How to format your references using the Financial Markets and Portfolio Management citation style

This is a short guide how to format citations and the bibliography in a manuscript for Financial Markets and Portfolio Management. For a complete guide how to prepare your manuscript refer to the journal's instructions to authors.

Using reference management software

Typically you don't format your citations and bibliography by hand. The easiest way is to use a reference manager:

PaperpileThe citation style is built in and you can choose it in Settings > Citation Style or Paperpile > Citation Style in Google Docs.
EndNoteFind the style here: output styles overview
Mendeley, Zotero, Papers, and othersThe style is either built in or you can download a CSL file that is supported by most references management programs.
BibTeXBibTeX syles are usually part of a LaTeX template. Check the instructions to authors if the publisher offers a LaTeX template for this journal.

Journal articles

Those examples are references to articles in scholarly journals and how they are supposed to appear in your bibliography.

Not all journals organize their published articles in volumes and issues, so these fields are optional. Some electronic journals do not provide a page range, but instead list an article identifier. In a case like this it's safe to use the article identifier instead of the page range.

A journal article with 1 author
Smith, A.: Life beyond the walls. Nature. 415, 7 (2002)
A journal article with 2 authors
Collier, P., Alles, C.M.: Materials science. Materials ecology: an industrial perspective. Science. 330, 919–920 (2010)
A journal article with 3 authors
Garrick-Bethell, I., Nimmo, F., Wieczorek, M.A.: Structure and formation of the lunar farside highlands. Science. 330, 949–951 (2010)
A journal article with 4 or more authors
Moon, C.R., Mattos, L.S., Foster, B.K., Zeltzer, G., Ko, W., Manoharan, H.C.: Quantum phase extraction in isospectral electronic nanostructures. Science. 319, 782–787 (2008)

Books and book chapters

Here are examples of references for authored and edited books as well as book chapters.

An authored book
Martin-Flatin, J.-P.: Web-Based Management of IP Networks and Systems. John Wiley & Sons, Ltd, Chichester, UK (2002)
An edited book
Zhang, Y.: Multilayer Integrated Film Bulk Acoustic Resonators. Springer, Berlin, Heidelberg (2013)
A chapter in an edited book
Burchard, J., Schubert, T., Becker, B.: Laissez-Faire Caching for Parallel #SAT Solving. In: Heule, M. and Weaver, S. (eds.) Theory and Applications of Satisfiability Testing -- SAT 2015: 18th International Conference, Austin, TX, USA, September 24-27, 2015, Proceedings. pp. 46–61. Springer International Publishing, Cham (2015)

Web sites

Sometimes references to web sites should appear directly in the text rather than in the bibliography. Refer to the Instructions to authors for Financial Markets and Portfolio Management.

Blog post
Andrews, R.: Researchers Reveal How Close Santorini Came To Erupting In 2012,


This example shows the general structure used for government reports, technical reports, and scientific reports. If you can't locate the report number then it might be better to cite the report as a book. For reports it is usually not individual people that are credited as authors, but a governmental department or agency like "U. S. Food and Drug Administration" or "National Cancer Institute".

Government report
Government Accountability Office: Assessment of the Teacher Corps Program at Western Carolina University and Participating Schools in North Carolina. U.S. Government Printing Office, Washington, DC (1971)

Theses and dissertations

Theses including Ph.D. dissertations, Master's theses or Bachelor theses follow the basic format outlined below.

Doctoral dissertation
Ward, V.J.: A study of the perceptions of first-year teachers as prepared classroom teachers, (2015)

News paper articles

Unlike scholarly journals, news papers do not usually have a volume and issue number. Instead, the full date and page number is required for a correct reference.

New York Times article
Pilon, M.: A Different Way of Taking Off at J.F.K, (2013)

In-text citations

References should be cited in the text by name and year in parentheses:

This sentence cites one reference (Smith 2002).
This sentence cites two references (Collier and Alles 2010; Smith 2002).

Here are examples of in-text citations with multiple authors:

  • Two authors: (Collier and Alles 2010)
  • Three or more authors: (Moon et al. 2008)

About the journal

Full journal titleFinancial Markets and Portfolio Management
ISSN (print)1934-4554
ISSN (online)2373-8529

Other styles