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Journal of Corporate Finance Vol. 67 2021

Institutional investment horizons, corporate governance, and credit ratings: International evidence

Hamdi Driss1; Wolfgang Drobetz2; Sadok El Ghoul; Omrane Guedhami3

1 Saint Mary's University · 2 Universität Hamburg · 3 University of South Carolina

Abstract

Using a comprehensive set of firms from 57 countries over the 2000–2016 period, we examine the relation between institutional investor horizons and firm-level credit ratings. Controlling for firm- and country-specific factors, as well as for firm fixed effects, we find that larger long-term (short-term) institutional ownership is associated with higher (lower) credit ratings. This finding is robust to sample composition, alternative estimation methods, and endogeneity concerns. Long-term institutional ownership affects ratings more during times of higher expropriation risk, for firms with weaker internal corporate governance, and for those in countries with lower-quality institutional environments. Additional analysis shows that long-term investors facilitate access to debt markets for firms facing severe agency problems. These findings suggest that, unlike their short-term counterparts, long-term investors improve a firm's credit risk profile through effective monitoring.

DOI
10.1016/j.jcorpfin.2020.101874
Volume
67
Pages
101874
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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