This paper investigates the role of the family organization of the mutual fund industry in shaping managerial portfolio … same fund family significantly outperform managers who passively mimic their family's portfolio. The superior performance … the family portfolio because withholding their investment ideas from family peers enables such managers to achieve top …

. The purpose of this study is to examine the impact of life events on the portfolio rebalancing of the family home. The … may be forced to divest or downsize their family home, resulting in a loss of wealth and other intangible benefits like … incorporates two lags and two leads of each shock on the ownership of the family home. The investigation of the asset holding …