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. 2022 Jan 26;30(6):653–660. doi: 10.1038/s41431-022-01038-5

Table 1.

Instrumental variable and other assumptions relevant for MR.

Assumption Description
Instrumental variable assumptions
 Relevance The variant is associated with the outcome (γXj0); the variant does not need to be causal
 Independence The variant is not associated with any confounders (αCj=0)
 Exclusion restriction The variant is independent of the outcome given the exposure and all confounders (αYj=0)
Additional assumptions
 Constant effect sizes
  Same population parameters (multi-sample) For multi-sample analyses, the (relevant) parameters are the same across all populations the different cohorts were drawn from
  Same conditioning The associations used are all conditioned on (relevantly) the same variables and in the same way, in terms of covariates included in analyses as well as selection effects (in multi-sample analysis)
  No nonlinearities Effect sizes for any causal effect or association are not dependent on the value of either of the two variables (as opposed to e.g., quadratic effect of causal variable, or with a binary outcome)
  No interaction effects Effect sizes for any causal effect or association are not dependent on the value of any other variable
 Fully observed variables The observed instance of each variable fully reflects the causally relevant instance of that variable; that is, it is observed without noise or rescaling relative to the causal instance

Which assumptions are required for a given MR analysis depends on the model used (see text).