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Journal of Financial Economics Vol. 119 No. 1 2016

The influence of political bias in state pension funds

Daniel Bradley1; Christos Pantzalis1; Xiaojing Yuan2

1 University of South Florida · 2 University of Massachusetts Lowell

open access

Abstract

Using a sample of state pension funds’ equity holdings, we find evidence of not only local bias, but also bias towards politically-connected stocks. Political bias is detrimental to fund performance. State pension funds have longer holding durations of politically-connected local firms and display disposition behavior in these positions. Political bias is positively related to the percentage of politically-affiliated trustees on the board and Congressional connections. The more politically-affiliated trustees on the board, the more the fund shifts toward risky asset allocations. Overall, our results imply that political bias is likely costly to taxpayers and pension beneficiaries.

DOI
10.1016/j.jfineco.2015.08.017
Volume
119
Issue
1
Pages
69-91
Language
en
Sources
crossref bibtex:phds-export.bib openalex

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