Currently browsing: Items authored or edited by Janette Rutterford https://orcid.org/0000-0001-6517-1781

Rutterford, Janette; Sotiropoulos, Dimitris and Van Lieshout, Carry (2023). Individual investors and social ownership structures in the UK before the 1930s: Joint holdings and trustee investment. The Economic History Review, 76(2) pp. 661–692.

• Download Published Version (PDF / 465kB)

Sotiropoulos, Dimitris; Rutterford, Janette; Tori, Daniele and Kyparissis, Antonis (2023). Fund management in the interwar period: UK investment trust portfolio asset allocation in the 1920s. European Review of Economic History, 27(2) pp. 250–277.

• Request a copy from the author This document will be available to download from 11 January 2025

Monne, Jerome; Rutterford, Janette and Sotiropoulos, Dimitris (2023). Risk taking in the context of financial advice: does gender interaction matter? European Journal of Finance, 30(3) pp. 249–268.

• Request a copy from the author This document will be available to download from 20 October 2024

Sotiropoulos, Dimitris; Rutterford, Janette and Tori, Daniele (2022). U.K. investment trust valuation and investor behavior, 1880-1929. The Journal of Economic History, 82(4) pp. 1031–1069.

• Download Accepted Manuscript (PDF / 861kB)

Rutterford, Janette; Sotiropoulos, Dimitris and Kyparissis, Antonis (2022). British Investment Trusts 1868 to 1928: Portfolio Diversification and the Beginnings of Institutional Investment. In: Arie, A.; Marcuzzo, C. and Rosselli, A. eds. Financial Markets in Perspective. Lessons from Economic History and History of Economic Thought. Springer Studies in the History of Economic Thought. Springer, pp. 19–41.

• Download Accepted Manuscript (PDF / 902kB)

Agunsoye, Ariane; Rutterford, Janette and Sotiropoulos, Dimitris (2022). How gender, marital status, and gender norms affect savings goals. Kyklos, 75(2) pp. 157–183.

• Download Accepted Manuscript (PDF / 572kB)

Rutterford, Janette (2021). The Forgotten Investors: Women Investors in England and Wales 1870 to 1935. Quaderni storici, 56(1) pp. 13–35.

Sotiropoulos, Dimitris P.; Rutterford, Janette and Van Lieshout, Carry (2021). The rise of professional asset management: The UK investment trust network before World War I. Business History, 63(5) pp. 826–849.

• Download Accepted Manuscript (PDF / 1MB)

Sotiropoulos, Dimitris; Rutterford, Janette and Keber, Carolyn (2020). UK investment trust portfolio strategies before the First World War. Economic History Review, 73(3) pp. 785–814.

• Download Published Version (PDF / 1MB)

Oliver, Michael J. and Rutterford, Janette (2020). 'The capital market is dead': The difficult birth of index-linked gilts in the UK. The Economic History Review, 73(1) pp. 258–280.

• Download Accepted Manuscript (PDF / 436kB)

Sotiropoulos, Dimitris P. and Rutterford, Janette (2019). Financial diversification strategies before World War I: Buy-and-hold versus naïve portfolio selection. Business History, 61(7) pp. 1175–1198.

• Download Accepted Manuscript (PDF / 578kB)

Sotiropoulos, Dimitris P. and Rutterford, Janette (2018). Individual Investors and Portfolio Diversification in Late Victorian Britain: How Diversified Were Victorian Financial Portfolios? The Journal of Economic History, 78(2) pp. 435–471.

• Download Accepted Manuscript (PDF / 803kB)

Richards, Daniel W.; Fenton-O'Creevy, Mark; Rutterford, Janette and Kodwani, Devendra G. (2018). Is the disposition effect related to investors’ reliance on System 1 and System 2 processes or their strategy of emotion regulation? Journal of Economic Psychology, 66 pp. 79–92.

• Download Accepted Manuscript (PDF / 776kB)

Rutterford, Janette; Sotiropoulos, Dimitris P. and Van Lieshout, Carry (2017). Individual investors and local bias in the UK: 1870-1935. The Economic History Review, 70(4) pp. 1291–1320.

• Download Accepted Manuscript (PDF / 2MB)

Rutterford, Janette and Sotiropoulos, Dimitris P. (2017). The Rise of the Small Investor in the US and the UK, 1895 to 1970. Enterprise & Society, 18(3) pp. 485–535.

• Download Accepted Manuscript (PDF / 772kB)

Richards, Daniel W.; Rutterford, Janette; Kodwani, Devendra and Fenton-O'Creevy, Mark (2017). Stock market investors' use of stop losses and the disposition effect. European Journal of Finance, 23(2) pp. 130–152.

• Download Accepted Manuscript (PDF / 1MB)

Rutterford, Janette and Sotiropoulos, Dimitris P. (2016). Financial diversification before modern portfolio theory: UK financial advice documents in the late nineteenth and the beginning of the twentieth century. The European Journal of the History of Economic Thought, 23(6) pp. 919–945.

• Download Accepted Manuscript (PDF / 155kB)

Rutterford, Janette and Sotiropoulos, Dimitris (2016). Putting all their eggs in one basket? Portfolio diversification 1870 to 1902. Accounting History Review, 26(3) pp. 285–305.

• Download Accepted Manuscript (PDF / 320kB)

Maltby, Josephine and Rutterford, Janette (2016). Investing in charities in the nineteenth century: The financialization of philanthropy. Accounting History, 21(2-3) pp. 263–280.

Sotiropoulos, Dimitris and Rutterford, Janette (2014). Performativity and Financial Markets: Option Pricing in the Late 19th Century. Innovation, Knowledge and Development Research Centre, The Open University.

• Download Published Version (PDF / 441kB)

Rutterford, Janette (2014). Everard Hambro, between investment Banker & investor. In: Bonin, Hubert and Brambilla, Carlo eds. Investment Banking History: National and Comparative Issues (19th-21st centuries). Euroclio (78). Brussels: P.I.E. Pete Lang, S.A., pp. 51–82.

Rutterford, Janette (2014). Everard Hambros, between investment banker and inventor. In: Bonin, Hubert and Brambilla, Carolo eds. Investment Banking History, National and Comparative Issues (19th - 21st centuries). Brussels: P.I.E. Peter Lang, pp. 51–81.

Rutterford, Janette (2012). The shareholder voice: British and American accents, 1890-1965. Enterprise & Society, 13(1) pp. 120–153.

Rutterford, Janette (2012). Valuing equities in the UK and the US: fashions and trends. In: Poitras, Geoffrey ed. Handbook of Research on Stock Market Gloablization. Cheltenham: Edward Elgar, pp. 116–136.

• Download Accepted Manuscript (PDF / 198kB)

Maltby, Josephine and Rutterford, Janette (2012). Gender and finance. In: Knorr Cetina, Karin and Preda, Alex eds. Oxford Handbook of the Sociology of Finance. Oxford Handbooks in Business and Managment. Oxford: Oxford University Press, pp. 510–528.

Lowe, J. and Rutterford, J. (2011). Savings and investments. In: Callaghan, George; Fribbance, Ian and Higginson, Martin eds. Personal Finance (2nd edition). Basingstoke/Milton Keynes, UK: Palgrave Macmillan/The Open University, pp. 174–228.

Rutterford, Janette (2011). 'Propositions put forward by quite honest men’: company prospectuses and their contents, 1856 to 1940. Business History, 53(6) pp. 866–899.

Maltby, Josephine; Rutterford, Janette; Green, David R.; Ainscough, Steven and Van Mourik, Carien (2011). The evidence for 'democratization' of share ownership in Great Britain in the early twentieth century. In: Green, David R.; Owens, Alastair; Maltby, Josephine and Rutterford, Janette eds. Men, Women and Money: Perspectives on Gender, Wealth and Investment 1850-1930. Oxford: Oxford University Press, pp. 184–206.

Rutterford, Janette; Green, David R.; Maltby, Josephine and Owens, Alastair (2011). Who comprised the nation of shareholders? Gender and investment in Great Britain, c. 1870–1935. The Economic History Review, 64(1) pp. 157–187.

Green, David R.; Maltby, Josephine; Owens, Alastair and Rutterford, Janette eds. (2011). Men, Women and Money: Perspectives on Gender, Wealth and Investment, 1850-1930. Oxford: Oxford University Press.

Green, David R.; Owens, Alastair; Maltby, Josephine and Rutterford, Janette (2011). Men, women and money: an introduction. In: Green, David R.; Owens, Alastair; Maltby, Josephine and Rutterford, Janette eds. Men, Women and Money: Perspectives on Gender, Wealth and Investment, 1850- 1930. Oxford: Oxford University Press, pp. 1–30.

Rutterford, Janette (2010). The company prospectus: marketing shares on the London Stock Exchange, 1855 to 1940. In: Watters, Cheryl and Zimnovitch, Henri eds. Histoire des Entreprises du Transport: Evolutions Comptables et Managériales. Paris, France: L'Harmattan.

Rutterford, Janette (2010). Risk-return strategies. In: Mazzucato, Mariana; Shipman, Alan; Lowe, Jonquil and Trigg, Andrew eds. Personal Investments in an Uncertain World. Hampshire, UK: Palgrave McMillan.

Rutterford, Janette (2010). Gross or net? The role of taxation in the history of equity valuation. Accounting History, 15(1) pp. 41–64.

Rutterford, Janette (2010). Finance and financial institutions. In: Edwards, John Richard and Walker, Stephen. P eds. Routledge Companion to Accounting History. Abingdon, UK: Routledge.

Rutterford, Janette (2010). The place to be seen? Annual general meetings in the UK 1890 to 1965. In: Journees de l'Histoire du Comptabilite et du Management, 24-26 Mar 2010, Paris, France.

Rutterford, Janette (2010). The role of women in ethical and philanthropic stock market investment. In: BAVS (British Association of Victorian Studies) Tenth Anniversary Conference: Victorian Forms & Formations, 2-4 Sep 2010, Glasgow.

Rutterford, Janette (2010). Portfolio diversification in practice: evidence from 1870 to 1902 in England and Wales. In: 22nd Annual Conference on Accounting, Business and Financial History, 6-7 Sep 2010, Cardiff, Wales.

Rutterford, Janette (2009). Learning from one another's mistakes: investment trusts in the UK and US, 1868 - 1940. Financial History Review, 16(2) pp. 157–181.

Rutterford, Janette (2009). The financial crisis and its impact on trusts and trustees. Trusts and Trustees, 15(2) pp. 104–108.

Laurence, Anne; Maltby, Josephine and Rutterford, Janette eds. (2009). Women and their money 1700-1950: Essays on women and finance. London: Routledge.

Green, David R.; Owens, Alastair; Maltby, Josephine and Rutterford, Janette (2009). Lives in the balance? Gender, age and assets in late-nineteenth-century England and Wales. Continuity and Change, 24(2) pp. 307–335.

• Download Published Version (PDF / 1MB)

Rutterford, Janette; Maltby, Josephine; Green, David R. and Owens, Alastair (2009). Research shareholding and investment in England and Wales: approaches, sources and methods. Accounting History, 14(3) pp. 269–292.

Rutterford, Janette (2009). Women and wealth in fiction in the long nineteenth century 1800-1914. In: Laurence, Anne; Maltby, Josephine and Rutterford, Janette eds. Women and Their Money 1700-1950: Essays on Women and Finance. Abingdon, UK: Routledge.

Laurence, A.; Maltby, J. and Rutterford, J. (2009). Introduction. In: Laurence, A.; Maltby, J and Rutterford, J. eds. Women and Their Money 1700-1950: Essays on Women in Finance. Routledge.

Green, David and Rutterford, Janette (2009). Spreading the net: distance, shareholding and the geography of risk in England and Wales 1870-1935. In: Economic History Society Annual Conference, 3-5 Apr 2009, University of Warwick.

Rutterford, Janette and Maltby, Josephine (2008). 'That wide-eyed sceptical curiosity that makes women so formidable': Women's investment behaviour before and after the First World War'. In: 7th European Social Science History Conference, 26 Feb - 1 Mar 2008, University of Lisbon, Portugal.

Rutterford, J.; Maltby, J. and Owens, A. (2008). The sleeping partners? Women shareholders in England and Wales, 1870-1935. In: Economic History Society Annual Conference, 28-30 Mar 2008, University of Nottingham, UK.

Rutterford, J.; Maltby, J. and Owens, A. (2008). Women investors in England and Wales: a class of their own? In: Business History Conference, 10-12 Apr 2008, Sacramento, USA.

Rutterford, Janette (2008). The rise of the small investors in the US and the UK, 1900 to 1960. In: Business History after Chandler, Association of Business Historians Annual Conference, 4-5 Jul 2008, University of Birmingham, UK.

Rutterford, Janette (2008). The rise of the small investors in the US and the UK, 1900 to 1960. In: Association of Business Historians Conference, 21-23 Aug 2008, Bergen, Norway.

Rutterford, Janette (2007). Savings and investments. In: Callaghan, George; Fribbance, Ian and Higginson, Martin eds. Personal Finance. Chichester: John Wiley & Sons Ltd, pp. 169–222.

Rutterford, Janette (2007). The Merchant Banker, the Broker and the Company Chairman: the Thames Iron new issue. In: Owen, J. Roger ed. Shipbuilding and Ships on the Thames. London: Greenwich Industrial History Society.

Rutterford, Janette and Maltby, Josephine (2006). 'The Widow, the clergyman and the reckless': women investors in England, 1830- 1914. Feminist Economics, 12(1-2) pp. 111–138.

Maltby, Josephine and Rutterford, Janette (2006). 'She possessed her own fortune': women investors from the late nineteenth century to the early twentieth century. Business History, 48(2) pp. 220–253.

Rutterford, Janette (2006). The merchant banker, the broker and the company chairman: a new issue case study. Accounting, Business and Financial History, 16(1) pp. 45–68.

Rutterford, Janette (2006). The World was their oyster: international diversification pre-World War I. In: Rutterford, Janette; Upton, Martin and Kodwani, Devendra eds. Financial Strategy (2nd Edition). Chichester, UK: John Wiley & Sons Ltd.

Rutterford, Janette; Upton, Martin and Kodwani, Devendra eds. (2006). Financial Strategy (2nd Edition). Chichester, UK: John Wiley and Sons Ltd.

Rutterford, Janette (2006). Trends in finance theory: section overview. In: Rutterford, Janette; Upton, Martin and Kodwani, Devendra eds. Financial Strategy: adding stakeholder value, 2nd edition. Chichester: John Wiley & Sons Ltd, pp. 1–3.

Rutterford, Janette (2006). Adding value through investment; section overview. In: Rutterford, Janette; Upton, Martin and Kodwani, Devendra eds. Financial Strategy: adding stakeholder value, 2nd edition. Chichester: John Wiley & Sons Ltd, pp. 59–61.

Rutterford, Janette (2006). Adding value through financing: section overview. In: Rutterford, Janette; Upton, Martin and Kodwani, Devendra eds. Financial Strategy: adding stakeholder value, 2nd edition. Chichester: John Wiley & Sons Ltd, pp. 121–124.

Rutterford, Janette (2004). From dividend yield to discounted cash flow: a history of UK and US equity valuation techniques. Accounting, Business and Financial History, 14(2) pp. 115–149.

Rutterford, Janette (1996). Discussion of convertible debt financing: an empirical analysis. Journal of Business Finance and Accounting, 23(2) pp. 335–338.