The (non-) effect of labor unionization on firm risk: Evidence from the options market

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Abstract

Labor unionization has no causal effect on firm risk. Using a regression discontinuity design to study the impact of labor union elections on option-implied firm risk, we find that unionization per se does not affect investor perceptions about firm price, tail, or variance risk. This finding is robust to studying very short (5-trading day) and long (up to 2-year) windows around the elections. Moreover, there is no unionization effect on firm risk either in subsets of firms facing strong union bargaining power, or with characteristics that prior literature identifies as important determinants of the effect of unionization on firm outcomes.

Original languageEnglish
Article number101816
JournalJournal of Corporate Finance
Volume66
Issue number1
Early online date7 Dec 2020
DOIs
Publication statusPublished - 1 Feb 2021

Keywords

  • Labor power
  • Option-implied firm risk
  • Regression discontinuity design
  • Unionization

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