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A survey of corporate perceptions of short-termism among analysts and fund managers

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Author Info
C. L. Marston, B. M. Craven
Abstract

There is a popularly held view that institutional investors and stockbrokers' analysts take a short-term view when making or advising on investment decisions. Short-termism is held to be a particular problem for economies such as the US and the UK which rely heavily on stock exchanges to price securities and help reallocate resources through take-over. This is deemed to be detrimental to long-term corporate development and overall economic growth. The paper seeks to show the extent to which directors of large UK companies perceive that analysts and institutional investors evaluate their companies on short-term criteria. The role of institutional investors in the context of short-termism is important because they own a large proportion of equity. The paper then seeks to explain why some company directors appear to believe in short-termism while others do not. Hence the paper is not investigating whether 'the City' is short-termist but is examining the reasons why directors of large publicly quoted companies believe 'the City' is or is not short-termist about their company. The conclusion of this paper is that there is some evidence to support the view that 'the City' is perceived as being short-termist towards some companies but that the phenomenon is more narrowly focused and of lesser importance than its supporters claim.

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Article provided by Taylor and Francis Journals in its journal The European Journal of Finance.

Volume (Year): 4 (1998)
Issue (Month): 3 (September)
Pages: 233-256
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Handle: RePEc:taf:eurjfi:v:4:y:1998:i:3:p:233-256

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Related research
Keywords: Analysts Fund Managers Investor Relations Perception Short-TERMISM;

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References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
  1. Miles, David, 1995. "Testing for Short Termism in the UK Stock Market: A Reply," Economic Journal, Royal Economic Society, vol. 105(432), pages 1224-27, September. [Downloadable!] (restricted)
  2. Marsh, Terry A. & Merton, Robert C., 1984. "Dividend variability and variance bounds tests for the rationality of stock market prices," Working papers 1584-84., Massachusetts Institute of Technology (MIT), Sloan School of Management. [Downloadable!]
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  3. Chappell, Henry Jr. & Cheng, David C., 1984. "Firms' acquisition decisions and Tobin's q ratio," Journal of Economics and Business, Elsevier, vol. 36(1), pages 29-42, February. [Downloadable!] (restricted)
  4. Alexander, Ian & Mayer, Colin, 1991. "Stock Markets and Corporate Performance: A Comparison of Quoted and Unquoted Firms," CEPR Discussion Papers 571, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
  5. Perfect, Steven B. & Wiles, Kenneth W., 1994. "Alternative constructions of Tobin's q: An empirical comparison," Journal of Empirical Finance, Elsevier, vol. 1(3-4), pages 313-341, July. [Downloadable!] (restricted)
  6. Satchell, S E & Damant, D C, 1995. "Testing for Short Termism in the UK Stock Market: A Comment," Economic Journal, Royal Economic Society, vol. 105(432), pages 1218-23, September. [Downloadable!] (restricted)
  7. B.M. Craven & C.L. Marston, 1997. "Investor Relations and Corporate Governance in Large UK Companies," Corporate Governance: An International Review, Blackwell Publishing, vol. 5(3), pages 137-151, 07. [Downloadable!] (restricted)
  8. David Miles, . "Testing for short-termism in the UK stock market," Bank of England working papers 4, Bank of England.
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  9. Merton H. Miller & Franco Modigliani, 1961. "Dividend Policy, Growth, and the Valuation of Shares," Journal of Business, University of Chicago Press, vol. 34, pages 411. [Downloadable!]
  10. Stein, Jeremy C, 1989. "Efficient Capital Markets, Inefficient Firms: A Model of Myopic Corporate Behavior," The Quarterly Journal of Economics, MIT Press, vol. 104(4), pages 655-69, November. [Downloadable!] (restricted)
  11. Prowse, Stephen D, 1992. " The Structure of Corporate Ownership in Japan," Journal of Finance, American Finance Association, vol. 47(3), pages 1121-40, July. [Downloadable!] (restricted)
  12. McConnell, John J. & Muscarella, Chris J., 1985. "Corporate capital expenditure decisions and the market value of the firm," Journal of Financial Economics, Elsevier, vol. 14(3), pages 399-422, September. [Downloadable!] (restricted)
  13. Peltzman, Sam, 1975. "The Effects of Automobile Safety Regulation," Journal of Political Economy, University of Chicago Press, vol. 83(4), pages 677-725, August. [Downloadable!] (restricted)
  14. George, Kenneth D & Silberston, Aubrey, 1975. "The Causes and Effects of Mergers," Scottish Journal of Political Economy, Scottish Economic Society, vol. 22(2), pages 179-93, June.
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  1. Menkhoff, Lukas & Schmidt, Ulrich, 2005. "The Use of Trading Strategies by Fund Managers: Some First Survey Evidence," Diskussionspapiere der Wirtschaftswissenschaftlichen Fakultät der Universität Hannover dp-314, Universität Hannover, Wirtschaftswissenschaftliche Fakultät. [Downloadable!]
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