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  • Jun Lu, PhD

  • Assistant Professor
  • PhD,Risk Management & Insurance, Finance,University of Pennsylvania
  • Fields:Investment Behavior, Financial Planning, Information
  • Office Phone Number: +86-755-2603-3120
  • Office Room: RM 725, PHBS Building
  • Email:
Research Fields:

Investment Behavior, Financial Planning, Information Diffusion, Financial Markets and
Institutions, Risk Management.


PhD, Risk Management & Insurance, Finance, University of Pennsylvania, 2011

M.A., Managerial Science & Applied Economics,University of Pennsylvania, 2009

B.A., Actuarial Science (with honors), York University, Canada, 2006

B.S., Computer Science, Fudan University, P.R. China, 1999

Assistant Professor of Finance, Peking University, HSBC Business School, 2011 – present.

Research assistant for Professor Olivia S. Mitchell, 2007 – 2011.
Programmer Analyst, Accton (China) Co., Ltd., 2002.
Software Application Consultant,, 1999 – 2001.
Software Engineer, Shanghai Bell-Alcatel Co., Ltd., 1999.
"Social Interaction Effects and Individual Portfolio Choice: Evidence from 401(k) Pension Plan
Investors," 2011.
- Best Doctoral Student Paper, Academy of Behavioral Finance and Economics
Conference, 2011.

"Borrowing from Yourself: The Determinants of 401(k) Loan Patterns," 2010, with Olivia S.

"An Empirical Analysis of 401(k) Loan Defaults," 2010, with Olivia S. Mitchell and Steve P.

Financial Risk Management, Peking University HSBC Business School, Spring 2012.
Behavioral Finance, Peking University HSBC Business School, Fall 2011.
Teaching Assistant, Insurance and Risk Management (Penn undergrad. course INSR205), Spring,2010.