Robert R. Johnson, PhD, CFA

Professor

Contact

RobertJohnson@creighton.edu
Heider College of Business
Economics & Finance - Business

Robert R. Johnson, PhD, CFA

Professor

Robert R. Johnson, PhD, CFA, CAIA, is a Professor of Finance at Creighton University's Heider College of Business.  He is also Principal in Economic Index Associates.  Until April 2018, he was President and CEO at The American College of Financial Services in Bryn Mawr, PA.  He was formerly Senior Managing Director at CFA Institute in Charlottesville, VA and was responsible for all aspects of the CFA Program for the majority of his 15-year tenure.  In 2013, he received the Alfred C. "Pete" Morley Distinguished Service Award from CFA Institute in appreciation of his leadership, stewardship and outstanding service.

Prior to joining CFA Institute, Bob was a Professor of Finance at Creighton University from 1984 through 1996.  Bob won several teaching awards and in 1994 received the university-wide Robert F. Kennedy Award for Teaching Excellence.  He has over 80 refereed articles in leading finance and investment journals.  His publications have appeared in the Journal of Finance, Journal of Financial Economics, Journal of Portfolio Management, and the Financial Analyst Journal, among others.  He has been quoted in The Wall Street Journal, Financial Times, Barron's, Forbes, Globe and Mail, and The South China Post, among others.  He has appeared numerous times on ABC World News, Bloomberg TV (Europe and US), CNN, and China Business News, among others.  He is a regular contributor on El Mercurio (Chile) and The Hill.  Bob has served on the board of RS Investments, a San Francisco-based investment management firm and on the board of The Virginia Institute of Autism.

Teaching Interests

  • Federal Reserve Monetary Policy

Department

Economics and Finance

Position

Professor

Books

  • McGraw-Hill
    Invest With The Fed 2015
  • McGraw-Hill
    Strategic Value Investing 2014
  • John Wiley & Sons, Inc
    Investment Banking for Dummies 2014
  • National Underwriter Company
    The Tools and Techniques of Investment Planning 2014

Articles

  • Journal of Financial Service Professionals
    Insights from the AAII Asset Allocation Survey
    Vol. 72, No. 5, p. 67-74 2018
  • AAII Journal
    Grasshoppers and Ants in Retirement
    Vol. XL, No. 6 2018
  • Financial Analysts Journal
    All That's Gold Does Not Glitter
    Vol. 74, No. 1, p. 59-76 2018
  • AAII Journal
    Deep Value Investing Has Not Gone Out of Style
    XXXIX, No. 1, p. 19-21 2017
  • Managerial Finance
    Santa Claus Rally and Firm Size
    Vol. 42, No. 8, p. 817-829 2016
  • Journal of Financial Service Professionals
    The Association Between Fed Policy and Sector Returns
    Vol. 70, No. 3, p. 83-88 2016
  • Journal of Portfolio Management
    The Weighting is the Hardest Part
    Vol. 42, No. 1, p. 53-62 2015
  • Managerial Finance
    What to Expect When You're Electing
    Vol. 41, No. 10, p. 1032-1045 2015
  • AAII Journal
    When It's Time to Transfer Decision-Making
    Vol. XXXVI, No. 9, p. 31-34 2015
  • Journal of Financial Planning
    Yes, Virginia, There is a Global Santa Claus Rally: Statistical Evidence Supports Higher Returns Globally
    Vol. 28, No. 3, p. 58-63 2015
  • Global Finance Journal
    Emerging Markets: Is the Trend Still Your Friend?
    Vol. 26, No. 1 2015
  • Journal of Wealth Management
    The Influence of a Family Business on Portfolio Management" An Asset-Liability Management Approach
    Vol. 17, No. 1, p. 14-30 2014
  • Quarterly Journal of Finance and Accounting
    How Large are the Benefits of Emerging Market Equities?
    Vol. 50, No. 3&4, p. 88-133 2014
  • AAII Journal
    Strategic Value Investing: Screening for Cash Flow and Value
    Vol. XXXVI, No. 5, p. 21-26 2014
  • AAII Journal
    Selecting a Valuation Method to Determine a Stock's Worth
    Vol. XXXVI, No.4, p. 17-22 2014
  • Journal of Wealth Management
    Human Capital and Behavioral Biases: Why Investors Don't Diversify Enough
    Vol. 16, No. 1, p. 9-21 2013
  • Journal of Wealth Management
    The Taxation Paradox: It's Global not Local
    Vol. 15, No. 4, p. 29-40 2013
  • Journal of Portfolio Management
    The Effectiveness of Asset Classes in Managing Risk
    Vol. 38, No. 3, p. Vol. 38, No. 3 2012
  • Financial Review
    Risk Shifting Around Calls of Convertible Debt
    Vol. 45, No. 3, p. 541-556 2010
  • Journal of Investing
    Can Precious Metals Make Your Portfolio Shine?
    Vol. 39, No. 3, p. 75-86 2009
  • Journal of Portfolio Management
    The Presidential Term; Is the Third Year the Charm?
    Vol. 34, No. 2, p. 135-142 2008
  • Journal of Wealth Management
    After-Tax Performance Measurement
    Vol. 11, No. 1, p. 69-83 2008
  • Journal of Investing
    Sector Rotation and Monetary Conditions
    Vol. 17, No. 1, p. 34-46 2008
  • Journal of Asset Management
    Time-varying risk and return characteristics of US and European bond markets: Implications for efficient portfolio allocations
    Vol. 8, No. 5, p. 337-350 2007
  • Journal of Portfolio Management
    An Analysis of the Interest Rate Sensitivity of Common Stocks Using Empirical Duration
    Vol. 33, No. 3, p. 85-107 2007
  • Financial Analysts Journal
    Gridlock's Gone Now What?
    Vol. 62, No. 5, p. 21-28 2006
  • Financial Analysts Journal
    Is Fed Policy Still Relevant for Investors?
    Vol. 61, No. 1, p. 70-79 2005
  • Journal of Portfolio Management
    Don't Worry About the Election -- Just Watch the Fed
    Vol. 30, No. 4, p. 101-109. 2004
  • Financial Markets and Portfolio Management
    Bond Market Volatility vs. Stock Market Volatility: The Swiss Experience
    Vol.18, No. 1, p. 8-23 2004
  • Advances in Financial Education
    Using Learning Outcome Statements to Guide Learning and Testing: The CFA Program
    Fall , p. 14-28 2003
  • Journal of Asset Management
    Bond Market Volatility Compared to Stock Market Volatility: Evidence from the UK
    Vol. 3, No. 2, p. 101-111 2002
  • Journal of Alternative Investments
    The Diversification Benefits of Commodities and Real Estate in Alternative Monetary Conditions
    Vol. 3, No. 4, p. 53-61 2001
  • Journal of Economics and Finance
    Monetary Policy and Real Estate Returns
    Vol. 24, No. 3, p. 289-293 2000
  • Journal of Futures Markets
    Efficient Use of Commodity Futures in Diversified Portfolios
    Vol. 20, No. 5, p. 489-506 2000
  • Journal of Private Portfolio Management
    Equity Style Returns and Federal Reserve Policy
    Vol. 2, No. 4, p. 33-40 2000

General

  • Journal of Wealth Management
    The Increasing Volatility of the Stock Market?
    Vol. 19, No. 1, p. 71-82 2016
  • AAII Journal
    Follow the Fed, But Be Smart About It
    Vol. XXXVI, No. 4 2015
  • Journal of Financial Planning
    An Intuitive Examination of Downside Risk
    Vol. 26, No. 6 2013
  • Journal of Investing
    Is Now the Time to Add Commodities to Your Portfolio?
    Vol. 19, No. 3, p. 10-19 2010
  • Journal of Alternative Investments
    Time Variation in the Benefits of Managed Futures
    Vol. 5, No. 4, p. 41-50 2003
  • Quarterly Review of Economics and Finance
    Monetary Policy and Fixed Income Returns
    Vol. 43, No. 1, p. 133-146 2003
  • Journal of Portfolio Management
    Tactical Asset Allocation and Commodity Futures
    Vol. 28, No. 2, p. 100-111. 2002
  • Financial Analysts Journal
    Emerging Markets: When Are They Worth It?
    Vol. 58, No. 2, p. 86-95 2002
  • Journal of Real Estate Portfolio Management
    The Real Estate Asset Allocation Decision: Monetary Policy Implications
    Vol. 7, No. 3, p. 215-223 2001
  • Journal of Investing
    Mutual Fund Asset Allocation and Federal Reserve Monetary Policy
    Vol. 10, No. 2, p. 103-111 2001
  • Journal of Wealth Management
    Estimating the Interest Rate Sensitivity of Mixed Asset Portfolios
    Vol. 3, No. 4, p. 54-60 2001
  • Journal of Wealth Management
    Equity Returns and Monetary Policy
    Vol. 3, No. 4, p. 61-68 2001
  • Journal of Portfolio Management
    The Inconsistency of Return-Based Style Analysis and Its Implications
    Vol. 26, No. 3, p. 61-77 2000

Presentations

  • Economic Outlook, LaSalle University's 17th Annual Economic Outlook, Union League Club of Philadelphia 2018

Awards

  • Alfred C. "Pete" Morley Distinguished Service Award
    This award was established to honor members who have made an extraordinarily significant contribution to CFA Institute, or its predecessor organizations, through their leadership, exceptional stewardship, and outstanding service.
    CFA Institute
    CFA Institute
  • Robert F. Kennedy Memorial Student Award for Teaching Excellence
    Creighton University

Consulting

  • Board Member
    RS Investments was an investment management firm that was majority owned by The Guardian Life Insurance Company.
    RS Investments
    2012 - 2015