Exclusion Restriction

The core identifying assumption of instrumental variables: the instrument affects the outcome only through its effect on the treatment, and through no other channel. Combined with instrument independence (Randomization/as-good-as-random assignment), Monotonicity, and a first stage, it delivers the LATE. Unlike independence — which random assignment can guarantee — the exclusion restriction is substantive and untestable, so it must be defended with a clear, consistent causal story.

Relied on by

Instrumental variables (IV), fuzzy RD, and fuzzy DiD.

Referenced by

New-papers pass (2026-07-04): FreyaldenhovenEtAl2019-PreEventTrendsPanelEventStudy (the unaffected covariate must respond to the confound but not the policy; policy leads serve as excluded instruments).