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Does concurrent management of mutual and hedge funds create conflicts of interest?

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Author Info
Chen, Li-Wen
Chen, Fan
Abstract

This paper shows that conflicts of interest may exist in cases where a hedge fund manager starts a mutual fund but not in the opposite case. We compare performance, asset flows, and risk incentives to establish several key differences between these two scenarios: First, prior to concurrent management, hedge fund managers experience worse performance while mutual fund managers achieve better performance relative to their full-time peers. Second, hedge fund managers who choose concurrent management are disproportionately the ones with less experience. Their hedge funds tend to suffer a decline in performance after the event. By contrast, mutual fund managers who choose concurrent management tend to outperform their full-time peers. Based on our findings, we make important recommendations for policy makers and companies. The relevance of our recommendations extends beyond the small share of companies presently engaged in concurrent management.

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File URL: http://www.sciencedirect.com/science/article/B6VCY-4VPD6NJ-1/2/b7966781d0abb501015f20d6e6a9b369
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Publisher Info
Article provided by Elsevier in its journal Journal of Banking & Finance.

Volume (Year): 33 (2009)
Issue (Month): 8 (August)
Pages: 1423-1433
Download reference. The following formats are available: HTML (with abstract), plain text (with abstract), BibTeX, RIS (EndNote, RefMan, ProCite), ReDIF
Handle: RePEc:eee:jbfina:v:33:y:2009:i:8:p:1423-1433

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Web page: http://www.elsevier.com/locate/jbf

For technical questions regarding this item, or to correct its listing, contact: (Heidi Boesdal).

Related research
Keywords: Mutual fund Hedge fund Conflicts of interest Concurrent management Side-by-side management Reputational capital Management incentives;

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This page was last updated on 2010-1-7.


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