The Journal of Finance

The Journal of Finance publishes leading research across all the major fields of finance. It is one of the most widely cited journals in academic finance, and in all of economics. Each of the six issues per year reaches over 8,000 academics, finance professionals, libraries, and government and financial institutions around the world. The journal is the official publication of The American Finance Association, the premier academic organization devoted to the study and promotion of knowledge about financial economics.

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Search results: 6.

Some Results in the Theory of Arbitrage Pricing

Published: 09/01/1984   |   DOI: 10.1111/j.1540-6261.1984.tb03890.x

JONATHAN E. INGERSOLL

This paper derives a stronger version of Huberman's recent “preference free” pricing theorem. This pricing result relates the expected return on an asset to its factor responses and the covariance structure of the residuals from a linear factor model. It must characterize any infinite asset economy in which no arbitrage opportunities are present whether or not the factor model has uncorrelated residuals. This result provides the intuition for the role of residual risk in the pricing model and eliminates some classes of arbitrage opportunities still present under Huberman's bound. Some applications to empirical tests and performance measurement are also discussed.


Exact Pricing in Linear Factor Models with Finitely Many Assets: A Note

Published: 06/01/1983   |   DOI: 10.1111/j.1540-6261.1983.tb02512.x

NAI‐FU CHEN, JONATHAN E. INGERSOLL


Optimal Bond Trading with Personal Tax: Implications for Bond Prices and Estimated Tax Brackets and Yield Curves†

Published: 05/01/1982   |   DOI: 10.1111/j.1540-6261.1982.tb03556.x

GEORGE M. CONSTANTINIDES, JONATHAN E. INGERSOLL


An Analysis of Variable Rate Loan Contracts

Published: 05/01/1980   |   DOI: 10.1111/j.1540-6261.1980.tb02169.x

JOHN C. COX, JONATHAN E. INGERSOLL, STEPHEN A. ROSS


A Re‐examination of Traditional Hypotheses about the Term Structure of Interest Rates

Published: 09/01/1981   |   DOI: 10.1111/j.1540-6261.1981.tb04884.x

JOHN C. COX, JONATHAN E. INGERSOLL, STEPHEN A. ROSS

The term structure of interest rates is an important subject to economists, and has a long history of traditions. This paper re‐examines many of these traditional hypotheses while employing recent advances in the theory of valuation and contingent claims. We show how the Expectations Hypothesis and the Preferred Habitat Theory must be reformulated if they are to obtain in a continuous‐time, rational‐expectations equilibrium. We also modify the linear adaptive interest rate forecasting models, which are common to the macroeconomic literature, so that they will be consistent in the same framework.


High‐Water Marks and Hedge Fund Management Contracts

Published: 07/15/2003   |   DOI: 10.1111/1540-6261.00581

William N. Goetzmann, Jonathan E. Ingersoll, Stephen A. Ross

Incentive fees for money managers are frequently accompanied by high‐water mark provisions that condition the payment of the performance fee upon exceeding the previously achieved maximum share value. In this paper, we show that hedge fund performance fees are valuable to money managers, and conversely, represent a claim on a significant proportion of investor wealth. The high‐water mark provisions in these contracts limit the value of the performance fees. We provide a closed‐form solution to the cost of the high‐water mark contract under certain conditions. Our results provide a framework for valuation of a hedge fund management company.