📚 Foundational Texts
- An Introduction to Investment Theory
A comprehensive online textbook by William N. Goetzmann from Yale School of Management, covering topics like portfolio theory, asset pricing, and risk-return trade-offs.
🔗 Read the full text here - Understanding Investments: Theories and Strategies
This resource offers an in-depth exploration of classic investment theories and strategies, providing a solid foundation for both students and practitioners.
🔗 Access the publication on ResearchGate - Generally Accepted Investment Theories
A document by the U.S. Department of Labor discussing optimal asset allocation and portfolio theory, useful for understanding investment strategies in retirement planning.
🔗 Download the PDF
📘 Advanced Topics & Models
- The Arbitrage Pricing Theory
An academic chapter by William N. Goetzmann delving into the Arbitrage Pricing Theory, a multifactor approach to understanding asset returns.
🔗 Read the chapter - Modern Portfolio Theory and Investment Analysis
A textbook by Elton, Gruber, and Brown that provides a detailed analysis of portfolio theory and its application in investment management.
🔗 Access the PDF - The Theory of Investment Behavior
A seminal paper by Dale W. Jorgenson discussing the determinants of investment behavior and its implications for economic theory.
🔗 Read the full text
🧠 Behavioral & Empirical Insights
- Investment Theory and Empirical Approach: A Discussion on Difficulties
A paper analyzing challenges in testing investment theories, providing insights into the complexities of empirical research in investment.
🔗 Access the publication - Basic Investment Theory Explained
A concise explanation of fundamental investment theories, offering a clear understanding of key concepts in investment management.
🔗 Read the article - Financial Investing: Strategies, Risks, and Opportunities
An overview of financial investing, exploring various strategies, risks, and opportunities associated with investment decisions.
🔗 Access the paper
Unlocking Knowledge: Your Investment Resource Center
At Finanz2Go, we believe that sound investment decisions are built on a strong foundation of knowledge. That’s why we’ve created this comprehensive Resources page—your trusted gateway to academic insight, financial education, and practical guidance in the world of modern investing.
Whether you’re a beginner exploring the basics of wealth accumulation or an experienced investor refining your strategy, our resource library is designed to help you navigate the complex landscape of financial markets. The world of wealth management is constantly evolving, and staying informed is one of the most powerful tools you can have to make smart, confident choices about your financial future.
Why Financial Education Matters
Informed investors are empowered investors. A study published by the OECD highlights the importance of financial literacy in promoting economic stability and personal well-being. Individuals with a strong understanding of financial concepts—such as compound interest, asset allocation, and diversification—are better equipped to avoid common pitfalls, such as emotional investing, excessive fees, or poorly timed market decisions.
At Finanz2Go, our role as a financial advisor goes beyond simply managing your portfolio. We see ourselves as educators and partners in your financial journey. By providing access to high-quality academic resources, we ensure that you not only grow your wealth but also understand the principles behind every strategy and decision.
What You’ll Find on This Page
This Resources section is divided into several key areas, each focusing on a different aspect of investment theory and wealth management:
- Investment Theory: Gain deep insights into foundational theories like Modern Portfolio Theory (Markowitz), Efficient Market Hypothesis (Fama), and Arbitrage Pricing Theory (Ross). These concepts are the backbone of many contemporary portfolio strategies and help explain how risk and return are related.
- Portfolio Construction: Learn how investment professionals balance risk, return, and diversification. Explore academic articles that discuss strategic asset allocation, rebalancing, and risk-adjusted performance metrics such as the Sharpe Ratio or alpha generation.
- Behavioral Finance: Discover how psychology influences financial decisions. Understand why investors sometimes behave irrationally and how cognitive biases like loss aversion or overconfidence can impact portfolio outcomes.
- Regulatory Insights: Stay informed about relevant legislation, including Germany’s §34f GewO regulation and MiFID II, which govern transparency and fiduciary duty in financial advice.
- Scientific Studies & Whitepapers: We’ve curated a list of peer-reviewed papers, research findings, and industry publications that provide evidence-based perspectives on wealth management and financial planning strategies.
Each resource is handpicked by our team of qualified advisors and regularly updated to reflect the latest academic thinking and industry standards. We include direct links to official publications, university research, and expert articles—so you can explore further, verify facts, and deepen your understanding at your own pace.
Empowering You to Make Better Decisions
We know that the financial industry can sometimes feel overwhelming or opaque. Complex terminology, conflicting opinions, and flashy marketing often distract from what really matters: clarity, evidence, and your long-term goals.
At Finanz2Go, our approach to wealth management is grounded in science, not speculation. That’s why our resources are carefully curated to reflect the same values we apply in client portfolios—transparency, discipline, and long-term thinking.
Whether you’re evaluating your first pension plan, optimizing your tax efficiency, or diversifying a six-figure portfolio, the content on this page is here to support you with facts—not opinions. It’s part of our ongoing mission to make professional investment knowledge accessible and actionable.