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The Accounting Review Vol. 99 No. 2 2024

Optimal Reporting Systems in Bank Runs

Gaoqing Zhang1; Ronghuo Zheng2

1 University of Minnesota · 2 The University of Texas at Austin

Abstract

We study the role of reporting systems in the context of bank runs. In our model, a bank receives an early but imprecise estimate of its investment performance, and its financial reporting system generates a report. We find that, from a financial-stability standpoint, the optimal reporting system requires full disclosure when the bank’s early estimate is below a certain threshold, but no disclosure otherwise. Importantly, such optimal reporting threshold should be tailored to the bank’s exposure to bank-run risk. In particular, the threshold is nonmonotonic and U-shaped in the bank-run risk. We also relate our results to current accounting standards and discuss their implications for policy-making and empirical research.

DOI
10.2308/tar-2021-0626
Volume
99
Issue
2
Pages
457-481
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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