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Portfolio Diversification, Proximity Investment and City Agglomeration

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Author Info
WILLIAM N. GOETZMANN () (Yale School of Management - International Center for Finance)
MASSIMO MASSA () (INSEAD - Department of Finance)
ANDREI SIMONOV () (Stockholm School of Economics - Department of Finance)

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Abstract

We study the puzzle of portfolio underdiversification and proximity investment from a novel perspective, linking it to the process of urbanization. We find that urban portfolios are more focused - i.e., less diversified and more concentrated in 'close' stocks. We explain it in terms of the process of 'professional specialization' that characterizes urban environments. We test this against a number of alternative theories: financial sophistication, social competition and hedging non-financial risk. We show that the very same factors behind the drive to city agglomeration also affect both the degree of portfolio diversification and proximity investing by influencing investor information and risk.

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Paper provided by Yale School of Management in its series Yale School of Management Working Papers with number ysm452.

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Date of creation: 14 Apr 2005
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Handle: RePEc:ysm:somwrk:ysm452

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Find related papers by JEL classification:
G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions
G14 - Financial Economics - - General Financial Markets - - - Information and Market Efficiency; Event Studies

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  1. Christiansen, Charlotte & Joensen, Juanna Schröter & Rangvid, Jesper, 2005. "Do More Economists Hold Stocks?," Finance Research Group Working Papers F-2005-02, University of Aarhus, Aarhus School of Business, Department of Business Studies. [Downloadable!]
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