Journal of Investment Consulting

IWI’s Journal of Investment Consulting is an annual academic publication that is focused on empirical, graduate-level research, including commentary from academic authorities, industry thought leaders, and award-winning authors.

View All Issues

Read the Latest Issue

VOL. 24, NO. 1, 2025

This issue of the Journal of Investment Consulting brings together interviews and research that address long-standing questions in investment management alongside emerging developments in financial markets.

The issue opens with a conversation with Jeremy Siegel, whose book Stocks for the Long Run demonstrated that equities outperform bonds with lower volatility of real returns over extended horizons, inspiring generations of investors to adopt long-term strategies. True to his philosophy, Siegel emphasizes disciplined investing and inflation awareness, and cautions against overreacting to short-term market swings or media hype.

We continue with an interview with Andrew Lo, who reflects on the development of his adaptive markets hypothesis, which reconciles the efficient-market hypothesis and persistent empirical anomalies. Lo discusses insights from behavioral finance, neuroscience, and evolutionary biology, as well as his efforts to apply securitization and debt financing to biomedical innovation and drug development.

Read the Full Issue

Editorial Advisory Board

The JIC editorial advisory board includes acknowledged authorities and leaders in the fields of investment consulting, investment management, capital markets, fiduciary practice, wealth management, and financial planning.

Editorial Advisory board Members

Contribute

We invite academic and industry professionals to submit papers on a variety of investment and wealth management topics for publishing consideration in JIC. Papers should provide the development of theory and applied research as well as new information, new ideas, and new insights on the chosen topic.

Submission guidelines

Journal of Investment Consulting Masters Series

Each issue of Journal of Investment Consulting features a timely and insightful discussion with leading experts and visionaries in finance, economics, and investments. These “Masters” are interviewed by members of the publication's editorial advisory board.

Masters Series Interviews

Doctoral Student Research Grants

The Journal of Investment Consulting provides doctoral research grants on topics that examine recent research relevant to retirement and retirement-income planning.

Learn more

Download the IWI Publications Mobile App

The “IWI Publications” mobile app allows you to conveniently search, read, and share content from current and past issues of Investments & Wealth Monitor, the Journal of Investment Consulting, and the Retirement Management Journal—all from the convenience of your Apple or Android mobile device. No password required to access the app.

Download for apple devices
Download for android devices