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Stock Based Compensation: Firm-specific risk, Efficiency and Incentives

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Vicky Henderson
Abstract

This paper examines the efficiency of stock based compensation by valuing stock and options from the executive's point of view. Companies give compensation in the form of stock in order to align incentives by providing a link between executive wealth and the stock price performance of the company. However, it requires the executive to be exposed to firm-specific risk, and thus hold a less than fully diversified portfolio. Since firm-specific risk is not priced, this leads to the executive placing less value on the options than their cost to the company, given by their market value. We propose a continuous time, utility maximisation model to value the executive's com- pensation. We endogenise allocation of the executive's non-option wealth as the executive may invest in the market portfolio. Executives trade the market portfolio to adjust exposure to market risk, but are subject to firm-specific risk for incentive purposes. By distinguishing between these two types of risks, we are able to examine the effect of stock volatility, firm-specific risk, market risk and the correlation between the stock and the market, on the value to the executive and incentives. We can prove that there is a negative relationship between firm-specific risk and value, if volatility is fixed. However, the value may increase or decrease with firm-specific risk if market risk is fixed. The same ambiguous relationship is found if we consider value as a function of volatility, so executives will not always aim to increase the volatility of the stock price. Just as the value of the compensation to the executive is overstated in a Black Scholes model, the Black Scholes model also exaggerates the incentives for the executive to increase the stock price. We address the question of how the company can maximise incentives (for a given cost) and show that if stock compensation replaces cash remuneration, it is optimal to compensate with stock, rather than options.

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Paper provided by Oxford Financial Research Centre in its series OFRC Working Papers Series with number 2002fe01.

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Date of creation: 2002
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Handle: RePEc:sbs:wpsefe:2002fe01

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  1. Lisa Meulbroek, 2001. "The Efficiency of Equity-Linked Compensation: Understanding the Full Cost of Awarding Executive Stock Options," Financial Management, Financial Management Association, vol. 30(2), Summer.
  2. Canice Prendergast, 2000. "The Tenuous Tradeoff Between Risk and Incentives," NBER Working Papers 7815, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  3. Agrawal, Anup & Mandelker, Gershon N, 1987. " Managerial Incentives and Corporate Investment and Financing Decision s," Journal of Finance, American Finance Association, vol. 42(4), pages 823-37, September. [Downloadable!] (restricted)
  4. Gollier, Christian & Pratt, John W, 1996. "Risk Vulnerability and the Tempering Effect of Background Risk," Econometrica, Econometric Society, vol. 64(5), pages 1109-23, September. [Downloadable!] (restricted)
  5. Henderson, Vicky & Hobson, David G., 2002. "Real options with constant relative risk aversion," Journal of Economic Dynamics and Control, Elsevier, vol. 27(2), pages 329-355, December. [Downloadable!] (restricted)
  6. Hull, John C & White, Alan D, 1987. " The Pricing of Options on Assets with Stochastic Volatilities," Journal of Finance, American Finance Association, vol. 42(2), pages 281-300, June. [Downloadable!] (restricted)
  7. Brian J. Hall & Kevin J. Murphy, 2000. "Optimal Exercise Prices for Executive Stock Options," NBER Working Papers 7548, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  8. Hall, Brian J. & Murphy, Kevin J., 2002. "Stock options for undiversified executives," Journal of Accounting and Economics, Elsevier, vol. 33(1), pages 3-42, February. [Downloadable!] (restricted)
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  9. Jensen, Michael C. & Meckling, William H., 1976. "Theory of the firm: Managerial behavior, agency costs and ownership structure," Journal of Financial Economics, Elsevier, vol. 3(4), pages 305-360, October. [Downloadable!] (restricted)
  10. Johnson, Shane A. & Tian, Yisong S., 2000. "The value and incentive effects of nontraditional executive stock option plans," Journal of Financial Economics, Elsevier, vol. 57(1), pages 3-34, July. [Downloadable!] (restricted)
  11. Carpenter, Jennifer N., 1998. "The exercise and valuation of executive stock options1," Journal of Financial Economics, Elsevier, vol. 48(2), pages 127-158, May. [Downloadable!] (restricted)
  12. Rajesh K. Aggarwal & Andrew A. Samwick, 1999. "The Other Side of the Trade-off: The Impact of Risk on Executive Compensation," Journal of Political Economy, University of Chicago Press, vol. 107(1), pages 65-105, February. [Downloadable!] (restricted)
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  13. Guenter Franke & Richard C. Stapleton & Marti G. Subrahmanyam, 2000. "Standard Risk Aversion and the Demand for Risky Assets in the Presence of Background Risk," CoFE Discussion Paper 00-36, Center of Finance and Econometrics, University of Konstanz. [Downloadable!]
  14. Jin, Li, 2002. "CEO compensation, diversification, and incentives," Journal of Financial Economics, Elsevier, vol. 66(1), pages 29-63, October. [Downloadable!] (restricted)
  15. Jérôme B. Detemple & Suresh Sundaresan, 1999. "Non-Traded Asset Valuation with Portfolio Constraints: A Binomial Approach," CIRANO Working Papers 99s-08, CIRANO. [Downloadable!]
  16. Brian J. Hall, 1998. "The Pay to Performance Incentives of Executive Stock Options," NBER Working Papers 6674, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  17. Robert Gibbons & Kevin J. Murphy, 1990. "Relative performance evaluation for chief executive officers," Industrial and Labor Relations Review, ILR Review, ILR School, Cornell University, vol. 43(3), pages 30-51, February.
  18. Johnson, Shane A. & Tian, Yisong S., 2000. "Indexed executive stock options," Journal of Financial Economics, Elsevier, vol. 57(1), pages 35-64, July. [Downloadable!] (restricted)
  19. Merton, Robert C, 1969. "Lifetime Portfolio Selection under Uncertainty: The Continuous-Time Case," The Review of Economics and Statistics, MIT Press, vol. 51(3), pages 247-57, August. [Downloadable!] (restricted)
  20. Jensen, Michael C & Murphy, Kevin J, 1990. "Performance Pay and Top-Management Incentives," Journal of Political Economy, University of Chicago Press, vol. 98(2), pages 225-64, April. [Downloadable!] (restricted)
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  21. Huddart, Steven, 1994. "Employee stock options," Journal of Accounting and Economics, Elsevier, vol. 18(2), pages 207-231, September. [Downloadable!] (restricted)
  22. Bengt Holmstrom, 1982. "Moral Hazard in Teams," Bell Journal of Economics, The RAND Corporation, vol. 13(2), pages 324-340, Autumn. [Downloadable!] (restricted)
  23. Detemple, Jerome & Sundaresan, Suresh, 1999. "Nontraded Asset Valuation with Portfolio Constraints: A Binomial Approach," Review of Financial Studies, Oxford University Press for Society for Financial Studies, vol. 12(4), pages 835-72.
  24. Murphy, Kevin J., 1999. "Executive compensation," Handbook of Labor Economics, in: O. Ashenfelter & D. Card (ed.), Handbook of Labor Economics, edition 1, volume 3, chapter 38, pages 2485-2563 Elsevier. [Downloadable!] (restricted)
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