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Retracted: Relationship Incentives and the Optimistic/Pessimistic Pattern in Analysts' Forecasts

2007· article· en· 116 citations· W1542750054 on OpenAlex· 10.1111/j.1475-679x.2007.00265.x

Why is this work in the frame?

A frame that forgets how it found something cannot be audited. These are the routes that admitted this work.

About CanadaIts subject is Canada, wherever its authors sit.

No Canadian affiliation. An affiliation-only frame — the usual design — would never have seen this work. It is one of the works that make the case for inverting the frame.

Post-publication record

Nature
Retraction
Reason
Investigation by Company/Institution;Investigation by Journal/Publisher;Misconduct - Official Investigation(s) and/or Finding(s);Misconduct by Author;Objections by Author(s);Unreliable Data;Unreliable Results and/or Conclusions;
Date
5/19/2015 0:00
Flagged by OpenAlex?
Yes

Source: Retraction Watch, joined by DOI. OpenAlex records retraction as is_retracted, a boolean over a state space with at least four values, so it cannot express an expression of concern, a correction or a reinstatement — it reports them as false, which reads as “fine”.

Abstract

ABSTRACT We examine whether analysts' incentives to maintain good relationships with management contribute to the optimistic/pessimistic within‐period time trend in analysts' forecasts. In our experiments, 81 experienced sell‐side analysts from two brokerage firms predict earnings based on historical information and management guidance. Analysts' forecasts exhibit an optimistic/pessimistic pattern across the two timing conditions (early and late in the quarter), and the effect is significantly stronger when the analysts have a good relationship with management than when their only incentive is to be accurate. Debriefing results indicate that analysts are aware of this pattern of forecasts, and believe that this benefits their future relationships with management and with brokerage clients. The analysts most frequently cite favored conference call participation and information access when describing benefits from maintaining good relationships with management. Our results suggest the following: The optimistic/pessimistic pattern in forecasts is in part a conscious response to relationship incentives, information access is perceived to be a major benefit of management relationships, and recent regulatory changes may have lessened but have not eliminated this conflict of interest source.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

The record

Venue
Journal of Accounting Research
Topic
Auditing, Earnings Management, Governance
Field
Business, Management and Accounting
Canadian institutions
Funders
Keywords
PessimismIncentiveEarningsQuarter (Canadian coin)BusinessDebriefingActuarial scienceEconomicsFinanceMicroeconomicsPsychologySocial psychology
Has abstract in OpenAlex
yes