• Media type: E-Book
  • Title: Conflicting Family Values in Mutual Fund Families
  • Contributor: Bhattacharya, Utpal [Author]; Lee, Jung Hoon [Other]; Pool, Veronika Krepely [Other]
  • Published: [S.l.]: SSRN, [2014]
  • Extent: 1 Online-Ressource (64 p)
  • Language: English
  • DOI: 10.2139/ssrn.1675503
  • Identifier:
  • Origination:
  • Footnote: In: Forthcoming: Journal of Finance
    Nach Informationen von SSRN wurde die ursprüngliche Fassung des Dokuments March 31, 2012 erstellt
  • Description: We analyze the investment behavior of affiliated funds of mutual funds (AFoMFs), which are mutual funds that can only invest in other funds in the family, and are offered by most large families. Though never mentioned in any prospectus, we discover that AFoMFs provide an insurance pool against temporary liquidity shocks to other funds in the family. We show that though the family benefits because funds can avoid fire-sales, the cost of this insurance is borne by the investors in the AFoMFs. The paper thus uncovers some of the hidden complexities of fiduciary responsibility in mutual fund families
  • Access State: Open Access