Portfolio Manager Ownership and Mutual Fund Performance

Name: Work Video:
Duration: 3 min 30 s
Allison L. Evans
{'id': 'https://openalex.org/W3122197817', 'doi': 'https://doi.org/10.1111/j.1755-053x.2008.00023.x', 'title': 'Portfolio Manager Ownership and Mutual Fund Performance', 'display_name': 'Portfolio Manager Ownership and Mutual Fund Performance', 'publication_year': 2008, 'publication_date': '2008-08-25', 'ids': {'openalex': 'https://openalex.org/W3122197817', 'doi': 'https://doi.org/10.1111/j.1755-053x.2008.00023.x', 'mag': '3122197817'}, 'language': 'en', 'primary_location': {'is_oa': False, 'landing_page_url': 'https://doi.org/10.1111/j.1755-053x.2008.00023.x', 'pdf_url': None, 'source': {'id': 'https://openalex.org/S157946625', 'display_name': 'Financial Management', 'issn_l': '0046-3892', 'issn': ['0046-3892', '1755-053X'], 'is_oa': False, 'is_in_doaj': False, 'is_core': True, 'host_organization': 'https://openalex.org/P4310320595', 'host_organization_name': 'Wiley', 'host_organization_lineage': ['https://openalex.org/P4310320595'], 'host_organization_lineage_names': ['Wiley'], 'type': 'journal'}, 'license': None, 'license_id': None, 'version': None, 'is_accepted': False, 'is_published': False}, 'type': 'article', 'type_crossref': 'journal-article', 'indexed_in': ['crossref'], 'open_access': {'is_oa': True, 'oa_status': 'green', 'oa_url': 'https://cdr.lib.unc.edu/downloads/41687j26k', 'any_repository_has_fulltext': True}, 'authorships': [{'author_position': 'first', 'author': {'id': 'https://openalex.org/A5029998542', 'display_name': 'Allison L. Evans', 'orcid': None}, 'institutions': [{'id': 'https://openalex.org/I47251452', 'display_name': 'Wake Forest University', 'ror': 'https://ror.org/0207ad724', 'country_code': 'US', 'type': 'education', 'lineage': ['https://openalex.org/I47251452']}], 'countries': ['US'], 'is_corresponding': True, 'raw_author_name': 'Allison L. Evans', 'raw_affiliation_strings': ['Allison Evans is an Assistant Professor of Accounting at Wake Forest University in Winston-Salem, NC.'], 'affiliations': [{'raw_affiliation_string': 'Allison Evans is an Assistant Professor of Accounting at Wake Forest University in Winston-Salem, NC.', 'institution_ids': ['https://openalex.org/I47251452']}]}], 'institution_assertions': [], 'countries_distinct_count': 1, 'institutions_distinct_count': 1, 'corresponding_author_ids': ['https://openalex.org/A5029998542'], 'corresponding_institution_ids': ['https://openalex.org/I47251452'], 'apc_list': {'value': 2580, 'currency': 'USD', 'value_usd': 2580, 'provenance': 'doaj'}, 'apc_paid': None, 'fwci': 3.732, 'has_fulltext': True, 'fulltext_origin': 'ngrams', 'cited_by_count': 52, 'citation_normalized_percentile': {'value': 0.958982, 'is_in_top_1_percent': False, 'is_in_top_10_percent': True}, 'cited_by_percentile_year': {'min': 94, 'max': 95}, 'biblio': {'volume': '37', 'issue': '3', 'first_page': '513', 'last_page': '534'}, 'is_retracted': False, 'is_paratext': False, 'primary_topic': {'id': 'https://openalex.org/T11508', 'display_name': 'Corporate Taxation and Avoidance', 'score': 0.9971, 'subfield': {'id': 'https://openalex.org/subfields/1402', 'display_name': 'Accounting'}, 'field': {'id': 'https://openalex.org/fields/14', 'display_name': 'Business, Management and Accounting'}, 'domain': {'id': 'https://openalex.org/domains/2', 'display_name': 'Social Sciences'}}, 'topics': [{'id': 'https://openalex.org/T11508', 'display_name': 'Corporate Taxation and Avoidance', 'score': 0.9971, 'subfield': {'id': 'https://openalex.org/subfields/1402', 'display_name': 'Accounting'}, 'field': {'id': 'https://openalex.org/fields/14', 'display_name': 'Business, Management and Accounting'}, 'domain': {'id': 'https://openalex.org/domains/2', 'display_name': 'Social Sciences'}}, {'id': 'https://openalex.org/T10047', 'display_name': 'Financial Markets and Investment Strategies', 'score': 0.9971, 'subfield': {'id': 'https://openalex.org/subfields/2003', 'display_name': 'Finance'}, 'field': {'id': 'https://openalex.org/fields/20', 'display_name': 'Economics, Econometrics and Finance'}, 'domain': {'id': 'https://openalex.org/domains/2', 'display_name': 'Social Sciences'}}, {'id': 'https://openalex.org/T10019', 'display_name': 'Corporate Finance and Governance', 'score': 0.9966, 'subfield': {'id': 'https://openalex.org/subfields/1402', 'display_name': 'Accounting'}, 'field': {'id': 'https://openalex.org/fields/14', 'display_name': 'Business, Management and Accounting'}, 'domain': {'id': 'https://openalex.org/domains/2', 'display_name': 'Social Sciences'}}], 'keywords': [{'id': 'https://openalex.org/keywords/mutual-fund', 'display_name': 'Mutual fund', 'score': 0.86340827}, {'id': 'https://openalex.org/keywords/target-date-fund', 'display_name': 'Target date fund', 'score': 0.6541393}, {'id': 'https://openalex.org/keywords/income-fund', 'display_name': 'Income fund', 'score': 0.5294397}, {'id': 'https://openalex.org/keywords/feeder-fund', 'display_name': 'Feeder fund', 'score': 0.4556608}], 'concepts': [{'id': 'https://openalex.org/C2777064782', 'wikidata': 'https://www.wikidata.org/wiki/Q791974', 'display_name': 'Mutual fund', 'level': 2, 'score': 0.86340827}, {'id': 'https://openalex.org/C84355842', 'wikidata': 'https://www.wikidata.org/wiki/Q361863', 'display_name': 'Closed-end fund', 'level': 3, 'score': 0.7420865}, {'id': 'https://openalex.org/C144133560', 'wikidata': 'https://www.wikidata.org/wiki/Q4830453', 'display_name': 'Business', 'level': 0, 'score': 0.711898}, {'id': 'https://openalex.org/C155301685', 'wikidata': 'https://www.wikidata.org/wiki/Q493177', 'display_name': 'Open-end fund', 'level': 4, 'score': 0.71088535}, {'id': 'https://openalex.org/C55286048', 'wikidata': 'https://www.wikidata.org/wiki/Q5508875', 'display_name': 'Fund administration', 'level': 4, 'score': 0.70025843}, {'id': 'https://openalex.org/C11393971', 'wikidata': 'https://www.wikidata.org/wiki/Q6746722', 'display_name': 'Manager of managers fund', 'level': 3, 'score': 0.6854439}, {'id': 'https://openalex.org/C17738144', 'wikidata': 'https://www.wikidata.org/wiki/Q7685888', 'display_name': 'Target date fund', 'level': 5, 'score': 0.6541393}, {'id': 'https://openalex.org/C34375142', 'wikidata': 'https://www.wikidata.org/wiki/Q1156684', 'display_name': 'Fund of funds', 'level': 3, 'score': 0.5653606}, {'id': 'https://openalex.org/C10138342', 'wikidata': 'https://www.wikidata.org/wiki/Q43015', 'display_name': 'Finance', 'level': 1, 'score': 0.5475068}, {'id': 'https://openalex.org/C90561083', 'wikidata': 'https://www.wikidata.org/wiki/Q6015055', 'display_name': 'Income fund', 'level': 5, 'score': 0.5294397}, {'id': 'https://openalex.org/C2780821815', 'wikidata': 'https://www.wikidata.org/wiki/Q5340806', 'display_name': 'Portfolio', 'level': 2, 'score': 0.47837082}, {'id': 'https://openalex.org/C120757647', 'wikidata': 'https://www.wikidata.org/wiki/Q381136', 'display_name': 'Shareholder', 'level': 3, 'score': 0.46860158}, {'id': 'https://openalex.org/C65824443', 'wikidata': 'https://www.wikidata.org/wiki/Q3067977', 'display_name': 'Feeder fund', 'level': 5, 'score': 0.4556608}, {'id': 'https://openalex.org/C121955636', 'wikidata': 'https://www.wikidata.org/wiki/Q4116214', 'display_name': 'Accounting', 'level': 1, 'score': 0.3716434}, {'id': 'https://openalex.org/C206757995', 'wikidata': 'https://www.wikidata.org/wiki/Q1665188', 'display_name': 'Institutional investor', 'level': 3, 'score': 0.2611373}, {'id': 'https://openalex.org/C39389867', 'wikidata': 'https://www.wikidata.org/wiki/Q380767', 'display_name': 'Corporate governance', 'level': 2, 'score': 0.13466874}, {'id': 'https://openalex.org/C183582576', 'wikidata': 'https://www.wikidata.org/wiki/Q184783', 'display_name': 'Market liquidity', 'level': 2, 'score': 0.0}], 'mesh': [], 'locations_count': 2, 'locations': [{'is_oa': False, 'landing_page_url': 'https://doi.org/10.1111/j.1755-053x.2008.00023.x', 'pdf_url': None, 'source': {'id': 'https://openalex.org/S157946625', 'display_name': 'Financial Management', 'issn_l': '0046-3892', 'issn': ['0046-3892', '1755-053X'], 'is_oa': False, 'is_in_doaj': False, 'is_core': True, 'host_organization': 'https://openalex.org/P4310320595', 'host_organization_name': 'Wiley', 'host_organization_lineage': ['https://openalex.org/P4310320595'], 'host_organization_lineage_names': ['Wiley'], 'type': 'journal'}, 'license': None, 'license_id': None, 'version': None, 'is_accepted': False, 'is_published': False}, {'is_oa': True, 'landing_page_url': 'https://cdr.lib.unc.edu/downloads/41687j26k', 'pdf_url': 'https://cdr.lib.unc.edu/downloads/41687j26k', 'source': {'id': 'https://openalex.org/S4306401075', 'display_name': 'Carolina Digital Repository (University of North Carolina at Chapel Hill)', 'issn_l': None, 'issn': None, 'is_oa': True, 'is_in_doaj': False, 'is_core': False, 'host_organization': 'https://openalex.org/I114027177', 'host_organization_name': 'University of North Carolina at Chapel Hill', 'host_organization_lineage': ['https://openalex.org/I114027177'], 'host_organization_lineage_names': ['University of North Carolina at Chapel Hill'], 'type': 'repository'}, 'license': None, 'license_id': None, 'version': 'submittedVersion', 'is_accepted': False, 'is_published': False}], 'best_oa_location': {'is_oa': True, 'landing_page_url': 'https://cdr.lib.unc.edu/downloads/41687j26k', 'pdf_url': 'https://cdr.lib.unc.edu/downloads/41687j26k', 'source': {'id': 'https://openalex.org/S4306401075', 'display_name': 'Carolina Digital Repository (University of North Carolina at Chapel Hill)', 'issn_l': None, 'issn': None, 'is_oa': True, 'is_in_doaj': False, 'is_core': False, 'host_organization': 'https://openalex.org/I114027177', 'host_organization_name': 'University of North Carolina at Chapel Hill', 'host_organization_lineage': ['https://openalex.org/I114027177'], 'host_organization_lineage_names': ['University of North Carolina at Chapel Hill'], 'type': 'repository'}, 'license': None, 'license_id': None, 'version': 'submittedVersion', 'is_accepted': False, 'is_published': False}, 'sustainable_development_goals': [{'score': 0.46, 'display_name': 'Partnerships for the goals', 'id': 'https://metadata.un.org/sdg/17'}], 'grants': [], 'datasets': [], 'versions': [], 'referenced_works_count': 43, 'referenced_works': ['https://openalex.org/W141351662', 'https://openalex.org/W1488202720', 'https://openalex.org/W1494703832', 'https://openalex.org/W1598190487', 'https://openalex.org/W1606272114', 'https://openalex.org/W1979927021', 'https://openalex.org/W1998323732', 'https://openalex.org/W2006861765', 'https://openalex.org/W2011170429', 'https://openalex.org/W2015369882', 'https://openalex.org/W2031596492', 'https://openalex.org/W2031987703', 'https://openalex.org/W2055418603', 'https://openalex.org/W2070503339', 'https://openalex.org/W2113987915', 'https://openalex.org/W2117916000', 'https://openalex.org/W2136383377', 'https://openalex.org/W2144879307', 'https://openalex.org/W2147215760', 'https://openalex.org/W2279659918', 'https://openalex.org/W2291242261', 'https://openalex.org/W2317344384', 'https://openalex.org/W2606309576', 'https://openalex.org/W2752617332', 'https://openalex.org/W2892334275', 'https://openalex.org/W3021283158', 'https://openalex.org/W3023287100', 'https://openalex.org/W3117671848', 'https://openalex.org/W3121317163', 'https://openalex.org/W3121338706', 'https://openalex.org/W3121540321', 'https://openalex.org/W3121900351', 'https://openalex.org/W3121973431', 'https://openalex.org/W3122859634', 'https://openalex.org/W3123391742', 'https://openalex.org/W3123421598', 'https://openalex.org/W3124256169', 'https://openalex.org/W3124681814', 'https://openalex.org/W3125301182', 'https://openalex.org/W3125752466', 'https://openalex.org/W320039552', 'https://openalex.org/W4239453719', 'https://openalex.org/W4302771148'], 'related_works': ['https://openalex.org/W3145622284', 'https://openalex.org/W3031339511', 'https://openalex.org/W3023763463', 'https://openalex.org/W2460215093', 'https://openalex.org/W2389660971', 'https://openalex.org/W2384390856', 'https://openalex.org/W2379838633', 'https://openalex.org/W2366691412', 'https://openalex.org/W2189393901', 'https://openalex.org/W1533199689'], 'abstract_inverted_index': {'This': [0], 'paper': [1], 'examines': [2], 'the': [3, 47, 64], 'association': [4, 87], 'between': [5, 88], 'a': [6, 18, 92], 'mutual': [7, 14, 93], 'fund': [8, 11, 15, 30, 42, 78], "manager's": [9], 'personal': [10, 54], 'investment': [12], 'and': [13, 58, 91], 'performance.': [16], 'From': [17], 'data': [19], 'set': [20], 'of': [21, 49, 66, 85], 'newly': [22], 'released': [23], 'managerial': [24, 50, 72, 89], 'ownership': [25, 31, 55, 73, 90], 'disclosures,': [26], 'I': [27, 69], 'find': [28, 70], 'that': [29, 71], 'levels': [32], 'are': [33, 44], 'diverse': [34], 'and,': [35], 'in': [36, 46], 'many': [37], 'instances,': [38], 'quite': [39], 'large.': [40], 'Mutual': [41], 'returns': [43], 'increasing': [45], 'level': [48], 'investment,': [51], 'consistent': [52, 62], 'with': [53, 63], 'realigning': [56], 'decision‐maker': [57], 'shareholder': [59], 'interests.': [60], 'Also': [61], 'reduction': [65], 'agency': [67], 'costs,': [68], 'is': [74, 82], 'inversely': [75], 'related': [76], 'to': [77], 'turnover.': [79], 'However,': [80], 'there': [81], 'no': [83], 'evidence': [84], 'an': [86], "fund's": [94], 'tax': [95], 'burden.': [96]}, 'cited_by_api_url': 'https://api.openalex.org/works?filter=cites:W3122197817', 'counts_by_year': [{'year': 2024, 'cited_by_count': 2}, {'year': 2022, 'cited_by_count': 3}, {'year': 2021, 'cited_by_count': 2}, {'year': 2020, 'cited_by_count': 3}, {'year': 2019, 'cited_by_count': 10}, {'year': 2018, 'cited_by_count': 6}, {'year': 2017, 'cited_by_count': 2}, {'year': 2016, 'cited_by_count': 5}, {'year': 2014, 'cited_by_count': 1}, {'year': 2013, 'cited_by_count': 5}, {'year': 2012, 'cited_by_count': 5}], 'updated_date': '2024-12-08T05:50:23.274328', 'created_date': '2021-02-01'}
Publication Information

Basic Information

Access and Citation

AI Researcher Chatbot

Primary Location

Authors

Topics

Keywords

Related Works
