Effect of Regulatory Constraints on Fund Performance: New Evidence from UCITS Hedge Funds

79 Pages Posted: 5 May 2015

See all articles by Juha Joenväärä

Juha Joenväärä

Aalto University School of Business

Robert Kosowski

Imperial College Business School; CEPR (Centre for Economic Policy Research)

Multiple version iconThere are 3 versions of this paper

Date Written: May 2015

Abstract

We economically motivate and then test a range of hypotheses regarding performance and risk differences between UCITS-compliant and other hedge funds. The latter exhibit more suspicious return patterns than do absolute return UCITS (ARUs), but ARUs exhibit higher levels of operational risk. We find evidence of a strong liquidity premium: hedge funds offer investors less liquidity than do ARUs yet exhibit better risk-adjusted performance. Our findings are substantially unchanged under various robustness tests and adjustments for possible selection bias. The liquidity premium for ARUs and their lack of performance persistence have implications for both investors and policy makers.

Keywords: hedge fund performance, managerial skill, mutual fund performance, regulation

JEL Classification: G11, G12, G23

Suggested Citation

Joenvaara, Juha and Kosowski, Robert, Effect of Regulatory Constraints on Fund Performance: New Evidence from UCITS Hedge Funds (May 2015). CEPR Discussion Paper No. DP10577, Available at SSRN: https://ssrn.com/abstract=2602814

Juha Joenvaara (Contact Author)

Aalto University School of Business ( email )

Finland

Robert Kosowski

Imperial College Business School ( email )

South Kensington Campus
Exhibition Road
London SW7 2AZ, SW7 2AZ
United Kingdom
+442075943294 (Phone)

HOME PAGE: http://www3.imperial.ac.uk/people/r.kosowski

CEPR (Centre for Economic Policy Research) ( email )

London
United Kingdom

HOME PAGE: http://www.cepr.org/

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