Delegated Portfolio Management, Benchmarking, and the Effects on Financial Markets /

We analyze the implications of linking the compensation of fund managers to the return of their portfolio relative to that of a benchmark-a common solution to the agency problem in delegated portfolio management. In the presence of such relativeperformance- based objectives, investors have reduced e...

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Detalhes bibliográficos
Autor principal: Igan, Deniz
Outros Autores: Pinheiro, Marcelo
Formato: Periódico
Idioma:English
Publicado em: Washington, D.C. : International Monetary Fund, 2015.
Colecção:IMF Working Papers; Working Paper ; No. 2015/198
Acesso em linha:Full text available on IMF
Descrição
Resumo:We analyze the implications of linking the compensation of fund managers to the return of their portfolio relative to that of a benchmark-a common solution to the agency problem in delegated portfolio management. In the presence of such relativeperformance- based objectives, investors have reduced expected utility but markets are typically more informative and deeper. Furthermore, in a multiple asset/market framework we show that (i) relative performance concerns lead to an increase in the correlation between markets (financial contagion); (ii) benchmark inclusion increases price volatility; (iii) home bias emerges as a rational outcome. When information is costly, information acquisition is hindered and this attenuates the effects on informativeness and depth of the market.
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Descrição Física:1 online resource (39 pages)
Formato:Mode of access: Internet
ISSN:1018-5941
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