On trends of investment portfolio management: A bibliometric analysis

Abstract

This paper conducts a thorough bibliometric analysis of Investment Portfolio Management research, unveiling its intellectual landscape, emerging trends, and key contributors. By employing advanced bibliometric techniques on a vast collection of articles from Web of Science databases, we map the evolution of IPM research, identify influential works and authors, and reveal thematic clusters. Our analysis spans traditional portfolio optimization to modern themes like artificial intelligence and machine learning integration. We also illuminate global research networks. This study offers a holistic view of IPM, aiding scholars, practitioners, and policymakers in understanding its trajectory and fostering interdisciplinary collaborations. Therefore, our survey advances comprehension of the field, encourages research innovation, and informs strategies for navigating complex financial markets. The study’s findings help academics and practitioners to navigate the literature on socially responsible investing, provide a systematic basis for developing the field, and suggest promising avenues for further research.