The Impact of Financial Advisors on Individual Investor Portfolio Performance

Kramer, Marc; Lensink, Robert

doi:10.2139/ssrn.1342690

Cited by 5 publications

(3 citation statements)

References 33 publications

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“…Excitement about data at all levels is leading to increased support (technological, bureaucratic, and financial) for the development or purchase of linked data systems to be used interorganizationally. Often, this happens under the guise of efforts to create "wrap-around services", which increasingly emphasize the importance of developing shared metrics for success and sharing data to accomplish these goals (Kramer et. al, 2009).…”

Section: Current State Of Data Collection and Analysis In The Fieldmentioning

confidence: 99%

Real Big Data: How We Know Who We Know in Youth Work

Fink

Brito

2020

Child & Youth Services

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As the generation and use of big data becomes more prevalent in youth work, young people grow up in a world that "knows" more about their lives than ever before. Beyond school attendance and grades, these systems know about out-of-school program participation, social service resources, therapeutic interventions, and more. Though data historically was used to understand and improve program achievements, communicate with funders, and track participants, it is increasingly used to suggest and even perform interventions in young peoples' lives. Young people are rarely asked how they feel about these systems. This study, presented as a counter-narrative from their perspective, differentiates the big data collected and analyzed about them from the "big data" -or stuff that they feel really matters about who they are and the challenges they face. It concludes by offering four questions to help youth-serving organizations consider the ways they generate and use data, in light of the many issues young people raise about new big data trends.

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Section: Current State Of Data Collection and Analysis In The Fieldmentioning

confidence: 99%

Real Big Data: How We Know Who We Know in Youth Work

Fink

Brito

2020

Child & Youth Services

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“…Measurement systems are a means for organizations to operationalize the vision of change that varies from one institutional sector to another (e.g., economic profit for business, social development for community organization), and guide them in specifying which problems they cognitively consider important, and the incentive structures and routines to use for reaching and measuring their progress. Agreement on measurement and reporting enables stakeholders to hold each other accountable and learn from each other's successes and failures [102]. In the Quebec case, a province-wide measurement framework provided cognitive guidance to decision-makers about what impacts were being targeted ( Table 7).…”

Section: Need For Development Of Measurement Systems In the Long-termmentioning

confidence: 99%

Addressing Complex Societal Problems: Enabling Multiple Dimensions of Proximity to Sustain Partnerships for Collective Impact in Quebec

Addy

Dubé

2018

Sustainability

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Sustainable solutions for complex societal problems, like poverty, require informing stakeholders about progress and changes needed as they collaborate. Yet, inter-organizational collaboration researchers highlight monumental challenges in measuring seemingly intangible factors during collective impact processes. We grapple with the question: How can decision-makers coherently conceptualize and measure seemingly intangible factors to sustain partnerships for the emergence of collective impact? We conducted an inductive process case study to address this question, analyzing data from documents, observations, and interviews of 24 philanthropy leaders and multiple stakeholders in a decades-long partnership involving Canada's largest private family foundation, government and community networks, and during which a "collective impact project" emerged in Quebec Province, Canada. The multidimensional proximity framework provided an analytical lens. During the first phase of the partnership studied, there was a lack of baseline measurement of largely qualitative factors-conceptualized as cognitive, social, and institutional proximity between stakeholders-which evaluations suggested were important for explaining which community networks successfully brought about desired outcomes. Non-measurement of these factors was a problem in providing evidence for sustained engagement of stakeholders, such as government and local businesses. We develop a multidimensional proximity model that coherently conceptualizes qualitative proximity factors, for measuring their change over time.

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“…But, because CI encompasses multiple and interactive components evaluating the shared metrics is not sufficient. Evaluation must document the change-making process itself, including not only what, but how and why indicators have shifted, using a combination of developmental, formative, and summative techniques (Cabaj, 2014;Kelly, 2010;Kramer, Parkhurst, & Vaidyanathan, 2009;Parkhurst & Preskill, 2014). Indeed, recent research suggests that it is not the CI components themselves but the interplay among them and the strength of informal relationships that together lead to substantive collaboration and impact (Gillam et al, 2016).…”

Section: Implementation: Shared Measurementmentioning

confidence: 99%

Collective Impact Model Implementation: Promise and Reality

Sagrestano,

Clay,

Finerman

2018

Journal of Health and Human Services Administration

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This article helps public administration practitioners and policymakers leverage broad community-wide collaboration and promote program impact. We present outcomes from a coordinated community response to teen pregnancy that adopted collective impact (CI) methodologies. Lessons learned highlight barriers to creating and sustaining a common agenda, raising funding for collaboration infrastructure, and implementing a shared data system intended to strengthen collaboration among partnering agencies and assure accountability. Implementation of a CI approach proved time intensive and required committed leaders to work through power dynamics and foster communication, trust, understanding, and willingness to overcome technology and administrative challenges to shared data. Successfully navigating these barriers offers the opportunity to bridge research and practice, leading to actionable knowledge and positive community outcomes.

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The Impact of Financial Advisors on Individual Investor Portfolio Performance

Cited by 5 publications

References 33 publications

Real Big Data: How We Know Who We Know in Youth Work

Real Big Data: How We Know Who We Know in Youth Work

Addressing Complex Societal Problems: Enabling Multiple Dimensions of Proximity to Sustain Partnerships for Collective Impact in Quebec

Collective Impact Model Implementation: Promise and Reality

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