@article {Haslem101, author = {John A. Haslem}, title = {Mutual Fund {\textquotedblleft}Soft-Dollar{\textquotedblright} Arrangements: Analysis and Findings }, volume = {19}, number = {2}, pages = {101--107}, year = {2016}, doi = {10.3905/jwm.2016.19.2.101}, publisher = {Institutional Investor Journals Umbrella}, abstract = {Mutual fund bundling services under soft-dollar arrangements may benefit shareholders{\textemdash}but it is also possible that they waste shareholder capital. We examine two major questions concerning bundling actively managed equity fund research and services in soft-dollar arrangements. First, do soft-dollar arrangements provide higher risk-adjusted fund performance and/or lower advisory fees? And second, are shareholder assets wasted through use of soft-dollar arrangements? The research findings answer {\textquotedblleft}yes{\textquotedblright} only to the second question.TOPICS: Mutual funds/passive investing/indexing, information providers/credit ratings}, issn = {1534-7524}, URL = {https://jwm.pm-research.com/content/19/2/101}, eprint = {https://jwm.pm-research.com/content/19/2/101.full.pdf}, journal = {The Journal of Wealth Management} }