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Pragmatic vs. naive genetic instrument selection in Mendelian randomization studies: a practical guide

Mason, A. C.; Ballabio, G.; Paz, V.; Sofat, R.; Garfield, V.

2026-08-22 epidemiology
10.64898/2026.08.19.26359587 medRxiv
Show abstract

Mendelian randomization (MR) is widely used to infer causal relationships using genetic variants as instrumental variables, yet the selection of genetic instruments is not always given sufficient attention. Many MR studies rely on default linkage disequilibrium (LD) clumping parameters (r2 <0.001, 10,000 kb), as implemented in commonly used tools, without assessment of their suitability for specific exposures. We investigated whether this approach yields optimal instruments or whether a more pragmatic strategy yields stronger instruments. Using UK Biobank data, we examined three distinct exposure types-circulating amino acids, body mass index (BMI), and major depressive disorder (MDD). For each phenotype, we systematically varied LD clumping thresholds (r2 and genomic distance) and evaluated each instrument via both their average strength (F-statistic) and total strength (R2). Across all phenotypes, optimal instruments differed from default parameters and varied by exposure. For amino acids and BMI, more stringent LD thresholds (r2=0.00001) combined with larger clumping windows improved instrument strength, whereas for MDD, a highly polygenic, binary trait, smaller windows with stringent r2 maximized variance explained while maintaining F-statistics above the desired threshold (>10). Notably, increasing the number of SNPs did not consistently improve instrument quality, highlighting a trade-off between instrument strength and potential pleiotropy. We demonstrate that universal reliance on default LD clumping parameters can lead to suboptimal instruments. We propose a pragmatic framework for instrument selection based on empirical evaluation of strength metrics, improving the robustness and transparency of MR analyses across different exposure types.

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