Awarding Financial Wellness Research | Lundquist College of Business

4 awardees representing a few unique Lundquist College or university departments earned special funding to go on and expand the analyze of fiscal literacy and wellness.

They are assistant professor of finance Maria Chaderina, affiliate professor of accounting and Scharpf-Knight Chair in Accounting Dane Christensen, assistant professor of administration Alex Murray, and affiliate professor of finance and John B. Rogers Study Scholar Youchang Wu.

The awards were being funded by a generous present from Nancy Petrone and Dave Petrone ’66 (economics), MBA ’68 (finance) in guidance of money wellness schooling at the College of Oregon. The Petrones are longtime backers of College of Oregon initiatives across campus.

Mentioned Chaderina of her operate, “We intention to quantify a link among economic literacy and educational outcomes, above and over and above a given amount of indebtedness. The ultimate intention is to use this perception to devise an efficient educational intervention by the Economical Wellness Center and tailor plan choices of the middle to boost students’ academic results.”

Senior affiliate dean for school and investigation and Gerry and Marilyn Cameron Professor of Finance Diane Del Guercio highlighted some of the parts every school member is learning that led to them earning the new award.

“Our college have significant analysis around impressive monetary wellness or disruptive industries impacting personalized finance,” said Del Guercio. Examples could consist of fin-tech, cryptocurrencies, and new tax laws.

  • Alex Murray (management) has various published and ongoing jobs on disruptive industries impacting personal finance, these types of as crowdfunding for business owners.
  • Maria Chaderina (finance) is learning how the courses by UO’s Fiscal Wellness Heart can best enhance economic literacy and will measure the outcomes of these interventions on wellness and educational results.
  • Youchang Wu (finance) has exploration similar to how individuals’ price savings and retirement money are afflicted by the type of pension prepare their employer supplies. He also has research on misconduct in the monetary assistance field.
  • Dane Christensen (accounting) has study on ESG (environmental, social, and governance) scores,which are relied on by vendors of financial solutions catering to persons intrigued in sustainable and socially responsible expense procedures.

The school and college discovered fiscal literacy as a top priority and in 2021 founded the Economic Wellness Center—a collaborative work between the Office environment of University student Economical Aid and Scholarships and the Lundquist College or university of Organization.

Supporting this investigate not only innovations the comprehension of economical wellness idea close to the world but also instantly rewards UO learners in apply.

Couple schools and universities supply university student programs as robust as the Economical Wellness Middle. Led by monetary literacy expert Gilbert Rogers, the initiative goes past the regular static checklist of guidelines for taking care of money, alternatively delivering an interactive encounter with peer monetary coaches, workshops, and obtain to faculty and alumni know-how in areas like tax setting up and important everyday living buys such as automobiles.

—AnneMarie Knepper-Sjoblom ’05 Lundquist College Communications

Christopher Lewis

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