The Es Accounting and Finance
Vol. 3 No. 01 (2024): The Es Accounting And Finance (ESAF)

A Bibliometric Study on the Evolution of Portfolio Management Strategies

Judijanto, Loso (Unknown)
Sudarmanto, Eko (Unknown)



Article Info

Publish Date
30 Nov 2024

Abstract

This study conducts a bibliometric analysis of the evolution of portfolio management strategies from 1970 to 2023, aiming to trace key developments, emerging trends, and the impact of technological advancements on the field. By analyzing a dataset of 1,000 published papers, this research highlights significant theoretical contributions, such as Modern Portfolio Theory and the Capital Asset Pricing Model, while also identifying the growing importance of machine learning, artificial intelligence, and sustainability factors in portfolio management. The findings reveal a shift from traditional investment strategies to data-driven methodologies that integrate ethical considerations and ESG factors, reflecting the changing preferences of today’s investors. Additionally, the study emphasizes the need for an interdisciplinary approach and collaboration among researchers and practitioners to navigate the complexities of modern financial markets. The insights from this analysis provide valuable guidance for future research and practice in portfolio management, ensuring that strategies align with both financial objectives and broader societal goals.

Copyrights © 2024






Journal Info

Abbrev

esaf

Publisher

Subject

Economics, Econometrics & Finance

Description

ESAF - The Es Accounting and Finance is a peer-reviewed journal and open access three times a year (March, July and November) published by Eastasouth Institute. ESAF aims to publish articles in the field of Financial Accounting, Managerial Accounting, Public Sector Accounting, Auditing and Forensic ...