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The Cost of Owning Employer Stocks: Lessons From Taiwan

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Author Info
Yi-Tsung Lee
Yu-Jane Liu
Ning Zhu
Abstract

Using data on all employees at listed companies in Taiwan, we find that the bias toward employer stocks is generic to individual investor decision-making, but not limited to retirement plans. 71 percent of sample employees invest in employer stocks and the employer stocks make up on average 47 percent of employee equity portfolios. The under-diversification resulting from the bias toward employer stocks is highly costly. Holding current portfolio risk constant, employees forego 4.89 percent per annum in raw returns by investing in employer stocks, which represents 39.74 percent of their average 1998 salary income. Our findings have important implications for social security reform and retirement account management.

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File URL: http://crr.bc.edu/images/stories/Working_Papers/wp_2007-24.pdf
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Paper provided by Center for Retirement Research in its series Working Papers, Center for Retirement Research at Boston College with number wp2007-24.

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Date of creation: Oct 2007
Date of revision: Dec 2007
Handle: RePEc:crr:crrwps:wp2007-24

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This page was last updated on 2009-11-13.


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