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Corporate IssuersModule 2 of 7

Investors and Other Stakeholders

5

Concepts

0

Formulas

1

Decisions

3

Quiz Questions

Key Concepts

5 concepts covered in this module.

Debt vs Equity Claims

Debt: fixed claims, priority in liquidation, limited upside. Equity: residual claims, last in liquidation, unlimited upside.

Shareholder-Creditor Conflict

Shareholders benefit from higher risk (upside). Creditors prefer lower risk (protect fixed claims). Asset substitution problem.

Stakeholder Theory

Company should consider all stakeholders: shareholders, creditors, employees, customers, suppliers, government, communities.

ESG Considerations

Environmental (climate, pollution), Social (labor, diversity), Governance (board, executive pay). Increasingly material to investment decisions.

Agency Problem

Conflict between principals (shareholders) and agents (managers). Managers may pursue self-interest over shareholder wealth maximization.

Decision Frameworks

1 decision frameworks to guide your analysis.

Shareholder vs Stakeholder approach?

  • Shareholder: maximize firm value for owners (traditional)
  • Stakeholder: consider all parties, sustainable long-term value

Mind Map

Visual overview of how concepts connect in this module.

Investors & Stakeholders
Debt vs Equity
Priority of claims
Fixed vs residual
Risk preferences
Conflicts
Stakeholders
Shareholders
Creditors
Employees
Customers
Suppliers
Government
ESG
Environmental
Social
Governance
Material risks
Integration approaches
Agency Issues
Principal-agent conflict
Information asymmetry
Moral hazard
Monitoring costs

Study Investors and Other Stakeholders

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