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Journal of Political Economy Vol. 128 No. 4 2020

CEO Behavior and Firm Performance

Oriana Bandiera1; Andrea Prat2; Stephen Hansen3; Raffaella Sadun4

1 London School of Economics and Political Science · 2 Columbia University · 3 Imperial College Business School · 4 Harvard University Press

open access

Abstract

We develop a new method to measure CEO behavior in large samples via a survey that collects high-frequency, high-dimensional diary data and a machine learning algorithm that estimates behavioral types. Applying this method to 1,114 CEOs in six countries reveals two types: “leaders,” who do multifunction, high-level meetings, and “managers,” who do individual meetings with core functions. Firms that hire leaders perform better, and it takes three years for a new CEO to make a difference. Structural estimates indicate that productivity differentials are due to mismatches rather than to leaders being better for all firms.

DOI
10.1086/705331
Volume
128
Issue
4
Pages
1325-1369
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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