Publication Type

Working Paper

Version

publishedVersion

Publication Date

6-2008

Abstract

This paper re-examines the incentives of mutual fund managers arising from investor flows. We provide evidence that the convexity of the flow-performance relationship varies with economic activity. We show that the effect is economically large and is not driven by abnormal years. We test two possible channels through which this pattern may arise. We investigate implications of the timevarying convexity for the incentives of managers to alter strategically the risk of their portfolios. We provide evidence that poor mid-year performers increase the risk of the portfolio only when economic activity is strong. Finally, we briefly discuss some methodological implications.

Keywords

Mutual funds, Incentives, Flow-Performance Relationship, Convexity, Business Cycles

Discipline

Econometrics | Finance

Research Areas

Econometrics

First Page

1

Last Page

48

Publisher

SMU Economics and Statistics Working Paper Series, No. 10-2008

City or Country

Singapore

Copyright Owner and License

Authors

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