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Creating Controversy in Proxy Voting Advice / Andrey Malenko, Nadya Malenko, Chester S. Spatt.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Malenko, Andrey.
Contributor:
National Bureau of Economic Research.
Malenko, Nadya.
Spatt, Chester S.
Series:
Working Paper Series (National Bureau of Economic Research) no. w29036.
NBER working paper series no. w29036
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2021.
Summary:
We analyze the design of recommendations (available to all shareholders) and research reports (available only to subscribers) by a proxy advisor, who maximizes profits from selling information to shareholders. We show that the advisor benefits from biasing its recommendations against the a priori more likely alternative, thereby "creating controversy" for the vote. In contrast, it serves the advisor's interest to produce precise and unbiased research reports. Our results help reinterpret empirical patterns of shareholders' voting behavior, suggesting that proxy advisors' recommendations may not be a suitable benchmark for evaluating shareholders' votes. Our model also rationalizes the one-size-fits-all approach in recommendations.
Notes:
Print version record
July 2021.

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