Document Type

Article

Publication Date

10-2019

Publisher

INFORMS (Institute for Operations Research and Management Sciences)

Source Publication

Management Science

Source ISSN

0025-1909

Original Item ID

10.1287/mnsc.2018.3055

Abstract

This paper studies the role of institutional investors in influencing corporate environmental, social, and governance (ESG) policies by analyzing the relation between institutional ownership and toxic release from facilities to which institutions are geographically proximate. We develop a local preference hypothesis based on the delegated philanthropy and transaction-costs theories. Consistent with the hypothesis, local institutional ownership is negatively related to facility toxic release. The negative relation is stronger for local socially responsible investing (SRI) funds, local public pension funds, and local dedicated institutions. We also find that the relation is more negative in communities that prefer more stringent environmental policies and in communities of greater collective cohesiveness. Local institutional ownership, particularly local ownerships by SRI funds and public pension funds, is positively related to the probability that an ESG proposal is either introduced or withdrawn. The paper sheds light on the drivers behind institutions’ ESG engagement and their effectiveness in influencing ESG.

Comments

Accepted version. Management Science, Vol. 65, No. 10 (October 2019): 4451-4949. DOI. © 2019 INFORMS (Institute for Operations Research and Management Sciences). Used with permission.

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