesis interrogates three key normative questions raised by the funds for the domestic citizen-state relationship: (1) How (and by whom) should sovereign funds be managed? (2) How should sovereign wealth be invested? (3) How should the earnings of sovereign fund investment be distributed? In answering these questions, this thesis aims to dispel ambiguity over the ownership status of sovereign funds, evident in popular and academic discourse and within communities that establish these entities. For this task, it draws on recently revived fiduciary theory of the citizen-state relationship to argue that the rightful owner of these funds is the citizenry - not states or governments who enjoy physical and legal possession of SWFs. It goes on to examine the implications of this fiduciary state conception of SWF ownership, asking how citizen-owners should enjoy control over and benefit from the distinct constituent parts of their SWF property: the institution of the fund, the underlying sovereign wealth and the financial returns earned on the investment of its assets. The model of citizen ownership defended demands substantially increased popular control over SWF management and the investment of sovereign wealth, as well as direct benefit rights for citizen-owners to fund income through individualised distribution of investment returns. Examination of existing practice among SWFs demonstrates that this normative ideal is far, although not impossibly distant from current institutional practice.
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Diewald, Sascha. "Neukundengewinnung im Wealth Management : strategische Erfolgsfaktoren im Akquisitionsgeschäft /." Frankfurt, M. : Frankfurt-School-Verl, 2007. http://d-nb.info/98575561X/04.

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Smith, Anita. "Power, work and learning in private wealth management." Thesis, University of Leicester, 2012. http://hdl.handle.net/2381/27775.

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The main thrust of this study argues that failure to account for the notion of power in considering learning in social contexts—like a working environment—inevitably presents an incomplete and unrealistic account of how learning actually is. Literature suggests that mainstream scholars and theorists have arguably pushed issues regarding the inter-connectedness of power and knowledge to the peripheral—resulting in both a paucity of theoretical coverage and empirical work on the subject. Through an interdisciplinary approach, this study takes inspiration from Foucault’s conceptualization of power—argued to provide a useful analytical framework for exploring power. Implications on how power impacts on learning in a contemporary workplace is viewed through the key ideas of ‘situated learning in communities of practice’ (Lave and Wenger). This study proposes that Foucault’s conceptualizations of power—regarding power as being relational and interconnected to knowledge—allows for a useful analytical framework that can sensitize our efforts towards understanding the power effects of knowledge with regards to learning at, and through, work practices, ultimately enabling us to re-work the concepts of ‘communities of practice’. The context of this study represents a professional knowledge-intensive workplace—Private Wealth Management (also referred to as Private Banking). Such contemporary work contexts—suggested to represent rather different environments vis-à-vis craft-like professions, for example—are argued to represent a more complex, conflicted and competitively-induced platform for learning. The wider regulatory environment was found to have strong influences in shaping the learning environment, representing both opportunities and restrictions for the bankers. Assessment based, compliant-driven and structured-training efforts were key drivers of the learning environment. Social interpersonal skills and professional relationships were observed as being integral and found to involve elements of power inequality, both within and across boundaries to which participants mediated, negotiated and often times obfuscated to effect power shifts through their discursive practices. Skills and perspectives, with regards to learning, evolved as the banker’s career trajectory progressed. Power punctuated not only the social network of relationships, but was also noted at the organizational level, via both explicit and implicit controls. Participants described purposeful thoughts and actions: mediating learning and strategizing outcomes in the respective environments with conflicted identity that requires balancing self, belongingness and directed efforts towards meeting the expectations of organization, respective clients and self.
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Go, H. G. "Dynamic sampling methods for long term wealth management." Thesis, University of Cambridge, 2007. http://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.599449.

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In finance dynamic stochastic programming traditionally has been applied to institutional pension fund problems and more recently has become usable for more difficult individual wealth management problems. We develop several models to handle specific wealth management issues. We develop a US investment model with an exact tax basis and a rudimentary tax qualified portfolio. We show the ability to solve this model with up to 48 stages in 10 asset classes using an exact tax basis by approximating the solution employing information constraints. For fewer stages we show tractability of solving the full model with at least binary branching at every node of the scenario tree. We also introduce a mortgage model to investigate the effects of interest-only mortgages and their maturity. Modelling maturity selection as a binary decision variable, we find that the interest-only components of a mortgage are of interest when a borrower has a low income initially but expects it to grow. We do not consider the case of investors taking such mortgages to increase their leverage. It is noted that solutions may not be representative of all possibilities because the models reach an upper limit in terms of solvable problem sizes with currently available computing power. Expected value of perfect information (EVPI) calculation capabilities have been added to a modern solver. Given that aggregation is used to decrease solution times of such models we implement for the first time a disaggregator to allow calculation of EVPI subproblems without rereading the problem considered from disk. Aggregation is also found to increase solver speed applied to EVPI subproblems, especially after we reorder nodes. Sequential EVPI importance sampling is shown to be effective for the models introduced here and results improve drastically when mean matching of sampled scenarios is added. We successfully attempt to automate tuning for these algorithms by introducing percentile-based zero thresholds and adjusting these automatically when their current values are found to cause EVPI to fall.
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Ellett, Andrew. "Portfolio management toward optimal consumption and terminal wealth." [Bloomington, Ind.] : Indiana University, 2005. http://wwwlib.umi.com/dissertations/fullcit/3162278.

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Leone, Daniel. "Der Wealth Management-Teamleiter im Spannungsfeld von Leadership und Management : Erfolgsfaktoren und Entwicklungsdimensionen /." Bern ; Stuttgart Wien : Haupt, 2005. http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&doc_number=014907760&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA.

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Brusa, Francesca. "Essays on the pricing of financial and human wealth." Thesis, University of Oxford, 2016. https://ora.ox.ac.uk/objects/uuid:e001c2bb-e8f6-4c0a-abef-e3254201ea32.

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This thesis presents three empirical analyses on the systematic risk exposure that global and domestic asset holders face. Each paper investigates a distinct source of macroeconomic risk, but they all stem from the premise that holding human capital and financial assets is risky. This ultimately affects agents' optimal consumption choices. The first paper, The International CAPM Redux, proposes a novel empirical model to price international assets. Building on recent advances in asset pricing research on currency markets, it documents that investors are compensated for bearing exposure to currency risk when investing in foreign equity, either directly or via delegated portfolios of international assets. The second paper, One Central Bank To Rule Them All, shows that while global investors demand a premium to bear risks associated with Federal Reserve decisions, there is no comparable result for other major central banks. This puzzling finding points to the uniqueness of the Federal Reserve for global investors, that does not simply stem from the size and importance of the U.S. economy. The third paper, Human Capital, Unemployment Risk and Asset Prices, relates the riskiness of human capital to uncertainty in the labour market and documents a role for unemployment as a determinant of human wealth. Sorting U.S. industry-level portfolios by differential exposure to unemployment risk yields a novel cross-section of average excess returns. High risk-premia are consistent with less income-constrained highly educated workers willing to take financial risk beyond hedging their labour income risk. Taken together, these three studies contribute to the empirical asset pricing literature and open the door to further theoretical and empirical research in the field.
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Rüegger, Severin. "Wealth Management in China Market Entry Strategies of Foreign Entities /." St. Gallen, 2007. http://www.biblio.unisg.ch/org/biblio/edoc.nsf/wwwDisplayIdentifier/03601861001/$FILE/03601861001.pdf.

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Books on the topic "Wealth management"

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Group, Mintel International, ed. Wealth management. London: Mintel International, 1999.

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Finney, Malcolm James, ed. Wealth Management Planning. Hoboken, NJ, USA: John Wiley & Sons, Inc., 2012. http://dx.doi.org/10.1002/9781119206286.

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Daniell, Mark Haynes, and Tom McCullough, eds. Family Wealth Management. Singapore: John Wiley & Sons Singapore Pte. Ltd., 2013. http://dx.doi.org/10.1002/9781118637807.

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Zorloni, Alessia, ed. Art Wealth Management. Cham: Springer International Publishing, 2016. http://dx.doi.org/10.1007/978-3-319-24241-5.

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Gannon, Niall J. Tailored Wealth Management. Cham: Springer International Publishing, 2019. http://dx.doi.org/10.1007/978-3-319-99780-3.

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Jennifer, Johnson-Calari, Rietveld Malan, World Bank Treasury, and BlackRock Inc, eds. Sovereign wealth management. [London]: Central Banking Publications, 2007.

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Michael, Horan Stephen, ed. Private wealth: Advances in wealth management practices. Hoboken, N.J: Wiley, 2009.

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Lucas, Stuart E. Wealth. Upper Saddle River: Wharton School Publishing (Paula), 2007.

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Levin, Ross. Implementing the Wealth Management Index. Hoboken, NJ, USA: John Wiley & Sons, Inc., 2011. http://dx.doi.org/10.1002/9781118531679.

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Pompian, Michael, ed. Behavioral Finance and Wealth Management. Hoboken, NJ, USA: John Wiley & Sons, Inc., 2012. http://dx.doi.org/10.1002/9781119202400.

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Book chapters on the topic "Wealth management"

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Rojeck, Richard P. "Investment Management." In Wealth, 63–91. Cham: Springer International Publishing, 2019. http://dx.doi.org/10.1007/978-3-030-24497-2_7.

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Taulli, Tom. "Wealth Management." In How to Create the Next Facebook, 173–78. Berkeley, CA: Apress, 2012. http://dx.doi.org/10.1007/978-1-4302-4648-0_15.

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Lardi, Kamales. "Wealth Management is Dead, Long Live Wealth Management." In The WealthTech Book, 216–18. Chichester, UK: John Wiley & Sons, Ltd, 2018. http://dx.doi.org/10.1002/9781119444510.ch52.

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Helnwein, Harald. "Digitizing Wealth Management." In The WealthTech Book, 105–7. Chichester, UK: John Wiley & Sons, Ltd, 2018. http://dx.doi.org/10.1002/9781119444510.ch26.

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Alam, Nafis, Lokesh Gupta, and Bala Shanmugam. "Islamic Wealth Management." In Islamic Finance, 451–73. Cham: Springer International Publishing, 2017. http://dx.doi.org/10.1007/978-3-319-66559-7_12.

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Liu, Zhiyi, and Wenxuan Hou. "Digital Wealth Management." In Digital Finance, 65–81. Singapore: Springer Nature Singapore, 2023. http://dx.doi.org/10.1007/978-981-99-7305-7_5.

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Furnham, Adrian. "Intelligence and Wealth." In Management Intelligence, 115–17. London: Palgrave Macmillan UK, 2008. http://dx.doi.org/10.1057/9780230227439_39.

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Duska, Ronald. "What’s the Wealth in Wealth Management?" In Issues in Business Ethics, 321–24. Cham: Springer International Publishing, 2022. http://dx.doi.org/10.1007/978-3-030-73928-7_27.

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Butterfield, Jody, Sam Bingham, and Allan Savory. "Generating Lasting Wealth." In Holistic Management Handbook, 3–51. Washington, DC: Island Press/Center for Resource Economics, 2019. http://dx.doi.org/10.5822/978-1-61091-977-7_1.

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Koeberle-Schmid, Alexander, Denise Kenyon-Rouvinez, and Ernesto J. Poza. "The Family Office, Wealth, and Wealth Management." In Governance in Family Enterprises, 179–94. London: Palgrave Macmillan UK, 2014. http://dx.doi.org/10.1057/9781137293909_10.

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Conference papers on the topic "Wealth management"

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Adewumi, A. A., I. K. Adewumi, and V. F. Olaleye. "Livestock wastes: fish-wealth solution." In WATER RESOURCES MANAGEMENT 2011. Southampton, UK: WIT Press, 2011. http://dx.doi.org/10.2495/wrm110711.

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Yuan-zhen, Peng. "Santiago's Spiritual Wealth." In 2014 2nd International Conference on Advances in Social Science, Humanities, and Management. Paris, France: Atlantis Press, 2014. http://dx.doi.org/10.2991/asshm-14.2014.114.

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BERNS, Dylan, Peihsien SUN, and Adrian V. GHEORGHE. "MODELING WEALTH DISTRIBUTION IN A SOCIETY." In International Conference of Management and Industrial Engineering. Editura Niculescu, 2023. http://dx.doi.org/10.56177/11icmie2023.41.

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The interconnectedness of social mood, changing dynamics, income inequality, and wealth distribution underscores the complexity of understanding and addressing these issues. This complexity inspires researchers to develop models and conduct further research to gain insights into the mechanisms driving income inequality and wealth distribution. By studying these phenomena more comprehensively, one can aim to develop strategies and policies that promote a more equitable distribution of wealth and opportunities, thereby fostering social stability and economic prosperity. In the present paper, there was build a model on wealth distribution and income inequality to help people understand the complexities of wealth inequality and how economic policies can influence the distribution of resources within a society. By stimulating economic activities and implementing policy interventions, the model provides insights into the factors that contribute to wealth disparities and explores potential solutions for more equitable wealth distribution.
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XIANG, Yi, Zhixi LI, Tsz-Ho LEE, Du TANG, Kent WU, Zhibin LEI, and Yali WANG. "Smart Wealth Management System for Robo-Advisory." In 2019 IEEE Conference on Computational Intelligence for Financial Engineering & Economics (CIFEr). IEEE, 2019. http://dx.doi.org/10.1109/cifer.2019.8759063.

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Ma, Ben-jiang, and Yun-fang Jiang. "Impact of corporate wealth on corporate financing —Corporate wealth is entrepreneurial ability' signal." In 2011 International Conference on Management Science and Industrial Engineering (MSIE). IEEE, 2011. http://dx.doi.org/10.1109/msie.2011.5707685.

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Horel, Enguerrand, Kay Giesecke, Victor Storchan, and Naren Chittar. "Explainable clustering and application to wealth management compliance." In ICAIF '20: ACM International Conference on AI in Finance. New York, NY, USA: ACM, 2020. http://dx.doi.org/10.1145/3383455.3422530.

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Tharmia, Shruti, Riddhi Nilawar, Nikita Aswale, Shubhadra Kumari, and Poonam Gupta. "Waste Management and Wealth Generation Through Waste Elimination." In 2022 Third International Conference on Intelligent Computing Instrumentation and Control Technologies (ICICICT). IEEE, 2022. http://dx.doi.org/10.1109/icicict54557.2022.9917808.

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Zhi, Jun. "Study on Lao Zi’s Wealth Thoughts." In 7th International Conference on Economy, Management, Law and Education (EMLE 2021). Paris, France: Atlantis Press, 2022. http://dx.doi.org/10.2991/aebmr.k.220306.039.

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Mori, Margherita. "Health and Wealth Management Issues From a Global Perspective." In The Second International Symposium on Management and Social Sciences (ISMSS 2020). Paris, France: Atlantis Press, 2020. http://dx.doi.org/10.2991/assehr.k.201202.112.

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Wang, Chongmei, and Zening Qu. "Thinking on Wealth Management Education in Marketing Specialty Construction." In 2020 International Conference on Social Science, Economics and Education Research (SSEER 2020). Paris, France: Atlantis Press, 2020. http://dx.doi.org/10.2991/assehr.k.200801.057.

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Reports on the topic "Wealth management"

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Best, James, and Keshav Dogra. Capital Management and Wealth Inequality. Federal Reserve Bank of New York, September 2023. http://dx.doi.org/10.59576/sr.1072.

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Wealthier individuals have stronger incentives to seek higher returns. We investigate the effect that this has on long-run wealth inequality. Incorporating capital management into a standard Ramsey-Cass-Koopmans model generates substantial long-run inequality: the majority of the population works and holds no capital, while a small minority holds a large amount of capital and manages it full time. Counterintuitively, financial innovations or policies that reduce return differentials increase long-run wealth inequality. Egalitarian steady states may exist but are inefficient and unstable: a small concentration in capital ownership causes a transition to an unequal steady state. Capital management introduces a novel equity-efficiency tradeoff: scale economies make it efficient for a few individuals to manage capital full-time, but under laissez-faire this generates substantial inequality. A utilitarian planner would instead instruct a few individuals to manage capital on behalf of society and transfer most of their income to the workers.
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Walsh, Alex. The Contentious Politics of Tunisia’s Natural Resource Management and the Prospects of the Renewable Energy Transition. Institute of Development Studies (IDS), February 2021. http://dx.doi.org/10.19088/k4d.2021.048.

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For many decades in Tunisia, there has been a robust link between natural resource management and contentious national and local politics. These disputes manifest in the form of protests, sit-ins, the disruption of production and distribution and legal suits on the one hand, and corporate and government response using coercive and concessionary measures on the other. Residents of resource-rich areas and their allies protest the inequitable distribution of their local natural wealth and the degradation of their health, land, water, soil and air. They contest a dynamic that tends to bring greater benefit to Tunisia’s coastal metropolitan areas. Natural resource exploitation is also a source of livelihoods and the contentious politics around them have, at times, led to somewhat more equitable relationships. The most important actors in these contentious politics include citizens, activists, local NGOs, local and national government, international commercial interests, international NGOs and multilateral organisations. These politics fit into wider and very longstanding patterns of wealth distribution in Tunisia and were part of the popular alienation that drove the uprising of 2011. In many ways, the dynamic of the contentious politics is fundamentally unchanged since prior to the uprising and protests have taken place within the same month of writing of this paper. Looking onto this scene, commentators use the frame of margins versus centre (‘marginalization’), and also apply the lens of labour versus capital. If this latter lens is applied, not only is there continuity from prior to 2011, there is continuity with the colonial era when natural resource extraction was first industrialised and internationalised. In these ways, the management of Tunisia’s natural wealth is a significant part of the country’s serious political and economic challenges, making it a major factor in the street politics unfolding at the time of writing.
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Khorsheed, Najmadeen. The Necessity of Collaborative Federalism for Oil and Gas Management in Iraq. Fribourg (Switzerland): IFF, 2017. http://dx.doi.org/10.51363/unifr.diff.2017.18.

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The distribution of power and wealth is a contentious issue of federalism in Iraq. It has caused major conflicts between the federal government and the Kurdistan Regional Government (KRG), especially over the management of oil and gas. This paper aims to clarify the nature of those disputes and their possible solution through Elazar’s theory of collaborative federalism. After presenting the principal elements of collaborative federalism, it provides eight rationales for adopting collaborative approach in Iraq. The rationales are mainly examined in the context of managing oil and gas between the central government and KRG. The paper then discusses some potential challenges for changing the nature of federalism in Iraq from competitive to collaborative.
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L., Petheram, Campbell B.M., Marunda C.T., Tiveau D., and Shackleton S. The wealth of the dry forests: can sound forest management contribute to the millennium development goals in Sub-Saharan Africa? Center for International Forestry Research (CIFOR), 2006. http://dx.doi.org/10.17528/cifor/002165.

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Russell, Clifford S. Economic Instruments for Water Management in Latin America and the Caribbean: Issue Briefing. Inter-American Development Bank, February 2003. http://dx.doi.org/10.18235/0010536.

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The central issue of the II Meeting of the Environment Network of the Regional Policy Dialogue, held on February 25 and 26, 2003, is "the application of economic instruments in water and solid waste management" . This Meeting has, on the water side, been informed by descriptions and analyses of a variety of approaches, including examples from a number of European countries (Kraemer, et al.), a longer study of the French water management system (Feres, et al.), and two Latin American country case studies, Brazil (Seroa da Motta and Feres) and Mexico (Saade Hazin and Saade Hazin). Each study provides a wealth of detail, set against a background of instrument typologies and commentary on instruments based on the extensive economic literature examining their advantages and disadvantages.
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Giordano, Meredith, Charlotte de Fraiture, Elizabeth Weight, and Julie van der Bliek. Water for wealth and food security: supporting farmer-driven investments in agricultural water management. Synthesis report of the AgWater Solutions Project. International Water Management Institute (IWMI)., 2012. http://dx.doi.org/10.5337/2012.207.

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Heckman, Stuart. Understanding insurance decisions: A review of risk management decision making, risk literacy, and racial/ethnic differences. Center for Insurance Policy and Research, January 2024. http://dx.doi.org/10.52227/26712.2024.

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The racial/ethnic wealth gap is a stunning feature of U.S. household finances. Although the causes of the gap are complex, it is important that researchers investigate disparities between racial/ethnic groups in household financial management areas. We posit that first understanding insurance decisions as a critical component of overall household financial management is an important avenue for further understanding factors that may perpetuate or reduce the racial wealth gap. Moreover, risk management, including the purchase and use of insurance products, is a key yet challenging area for household financial management. Therefore, this literature review focuses on research relevant to three main questions: 1) How do consumers make risk management decisions? 2) What key skills are required to make risk management decisions (with a focus on literacy and numeracy skills)? 3) Do these skills vary between racial/ethnic groups? Regarding the first question, we find that consumers are prone to errors when making decisions involving risk, but research shows that decisions can be improved. Skilled Decision Theory (SDT) highlights that cognitive ability plays less of a central role in decision-making and that decision-making is more of an acquired skill. Consequently, learning comprehension and confidence play a crucial role in the decision-making process. In terms of the second question and the skills needed to make appropriate risk management decisions, the literature suggests that insurance literacy, not necessarily financial literacy, as well as numeracy skills are likely to be critical prerequisites to good insurance choices. In particular, the importance of statistical numeracy in decision-making cannot be overstated. Finally for our third question, our review indicates that there is a relatively limited number of available studies focusing on racial/ethnic differences in risk management decisions and skills. While some studies find differences between racial/ethnic groups in various measures of financial literacy, the findings are overall mixed and, therefore, inconclusive. Researchers should verify if there are, in fact, differences or if the differences are due to other factors that vary by racial/ethnic category.
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Del Valle, Emiliano Diaz, Chaning Jang, and Steve Wendel. Behavioral Systems: Combining behavioral science and systems analysis. Busara, January 2024. http://dx.doi.org/10.62372/fmjl3064.

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Many challenges the world faces arise from broken behavioral systems: systems with multiple levels of interacting actors in which people make the best choices they can given their limitations. However, by doing so, they generate outcomes that no one actually wants. In these systems, people are embedded in a context that shapes their behavior. Their actions then shape both how the system behaves and the very set of choices that the individuals within it face, often in non-obvious ways. Once we start looking, it is not hard to find these broken behavioral systems: they arise in everything from fisheries management to racial wealth inequality to corrosive norms of behavior on social media.
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Subedi, Dipak, and Anil K. Giri. Debt use by U.S. farm businesses, 2012-2021. Washington, D.C: Economic Research Service, U.S. Department of Agriculture, 2024. http://dx.doi.org/10.32747/2024.8478364.ers.

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The short-term Federal funds rate, which impacts the interest rate of other loans, has been increasing since March 2022. The rate can disproportionately affect demand for different types of loans, as well as the choice of the lender for different farm sizes. This report examines farm debt by lenders, as well as other attributes, such as the use of different loan types (real estate and non-real estate) among different types of farm businesses. The authors used data from multiple sources, including the USDA, Economic Research Service's Farm Income and Wealth Statistics and Agricultural Resource Management Survey (ARMS), from 2012 to 2021 to understand the farm debt situation. Total U.S. farm debt in 2021 was $503.7 billion (in 2022 dollars), which was $127.8 billion (34 percent) higher compared with 2012 and was primarily driven by farm real estate debt. Total farm real estate debt was $344.5 billion, or more than two-thirds of total debt in 2021. The Farm Credit System, a nationwide network of borrower-owned lending institutions and specialized service organizations, provided 45 percent of total debt, and commercial banks provided 35 percent, resulting in these two lender entities providing 80 percent of the sector’s debt. The share of farm businesses with some debt grew as gross cash farm income increased along with the average and median loan size
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Flandreau, Marc, Stefano Pietrosanti, and Carlotta Schuster. Why do Sovereign Borrowers Post Collateral? Evidence from the 19th Century. Institute for New Economic Thinking Working Paper Series, October 2021. http://dx.doi.org/10.36687/inetwp167.

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This paper explores the reasons why sovereign borrowers post collateral. Such behavior is paradoxical because conventional interpretations of collateral stress repossession of the assets pledged as the key to securing lenders against information asymmetries and moral hazard. However, repossession is generally difficult in the case of sovereign debt and in some cases impossible. Nevertheless, such sovereign “hypothecations” have a long history and are again becoming very popular today in developing countries. To explain sovereign collateralization, we emphasize an informational channel. Posting collateral produces information on opaque borrowers by displaying borrowers’ behavior and resources. We support this interpretation by examining the hypothecation “mania” of 1849-1875, when sovereigns borrowing in the London Stock Exchange pledged all kinds of intangible revenues. Yet, at that time, sovereign immunity fully protected both sovereigns and their assets and possessions. Still, we show that hypothecations significantly decreased the cost of sovereign debt. To explain how, we stress the pledges’ role in documenting sovereigns’ wealth and the management of revenue streams. Based on an exhaustive library of bond prospectuses collected from primary sources, matched with a panel of sovereign bond yields and an innovative measure of sovereign fiscal transparency, we show that collateral minutely described in debt covenants served to document and monitor sovereign resources and development prospects. Encasing this information in contracts written by lawyers served to certify the quality of the resulting data disclosure process, explaining investors’ readiness to pay a premium.
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