The Career Paths of Mutual Fund Managers: The Role of Merit

Document Type

Article

Comments

Published by the CFA Institute in Financial Analysts Journal, volume 70 issue 4, 2014. Bryant users may access this article here.

Keywords

management;investment products;income trusts;investments;capitalists & financiers;mutual funds

Identifier Data

10.2469/faj.v70.n4.3

Publisher

CFA Institute

Rights Management

Copyright of Financial Analysts Journal is the property of CFA Institute and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written permission. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)

Abstract

This study provides evidence that merit—specifically, performance relative to peers measured on a style-adjusted basis—plays a significant role in the length of a mutual fund manager’s career. Managers who underperform their peers are more likely to lose their jobs. However, surviving managers of any tenure—even those who manage their funds for 10 or more years—generally do not outperform the market or their style benchmarks and do not display consistently superior performance.

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