Optimal Contracts in a Continuous-Time Delegated Portfolio Management Problem

A-Tier
Journal: The Review of Financial Studies
Year: 2003
Volume: 16
Issue: 1
Pages: 173-208

Score contribution per author:

4.022 = (α=2.01 / 1 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

This article studies the contracting problem between an individual investor and a professional portfolio manager in a continuous-time principal-agent framework. Optimal contracts are obtained in closed form. These contracts are of a symmetric form and suggest that a portfolio manager should receive a fixed fee, a fraction of the total assets under management, plus a bonus or a penalty depending upon the portfolio's excess return relative to a benchmark portfolio. The appropriate benchmark portfolio is an active index that contains risky assets where the number of shares invested in each asset can vary over time, rather than a passive index in which the number of shares invested in each asset remains constant over time. Copyright 2003, Oxford University Press.

Technical Details

RePEc Handle
repec:oup:rfinst:v:16:y:2003:i:1:p:173-208
Journal Field
Finance
Author Count
1
Added to Database
2026-01-26