CASE STUDY

qbe89
Ref2.pdf

The Moderating Effects from Corporate Governance Characteristics on the Relationship Between Available Slack and Community-Based Firm Performance

Jeffrey S. Harrison • Joseph E. Coombs

Received: 22 December 2010 / Accepted: 13 September 2011 / Published online: 8 October 2011

� Springer Science+Business Media B.V. 2011

Abstract Recent perspectives on community investments

suggest that they are opportunities for firms to create value

for shareholders and other stakeholders. However, many

corporate managers are still influenced by a widely held

belief that such investments erode profits and are therefore

unjustifiable from an agency perspective. In this paper, we

refine and test theory regarding countervailing forces that

influence community-based firm performance. We hypoth-

esize that high levels of available slack will be associated

with higher community-based performance, but that this

relationship will be moderated by three important gover-

nance variables: board independence, investment fund

ownership, and CEO ownership. We find support for our

hypotheses in longitudinal study of a large sample of U.S.

corporations.

Keywords Agency theory � Community-based performance � Corporate governance � Organizational slack � Stakeholder theory

Beyond philanthropy, community investments are increas-

ingly being treated as opportunities to create value for firms

and their stakeholders. This mindset is reflected in a state-

ment by the Social Investment Forum, ‘‘Community

investing, however, is beyond charity and is a sound

investment practice. These investments earn competitive

returns, like non-community development investments, but

also produce a social return that is attractive to investors and

helps communities in need (US SIF 2011).’’ Similarly, Porter

and Kramer (2011) discuss the concept of shared value, in

which societal interests and firm economic interests are in

harmony. The shared-value concept of corporate social

responsibility is based on the idea that societal needs, as well

as conventional economic needs, define markets. According

to Porter and Kramer (2006), serving society’s interests in

creative ways can unlock tremendous innovative potential

and thus enhance a firm’s ability to create value for all of its

stakeholders, including shareholders. In fact, such activities

may lead to a competitive advantage that is genuinely sus-

tainable in the sense that they allow the firm to meet current

needs without compromising the ability to satisfy its future

needs or the future needs of its stakeholders (Porter and

Kramer 2006).

In spite of the attractiveness of this enlightened com-

munity investment philosophy, firms vary greatly in the

amount of attention and resources they devote to stake-

holders in general (Jones et al. 2007) and communities in

particular (Brammer and Millington 2003a). Porter and

Kramer (2011) acknowledge that many firms are ‘‘trapped’’

in an outdated mindset, legitimized by economists, that

suggests that such investments will erode profits. Basically,

many managers believe that their firms receive much less

in financial returns than the value of what they spend in this

area. It is therefore possible to argue, from the perspective

that managers are agents for the shareholders, that invest-

ments in the community are contrary to the best interests of

shareholders and should be kept to a minimum (Henderson

2001; Jensen 2001).

Although community investment programs are increas-

ingly being incorporated into the fabric of planning efforts

J. S. Harrison (&) Robins School of Business, University of Richmond, Richmond,

VA 23173, USA

e-mail: harrison@richmond.edu

J. E. Coombs

School of Business, Virginia Commonwealth University,

Richmond, VA 23284, USA

e-mail: jecoombs2@vcu.edu

123

J Bus Ethics (2012) 107:409–422

DOI 10.1007/s10551-011-1046-z

in many companies (Zappalà and Cronin 2003), these types

of investments are nonetheless discretionary in that usually

they are not required, they tend not to be directly related to

a firm’s day-to-day operations and financial demands and,

as mentioned previously, they run counter to the thinking

of many economists with regard to maximizing financial

performance. As Thompson (1967) explained: ‘‘When the

immutable facts of organizational life have been faced and

the contingencies spelled out, organizations have choices.

It is at these points that discretion makes the difference (p.

99).’’ A variety of individuals and groups influence the way

public corporations exercise discretion. Among the most

influential actors are top managers, board members, and

large shareholders. These actors are likely to have a

noticeable influence on firm decisions in areas that are

highly discretionary, such as community investments. The

present study examines this influence.

Supporting the notion that governance characteristics

can influence investments in social responsibility, Barnea

and Rubin (2010) recently published an important study in

this journal that explored the influence of insider ownership

on whether firms are classified as socially responsible or

socially irresponsible. They argued that insiders such as

corporate managers may have an incentive to increase

expenditures on corporate responsibility beyond profitable

levels because of the good feeling or ‘‘warm glow’’ they

might receive, but that as their level of ownership increases

they will exert their influence to curtail such expenditures

because they will begin to erode their own value (Jensen

and Meckling 1976). Thus, they expect and find a negative

correlation between insider ownership and a positive social

responsibility rating.

Specifically related to community investments, Bram-

mer and Millington (2003a) studied factors influencing the

size of corporate community investments (CCI) in UK

firms committed to making investments in the communities

where they operate. They found that firms that manage

their community investments in a corporate social

responsibility department allocated a percentage of their

income that was over ten times higher than firms that

managed these types of investments through central

administration, with firms that manage the investments in a

public relations department falling somewhere in between.

Placement of the community investment function within

the firm also influenced the preferred types of investments

(i.e., education, arts, economic development, etc.) and was

influenced by the nature of the industry in which the firm

was engaged (i.e., finance, services, utilities, manufactur-

ing). In a different study, Brammer and Millington (2003b)

also found that industry differences influenced charitable

contributions of UK firms. Specifically, charitable contri-

butions were concentrated in socially and environmentally

sensitive industries, suggesting that firms respond to

external stakeholder pressure when determining their

charitable contributions.

The present study builds on the pioneering efforts of

Brammer and Millington (2003a) in examining factors that

influence community-based corporate performance and

Barnea and Rubin (2010), who demonstrated that corporate

governance can have an impact on a firm’s socially ori-

ented investments. Taken together, these studies suggest

that corporate governance characteristics have the potential

to influence community investment decisions. We focus

specifically on community-based performance, as opposed

to overall social responsibility, because investments in the

community are among the most discretionary (least

defensible according to the predominant economic per-

spective). The study is set up as a contest of two opposing

forces. Specifically, we examine the relationship between

available slack (cash balances held by large corporations)

and community-based firm performance. We argue that

financial slack should be positively associated with com-

munity-based performance because it allows a firm to

allocate resources to the community with minimal influ-

ence on day-to-day operations. However, we expect some

corporate governance characteristics to have both a direct

negative effect on community-based performance and a

moderating effect on the relationship between slack and

community-based performance.

This research provides two key contributions to the field.

First, we combine elements of agency theory, stakeholder

theory, and the literature on slack resources to provide a

new perspective to our understanding of community-based

firm performance. Second, we make a contribution to

corporate governance research by demonstrating that gov-

ernance mechanisms (board composition, professional

investment fund ownership, CEO ownership) mitigate the

relationship between slack and community-based firm

performance. In particular, we demonstrate that board

composition, professional investment fund ownership, and

CEO ownership decrease the affect of available slack (e.g.,

cash) on community-based firm performance.

In the larger scheme of things, these finding are a little

disappointing. They demonstrate that although there is

increasing support for a more enlightened perspective on

investing in communities as a source of shared value cre-

ation (Freeman et al. 2007; Porter and Kramer 2006, 2011),

those who govern larger corporations may still be stuck in

the mindset that such investments are not in the interests of

shareholders (Porter and Kramer 2011). Carroll (1979)

argued that the social responsibility of firms includes a

responsibility to earn profits, but also includes legal, moral,

and discretionary responsibilities (see also Schwartz and

Carroll 2003). Our evidence suggests that even when large

firms have slack resources that could be used for discre-

tionary community building activities with a minimal

410 J. S. Harrison, J. E. Coombs

123

influence on existing operations, there is still a tendency to

curtail such investments for economic reasons. Thus, the

priority is on the bottom (economic) portion of Carroll’s

(1979) pyramid of social responsibility.

Our paper proceeds as follows. First, we discuss the

factors that influence the amount of resources firms allocate

to their communities. We begin by reviewing why firms

might be inclined to make such investments, followed by

an explanation for why they may not be viewed favorably

by shareholders and those who represent their interests

such as the board of directors and institutional sharehold-

ers. We test our hypotheses longitudinally on a large

sample of firms and conclude by discussing how our results

affect theory development and practice.

The Community as a Primary Stakeholder

Stakeholders are groups and individuals who can affect, or

are affected by, the strategic outcomes of a firm (Freeman

1984; Jones and Wicks 1999). The primary stakeholders of

a firm, those that are most influential in determining

whether a firm can achieve and sustain high performance,

include customers, employees, suppliers, financiers, and

communities (Freeman et al. 2007). Regarding the debate

concerning whether communities are primary stakeholders,

Freeman et al. (2007) explain: ‘‘At least in a relatively free

and open society, however, community must also be on

that short list of primary stakeholders. The litany of com-

munity members using the political process to regulate the

firm is long and dreary, and it exists largely because our

framework of business has ignored community as an

important stakeholder (8).’’

We understand that the concept of community can be

very broad (Dunham et al. 2006). Indeed, all of the

stakeholders that interact with a firm might be considered a

part of the firm’s community. However, in this empirical

study we define the concept in terms of more narrowly

identified and easily observable phenomena such as phi-

lanthropy, relations with indigenous peoples, support for

housing and education, and similar factors. These phe-

nomena fall into the category of ‘‘community building’’

(Freeman et al. 2007, p. 68). Community building is a

stakeholder management capability, based on the notion

that firms should help build and support communities

where their employees live and work. Firms with this

capability take community into account when they make

investment and employment decisions. The outcomes from

such activities provide value to employees as well as other

stakeholders because they are able to live and work in a

good community. In addition, firms may enjoy advantages

stemming from a good reputation that can have positive

effects on sales, the ability to attract stakeholders to engage

in new deals and contracts, attraction of high-quality

employees, legislation and regulation that takes firm

interests into account, and even a more attractive stock in

the eyes of investors who make their decisions, in part,

based on the firm’s record of social responsibility (Bar-

ringer and Harrison 2000; Fombrun and Shanley 1990;

Harrison and St. John 1996; Jones 1995; Moskowitz 1972;

Porter and Kramer 2006; Turban and Greening 1996). On

the down side, a firm that neglects its perceived responsi-

bilities to the community may face value destroying out-

comes such as legal suits, adverse regulation, consumer

boycotts, strikes, walkouts, and bad press (Harrison and St.

John 1996). Avoiding these outcomes reduces expenses as

well as risks associated with variations in returns, thus

enhancing firm value (Graves and Waddock 1994).

An instrumental stakeholder perspective supports the

idea that attending to the interests of stakeholders helps a

firm achieve other goals such as profitability or shareholder

wealth (Donaldson and Preston 1995; Jones 1995). Some

fairly strong evidence now exists that firms that allocate

attention and value broadly among their primary stake-

holders also enjoy higher financial performance (Berman

et al. 1999; Choi and Wang 2009; Hillman and Keim 2001;

Preston and Sapienza 1990; Sisodia et al. 2007). None-

theless, it is difficult to determine the influence of com-

munity-based firm performance on financial performance

because most of the existing empirical work combines

community-based performance with other measures into an

overall measure of stakeholder-based performance (i.e.,

Cochran and Wood 1984; Griffin and Mahon 1997;

McWilliams and Siegel 2001; Ruf et al. 2001; Stanwick

and Stanwick 1998; Waddock and Graves 1997). A few

studies that have treated community-based performance as

a separate variable have found inconclusive results. Two

studies found no relationship between community-based

performance and financial performance (Agle et al. 1999;

Berman et al. 1999), while a third found a positive rela-

tionship for only one of four financial performance mea-

sures (Hillman and Keim 2001).

Because a positive link between community-based per-

formance and financial performance is not well established

and because resource allocations to the community tend to

be more discretionary than resource allocations to day-to-

day operations and satisfaction of debt obligations, the

community-based performance construct is well suited to

our investigation. First, a firm with low financial slack may

be more hesitant to make community investments than is a

firm that is flush with cash because they may find it difficult

to justify these investments from a purely financial per-

spective (Porter and Kramer 2011). Second, investments in

the community can absorb lots of slack when such

investments are available. Finally, the fact that investments

of this type are hard to defend from a pure shareholder

Slack, Governance, and Community-Based Performance 411

123

perspective allows us to examine the moderating influence

of corporate governance.

Available Slack and Community-Based Firm

Performance

Barnea and Rubin (2010) found a negative relationship

between debt servicing obligations (leverage) and whether

the organization was classified as socially responsible.

Leverage is one of several measures of the organizational

slack construct. Organizational slack refers to resources

available to the firm that are not needed for proper func-

tioning of the organization (Bourgeois 1981; Cyert and

March 1963). It falls into two broad categories: unabsorbed

and absorbed (Singh 1986; Tan and Peng 2003). Unab-

sorbed slack refers to currently uncommitted resources.

Because they are uncommitted, these resources are easy to

redeploy to other places in the organization. On the other

hand, absorbed slack refers to excess costs found in orga-

nizations. Re-deployment of absorbed slack to other uses is

more difficult because in involves cutting costs in one area

to move resources to other areas. In this study, we are

interested in unabsorbed slack because of its direct influ-

ence on managerial discretion (however, we also control

for absorbed slack).

The most fluid unabsorbed slack is sometimes referred

to as available slack. Typically available slack is opera-

tionalized by measuring a firm’s liquid assets (Bromiley

1991; Cheng and Kesner 1997; Davis and Stout 1992).

Because cash is the most fluid and flexible financial

resource a firm possesses, we believe it most closely fits

with the concept of management discretion that is central

to the theory we have discussed. Dittmar and Mahrt-Smith

(2007) focused on cash, explaining that ‘‘cash reserves are

easily accessible by management with little scrutiny and

much of their use is discretionary (600).’’ George (2005),

who used cash as a measure of ‘‘high discretion’’ slack, put

it this way: ‘‘Cash is the most easily deployed resource and

provides managers the greatest degree of freedom in allo-

cating it to alternate uses (666)’’. Cash is also an appro-

priate measure because high levels of cash may be an

indication of an agency problem (Davis and Stout 1992;

Dittmar and Mahrt-Smith 2007; Pinkowitz et al. 2006).

Thus, this operationalization is most useful when we dis-

cuss (and measure) the influence of corporate governance.

As Barnea and Rubin (2010, p. 74) put it, ‘‘Over-invest-

ment is relatively easy when firms have a lot of cash in

place.’’ In summary, because resource allocations to the

community tend to be more discretionary than regular day-

to-day resources allocations and because large cash bal-

ances greatly increase managerial discretion, we predict the

following:

Hypothesis 1 A positive relationship exists between

available slack (cash) and community-based performance.

Agency Theory, Corporate Governance,

and Community-Based Performance

Although available slack may encourage firms to invest

resources in their communities, such investments may not

always be considered attractive from a shareholder per-

spective. Jensen (1989) argues that available slack is a

‘‘central weakness and source of waste in the public cor-

poration (66).’’ For instance, in a situation with high

available slack, managers may allocate resources to uses

that they find personally satisfying but which have no or

very little positive impact on the economic performance of

the firm. Similarly, Bourgeois (1981) noted: ‘‘On the one

hand, slack can provide resources for creative behavior; or

slack can provide opportunities for coalition members to

engage in…non-optimizing behaviors (34).’’ Traditional agency theory deals with the responsibilities

of managers to act as trustworthy agents for shareholders

(Jensen and Meckling 1976). Managers, as agents for

shareholders, have a moral obligation to behave in share-

holders’ best interests, but sometimes they do not. When

this happens, an agency problem is said to exist (Fama and

Jensen 1983a, b). Numerous scholars have argued for or

found evidence that high slack is evidence of an agency

problem (Davis and Stout 1992; Dittmar and Mahrt-Smith

2007; Kalcheva and Lins 2007; Pinkowitz et al. 2006).

Managers prefer slack because it provides them with a

buffer against poor performance and an opportunity to

spend resources on perquisites such as jets and low-return

pet projects, to engage in excessive diversification and

empire building, or to participate in on-the-job shirking

(Dittmar and Mahrt-Smith 2007; Jensen 1986). However,

low slack is more attractive from a shareholder perspective

because it can prevent managers from engaging in these

types of behaviors (Grossman and Hart 1982; Harris and

Raviv 1991; Jensen and Meckling 1976).

Daily et al. (2003) define governance as ‘‘the determi-

nation of the broad uses to which organizational resources

will be deployed and the resolution of conflicts among

myriad participants in organizations (371).’’ Their defini-

tion contains a resource allocation component, which

suggests that slack may be a relevant construct. It also

contains the central stakeholder concept of balancing the

competing interests of stakeholders (Preston and Sapienza

1990). Following from this definition, we believe that

corporate governance systems should be expected to have

an influence on the relationships between organizational

slack and stakeholder-based performance.

Daily et al. (2003) also suggest that agency theory is the

‘‘overwhelmingly dominant’’ theoretical perspective used

412 J. S. Harrison, J. E. Coombs

123

in corporate governance studies. What is most pertinent to

our study is the widely held belief that particular gover-

nance mechanisms may work to motivate managers to be

more protective of shareholder interests (i.e., Dalton et al.

1998; Shleifer and Vishny 1997). Since many managers

believe that community investments are poor economic

investments (Porter and Kramer 2011), we expect that

characteristics frequently associated with effective gover-

nance may lead to reduced investments in this area, even in

the presence of substantial available slack. More specifi-

cally, we believe that governance should moderate the

relationship between slack and community-based perfor-

mance. Support for this perspective is found in research by

Dittmar and Mahrt-Smith (2007), who concluded that the

‘‘negative impact of large cash holdings on future operating

performance is cancelled out if the firm is well governed

(599).’’ Similar results were reported by Kalcheva and Lins

(2007). The governance mechanisms we have adopted for

this study represent three different approaches to aligning

the interests of managers and shareholders: boards of

directors, institutional investors, and chief executive officer

(CEO) ownership.

Prior research has highlighted the importance of board

independence as a measure of board effectiveness (Dalton

et al. 1998; Kassinis and Vafeas 2002). Underlying this

perspective is the assumption that boards have the power to

influence firms’ decisions and strategies, thereby influenc-

ing firm performance (Hillman et al. 2001). Researchers

have generally found support for this assumption (Hill and

Snell 1988; Judge and Zeithaml 1992; Zahra and Stanton

1988). Boards may exercise their influence and control in

an effort to ensure that management acts in the best

interests of shareholders (Baysinger and Hoskisson 1990;

Berle and Means 1932; Jensen and Meckling 1976; Pfeffer

and Salancik 1978; Walsh and Seward 1990). Boards that

consist largely of independent (non-employee) directors

are better able to influence and monitor management

actions to ensure that they are in accordance with share-

holders’ interests (Baysinger and Butler 1985; Dalton and

Kesner 1987).

In executing their role as monitors, boards may perceive

that expenditures on community unnecessarily decrease

returns to shareholders and may then use their influence to

minimize or terminate these investments. Boards with more

of an external composition, then, are expected to support

shareholder interests above those of other stakeholders

(Jensen and Meckling 1976). More formally:

Hypothesis 2a The percentage of outsiders on the board

decreases the effect of available slack on community-based

performance.

Institutional investors, which own two thirds of United

States equities (Bogle 2005) and account for approximately

three quarters of equities traded on the New York Stock

Exchange (Karmel 2004), are becoming more vocal in

influencing top managers both through boards and directly

(Barnard 1991; Useem 1996). These investors are holding

the board more accountable for organizational performance

and other outcomes (Chatterjee and Harrison 2001). In

fact, some large shareholders are targeting individual

directors for removal from the board if they do not measure

up in terms of commitment, independence, involvement,

and ownership (Byrne et al. 1997). However, institutional

owners vary according to their investment horizons (Bu-

shee 1998; Neubaum and Zahra 2006). More specifically,

professional investment fund managers (mutual fund and

investment bank managers) have a short-term orientation

(Bushee 1998; Johnson and Greening 1999) while pension

fund managers have a longer-term perspective (Gilson and

Kraakman 1991; Johnson and Greening 1999; Kochhar and

David 1996). Our focus is on the short-term focus of

professional investment fund managers because these

managers may encourage firms they invest in to adopt

polices and practices designed to maximize short-term

profitability (Chaganti and Damanpour 1991; Hoskisson

et al. 2002).

The primary objective for professional investment fund

managers is ensuring high current returns because their

own reward systems are closely tied to quarterly perfor-

mance (Johnson and Greening 1999; Starks 1987) and

because they may be replaced due to poor short-term fund

performance (O’Barr and Conley 1992). Through their

investments these managers may also hold large blocks of

stock that are difficult to sell quickly (Johnson and

Greening 1999). This short-term orientation coupled with

the difficulty of selling large blocks of stock may empha-

size strategies and policies associated with short-term

returns. Under these conditions, professional investment

fund managers likely view community-based expenditures

as unnecessary and a drain on the returns from their

investments. Instead, these managers may prefer slack

resources be invested in projects providing faster returns

such as international diversification or new technology

acquisition (Kochhar and David 1996). These observations

suggest the following hypothesis:

Hypothesis 2b Professional investment fund ownership

decreases the effect of available slack on community-based

performance.

Jensen and Meckling (1976) referred to agency theory as

‘‘a theory of ownership’’ (p. 309). Insider stock ownership,

or more specifically for our purposes, CEO stock owner-

ship, is cited as a mechanism for aligning the interests of

shareholders and managers (Barnea and Rubin 2010; Dal-

ton et al. 2003; Jensen and Meckling 1976; Kacperczyk

2009). Agency theory suggests that CEOs having

Slack, Governance, and Community-Based Performance 413

123

significant human capital tied to their firms are likely be

risk averse compared to shareholders who are able to

diversify their stock portfolios (Beatty and Zajac 1994).

CEO stock ownership, then, may be a means of altering

CEO decision-making such that they focus their intentions

on maximizing stockholder wealth (Jensen and Meckling

1976).

While greater levels of stock ownership are expected to

align CEO interests with those of stockholders, low CEO

ownership levels have been associated with the transfer of

firm resources to executive perquisites (Jensen and Mec-

kling 1976), shirking behavior (Demsetz and Lehn 1985),

and other outcomes such as excessive investments in pet

projects and other activities not in shareholders’ interests

(Jensen 1986; Shleifer and Vishny 1997). It seems likely

that investments in community-based activities would be

considered among pet projects and other activities not in

shareholders’ interests. From an agency theory perspective,

we would expect that CEOs owning a larger portion of

stock in their companies would be more likely to place the

interests of shareholders (their own interests) above those

of other stakeholders (McGuire, Dow and Argheyd 2003).

We focus on CEO ownership as opposed to the ownership

of all insiders (Barnea and Rubin 2010) because the CEO is

the person with the most influence on decisions to invest in

the community. This logic leads us to hypothesize:

Hypothesis 2c CEO stock ownership decreases the effect

of available slack on community-based performance.

Methodology

Our sample is derived from the Kinder, Lydenberg,

Domini, and Company (KLD) Socrates database. KLD is a

social equity fund advisor. Analysts at KLD base their

evaluations on ongoing reviews of thousands of global

news sources, surveys, and even on-site visits (Berman

et al. 1999). The database includes all firms included in the

Standard and Poor’s 500. In addition, KLD recently added

data for many more firms, resulting in a database that

contains data on over 3,000 U.S. corporations. The KLD

database is considered to be the most comprehensive social

performance database available for U.S. corporations and

is a primary data source used in stakeholder-based research

(Berman et al. 1999; Coombs and Gilley 2005; Graves and

Waddock 1994; Hillman and Keim 2001; Johnson and

Greening 1999; Turban and Greening 1996; Waddock and

Graves 1997). Sharfman (1996) established the construct

validity of the KLD measures while Waddock (2003)

referred to the KLD measures as the ‘‘de facto’’ standard

for research on the topic. Similarly, Barnea and Rubin

(2010), who explain why ‘‘it is extremely hard to quantify

the amount of CSR spending of US companies (p. 71),’’

state that the vast majority of these types of studies make

use of KLD data.

Firm-level financial and control variables were collected

from the Compustat database. Governance data came from

Compact Disclosure. Complete data for our variables were

available for 1060 firms from a total of 44 two-digit SIC

code industries. Firms in the database had between 1 and

11 years of data, resulting in an unbalanced panel data set.

Dependent Variable

Our community-based performance variable is derived

from ratings data in the KLD database (Berman et al. 1999;

Hillman and Keim 2001; Johnson and Greening 1999;

Waddock and Graves 1997). After examining public

records, surveys, and firm facilities (Berman et al. 1999),

KLD analysts give each firm a ‘‘strength’’ and a ‘‘concern’’

score for the community relations dimension. The dimen-

sions associated with strengths regard various types of

charitable giving, support for housing and education, strong

indigenous people’s relations, volunteer programs and

other notably positive community activities, whereas the

weaknesses concern areas such as investment controversy,

negative economic impact, poor indigenous peoples rela-

tions, tax disputes, and other concerns.

The ratings provided by KLD can be converted into

classifications that indicate the seriousness of strengths or

concerns, with a blank indicating no special concerns or

strengths. Based on prior research we coded a blank as 0, a

moderate strength as 1, a strong strength as 2, a moderate

concern as -1, and a strong concern as -2 (Coombs and

Gilley 2005; Johnson and Greening 1999; Turban and

Greening 1996). The community-based performance mea-

sure is the sum of each firm’s concern and strength ratings.

Although Mattingly and Berman (2006) prefer measuring

concerns and strengths separately rather than in a summary

measure, we believe that a summary measure is better

suited to our theory because the weaknesses offset the

strengths, providing a more accurate picture of the firm’s

support of the community. For instance, a firm could score

high on strengths in spite of some looming weaknesses.

This situation would paint an inaccurate picture of the

firm’s real community performance, which could add dis-

tortion to our empirical models and provide a false negative

in terms of our statistical tests. In addition, we feel com-

pelled to remain consistent in our measurements with most

of the other stakeholder-based performance studies.

Primary Variables

We collected data for three governance variables repre-

senting different types of governance. Board independence

414 J. S. Harrison, J. E. Coombs

123

is measured as the percentage of outsiders on the board.

Board independence data was collected from Compact

Disclosure. Professional investment fund ownership is the

proportion of stock owned by investment management

funds (mutual funds, investment banks). Following John-

son and Greening (1999), we collected Professional

investment fund investment data from annual versions

(1990–2004) of the Spectrum ownership database included

as part of Compact Disclosure. We used annual editions of

the Investment Company Institute’s Directory of Mutual

Funds to identify mutual funds. We identified investment

banks by cross-referencing Compact Disclosure and

Compustat data. CEO ownership is the proportion of stock

owned by the CEO and was collected from the Execucomp

database.

Consistent with our theory, we use cash as our measure

of available slack (scaled in 100 mm). Because cash is the

most fluid and flexible financial resource a firm possesses,

we believe it most closely fits with the concept of man-

agement discretion that is central to the theory we have

discussed in this paper. As we explained in our theory

section, cash is the most easily deployed resource available

to management and its use typically is not subject to much

scrutiny (Barnea and Rubin 2010; Dittmar and Mahrt-

Smith 2007; George 2005). In addition, high levels of cash

may be evidence of an agency problem (Davis and Stout

1992; Dittmar and Mahrt-Smith 2007; Pinkowitz et al.

2006).

We considered adjusting cash by firm size or current

assets, but decided against it because larger firms hold a

proportionally smaller amount of cash (Dittmar and Mahrt-

Smith 2007), possibly because the scope of their operations

helps to smooth out some of the financial volatility and

possibly also because they have greater access to financial

markets in the event of an unexpected contingency. In this

sense, cash is already partially adjusted for size. Of course,

we also added a size variable to each of our models, which

helps to eliminate performance variance that is explained

purely by size. We also examined common transformations

for this variable, but discovered that the direct linear

relationship was the more powerful predictor. Consistent

with Aiken and West (1991), we mean centered our inde-

pendent variables prior to creating interaction terms.

Control Variables

Nine control variables were used in the analyses: firm

size, return on sales, shareholder returns, R&D intensity,

advertising intensity, diversification, recoverable slack,

potential slack, and pension fund ownership. Prior

research has hypothesized or reported a significant rela-

tionship between firm size and stakeholder-based perfor-

mance (Johnson and Greening 1999). We therefore

include a widely used measure of size, the natural loga-

rithm of sales, to control for this potential relationship. In

addition, research suggests that firm performance influ-

ences stakeholder performance (Graves and Waddock

1994). To control for this influence, we include two

performance control variables, return on sales and

shareholder return, due to the multi-dimensional nature

of firm performance (Venkatraman and Ramanujam

1986).

We also added three other variables that might be

expected to influence stakeholder-based performance. Firm

research and development (R&D) activities can influence

stakeholder-based performance with regard to products and

the environment. We added R&D intensity to control for

these influences and measured it as R&D expenditures

divided by sales. A firm’s advertising can influence the

way a firm is perceived and can also communicate to the

market some of the activities the firm is pursuing that are

favorable from a stakeholder perspective. Consequently,

we added advertising intensity, which is the ratio of

advertising to sales. Because the reporting of R&D and

advertising expenses is a legal requirement for large cor-

porations and because Compustat is very careful to tran-

scribe all available data from financial statements, we

made the assumption that firms that did not report one of

these expenses for a particular year did not have any

expenditures in that year (Miller 2006). We also included a

measure of diversification because firms that are highly

diversified serve many more constituencies and therefore

may not be able to devote sufficient resources to any one

stakeholder. We used the entropy index to measure total

diversification. Hoskisson et al. (1993) established the

construct validity of this widely used diversification

measure.

Available slack levels are likely to be related to other

types of financial slack. To better isolate the direct influ-

ence of available slack on community-based performance,

we controlled for two other commonly mentioned types of

slack. To measure potential slack we used the equity-to-

debt ratio, which has also been widely used in slack

research (Bromiley 1991; Cheng and Kesner 1997; Palmer

and Wiseman 1999). Although it does not provide the same

level of liquidity as available slack, a high equity-to-debt

ratio is an indication of substantial borrowing power. This

variable is also important in light of the findings of Barnea

and Rubin (2010) that leverage has a negative influence on

corporate social responsibility rankings. Although we

included this variable as it has been used in past research,

we note that it is also the inverse of a common measure of

leverage (debt-to-equity) and thus serves to control for the

influences documented previously.

We also included a measure of recoverable (or absor-

bed) slack, defined as selling, general, and administrative

Slack, Governance, and Community-Based Performance 415

123

expenses (SGA) divided by firm sales, which is the mea-

sure most widely used for this construct (i.e., Bromiley

1991; Palmer and Wiseman 1999; Reuer and Leiblein

2000; Singh 1986). This form of slack is referred to as

recoverable because, in theory, a firm’s managers could

eliminate excess costs and reallocate the savings to other

resource areas within the firm. Lastly, pension fund own-

ership is the proportion of stock owned by pension funds.

Following Johnson and Greening (1999), we collected

pension fund data from annual versions (1990–2004) of the

Spectrum ownership database included as part of Compact

Disclosure. We used annual editions of Pensions &

Investments to identify pension funds.

Several other industry and firm-level control variables

used in prior research were included in our study to increase

confidence in our findings. Consistent with Hillman and

Keim (2001), industry dummy variables were created at the

two-digit SIC code level because prior research has shown a

relationship between industry affiliation and stakeholder

management (Brammer and Millington 2003a, b; Coombs

and Gilley 2005; Hillman and Keim 2001; Hillman et al.

2001; Waddock and Graves 1997).

Endogeneity and Reverse Causality

Kacperczyk (2009) has recently noted that prior empirical

work on the relationship between effective governance and

corporate attention to stakeholders has been ‘‘plagued by

concerns about endogeneity’’ (p. 267). More specifically,

the central concern regards reverse causality, where sig-

nificant relationships between governance and corporate

attention to stakeholders may result not only from gover-

nance’s influence on attention to stakeholders, but because

firms’ stakeholder relationships shape the firm’s gover-

nance mechanisms. Kacperczyk (2009) emphasized that if

not addressed, endogeneity resulting from reverse causality

may bias regression coefficients such that non-significant

relationships are reported as significant or significant

relationships are reported to be non-significant (Woolridge

2001). Although a 1-year lag, coupled with our longitudi-

nal research design, provides some assurance that reverse

causality is not significantly affecting our results (Benner

and Tushman 2002), we followed the process outlined by

Hillman and Keim (2001) and found little evidence of a

recursive relationship in a series of additional analyses

designed specifically to test for reverse causality. More

specifically, we found no significant relationship between

community performance at time t and any of our gover-

nance or slack variables at time t ? 1. The only significant

recursive relationship we identified was between commu-

nity performance and advertising intensity. Thus, we con-

clude that our data is not biased by endogeneity resulting

from reverse causality.

Estimation Methods

An unbalanced panel data set was developed and analyzed

for the period 1990–2004. Due to the likelihood that both

firm-specific and time-specific effects are present, we use a

panel estimation procedure (Chamberlain 1982) including

a White (1980) heteroskedasticity-consistent variance–

covariance matrix. We were unable to use a fixed-effects

specification (Greene 1995) because our industry control

variables are invariant over time. We therefore used a

random-effects model (Greene 1995) with the firm as the

primary stratification variable. Our panel data set included

a total of 4781 observations. As Bergh (1993) suggested,

we included year dummy variables to eliminate year-spe-

cific heterogeneity. We lagged the stakeholder-based per-

formance measures 1 year due to the time it takes for

managers to respond to influences associated with slack

and the control variables.

Results

Table 1 reports descriptive statistics and correlations for

the variables included in this study. The results for our tests

of Hypotheses 1 and 2 are shown in Table 2. Both dis-

played models have variance inflation factors below 4.0,

supporting the conclusion that multicollinearity is not a

problem in our data set (Hair et al. 1995).

Model 1 in Table 2 presents our control variable results.

Pension fund ownership has a direct and significant nega-

tive effect on community-based performance in this model,

supporting the view that pension fund owners, despite their

longer-term investment perspective, still may influence

management to minimize community-based investments.

Also, the relationship between community-based perfor-

mance and advertising intensity is positive and highly

significant, perhaps an indication that firms that do a lot of

advertising would also tend to be more sensitive to the

attitudes of members of the community regarding their

firm.

Model 2 presents the results for Hypotheses 1. As we

expected based on our theory, available slack has a

strongly positive relationship with community-based per-

formance. Thus, Hypothesis 1 is supported.

Model 3 presents results for our Hypotheses 2a, 2b, and

2c. Hypothesis 2a argued the percentage of outsiders on the

board would decrease the effect of available slack on

community-based performance. Hypothesis 2b stated pro-

fessional investment fund ownership decreases the effect of

available slack on community-based performance while

Hypothesis 2c argued CEO ownership would similarly

moderate the relationship between available slack and

community-based performance. The empirical results

416 J. S. Harrison, J. E. Coombs

123

support each of our hypotheses. In support of Hypothesis

2a, we found a negative and significant interaction between

the percentage of outsiders on the board and available

slack. Supporting Hypothesis 2b, the coefficient for the

interaction of professional investment fund ownership and

available slack is negative and significant. Consistent with

Hypothesis 2c, CEO ownership decreases the effect of

available slack on community-based performance. Thus,

each of our governance variables moderates the influence

of cash on community-based performance. Furthermore,

the signs are all negative, indicating a lessening of the

influence of cash in this relationship. Specifically, Figs. 1,

2, and 3 show support for the decreasing effects presented

in Hypotheses 2a, 2b, and 2c, respectively.T a

b le

1 D

e sc

ri p

ti v

e st

a ti

st ic

s a n

d c o

rr e la

ti o

n c o

e ffi

c ie

n ts

M e a n

S D

1 2

3 4

5 6

7 8

9 1

0 1

1 1

2 1

3

1 .

F ir

m si

z e

7 .9

0 1

.4 1

2 .

R e tu

rn o

n sa

le s

0 .0

4 0

.7 7

0 .0

5

3 .

S h

a re

h o

ld e r

re tu

rn 1

7 .0

2 5

5 .1

1 0

.0 1

0 .0

5

4 .

R &

D in

te n

si ty

0 .0

2 0

.0 6

- 0

.1 6

- 0

.0 8

0 .0

4

5 .

A d

v e rt

is in

g in

te n

si ty

0 .0

1 0

.0 3

0 .0

3 0

.0 2

0 .0

0 -

0 .0

1

6 .

D iv

e rs

ifi c a ti

o n

2 .8

5 7

0 .6

3 -

0 .0

0 0

.0 1

- 0

.0 0

- 0

.0 2

- 0

.0 2

7 .

R e c o

v e ra

b le

sl a c k

0 .1

7 0

.2 5

- 0

.2 5

- 0

.1 7

0 .0

1 0

.3 9

0 .2

3 -

0 .0

2

8 .

P o

te n

ti a l

sl a c k

1 .1

9 4

.9 5

- 0

.2 5

- 0

.1 0

0 .0

2 0

.1 7

0 .0

2 -

0 .0

1 0

.7 1

9 .

P e n

si o

n fu

n d

o w

n e rs

h ip

0 .0

6 0

.0 8

- 0

.0 4

- 0

.0 3

0 .0

2 -

0 .0

0 -

0 .0

7 0

.0 2

- 0

.0 2

- 0

.0 3

1 0

. P

e rc

e n

ta g

e o

f o

u ts

id e rs

o n

th e

b o

a rd

0 .7

7 0

.1 3

0 .1

9 0

.0 1

- 0

.0 0

- 0

.0 1

- 0

.0 7

0 .0

3 -

0 .1

0 -

0 .1

5 0

.1 1

1 1

. P

ro fe

ss io

n a l

in v

e st

m e n

t fu

n d

o w

n e rs

h ip

0 .0

6 0

.0 8

- 0

.2 2

0 .0

0 0

.0 1

- 0

.0 1

- 0

.0 4

0 .0

3 0

.0 5

0 .0

1 0

.0 6

0 .0

1

1 2

. C

E O

o w

n e rs

h ip

1 .6

0 4

.8 7

- 0

.1 1

0 .0

2 0

.0 2

- 0

.0 4

0 .1

0 -

0 .0

2 0

.0 4

0 .0

7 -

0 .0

7 -

0 .2

2 -

0 .0

1

1 3

. A

v a il

a b

le sl

a c k

5 6

6 .3

4 1

7 7

3 .3

0 0

.4 4

0 .0

1 0

.0 3

0 .0

9 0

.0 3

- 0

.0 2

- 0

.0 3

- 0

.0 4

- 0

.0 8

0 .0

5 -

0 .1

2 -

0 .0

2

1 4

. C

o m

m u

n it

y 0

.2 9

0 .7

1 0

.2 3

0 .0

2 0

.0 2

0 .0

1 0

.1 7

- 0

.0 2

0 .0

5 -

0 .0

4 -

0 .0

7 0

.0 7

- 0

.1 3

- 0

.0 0

0 .2

2

C o

rr e la

ti o

n s

g re

a te

r th

a n

o r

e q

u a l

to 0

.0 2

o r

le ss

th a n

o r

e q

u a l

to -

0 .0

2 a re

si g

n ifi

c a n

t a t

th e

0 .0

5 le

v e l

Table 2 Effect of available slack and corporate governance on community-based performance

Model 1 Model 2 Model 3

Control variables

Firm size 0.11*** 0.09*** 0.09***

Return on sales 0.00 0.00 0.00

Shareholder return 0.01 0.00 0.00

R&D intensity 0.23 0.17 0.17

Advertising intensity 1.24** 1.27** 1.19*

Diversification -0.00 -0.00 -0.00

Recoverable slack 0.12 0.11 0.11

Potential slack -0.01 -0.01 -0.01

Pension fund ownership -0.24** -0.22 �

-0.23 �

Primary variables

Percentage of outsiders on the

board

0.14 0.15 0.12

Professional investment fund

ownership

-0.21 �

-0.20 -0.35**

CEO ownership -0.00 -0.00 -0.00

Available slack 0.06*** 0.04**

Interaction effects

Available slack 9 outsiders on

the board

-0.02**

Available slack 9 professional

investment fund ownership

-0.05**

Available slack 9 CEO

ownership

-0.06**

F 16.75*** 17.60*** 17.56***

Adj-R2 0.17 0.19 0.20

N 4781 4781 4781

Note: Industry and year dummy variables were omitted for presen- tation clarity �

p \ 0.10 * p \ 0.05 ** p \ 0.01 *** p \ 0.001

Slack, Governance, and Community-Based Performance 417

123

Discussion

This study demonstrates a positive and significant rela-

tionship between the most available form of slack and

community-based performance. It both confirms and

extends findings by Barnea and Rubin (2010) that firms

with a high level of insider ownership were less likely to

have high social responsibility rankings. It also builds from

the pioneering work of Brammer and Millington (2003a),

who found that management structure can influence the

levels and types of community involvement. Our study

focuses on how financial slack and three important

corporate governance characteristics are associated with

community-based performance in a large sample of cor-

porations over several years. Of particular importance, and

unique to this study, we find that board independence

moderates the relationship between slack and community-

based performance. The other two governance variables,

CEO ownership and investment fund ownership, demon-

strate similar results. Thus, we have identified a set of

countervailing forces.

Our findings build on and extend studies of slack. Our

models support the idea that firms with high slack are more

likely to invest in areas that tend to be more discretionary

in nature (Nohria and Gulati 1996). To the extent that

community-based investments can enhance a firm’s moral

capital (Godfrey 2005) and encourage stakeholders to give

the firm ‘the benefit of the doubt’, slack expended on the

firm’s community may insulate it from some future con-

tingencies that might otherwise harm the firm. Thus, slack

may be used to create a buffer against future uncontrollable

contingencies (Milliken and Lant 1991; Thompson 1967).

On the other hand, advocates of agency theory explicitly

challenge the view that slack is beneficial in firms, sug-

gesting instead that slack is used by managers to achieve

their own personal goals, which may include excessive

diversification, empire building, and shirking (Demsetz and

Lehn 1985; Jensen and Meckling 1976; Tan and Peng

2003). To ensure management acts on behalf of share-

holders, agency theorists suggest a number of mechanisms,

of which we examined three. Our results support an agency

theory perspective because board composition, profes-

sional investment fund ownership, and CEO stock owner-

ship all weakened the relationship between available slack

and community investment. The results suggest that these

governance mechanisms work to control management

-0.35

-0.3

-0.25

-0.2

-0.15

-0.1

-0.05

0

Low Cash High Cash

C om

m u

n it

y

Low Percentage

Outsiders on the Board

High Percentage

Outsiders on the Board

Fig. 1 The moderating influence of percentage of outsiders on the board on the relationship between available slack and community-

based firm performance

-0.3

-0.25

-0.2

-0.15

-0.1

-0.05

0

Low Cash High Cash

C om

m u

n it

y

Low Professional

Investment Fund

Ownership

High Professional

Investment Fund

Ownership

Fig. 2 The moderating influence of professional investment fund ownership on the relationship between available slack and commu-

nity-based firm performance

-0.35

-0.3

-0.25

-0.2

-0.15

-0.1

-0.05

0

Low Cash High Cash

C om

m u

n it

y

Low CEO Ownership

High CEO Ownership

Fig. 3 The moderating influence of CEO ownership on the relation- ship between available slack and community-based firm performance

418 J. S. Harrison, J. E. Coombs

123

actions when those actions pertain to investing slack

resources in the community (Kacperczyk 2009).

It is important to note that although our results support

an agency perspective on community-based performance,

they are contrary to recent work that advocates for and, in

some cases, finds that firms are involved in more com-

munity building activities. In other words, although agency

theory has helped us make predictions with regard to how

organizational decision makers respond to the influences of

slack and three components of corporate governance when

making community investment decisions, we acknowledge

that those decisions may not be optimal from a total value-

creation perspective. The executives making those deci-

sions likely are influenced by existing economic arguments

primarily based on agency theory that suggest that alloca-

tions of resources to the community are poor financial

investments (Henderson 2001; Jensen 2001; Porter and

Kramer 2011). In contrast, stakeholder theory discusses

these sorts of investments as community building (Freeman

et al. 2007), and suggests that they can lead to positive

outcomes such as creation of a good community in which

to work and live, a strong reputation that can enhance sales

and the ability of the firm to retain existing and build new

business relationships, attraction of high-quality employ-

ees, favorable legislation and regulation, a stock that is

attractive to socially conscious investors and avoidance of

negatives such as boycotts, strikes, and bad press. Our

results suggest that the executives have not yet embraced a

shared-value approach to management in which societal

interests and firm economic interests are in harmony (i.e.,

Freeman et al. 2007; Porter and Kramer 2011). Conse-

quently, these executives may actually be limiting the

value-creating potential of their firms.

In spite of its potential contributions, this study has

several limitations. Perhaps the most obvious limitation is

that we were not able to measure actual dollar resource

allocations associated with community investments. As we

mentioned previously, our assumption is that allocations of

attention and resources will be reflected in the data that

KLD collects on corporate activities with regard to their

communities. Barnea and Rubin (2010) explain why it is

hard to quantify these types of investments, and we concur;

however, future research may be able to address this

weakness by developing alternative measure of community

performance associated with identifiable firm investments

and through use of richer data sources such as cases.

We also acknowledge that our study applies only to

large, public U.S. corporations. Non-U.S. firms may be

subject to a much different set of influences with regard to

stakeholder management. Brammer et al. (2009) demon-

strate the importance of context in studies of this type.

They discover that charitable giving varies depending on

the country of interest. Specifically, they find a positive

impact on charitable giving in those countries that lack

political rights and/or civil liberties. Zappalà and Cronin

(2003) also provide evidence that suggests that countries

make a difference when examining this topic. Their study

finds that top Australian companies are engaging in a very

high level of corporate community involvement, including

an increased use of partnerships with non-profits. These

findings suggest that company norms, government and

stakeholder pressures within countries can influence orga-

nizational practices. The importance of a more global

perspective is supported by Carroll (2004), who argued that

the world stage is becoming an important venue for social

responsibility debates.

Future research could extend the theory developed in

this paper to smaller public or private firms. Zappalà and

Cronin (2003) discovered that firm size was influential in

determining the level of corporate community involve-

ment, suggesting that size could indeed be an important

factor in this discussion. Case-based research involving

firms of a variety of sizes as well as from a variety of

regions and countries would provide richer data regarding

the impact of geographical context on community invest-

ments. For instance, it would be interesting to examine

managers’ intentions regarding why they did or did not

make community investments. It is possible that these

investments may have been initiated to develop moral

capital as insurance against future contingencies or possi-

bly, as agency theorists suggest, for pet projects. Case-

based or even survey research could overcome this concern

by examining why managers decide to make community

investments.

In conclusion, this study integrated theory from stake-

holder theory, agency theory, finance and strategic man-

agement to explain the relationship between organizational

slack and community-based performance. We found a

positive relationship between available slack, measured as

cash held, and community-based performance. More

importantly, we found that board independence, investment

fund ownership and CEO ownership moderate the rela-

tionship between available slack and community-based

performance.

References

Agle, B. R., Mitchell, R. K., & Sonnenfeld, J. A. (1999). Who matters

to CEOs? An investigation of stakeholder attributes and salience,

corporate performance, and CEO values. Academy of Manage- ment Journal, 42, 507–525.

Aiken, L. S., & West, S. G. (1991). Multiple regression. Newbury Park, CA: Sage Publications.

Barnard, J. W. (1991). Institutional investors and the new corporate

governance. North Carolina Law Review, 69, 1135–1187. Barnea, A., & Rubin, A. (2010). Corporate social responsibility as a

conflict between shareholders. Journal of Business Ethics, 97, 71–86.

Slack, Governance, and Community-Based Performance 419

123

Barringer, B. R., & Harrison, J. S. (2000). Walking a tightrope:

Creating value through interorgnizational relationships. Journal of Management, 26, 367–403.

Baysinger, B. D., & Butler, H. N. (1985). The role of corporate law in

the theory of the firm. Journal of Law and Economics, 28, 179–181.

Baysinger, B., & Hoskisson, R. E. (1990). The composition of boards

of directors and strategic controls: Effects on corporate strategy.

Academy of Management Review, 15, 72–87. Beatty, R. P., & Zajac, E. (1994). Managerial incentives monitoring,

and risk bearing: A study of executive compensation, ownership,

and board structure in initial public offerings. Administrative Science Quarterly, 39, 313–335.

Benner, M. J., & Tushman, M. (2002). Process management and

technological innovation: A longitudinal study of the photogra-

phy and paint industries. Administrative Science Quarterly, 47, 676–708.

Bergh, D. D. (1993). Don’t ‘‘waste’’ your time: The effects of time

series errors in management research: The case of ownership

concentration and research and development spending. Journal of Management, 19, 897–914.

Berle, A., & Means, G. (1932). The modern corporation and private property. Macmillan: New York.

Berman, S. L., Wicks, A. C., Kotha, S., & Jones, T. M. (1999). Does

stakeholder orientation matter? The relationship between stake-

holder management models and firm financial performance.

Academy of Management Journal, 42, 488–506. Bogle, J. C. (2005). The battle for the soul of capitalism. New Haven,

CT: Yale University Press.

Bourgeois, L. J. (1981). On the measurement of organizational slack.

Academy of Management Review, 6, 29–39. Brammer, S., & Millington, A. I. (2003a). The effect of stakeholder

preferences, organizational structure and industry type on

corporate community involvement. Journal of Business Ethics, 45(3), 213–226.

Brammer, S., & Millington, A. I. (2003b). The evolution of corporate

charitable contributions in the UK between 1989 and 1999:

Industry structure and stakeholder influences. Business Ethics: A European Review, 12(3), 216–228.

Brammer, S. J., Pavelin, S., & Porter, L. A. (2009). Corporate

charitable giving, multinational companies and countries of

concern. Journal of Management Studies, 46, 575–596. Bromiley, P. (1991). Testing a causal model of corporate risk taking

and performance. Academy of Management Journal, 34, 37–59. Bushee, B. J. (1998). The influence of institutional investors on

myopic R&D investment behavior. The Accounting Review, 73, 305–333.

Byrne, J. A., L. Brown, & J. Barnathan. (1997). Directors in the hot

seat. Business Week, 8(December), p. 100. Carroll, A. B. (1979). A three dimensional model of corporate

performance. Academy of Management Review, 4, 479–505. Carroll, A. B. (2004). Managing ethically with global stakeholders: A

present and future challenge. Academy of Management Execu- tive, 18(2), 114–120.

Chaganti, R., & Damanpour, F. (1991). Institutional ownership,

capital structure, and firm performance. Strategic Management Journal, 12, 479–491.

Chamberlain, G. (1982). Multivariate regression models for panel

data. Journal of Econometrics, 18, 5–46. Chatterjee, S., & Harrison, J. S. (2001). Corporate governance. In M.

A. Hitt, R. E. Freeman, & J. S. Harrison (Eds.), Blackwell handbook of strategic management (pp. 543–563). Oxford: Blackwell Publishers Ltd.

Cheng, J. L. C., & Kesner, I. F. (1997). Organizational slack and

response to environmental shifts: The impact of resource

allocation patterns. Journal of Management, 23, 1–18.

Choi, J., & Wang, H. (2009). Stakeholder relations and the persistence of corporate financial performance. Strategic Man- agement Journal, 30, 895–907.

Cochran, P. L., & Wood, R. A. (1984). Corporate social responsibility

and financial performance. Academy of Management Journal, 27, 42–56.

Coombs, J. E., & Gilley, K. M. (2005). Corporate social performance

as a predictor of CEO compensation: Direct effects and

interactions with financial performance. Strategic Management Journal, 26, 827–840.

Cyert, R. M., & March, J. G. (1963). A behavioral theory of the firm. Englewood Cliffs: Prentice-Hall.

Daily, C. M., Dalton, D. R., & Cannella, A. A. (2003). Corporate

governance: Decades of dialogue and data. Academy of Management Review, 28, 371–382.

Dalton, D. R., Daily, C. M., Certo, S. T., & Roengpitya, R. (2003).

Meta-analyses of corporate financial performance and the equity

of CEOs, officers, boards of directors, institutions, and block-

holders: Fusion or confusion? Academy of Management Journal, 46, 13–26.

Dalton, D. R., Daily, C. M., Ellstrand, A. E., & Johnson, J. L. (1998).

Meta-analytic reviews of board composition, leadership struc-

ture, and financial performance. Strategic Management Journal, 19, 269–290.

Dalton, D. R., & Kesner, I. F. (1987). Composition of CEO duality in

board of directors: An international perspective. Journal of International Business Studies, 18, 33–42.

Davis, G. F., & Stout, S. K. (1992). Organization theory and the

market for corporate control: A dynamic analysis of large

takeover targets, 1980–1990. Administrative Science Quarterly, 37, 605–633.

Demsetz, H., & Lehn, K. (1985). The structure of corporate

ownership: Causes and consequences. Journal of Political Economy, 93, 1155–1177.

Dittmar, A., & Mahrt-Smith, J. (2007). Corporate governance and the

value of cash holdings. Journal of Financial Economics, 83, 599–634.

Donaldson, T., & Preston, L. E. (1995). The stakeholder theory of the

corporation: Concepts, evidence, and implications. Academy of Management Review, 20, 65–91.

Dunham, L., Freeman, R. E., & Liedtka, J. M. (2006). Enhancing

stakeholder practice: A particularized exploration of community.

Business Ethics Quarterly, 16, 23–42. Fama, E. F., & Jensen, M. C. (1983a). Separation of ownership and

control. Journal of Law and Economics, 26, 301–325. Fama, E. F., & Jensen, M. C. (1983b). Agency problems and residual

claims. Journal of Law and Economics, 26, 327–349. Fombrun, C., & Shanley, M. (1990). What’s in a name? Reputation

building and corporate strategy. Academy of Management Journal, 33, 233–258.

Freeman, R. E. (1984). Strategic management: A stakeholder approach. Boston: Pitman Publishing.

Freeman, R. E., Harrison, J. S., & Wicks, A. C. (2007). Managing for stakeholders: Survival, reputation, and success. New Haven: Yale University Press.

George, G. (2005). Slack resources and the performance of privately

held firms. Academy of Management Journal, 48, 661–676. Gilson, R. J., & Kraakman, R. (1991). Reinventing the outside

director: An agenda for institutional investors. Stanford Law Review, 43, 863–906.

Godfrey, P. C. (2005). The relationship between corporate philan-

thropy and shareholder wealth: A risk management perspective.

Academy of Management Review, 30, 777–798. Graves, S. B., & Waddock, S. A. (1994). Institutional owners and

corporate social performance. Academy of Management Journal, 37, 1035–1046.

420 J. S. Harrison, J. E. Coombs

123

Greene, W. (1995). LIMDEP Version 7.0 User’s Manual. Plainview, NY: Econometric Software.

Griffin, J. J., & Mahon, J. F. (1997). The corporate social performance

and corporate financial performance debate: Twenty-five years

of incomparable research. Business & Society, 36, 5–31. Grossman, S., & Hart, O. (1982). Corporate financial structure and

managerial incentives. In J. J. McCall (Ed.), The economics of information and uncertainty (pp. 107–137). Chicago: University of Chicago Press.

Hair, J., Anderson, R., Tatham, R., & Black, W. (1995). Multivariate data analysis. Upper Saddle River, NJ: Prentice-Hall.

Harris, M., & Raviv, A. (1991). The theory of capital structure.

Journal of Finance, 46, 297–355. Harrison, J. S., & St. John, C. H. (1996). Managing and partnering

with external stakeholders. Academy of Management Executive, 10(2), 46–60.

Henderson, D. (2001). Misguided virtue: False notions of corporate social responsibility. Wellington: New Zealand Business Roundtable.

Hill, C., & Snell, S. (1988). External control, corporate strategy, and

firm performance in research-intensive industries. Strategic Management Journal, 9, 577–590.

Hillman, A. J., & Keim, G. D. (2001). Shareholder value, stakeholder

management, and social issues: What’s the bottom line?

Strategic Management Journal, 22, 125–139. Hillman, A. J., Keim, G. D., & Luce, R. A. (2001). Board composition

and stakeholder performance: Do stakeholder directors make a

difference? Business & Society, 40, 295–314. Hoskisson, R. E., Hitt, M. A., Johnson, R. A., & Grossman, W.

(2002). Conflicting voices: The effects of institutional ownership

heterogeneity and internal governance on corporate innovation

strategies. Academy of Management Journal, 45, 697–716. Hoskisson, R. E., Hitt, M. A., Johnson, R. A., & Moesel, D. A.

(1993). Construct validity of an objective: Entropy categorical

measure of diversification strategy. Strategic Management Journal, 14, 215–235.

Jensen, M. C. (1986). Agency costs, free cash flow, corporate finance

and takeovers. American Economic Review, 76, 323–329. Jensen, M. (1989). Eclipse of the public corporation. Harvard

Business Review, 67(5), 61–74. Jensen, M. C. (2001). Value maximization, stakeholder theory, and

the corporate objective function. Journal of Applied Corporate Finance, 14, 8–21.

Jensen, M. C., & Meckling, W. H. (1976). Theory of the firm:

Managerial behavior, agency costs and ownership structure.

Journal of Financial Economics, 3, 305–360. Johnson, R. A., & Greening, D. W. (1999). The effects of corporate

governance and institutional ownership types on corporate social

performance. Academy of Management Journal, 42, 564–576. Jones, T. M. (1995). Instrumental stakeholder theory: A synthesis of

ethics and economics. Academy of Management Review, 20, 404–437.

Jones, T. M., Felps, W., & Bigley, G. A. (2007). Ethical theory and

stakeholder-related decisions: The role of stakeholder culture.

Academy of Management Review, 32, 137–155. Jones, T., & Wicks, A. (1999). Convergent stakeholder theory.

Academy of Management Review, 24, 208–221. Judge, W., & Zeithaml, C. (1992). Institutional and strategic choice

perspectives on board involvement in the strategic decision

process. Academy of Management Journal, 35, 766–794. Kacperczyk, A. (2009). With greater power comes greater responsi-

bility? Takeover protection and corporate attention to stake-

holders. Strategic Management Journal, 30, 261–285. Kalcheva, I., & Lins, K. V. (2007). International evidence on cash

holdings and expected managerial agency problems. Review of Financial Studies, 20, 1087–1112.

Karmel, R. S. (2004). Should a duty to the corporation be imposed on

institutional shareholders? The Business Lawyer, 60(1), 1–21. Kassinis, G., & Vafeas, N. (2002). Corporate boards and outside

stakeholders as determinants of environmental litigation. Stra- tegic Management Journal, 23, 399–415.

Kochhar, R., & David, P. (1996). Institutional investors and firm

innovation: A test of competing hypotheses. Strategic Manage- ment Journal, 17, 73–84.

Mattingly, J. E., & Berman, S. L. (2006). Measurement of corporate

social action: discovering taxonomy in the Kinder Lydenburg

Domini ratings data. Business and Society, 45, 20–46. Mcguire, J., Dow, S., & Argheyd, K. (2003). CEO incentives and

corporate social performance. Journal of Business Ethics, 45, 341–359.

McWilliams, A., & Siegel, D. (2001). Corporate social responsibility:

A theory of the firm perspective. Academy of Management Review, 26, 117–127.

Miller, D. J. (2006). Technological diversity, related diversification, and

firm performance. Strategic Management Journal, 27, 601–619. Milliken, F. J., & Lant, T. K. (1991). The effect of an organization’s

recent performance history on strategic persistence and change.

In J. E. Dutton (Ed.), Advances in strategic management (Vol. 7, pp. 129–156). Greenwich, CT: JAI Press.

Moskowitz, M. (1972). Choosing socially responsible stocks. Busi- ness and Society, 1, 71–75.

Neubaum, D. O., & Zahra, S. A. (2006). Institutional ownership and

corporate social performance: The moderating effects of invest-

ment horizon, activism, and coordination. Journal of Manage- ment, 32, 108–131.

Nohria, N., & Gulati, R. (1996). Is slack good or bad for innovation?

Academy of Management Journal, 39, 1245–1264. O’Barr, W., & Conley, J. (1992). Fortune and folly: The wealth and

power of institutional investing. Homewood, IL: Business One Irwin.

Palmer, T. B., & Wiseman, R. M. (1999). Decoupling risk taking

from income stream uncertainty: A holistic model of risk.

Strategic Management Journal, 20, 1037–1062. Pfeffer, J., & Salancik, G. (1978). The external control of organiza-

tions. New York: Harper & Row. Pinkowitz, L., Stulz, R., & Williamson, R. (2006). Does the

contribution of corporate cash holdings and dividends to firm

value depend on governance? A cross-country analysis. Journal of Finance, 61, 2725–2751.

Porter, M. E., & M. R. Kramer. (2006). Strategy and society: The link

between competitive advantage and corporate social responsi-

bility. Harvard Business Review 80(December), pp. 56–68. Porter, M. E., & M. R. Kramer. (2011). The big idea: Creating shared

value. Harvard Business Review 85(January–February), pp. 62–77.

Preston, L. E., & Sapienza, H. J. (1990). Stakeholder management

and corporate performance. Journal of Behavioral Economics, 19, 361–375.

Reuer, L., & Leiblein, M. (2000). Downside risk implications of

multinationality and international joint ventures. Academy of Management Journal, 43, 203–214.

Ruf, B. M., Muralidhar, K., Brown, R. M., Janney, J. J., & Paul, K.

(2001). An empirical investigation of the relationship between

change in corporate social performance and financial perfor-

mance: A stakeholder theory perspective. Journal of Business Ethics, 32, 143–156.

Schwartz, M. S., & Carroll, A. B. (2003). Corporate social

responsibility: A three-domain approach. Business Ethics Quar- terly, 13, 503–530.

Sharfman, M. (1996). The construct validity of the Kinder, Lydenberg

& Domini social performance ratings data. Journal of Business Ethics, 15, 287–296.

Slack, Governance, and Community-Based Performance 421

123

Shleifer, A., & Vishny, R. W. (1997). A survey of corporate

governance. Journal of Finance, 52, 737–783. Singh, J. (1986). Performance slack and risk taking in organizational

decision making. Academy of Management Journal, 29, 562–585.

Sisodia, R., Wolfe, D. B., & Sheth, J. (2007). Firms of endearment: How world-class companies profit from passion and purpose. Upper Saddle River, NJ: Wharton School Publishing.

Stanwick, P. A., & Stanwick, S. D. (1998). The relationship between

corporate social performance and organizational size, financial

performance, and environmental performance: An empirical

examination. Journal of Business Ethics, 17, 195–204. Starks, L. T. (1987). Performance incentive fees: An agency theoretic

perspective. Journal of Financial and Quantitative Analysis, 22, 33–50.

Tan, J., & Peng, M. W. (2003). Organizational slack and firm

performance during economic transitions: Two studies from an

emerging economy. Strategic Management Journal, 24, 1249–1263.

Thompson, J. (1967). Organizations in action. New York: McGraw- Hill.

Turban, D. B., & Greening, D. W. (1996). Corporate social

performance and organizational attractiveness to prospective

employees. Academy of Management Journal, 40, 658–672. US SIF. (2011). Community Investing. http://ussif.org/projects/

communityinvesting.cfm, 24 June 2011.

Useem, M. (1996). Shareholder as a strategic asset. California Management Review, 39, 8–27.

Venkatraman, N., & Ramanujam, V. (1986). Measurement of

business performance in strategy research: A comparison of

approaches. Academy of Management Review, 11, 801–814. Waddock, S. (2003). Myths and realities of social investing.

Organization & Environment, 16, 369–380. Waddock, S., & Graves, S. B. (1997). The corporate social

performance-financial performance link. Strategic Management Journal, 18, 303–319.

Walsh, J. P., & Seward, J. K. (1990). On the efficiency of internal and

external corporate control mechanisms. Academy of Manage- ment Review, 15, 421–458.

White, H. (1980). A heteroskedasticity-consistent covariance matrix

estimator and a direct test for heteroskedasticity. Econometrica, 48, 817–838.

Woolridge, J. M. (2001). Econometric analysis of cross section and panel data. Cambridge, MA: MIT Press.

Zahra, S., & Stanton, W. (1988). The implications of board of

directors’ composition for corporate strategy and performance.

International Journal of Management, 5, 229–237. Zappalà, G., & Cronin, C. (2003). The contours of corporate

community involvement in Australia’s top companies. Journal of Corporate Citizenship, 12(Winter), 59–73.

422 J. S. Harrison, J. E. Coombs

123

Copyright of Journal of Business Ethics is the property of Springer Science & Business Media B.V. and its

content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's

express written permission. However, users may print, download, or email articles for individual use.