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Are Mutual Funds Active Voters?
Journal article   Peer reviewed

Are Mutual Funds Active Voters?

Peter Iliev and Michelle Lowry
The Review of financial studies, v 28(2), pp 446-485
01 Feb 2015

Abstract

Business & Economics Business, Finance Economics Social Sciences
Mutual funds vary greatly in their reliance on proxy advisory recommendations. Over 25% of funds rely almost entirely on Institutional Shareholder Services (ISS) recommendations, while other funds place little weight on them. Funds with higher benefits and lower costs of researching the items up for vote are less likely to rely on ISS. These actively voting funds are less likely to vote in a "one-size-fits-all" manner, and they earn higher alphas, consistent with benefits from this allocation of resources. For the underlying firms, the presence of actively voting funds mitigates the influence of ISS and helps sway shareholder votes toward value-maximizing outcomes.

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Collaboration types
Domestic collaboration
Web of Science research areas
Business, Finance
Economics
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