EFFECT OF CORPORATE GOVERNANCE STRUCTURE AND INSTITUTIONAL INVESTMENT ON THE FINANCIAL PERFORMANCE OF LISTED MANUFACTURING COMPANIES ON NIGERIA STOCK EXCHANGE

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ABSTRACT

 

This work focused on the study of the effect of corporate governance structure and institutional investment on corporate performance of selected quoted manufacturing companies in Nigeria. Institutional investment is the percentage of major shareholding (from 5% upwards) to total shares of the selected companies. Corporate governance structure and institutional investment are independent variables. Corporate performance which is the dependent variable was represented by Net Asset per Share and Earnings per Share. Data were collected from 25 manufacturing companies in Nigeria from 2010 to 2015, giving us a sum of 150 observations. The technique employed in analysing the collated data is multiple regression analysis using OLS method. All analyses were carried out using E-views software. The result of the regression analyses and most of the previous empirical findings indicates that there is a positive and significant effect of corporate governance structure on corporate performance. The outcome of the analysis of the effect of institutional investment on corporate performance shows that institutional investment has a positive but insignificant influence on corporate performance. The work was concluded by advocating that companies should imbibe good corporate governance in line with the circumstances surrounding each corporation according to changing circumstances. Also institutional investors should use their monitoring capabilities to positively influence the activities of their companies and hence enhance good performance. It further suggests that the performance of the Board, its Committees, individual Directors and key Executives should be reviewed regularly and the process for performance evaluation should be disclosed.






TABLE OF CONTENTS

Title Page                                                                                                                                i

Declaration                                                                                                                             ii

Certification                                                                                                                            iii

Dedication                                                                                                                              iv

Acknowledgements                                                                                                                v

List of Tables                                                                                                                          ix

Abstract                                                                                                                                  xi

 

CHAPTER 1: INTRODUCTION

1.1       Background to the Study                                                                                            1

1.2       Statement of the Problem                                                                                           4

1.3       Objectives of the Study                                                                                              6

1.4       Research Questions                                                                                                    6

1.5       Research Hypotheses                                                                                                  7

1.6       Significance of the Study                                                                                           8

1.7       Scope of the Study                                                                                                      9

1.8       Operational Definition of Terms                                                                                9

 

CHAPTER 2: REVIEW OF RELATED LITERATURE

2.1       Conceptual Framework                                                                                              12

2.1.1    Corporate governance                                                                                                 12

2.1.2    Principles of corporate governance                                                                            12

2.1.3    Pillars of corporate governance                                                                                  16

2.1.4    Development of corporate governance                                                                      17

2.1.5    Corporate governance and performance of Nigerian firms                                        20

2.1.6    Different metrics of corporate governance and their impact on

            financial performance                                                                                                 22

2.1.7    The need for corporate governance                                                                            28

2.1.8    Challenges/ weaknesses of corporate governance in companies in Nigeria                        29

2.1.9    Institutional investors and firm performance                                                             30

2.2       Theoretical Framework                                                                                              31

2.2.1    Theories of corporate governance                                                                              31

2.3       Empirical Review                                                                                                       32

2.3.1    Corporate governance and organizational performance                                            33

2.3.2    Institutional investors and corporate performance                                                     38

2.3.3    Institutional investments and corporate performance                                                42

2.3.4    Summary of literature review                                                                                     44

 

CHAPTER 3: METHODOLOGY

3.1       Research Design                                                                                                         45

3.2       Area of the Study                                                                                                        45

3.3       Population of the Study                                                                                              46

3.4       Sample Size for Sampling Technique                                                                        46

3.5       Data Collection                                                                                                           46

3.6       Description of Study Variables                                                                                  47

3.7       Model Specification                                                                                                   49

3.8       Data Analysis Techniques                                                                                          52

 

CHAPTER 4: RESULTS AND DISCUSSION

4.1       Introduction                                                                                                                53

4.2       Descriptive Statistics                                                                                                  53

4.3       Test of Hypotheses                                                                                                     54

4.3.1   Hypothesis 1: Board size has no significant effect on

           NAPS of listed manufacturing companies in Nigeria stock exchange                     56

4.3.2   Hypothesis 2: CEO duality has no significant effect on

NAPS of listed manufacturing companies in Nigeria stock exchange                     56

4.3.3   Hypothesis 3: Size of audit committee has no significant effect on

EPS of listed manufacturing companies in Nigeria stock exchange                                    57

4.3.4    Hypothesis 4: Shareholders’ representation in audit committee has no significant

effect on EPS of listed manufacturing companies in Nigeria stock exchange         58

4.3.5   Hypothesis 5: Institutional investments has no significant effect on

           NAPS of listed manufacturing companies in Nigeria stock exchange                      59

4.3.6    Hypothesis 6: Corporate governance structure and institutional investment have no   significant effect on financial performance.                                                                 61

4.4       Discussion of Findings                                                                                               63

 

CHAPTER 5: SUMMARY OF FINDINGS, CONCLUSION, RECOMMENDATIONS

5.1       Summary of Findings                                                                                                 66

5.2       Conclusion                                                                                                                  67

5.3       Recommendations                                                                                                           68

5.4       Contribution to knowledge                                                                                         70

5.5       Suggestion for Further Research                                                                                70

            References                                                                                                                  72

            Appendices                                                                                                                 84

 

 

 

 

 

 


 

LIST OF TABLES

1: Descriptive analysis of the variables                                                                                  53

2: Hausman test of the random or fixed effect of board size and

    CEO duality on NAPS                                                                                                        54                                                                                          

3: Regression of board size and CEO duality on net asset per share (NAPS)                           55

4: Hausman test of the random or fixed effect of the size of audit

    committee on EPS                                                                                                           57                                                                                                                             

5: Regression of the size of audit committee (SAC) and shareholders’                              57

    representation in audit committee (SRIAC) on earnings per share                                            57                              

6: Hausman test of the random or fixed effect of INST INV on NAPS                                     59

7: Regression of institutional investment on net asset per share (NAPS)                                   60

8: Correlation results of CGSII and FP                                                                                        61

9: Regression result of CGSII on FP with firm size as moderating variable                            62

 

 

 


 

CHAPTER 1

INTRODUCTION


1.1       BACKGROUND TO THE STUDY

The spate of corporate scandals in recent times all over the world has raised questions about the effectiveness of corporate governance in different organisations. In order to counter this disturbing and re-occurring trend, the strengthening of corporate governance has been a key focus in many countries. Recent acts, reforms and corporate governance codes such as Sarbanes-Oxley Act 2002, OECD and ICGN principles and the UK Corporate Governance Code, focus on the effectiveness of monitoring and controlling of management decisions to ensure good corporate governance and improve overall corporate performance.

Some of the incidences of corporate failure include the collapse of the Enron in 2001 in US, WorldCom, Global Crossing, Rank Xerox, etc, most of which filed for bankruptcy after adjusting their accounts. Between 2002 and 2005, several international non-life insurers and re-insurers failed, including Mutual Risk Management Ltd. Equitable Life Assurance Society, UK, collapsed in year 2000 because Directors of the company unlawfully used money meant for guaranteed annuity rate policies. Skandia, Sweden’s largest insurance company and a world leader in providing variable annuities and other savings products shook its reputation in 2003 when three of its top executives came under investigation for misusing corporate assets. Lion of Africa Insurance, Nigeria was also liquidated because of board crisis. Its liabilities outweighed the assets and could not recapitalize in 2007 (Momoh & Ukpong, 2013).

In the global context, all countries have their own set of rules and regulations in their particular region according to their social, political and religious needs. Some take the form of laws, some as guidelines while some are social norms (Yasser, Entebang & Mansor, 2011). According to Black, Jang and Kim (2006), these rules are pre-defined in black and white to guarantee that all the entities adhere to the same set of rules and regulations to ensure a level playing field for all and protecting the rights of all stakeholders.

Beyond the initial excitement and vision of setting up business entities, corporate governance, which refers to the principles and values that guide a company in the conduct of its day-to-day business and how stakeholders interrelate among one another, remains key to the survival of any business.

According to Momoh and Ukpong (2013), effective corporate governance is essential for long-term corporate success. It is an important concept that relates to the way and manner in which financial resources available to an organization are judiciously used to achieve the overall corporate objective of an organization; it keeps the organization in business and creates a greater prospect for future opportunities.

 There are many causalities of increasing failures of going concerns in Nigeria. The factors mostly canvassed are infrastructural challenges. The recent survey conducted by Financial Intelligence (2013) revealed that while the harsh operating conditions in the country may be a contributory factor to the untimely death of many businesses, one of the major banes of indigenous businesses and indeed some foreign ones is the absence of Best Practice Corporate Governance.

Further evidence from Financial Intelligence (2013) confirms that corporate governance lapses were significantly responsible for the collapse of over 70% of defunct companies in Nigeria over the last two decades. It was found that market share; volume of turnover and asset size were less potent relative to sound corporate governance for the survival of a business. This perhaps informed the renewed interest in corporate governance practices globally and the clamour is on record, given the spate and high profile corporate failures that preceded the global economic and financial crisis between 2008 and 2011.

One of the most important corporate governance mechanisms is the emergence of institutional investors. They seek to own large proportion of equities: as a result, they have become influential on the performance of companies in which they invest. “Institutional investors can take long term decisions that account for the welfare of the stakeholders of companies; hence, they are being increasingly linked to good corporate performance”. (Namazi & Salehi, 2010). Institutional investors have become increasingly willing to use their ownership right to pressure managers to act in the best interest of shareholders. As these investors have increased their ownership share in firms, there has been an increased focus by regulators and researchers alike on their role in monitoring, disciplining and influencing of corporate managers.

 Shleifer and Vishny (1997) noted that large shareholders may have a greater incentive to monitor managers than members of the board of directors, who may have little or no wealth invested in the firm. Since managers have little or no stake in the companies they manage, they tend not to bear the interest of other stakeholders at heart. Based on the above issues and questions raised, this work dwelt on assessing the effect of corporate governance structure and institutional investment on financial performance of quoted companies in Nigeria.

Various gaps were noticed in previous works and the researcher contributed to the body of knowledge by filling in those gaps. For instance, none of the previous works used a combination of variables the way they were combined in this work (Board size, Size of audit committee, CEO Duality and Shareholders’ Representation in Audit Committee to represent Corporate Governance Structure). Secondly, the researcher focused her empirical analysis on quoted manufacturing companies in Nigeria unlike in other works that used either financial sector or a combination of various sectors. The effect of institutional investment on financial performance of manufacturing companies in Nigeria which has not been assessed in Nigeria by previous researchers was also assessed by the researcher.


1.2       STATEMENT OF THE PROBLEM

The repeated occurrences of business and corporate failures, in particular, past and recent corporate collapses of large, medium and small companies across the globe has stimulated vast academic inquiry into the efficacy of corporate governance. Nigeria is not an exception as it records cases of corporate failures such as Cadbury Nigeria Plc, Johnson Nigeria Limited in Ikwerre, Afribank, Finbank, Sly Ventures Nigeria, Envoy Pillars Nigeria Ltd and many others.

Boards of directors are expected to exhibit high ethical standards, integrity and probity in ensuring that corporate affairs are in line with the corporate objectives. On the contrary, most corporate organizations in developing countries, Nigeria inclusive, are characterized by instability of tenure of office (CEOs), interpersonal disagreements and hostilities within the board. Board members and top management staff often take advantage of this scenario to build empires; engage in arbitrage opportunities and rent seeking activities rather than planning for high financial performance and survival strategies all of which have systematic band wagon negative effect on the organization.

Another problem that plays down the efficacy of corporate governance and reduces sound financial performance in turn is pressure sensitivity of institutional investors. Cheng and Warfield (2005) in their work, stated that institutional investors (e.g. insurance companies or banks through their trust departments) have either existing or potential business relations with firms, and in order to protect those relations, might be less willing to challenge management decisions.

Agency problem is another issue. Agency problem arises from the relationship between the person who owns a firm (the principal) and the person who manages or controls it (the agent). According to Adeusi, Akeke, Aribaba and Adebisi (2013), agency problems and weak corporate governance, not only lead to poor firm performance and risky financing patterns, but are also conducive to macroeconomic crises. Jensen and Meckling (1976) assert that a firm value is reduced when ownership and control are separated. Also, managers may participate in activities that may not enhance firm value for the owners because they place their interests above those of other stakeholders.

Ownership concentration has also been identified as a problem in corporate governance. Kuznetsov and Muravyev (2001) noted that concentrated ownership has its cost when large shareholders, capable to influence corporate decision directly, maximize value for themselves and deprive small owners of their part of residual income.

Lack of proper risk management and internal control has also been identified as one of the problems hindering the good performance of corporate firms. Kumar (2005) noted that corporate governance is one of the major factors that cause the crisis and it is due to failure of different aspects of corporate governance such as risk management system, transparency and disclosure.

In addition to the above mentioned problems, Fama and Jensen (1983) detect that internal directors, by virtue of their positions, possess much more information, are likely to collude with managers and make decisions against shareholders. This is a problem of irresponsibility by the board which affects the wellbeing of the board and the company as a whole.

The consequences of not finding effective, efficient and lasting solution to the above corporate problems are expected to have devastating effect on corporate entities. For instance, due to either familiarity threat or self-interest threat by the pressure-sensitive institutional investors, they will overlook serious management flaws they are supposed to raise and seek address to, thereby leading to bad corporate governance.

Secondly, agents of the company (BODs) may not be concerned about the long-term financial prospects of the company and therefore, will seek to make decisions that will achieve short-term goals so as to receive annual bonuses.

Thirdly, when ownership is concentrated on few people that own majority voting rights, they may only work towards their interests, neglecting the interests of minority shareholders.

The need to proffer solution to the above problems is the main trigger for this research.

 

1.3       OBJECTIVES OF THE STUDY

The main objective of this study is to determine the effect of corporate governance structure and institutional investment on the financial performance of quoted manufacturing companies in Nigeria.  Specifically, the work intends to achieve the following objectives;

1.              To determine the effect of Board Size (BSize) on Net Asset per Share (NAPS) of listed manufacturing companies in Nigeria.

2.              To evaluate the effect of Chief Executive Officer Duality (CEO duality) on Net Asset per Share of listed manufacturing companies in Nigeria.

3.              To ascertain the effect of Size of Audit Committee (SAC) on Earnings per Share of listed manufacturing companies in Nigeria.

4.              To evaluate the effect of Shareholders’ Representation in Audit Committee (SRIAC) on Earnings per Share (EPS) of listed manufacturing companies in Nigeria.

5.              To evaluate the effect of Institutional Investment on Net Asset per Share (NAPS) of listed manufacturing companies in Nigeria.

6.              To determine the effects of Corporate Governance Structure and Institutional Investment on the Financial Performance of listed manufacturing companies in Nigeria.

 

1.4       RESEARCH QUESTIONS     

In order to make an in-depth, systematic and scientific study of our topic of interest, the following research questions were addressed.

1.              To what extent does Board Size affect Net Assets per Share of listed manufacturing companies in Nigeria?

2.              To what extent does Chief Executive Officer Duality (CEO duality) affect Net Assets per Share of listed manufacturing companies in Nigeria?

3.              What is the effect of the Size of Audit Committee (SAC) on Earnings per Share of listed manufacturing companies in Nigeria?

4.              To what extent does Shareholders’ Representation in Audit Committee (SRIAC) affect Earnings per Share of listed manufacturing companies in Nigeria?

5.              What is the effect of Institutional Investment on Net Asset per Share of listed manufacturing companies in Nigeria?

6.              To what extent do Corporate Governance Structure and Institutional Investment affect the Financial Performance of listed manufacturing companies in Nigeria?

 

1.5       RESEARCH HYPOTHESES

This study will test the following hypotheses.

H01:  Board Size does not significantly affect the Net Asset per Share of listed manufacturing companies in Nigeria.

H02:    CEO Duality has no significant effect on Net Asset per Share of listed manufacturing companies in Nigeria.

H03:    Size of Audit Committee does not have any significant effect on Earnings per Share of listed manufacturing companies in Nigeria.           

H04:     Shareholders’ Representation in Audit Committee has no significant effect on Earnings per Share of listed             manufacturing companies in Nigeria.

H05:   Institutional Investment Structure has no significant effect on Net Asset per Share of listed manufacturing companies in Nigeria.

H06:     Corporate Governance Structure and Institutional Investment do not have any significant effect on the Financial Performance of listed manufacturing companies in Nigeria. 

 

1.6       SIGNIFICANCE OF THE STUDY

This research work is quite significant and resourceful to a wide spectrum of beneficiaries. Some of them are as stated herein with the form of benefit they are likely to gain.

Members of boards of different companies that come across this work will gain more insight on how to effectively discharge their duties to enhance the efficient running of their companies. They will be able to bridge the gap between owners and managers, protect shareholders’ interests, make important decisions and employ management team to obey relevant laws and statutes.

Government institutions that invest in companies will learn how to use their block or major shareholdings to influence and monitor the companies positively in such a way that owners of few shareholdings will have their wealth maximized.

Major shareholders, mainly institutional investors, having greater incentive to monitor managers than members of the board will be informed on how to use their opportunity and resources to monitor, discipline and influence managers.

Shareholders generally will understand how to use their shareholdings to manipulate and influence the affairs of their companies. To achieve wealth maximization among other interests, they will learn how to make proper use of their voting rights.

Students and researchers will find this work very useful in broadening their knowledge. Students can make reference to this work when they need to get more information about different corporate governance structures and how they can be manipulated to achieve corporate success for corporate bodies.

Researchers can seek to delve into other areas as relating this topic after studying this work as a basis. They can also go ahead to add more flesh to the work and come out with a better contribution to the existing body of knowledge.

 

1.7       SCOPE OF THE STUDY

This work contains an in-depth study of corporate governance structure and how it relates and impacts on financial performance. Also, the effect of institutional investment on performance of corporate bodies has also been assessed in this work.

This study was conducted in Nigeria. Data used for analysing the work were collected from selected manufacturing companies in Nigeria. Manufacturing sector was selected because only few researchers on related topics have attempted using the sector as at the time of writing this thesis.

This work covered the period of 2010 through 2015, i.e., 6years. The selection of this period was due to more economic and overall stability in the period than in other periods.

The major variables selected for this study are corporate governance structure, institutional investment and financial performance. Corporate governance structure and institutional investment (% of institutional investment in a company’s total investment) are independent variables while corporate performance is a dependent variable.

 

Under corporate governance structures, we have the following proxies: Board size (Bsize), Size of Audit Committee (SAC), Chief Executive Officer Duality (CEO duality) and Shareholders Representation in Audit Committee (SRIAC). For Financial Performance, we have Earnings per Share (EPS) and Net Assets per Share (NAPS).

To get a vast perspective of the topic of this study, various works from previous researchers both within and outside Nigeria where studied and referenced.

 

1.8       OPERATIONAL DEFINITION OF TERMS

Corporate Governance: corporate governance implies rules and regulations that ensure that a company is governed in a transparent and accountable manner such that the enterprise survives and meets the expectation of its shareholders, creditors and stakeholders (Osuagwu, 2013). Adekunle and Aghedo (2014) wrote in their work that corporate governance is all about running an organization in a way that guarantees that its owners as stakeholders are receiving a fair return on their investment. It is the process of a virtuous circle that links the shareholders to the board, to the management, to the staff, to the customer and to the community at large (Clarkson & Deck, 1997).

Corporate Governance Structure: A Governance structure identifies the distribution of rights and responsibilities among different participants in the corporation (such as the board of directors, managers, shareholders, creditors, auditors, regulators and other stakeholders) and includes the rules and procedures for making decisions in corporate affairs.

Financial Performance: financial performance is the results of a firm’s policies and operations in monetary terms. These results are reflected in the firm’s return on investment, earnings per share, price/earnings ratio, etc.

Institutional Investment:  This is the act of pooling money together by an institutional investor to purchase securities, real property and other investment assets.

Institutional Investors: Institutional investor is a term used for entities which pool money to purchase securities, real property and other investment assets or originate loans. Institutional investors include banks, insurance companies, pensions, hedge funds, investment advisors, endowments and mutual funds. They can also be referred to as the big guys on the block- the elephants. They are the pension funds, money managers, mutual funds, insurance companies, investment banks, commercial trusts, endowment funds, hedge funds, and some hedge fund investors.

Institutional investors are entities that specialize in investing, mainly in shares and bonds. There are several types of institutional investor.

Insurance companies: The funds of insurance companies come from insurance policy premiums and life assurance premiums. Until the money is needed for payment to the insurance policy holders, it is invested.

Mutual funds: Mutual funds are funds of many individual investors, who invest relatively small amounts of money in the fund. The investments of the many different individuals are combined and invested collectively. In the UK for example, the main types of mutual funds are unit trusts and Open-Ended Investment Companies or OEICs.

Pension funds: These institutions hold funds that will be used to provide pensions to individuals after their retirement. Pension funds may be sponsored by an employer, or may be private pension schemes of individuals. Until the money is needed to pay a pension, it is invested to earn a return.

 


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