• Media type: E-Book
  • Title: Should Indirect Brokerage Fees Be Capped? Lessons from Mutual Fund Marketing and Distribution Expenses
  • Contributor: Oh, Natalie [Author]; Parwada, Jerry T. [Other]; Tan, Eric K. M. [Other]
  • Published: [S.l.]: SSRN, [2019]
  • Extent: 1 Online-Ressource (47 p)
  • Language: English
  • DOI: 10.2139/ssrn.2633816
  • Identifier:
  • Origination:
  • Footnote: In: Journal of Financial and Quantitative Analysis, Volume 52, Issue 2April 2017 , pp. 781-809
    Nach Informationen von SSRN wurde die ursprüngliche Fassung des Dokuments July 20, 2015 erstellt
  • Description: Theory predicts that capping brokers' compensation exacerbates the exploitation of retail investors. We show that regulated caps on mutual fund 12b-1 fees, effectively sales commissions, are associated with negative equity fund performance, but only after a structural shift toward maximum permitted levels of the fees around 2000. Past this break point, flow–performance sensitivity shifts from the middle- to the highest-performing funds, suggesting that the fee cap increases performance-chasing behavior by constraining brokers' incentives to learn about lower-ranked funds. The policy implication is that regulators must reevaluate the efficacy of caps on brokerage fees
  • Access State: Open Access