Research

Online Investment Education for Farm Families: Audience/Marketing Analysis (PDF 589 KB)
Research conducted by the USDA Cooperative State Research, Education, and Extension Service, and eXtension, as part of a project to create an online investment education program to meet the needs of modern farm households (released 2009)

 

Using Nonfinancial Measures to Assess the Risk of Fraudulent Financial Reporting and Improve Retail Investor Protection

Prepared by a team of researchers at North Carolina State University, George Mason University and Brigham Young University (released 2009)

 

Don’t Stop Thinking about Tomorrow: Individual Difference in Future Self-continuity Account for Saving

(PDF 128 KB)
Prepared by a team of researchers from the Stanford University Department of Psychology (released 2009)

 

National Financial Capability Study
In consultation with the U.S. Treasury Department and the President’s Advisory Council on Financial Literacy, the FINRA Investor Education Foundation commissioned this study to establish a baseline measure of the ability of Americans to manage their money (released 2009)

 

Evaluation of the Stock Market GameTM

Results of a randomized controlled trial undertaken by Learning Point Associates showing substantial gains for student achievement in mathematics and financial literacy (released 2009)

 

Employer-Provided Retirement Planning Programs (PDF 107 KB)
Prepared by researchers from North Carolina State University, and presented at the Annual Conference of the Pension Research Council (released 2009)

 

Investors' Use of Disclosure Information

Prepared by researchers at the University of Central Florida and Bentley University (released 2009)

 

The Use of Non-Financial Information: What Do Investors Want? (PDF 423 KB)
Prepared by researchers at the Boston College Center for Corporate Citizenship (released 2008)

 

An Experimental Study of Annuity Choice (PDF 8 MB)
Prepared by researchers from the College of William and Mary (released 2008)

 

Exploring Solutions to the Fund Assortment Problem (PDF 489 KB)
Prepared by researchers from Rutgers University School of Business (released 2008)

 

Effects of Visual Primes on Improving Web Disclosure to Investors (PDF 818 KB)
Prepared by researchers from University of Connecticut-Stamford (released 2007)

 

Overcoming Biases to Promote Wise Investing (PDF 376 KB)
Prepared by researchers from Princeton University's Department of Psychology and Public Affairs (released 2007)

Racial and Ethnic Differences in Stock Ownership, two papers from researchers at The Ohio State University published in 2007 and 2008

 

Who Will Own Our Children?, report (PDF 319 KB) from the National Association of State Boards of Education about financial literacy in K-12 education (released 2006)

 

Gender Differences in Investment Behavior, survey analysis (PDF 924 KB) conducted by researchers from Iowa State University and The Ohio State University (released 2006)

 

Off the Hook Again: Understanding Why the Elderly Are Victimized by Economic Fraud Crimes, survey results and analysis prepared for WISE Senior Services by The Consumer Fraud Research Group (released 2006)

 

Mutual Fund Purchase Practices, survey results and analysis (PDF 296 KB) prepared by the Consumer Federation of America (released 2006)