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Journal Articles

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Journal Article

The Impact of Impact Investing

Jonathan B. Berk, Jules H. van Binsbergen
Journal of Financial Economics February2025 Vol. 164

The change in the cost of capital that results from a divestiture strategy can be closely approximated by a simple function of three parameters: (1) the fraction of socially conscious capital, (2) the fraction of targeted firms in the economy and…

Working Paper

The Pass-through of Corporate Tax Cuts to Consumer Loans: Evidence from the TCJA

Joao Granja, Fabian Nagel, Arndt Weinrich
January312025

Using data from TransUnion, a large U.S. credit bureau, we analyze whether and how cuts in bank income taxation are passed through to the interest rates and size of consumer loans. Exploiting the change in bank corporate income taxation from the…

Journal Article

Developing ICU Clinical Behavioral Atlas Using Ambient Intelligence and Computer Vision

Wei Dai, Ehsan Adeli, Zelun Luo, Dev Dash, Shrinidhi Lakshmikanth, Zane Durante, Paul Tang, Amit Kaushal, Arnold Milstein, Li Fei-Fei, Kevin A. Schulman
NEJM AI January212025 Vol. 2 Issue 2

While computer vision has gained traction in medical applications, models specifically engineered for intensive care unit (ICU) activities are limited.

We present Clinical Behavioral Atlas (CBA), a computer vision system that can identify…

Working Paper

Losing is Optional: Retail Option Trading and Expected Announcement Volatility

Tim de Silva, Eric C. So, Kevin Smith
January152025

We document the growth of retail options trading and provide evidence that retail investors are drawn to options by anticipated spikes in volatility. Retail investors purchase options in a concentrated fashion before earnings announcements,…

Working Paper

Public Firm Disclosures, Patent Licensing, and the Diffusion of Technology

Jinhwan Kim, Guoman She, Kristen Valentine
January152025

We examine the spillover effects of public firm disclosures on patent licensing, a key mechanism for technology diffusion. An interquartile increase in public firm presence, our proxy for peer disclosures, is linked to a 20.7% higher likelihood…

Journal Article

Trading Stocks Builds Financial Confidence and Compresses the Gender Gap

Saumitra Jha, Moses Shayo
Economic Journal January52025 Vol. 135 Issue 665 Pages 235–263.

Many studies document low rates of financial literacy and suboptimal levels of participation in financial markets. These issues are particularly acute among women. Does this reflect a self-reinforcing trap? If so, can a nudge to participate in…

Journal Article

Addressing Health Care’s Administrative Cost Crisis

Brooke Istvan, Kevin A. Schulman, Stefanos Zenios
JAMA January2025

Tackling administrative waste in the health care system presents a perfect opportunity for a second Trump administration that is focused on achieving efficiencies in the federal government and alleviating the pain that inflation has caused on the…

Book Chapter

Collecting Digital Footprints in the Wild

Michal Kosinski
Handbook of Research Methods in Social and Personality Psychology, 3rd Ed. (in press) Cambridge University Press January2025 Pages 349–377.
Working Paper

Does Q&A Boost Engagement? Health Messaging Experiments in the US and Ghana

Erika Kirgios, Susan Athey, Angela L. Duckworth, Dean Karlan, Michael Luca, Katherine L. Milkman, Molly Offer-Westort
January2025

Effective information sharing is critical for the success of organizations and governments. Because information that is easy to access is more likely to be adopted, leaders often minimize friction in information delivery. However, one type of…

Journal Article

Emphasis on Financial vs Nonfinancial Criteria in Employer Benefits’ Measurements

Jeffrey Pfeffer, Esther Olsen, Sara Singer
JAMA Health Forum January2025 Vol. 6 Issue 1

Importance: Few studies have examined the extent to which employers emphasize financial over nonfinancial criteria in measurement, reporting, and decision-making about health care benefits.

Objective: To…

Journal Article

Feedback Effects and Systematic Risk Exposures

Snehal Banerjee, Bradyn Breon-Drish, Kevin Smith
The Journal of Finance January2025

We model the “feedback effect” of a firm’s stock price on investment in projects exposed to a systematic risk factor, like climate risk. The stock price reflects information about both the project’s cash flows and its discount rate. A cash-flow-…

Journal Article

Financial Reporting and Consumer Behavior

Suzie Noh, Eric C. So, Christina Zhu
The Accounting Review January2025 Vol. 100 Issue 1 Pages 407–435.

We show that financial reporting influences consumer behavior by drawing consumer attention to announcing firms. Analyzing global positioning system (GPS) data, we document upticks in foot traffic to firms’ commercial locations immediately…

Journal Article

How US Treasuries Can Remain the World's Safe Haven

Darrell Duffie
Journal of Economic Perspectives January2025 Vol. 39 Issue 2 Pages 195–214.

Weaknesses in the design of the market for US Treasuries have reduced the effectiveness of world’s favored safe-haven asset. Since the Global Financial Crisis, the market’s intermediation capacity is far more constrained by the balance sheets of…

Journal Article

Ironic Effects of Prosocial Gossip in Driving Inaccurate Social Perceptions

Samantha Grayson, Matthew Feinberg, Robb Willer, Jamil Zaki
Journal of Experimental Social Psychology January2025 Vol. 116

Gossip is often stereotyped as a frivolous social activity, but in fact can be a powerful tool for discouraging selfishness and cheating. In economic games, gossip induces people to act more cooperatively, presumably to avoid the cost of accruing…

Journal Article

Letters of Recommendation as Institutionalized Gossip: Tie Strength and the Advocacy-Accuracy Tradeoff in Brokering

Britt Hadar, Nir Halevy
Journal of Experimental Social Psychology January2025 Vol. 116

Gossip is both common and consequential. People often share reputational information about others in their absence, and this ubiquitous practice powerfully shapes impressions, interactions, and relationships among senders, receivers, and the…

Journal Article

Machine Learning Who to Nudge: Causal vs Predictive Targeting in a Field Experiment on Student Financial Aid Renewal

Susan Athey, Niall Keleher, Jann Spiess
Journal of Econometrics January2025

In many settings, interventions may be more effective for some individuals than others, so that targeting interventions may be beneficial. We analyze the value of targeting in the context of a large-scale field experiment with over 53,000 college…

Book Chapter

Attitudes: Form, function, and the factors that shape them

Zakary Tormala, Derek Rucker
The Handbook of Social Psychology (6th Edition) Situational Press 2025
Journal Article

Beyond the Event Window: Earnings Horizon and the Informativeness of Earnings Announcements

Kevin Smith
The Accounting Review 2025 Vol. 100 Issue 2 Pages 351–382.

The impact of earnings announcements (EAs) on investor uncertainty depends not only on how much new information they contain but also on how long it would take comparable information to arrive in the future through alternative sources, which I…

Journal Article

Boosting Sales and Customer Welfare from Premade Foods (Let the Freshest Chicken Fly Off the Shelf First)

Dan A. Iancu, Jae-Hyuck Park, Erica Plambeck
Management Science (forthcoming) 2025

This paper examines a grocery retailer’s management of a premade food product. The retailer’s goal is to maximize a weighted sum of direct profit and customer welfare. Multiple items of the product are produced in batches, and immediately…

Book Chapter

Can Activists Change Business for Good?

Sarah A. Soule
Enterprises et Histoire (forthcoming) Eska 2025