On the Demand for High-Beta Stocks: Evidence from Mutual Funds

A-Tier
Journal: The Review of Financial Studies
Year: 2017
Volume: 30
Issue: 8
Pages: 2596-2620

Authors (2)

Score contribution per author:

2.018 = (α=2.02 / 2 authors) × 2.0x A-tier

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

Abstract

Prior studies have documented that pension plan sponsors often monitor a fund’s performance relative to a benchmark. We use a first-difference approach to show that in an effort to beat benchmarks, fund managers controlling large pension assets tend to increase their exposure to high-beta stocks, while aiming to maintain tracking errors around the benchmark. The findings support theoretical conjectures that benchmarking can lead managers to tilt their portfolio toward high-beta stocks and away from low-beta stocks, which can reinforce observed pricing anomalies.Received March 20, 2014; editorial decision October 25, 2016 by Editor Laura Starks.

Technical Details

RePEc Handle
repec:oup:rfinst:v:30:y:2017:i:8:p:2596-2620
Journal Field
Finance
Author Count
2
Added to Database
2026-01-25