Information reliability and welfare: A theory of coarse credit ratings

A-Tier
Journal: Journal of Financial Economics
Year: 2015
Volume: 115
Issue: 3
Pages: 541-557

Score contribution per author:

2.011 = (α=2.01 / 2 authors) × 2.0x A-tier

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

Abstract

An enduring puzzle is why credit rating agencies (CRAs) use a few categories to describe credit qualities lying in a continuum, even when ratings coarseness reduces welfare. We model a cheap-talk game in which a CRA assigns positive weights to the divergent goals of issuing firms and investors. The CRA wishes to inflate ratings but prefers an unbiased rating to one whose inflation exceeds a threshold. Ratings coarseness arises in equilibrium to preclude excessive rating inflation. We show that competition among CRAs can increase ratings coarseness. We also examine the welfare implications of regulatory initiatives.

Technical Details

RePEc Handle
repec:eee:jfinec:v:115:y:2015:i:3:p:541-557
Journal Field
Finance
Author Count
2
Added to Database
2026-01-25