John A. Haslem
Professor Emeritus of Finance
John A. Haslem, Professor Emeritus of Finance, served as the founding academic affairs dean and founding chair of the finance department. He received the Panhellenic Association's "Outstanding Teacher Award" for his mutual funds course, the first in the curriculum of a school of business
Haslem studied at Duke University, Harvard University, and the University of North Carolina, and he also taught at the University of North Carolina and on the faculty of the University of Wisconsin.
His research has appeared in the Journal of Finance, Journal of Business, Journal of Financial and Quantitative Analysis, Journal of Money, Credit and Banking, Journal of Business Research, Journal of Accountancy, Financial Analysts Journal, and Transportation Research (Part A), among others.
Haslem served as personal financial consultant to the Director of Supersonic Transport of the U.S. Department of Transportation, consultant and expert witness to two divisions of the U.S. Department of Justice (including the Supreme Court case, U.S. v. State of Louisiana), and financial consultant to the Goddard Space Flight Center of the National Aeronautics and Space Administration.
His fifth book, Mutual Funds: Risk and Performance Analysis for Decision Making (Oxford: Blackwell Publishing, 2003) has been acclaimed. Chaired Professor Charles P. Jones of North Carolina State University calls the book "definitive, "and Vanguard founder John C. Bogle considers it "a marvelous compendium," among others. Read the abstract on SSRN.
The latest book (invited editor and author) is Mutual Funds: Portfolio Structures, Analysis, Management, and Stewardship (Hoboken, NJ: John Wiley & Sons, 2010), has been called "probably the most complete mutual fund book yet written" and features leading authorities. Read the abstract on SSRN.
Haslem's mutual funds research focuses on financial, regulatory, and policy issues. Topics include normative transparency of disclosure, normative transparency of information, fund total cost construct, stewardship funds, and the relationship of expense dispersion to the performance and characteristics of retail and institutional actively managed and index equity funds. Fund research appears in over 130 journal articles and working papers, including Journal of Investing, Institutional Investor investment guides, Journal of Indexes, Financial Services Review, Journal of Index Investing, and Journal of Wealth Management. The SSRN ranks him in the top 10% of researchers.
Haslem serves as founding editorial board member of the Global Business and Finance Review, Investment Management and Financial Innovation, Journal of Index Investing, Journal of Investing, and Journal of Retirement. He served on the Academic Advisory Board of the Index Business Association, and on the Board of Judges of The William F. Sharpe Indexing Achievement Awards presented at the annual Super Bowl of Indexing. He has also served as a Super Bowl conference participant. He continues as a judge with the Journal of Index Investing.
Haslem is an invited member of the Washington, DC Cosmos Club, Beta Gamma Sigma (hon.), Delta Sigma Pi (prof.), Alpha Kappa Psi (prof.), Alpha Tau Omega, and National Association of Eagle Scouts. In 2012, he was invited guest of Vanguard founder John C. Bogle at "The John C. Bogle Legacy Forum" at the Museum of Finance on Wall Street.