Julie Agnew
Assistant Professor of Finance & Economics
College of William and Mary
Background
Julie Agnew is an Assistant Professor of Finance and Economics in the William and Mary School of Business Administration. Her research focuses on individuals’ trading and asset allocation decisions in their 401(k) plans. Prior to pursuing her doctorate, she worked as an analyst in investment banking for Salomon Brothers in New York City and as an equity research associate for Vector Securities International in Chicago. A former Fulbright Scholar to Singapore, she has co-authored a book examining strategic business opportunities in Indonesia, Singapore and Malaysia.
Dr. Agnew graduated Magna Cum Laude from the College of William and Mary with a B.A. in Economics. She received a Ph.D. in Finance from Boston College.
Research Projects for the Center for Retirement Research
Completed
"Do Financial Literacy and Mistrust Affect 401(k) Participation?" (with Stephen P. Utkus and Jean A. Young), Issue in Brief, #7-17. November 2007.
"Literacy, Trust and the 401(k) Savings Behavior" (with Lisa R. Szykman, Stephen P. Utkus, and Jean A. Young), Working Paper, WP# 2007-10, May 2007
"Personalized Retirement Advice and Manged Accounts: Who Uses Them and How Does Advice Affect Behavior in 401(k) Plans?" Working Paper, #2006-9, March 2006
"Asset Allocation and Information Overload: The Influence of Information Display, Asset Choice and Investor Experience" (with Lisa R. Szykman), Working Paper, WP# 2004-15, May 2004.
"Large, Small, International: Equity Portfolio Choices in a Large 401(k) Plan" (with Pierluigi Balduzzi), Working Paper, WP# 2004-14, May 2004.
"An Analysis of How Individuals React to Market Returns in One 401(k) Plan" Working Paper, WP# 2004-13, April 2004.
"Portfolio Choice, Trading, and Returns in a Large 401(k) Plan" (with Pierluigi Balduzzi and Annika Sunden), Working Paper, WP# 2000-06, May 2000.
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