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Journal of Banking & Finance Vol. 105 2019

Portfolio pumping and fund performance ranking: A performance-based compensation contract perspective

Xiangwen Li; Wenfeng Wu1

1 Shanghai Jiao Tong University

Abstract

We collect compensation policy data from 60 Chinese mutual fund companies, which cover 88% of the assets managed by all active stock and stock-oriented hybrid mutual funds in China. Using the collected data, we investigate portfolio pumping from a performance-based perspective. We find that portfolio pumping is stronger for funds ranking around critical points of performance distribution (i.e., the top one-tenth, one-fourth, one third, and half cutoffs). This finding is mainly driven by funds from companies that set these critical points to grade fund managers’ bonus levels. Our findings provide evidence of portfolio pumping motivated by performance ranking instead of the flow-performance relationship documented in prior studies.

DOI
10.1016/j.jbankfin.2019.05.020
Volume
105
Pages
94-106
Language
en
Sources
openalex crossref bibtex:phds-export.bib

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