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Stock-based CEO compensation and earnings manipulation

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School of Business | Bachelor's thesis
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en

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25 + 9

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In this paper, I survey the existing literature on executive pay to study the effects of stock-based CEO compensation on earnings manipulation. I review a principal-agent model as well as a dynamic rational expectations model. The former frames the relationship between CEOs and shareholders, and the latter predicts strategic information disclosure, earnings manipulation, and shareholder misinformation resulting from stock-based CEO compensation. I then compare these theoretical insights with the latest evidence. Although empirical studies generally support the prediction that stock-based CEO compensation incentivizes earnings manipulation, there is no consensus on the specific mechanisms of the effect.

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Tervio, Marko

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