‘A trust crisis’
Trust is a vital element in financial
decision-making, whether one is turning a check over to a banker or
asking a broker for investment advice.
But the deepening
economic crisis has tested that trust, as Paola Sapienza, Kellogg
School associate professor of finance and Zell Center faculty fellow,
and University of Chicago professor Luigi Zingales explain in their
latest research paper, “A Trust Crisis.”
Sapienza and
Zingales’ research reveals that investors’ trust in financial
institutions has plummeted over the past several months. The professors
also suggest that government intervention has further lessened people’s
faith in the financial markets.
The business school professors
have developed the Chicago Booth-Kellogg School Financial Trust Index
to measure the level of trust Americans have in financial institutions,
such as banks and the stock market. Sapienza explains the trust index
and why trust plays a crucial role in the economy.
Amy Trang: What is the purpose of the Financial Trust Index that you and Professor Zingales have created?
Prof. Sapienza:
The objective of the Financial Trust Index is to capture the level of
confidence Americans have in the private institutions in which they
invest their money. The index, which will be updated quarterly, will
measure whether trust in financial institutions has increased or
decreased. We will also look at whether increases or decreases of trust
are related to how people perceive current events, such as government
intervention.
AT: What inspired this research on trust?
Prof. Sapienza:
In the past, we’ve established in several papers that there is a link
between trust and the development of financial markets. When people
entrust institutions and people with their money, they do so only if
they have sufficient trust that their funds will be invested
appropriately. In previous research, we show that trust has an
important effect on the decision to invest in stocks and deposit money
in a bank, and even on the willingness to pay with checks.
AT: How do you define trust in economic terms?
Prof. Sapienza:
Trust is a prior belief that the other person is going to act in a way
that is not damaging and is beneficial to your own interests. If you
think about the decision to give money to a broker, you are going to
estimate the probability that this broker will act in a way that is in
your best interests — to execute the order in the best way for you,
and, of course, invest your money as requested. It’s hard to put all
these details into a contract and sometimes it is hard to enforce
contracts.
AT: Why does an individual’s level of trust make a difference in economic decisions?
Prof. Sapienza:
The decision to put the money in some kind of investment is
fundamentally a trust decision. An investment is nothing but an
exchange of money for a promise to return more money in the future.
Whether such an exchange can take place depends on the extent of the
investor trusting the institution that they are giving the money to.
The person making the decision has to trust that the counterpart will
act in his or her best interest.
AT: The
research suggests that bankers are regarded as less trustworthy than
banks and brokers are less trustworthy than the stock market. How is it
that you can trust the institution but not the person when these two
elements are so intertwined?
Prof. Sapienza:
Banks are made of people, but it’s also true that banks are regulated
by the government. Some of the behaviors of banks can be driven not by
the self-interest of the people working at the banks, but also by some
regulatory constraints that banks have to fulfill. In general,
institutions are different from the sum of the people. In some
instances, an institution can be less or more trusted than the sum of
its people.
AT: Are there ways that people can regain trust after it is lost?
Prof. Sapienza:
What we plan to accomplish with the Financial Trust Index is to measure
how trust changes over time, and whether the perception of current
events or government policies affects trust in one way or another. That
data will allow us to answer that question in detail.
Read more about the Financial Trust Index at www.financialtrustindex.org and more about the research on Kellogg Insight.