The Determinants of the Flow of Funds of Managed Portfolios: Mutual Funds vs. Pension Funds

B-Tier
Journal: Journal of Financial and Quantitative Analysis
Year: 2002
Volume: 37
Issue: 4
Pages: 523-557

Score contribution per author:

1.009 = (α=2.02 / 2 authors) × 1.0x B-tier

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

Abstract

This study compares the relations between asset flow and performance in the retail mutual fund and fiduciary pension fund segments of the money management industry, and relate empirical differences to fundamental differences in the clientele they serve. A striking difference is the shape of the flow-performance relation. In contrast to mutual fund investors, pension clients punish poorly performing managers by withdrawing assets under management and do not flock disproportionately to recent winners. We interpret these and other empirical differences in the context of the manager evaluation procedures typical in each segment. We conclude that pension managers have little incentive to engage in the risk-shifting behavior previously identified among mutual fund managers.

Technical Details

RePEc Handle
repec:cup:jfinqa:v:37:y:2002:i:04:p:523-557_00
Journal Field
Finance
Author Count
2
Added to Database
2026-01-25