More

Featuring fresh takes and real-time analysis from HuffPost's signature lineup of contributors
Roger Martin

GET UPDATES FROM Roger Martin
 

Does a Trade-off Need to Stay a Trade-off?

Posted: 01/19/12 08:35 AM ET

There are two dominant reactions to my assertion that corporations should abandon shareholder value maximization as their singular goal -- their objective function. The first is that it is a lovely but idealistic and impractical thought. The second is that it is a socialist, anti-capitalist thought that would be good for social justice but bad for economic progress.

Both reactions are based on the fundamental assumption that for corporations there is an irresolvable trade-off between doing well and doing good. I believe that assumption is flawed. While I am not so utopian to believe that there are no trade-offs either in life generally or for corporations specifically, I believe that most trade-offs remain trade-offs because of the assumption that trade-offs can't be overcome. (I even wrote an entire book on the subject several years ago -- The Opposable Mind).

If a corporation would like to do good, but its management believes there is a trade-off between doing good and maximizing shareholder value, it will seek to maximize shareholder value. Ironically, attempting to maximize shareholder value is a crummy way to maximize shareholder value. This is for the same reason that George Orwell (riffing off of Aristotle) argued: "Men can only be happy when they do not assume that the object of life is happiness." Corporations think that shareholder value (like happiness) is something one can pursue directly and by pursuing it actually achieve it, when, like happiness, it is in fact the by-product of something else -- living a 'good life' in Aristotle's well-reasoned opinion. Corporations that ideologically pursue shareholder value maximization will alienate employees and customers, making it more difficult to maximize shareholder value.

If a corporation does seek to break the trade-off between doing well and doing good by living a 'good life', the key is innovation. Nobody has ever broken an existing trade-off by benchmarking others and replicating what they do. In order to break the trade-off, a corporation must imagine doing something good for the world that will be rewarded by customers, employees or regulators to a sufficient extent that it will be good for shareholders too. Sometimes a corporation can do this alone as did The Body Shop when it pioneered animal and eco-friendly beauty care products. Customers and employees loved it and Anita Roddick created massive amounts of shareholder value. Sometimes a corporation needs help from others in an industry as cement giant Holcim did when it formed the Cement Sustainability Initiative to lower carbon emissions in the notoriously high-emitting cement industry. Producers representing half of the world cement production participate in self-regulatory actions aimed at making the cement industry environmentally friendlier.

These are big examples but every corporation has the opportunity to look at myriad existing trade-offs from big to small that pit making an extra buck against making the world a better place and asking how they might innovate around that trade-off. As with all innovations, some will fail and some will succeed. The good news is that the ones that succeed -- i.e. make the world a better place and make a buck -- get quickly copied. The Body Shop has plenty of competitors legitimately making the same environmental and animal-protection claims -- and arguably the world is a lot better place for The Body Shop's innovation than if only The Body Shop had done it.

This illustrates the key role of corporations in making the world a better place. They see an existing trade-off between making profit and providing something that will be meaningful to customers and/or employees and/or regulators. They innovate to overcome the trade-off. They succeed. And lots of corporations copy-cat until such time as the innovation becomes standard operating practice and the world is a better place.

There are two factors that limit progress of this sort. The first is the belief on the part of all players in the system -- executives, customers, employees, regulators, commentators -- that there are fundamental, immutable trade-offs between doing well and doing good. The second is the unwillingness of customers in particular to reward corporations for innovation in overcoming such trade-offs. If nobody believes it is doable without experiencing the downside of the trade-off, few if any will try. And when a corporation tries, if the reaction of customers is lukewarm or negative, the corporation won't be encouraged to try again.

On this front, there is good and bad news. The bad news is that sometimes customers can be pretty pathetic on this front. I have long worked with Procter & Gamble and in the early 1990s, it had a big initiative in environmentally friendly packaging. The centerpiece was a thin-film refill container for its huge-selling Tide Liquid Detergent. The concept was that after you bought your first regular bottle of Liquid Tide, you would thereafter buy refills in containers made of thin film that had one-tenth the environmental footprint of the original bottle. All that was required of the consumer was to snip off the corner of the container and pour the liquid into the original bottle. Perfectionist company that it is, P&G worked engineering miracles to make the container stand properly on the shelf, have great graphics on the film, be easy for the consumer to pour, etc. Nonetheless the result: complete disaster. Consumers refused to buy the refillable container to such an extent that the first shipment of refills sat on store shelves until they were sharply discounted to get them to move. The initiative was junked and it sent a chill across the company for a number of years in terms of further such bold attempts.

The good news is that was 20 years ago and consumers have really changed. Their eco-friendly desires build entire brands (e.g. Prius) and corporations (e.g. Whole Foods). They do hold the key in turning the apparent trade-offs into win-win. They can provide the encouragement to innovate and then reward it with their purchases and loyalty. And every such win will encourage more corporations to innovate.

Will there continue to be trade-offs between shareholder value maximization and social good? Absolutely. We live in an imperfect world. Does there have to be a trade-off between the two in all instances? Only if we collectively decide to make it so. Let's not. Let's encourage and reward innovation that produces shareholder value by making the world a better place!

 
 
 
 
 
  • Comments
  • 28
  • Pending Comments
  • 0
  • View FAQ
Comments are closed for this entry
View All
Favorites
Recency  | 
Popularity
Page: 1 2  Next ›  Last »  (2 total)
photo
AlanBannacheck
President of the Deep Thoughts Association (DTA)
12:49 AM on 01/20/2012
The whole purpose of business is profit, and its constant increase. Sure, Corporations donate to charitable causes as well as spend money on reputations. Take Apple for instance, despite raking in billions (and having cash reserves that could solve world hunger) they still continue to outsource labor in countries which make our uneven labor situation here look like Nirvana. I think of it as modern slavery. There's a snowman's chance in hell that this could change for some betterment of society, but it is still unacceptable. I think we need a new way of thinking, then perhaps a new model for economics and society can emerge.
06:50 PM on 01/19/2012
The big picture is missing here. Companies are in the business to come up with products and services to meet their customer needs even if the customer doesn't know they need it yet. The most important thing is no central planner or government can know what people want. So the beauty of a free market is many companies trying different things. The ones that succeed are the ones that meet the customer needs. Today we this process is short circuited. It is much easier to get a lobbyist to buy a politician to put regulations on your industry to benefit you and hurt the competition, put protectionist tariffs on foreign competitors or if things really go bad use tax payer money to bail you out. All of these things go against customers wishes.
06:14 PM on 01/19/2012
What, are you kidding? What kind of bizarre utopia do you think we live in?

Hey, kids, or anyone at all inexperienced in the ways of the world: all businesses with over 50 employees (and most smaller ones) are completely and totally in it for the money. They don't want to "do good" or "be nice" or "take care of their employees." They are rotten from the top down. There's been lots and lots of "modern theories" about corporations being good and kind and sweet for the benefit of all, blah blah blah, but that's NOT the way the world works. So don't kid yourself.
photo
Peter Combs
Amused by the illogical..no, NOT a Republican
04:53 PM on 01/19/2012
Well said, thanks for the article and your thoughts...
04:26 PM on 01/19/2012
God forbid this change be legislated into effect, BUT what if...we tied congressional salaries to the unemployment index? Unemployment at 10%, Congressional Salary $0. Unemployment at 8% Salary at $20k/yr, etc...until Unemployment at 5%, Salary same as average US worker salary.

You want to see jobs getting created? First bill passed would be a minimum wage of $50,000 hahaha.
03:48 PM on 01/19/2012
Perhaps the solutions is as simple (and amorphous) as reframing captialism as the pursuit of economic value maximization, rather than just shareholder value maximization. To accomplish this, social values would need to shift away from money = power to value contribution = power. This would be tranformative and put many of our revered institutions at risk. I believe, time and major social and economic disruptions that discredit the status quo are our best (rather than most desirable) hope for realizing this possibility.
03:40 PM on 01/19/2012
"Corporations that ideologically pursue shareholder value maximization will alienate employees and customers, making it more difficult to maximize shareholder value."

They will also alienate sophisticated, traditional, investors: you know - the ones that purchase, and hold tight in a position for longer than a $0.07 uptick in share value before dumping it. It is puzzling that there is even a blind-eye to the fact that focusing on maximizing shareholder value while ignoring 'real' company profitability is the fundamental root cause of all bubbles. It’s a lot like having a lemonade stand and then having your parents give you $5 a week for supplies, which you will pay back with your sale earnings. But after a few slow days, you realize that it makes much more sense to get other parents to pay you $5 a week, so that you have enough to cover your investor. And, before long you stop selling lemonade all together, because it’s much more profitable to simply get more investors. But, you’re not actually profiting – you’re just shifting money from one investor to the next.

When you're product shifts from an actual good or service to just selling stock, you've entered an unsustainable existence. That, I believe, is the real reason why there is so much resistance to recognizing that shareholder maximization is a terrible business model; shifting gears to a model that focuses on all stakeholders: you know, those pesky consumers, etc. - would essentially cause the proverbial house of cards to fall.
05:13 PM on 01/19/2012
Stock price is but one aspect of investing. The company tries to build value for the stock holders, but the day traders scrape off profits that should be shared by all the shareholders that in it for the long haul. I have seen plenty of stocks that go nowhere even as the company prospers.

Another way to reward the stock holders is through dividends. Scrape off profits and send them directly to the share holders of record. This defeats the day traders. The stock will never go up if the profits are always reinvested in plant, or distributed as dividends.
05:58 PM on 01/19/2012
Agreed, but let's remember that outstanding stock isn't meant to be outstanding indefinitely. Remember the days when a stock price would increase on the news that a company repurchased a chunk of outstanding shares?
03:39 PM on 01/19/2012
This article was so clearly written by a person who has never owned or run a business in their life. There is no debate about what the primary goal of a business is, it is profit, period. If you think you can get buy running a public corporation with a different philosophy, particularly a non-niche business, let me know.

The simple fact of the matter is that the senior management of a corporation is hired BY the shareholders FOR the shareholders and in order to INCREASE their return.

If you have a different goal, then by all means go out and start a business. Time and time again capitalism has proven to be the best motivator in history.
This user has chosen to opt out of the Badges program
03:13 PM on 01/19/2012
Capitalism is a system whose highest virtue is reducing labor costs to increase profit. At a time of unprecedented unemployment, free trade and capitalism have reduced America to a shell. It is a parasitic system that needs to be put into the dustbin of history.
photo
HUFFPOST SUPER USER
Nosybear
Liar, damned liar and statistician
02:58 PM on 01/19/2012
Shareholder value - returning value to the actual owners of the company - must remain a goal or investors won't invest. The problem with shareholder value is we've made it a proxy for success as a business. Arguably, Romney met the requirement for "shareholder value" in running Bain Capital but how much value did he create for society or customers? Customers determine a business's success. Not sales nor any other crude measure but how willing customers are to give up their means in exchange for the outcomes your product or service provide. Creating shareholder value in any way other than through creating better outcomes for customers can create a short-term win but it really has the opposite overall effect, destroying value, jobs, the very customer base on which the company relies. Good companies know that they best serve their owners through best serving their customers. Unfortunately, there are few good companies.
photo
Peter Combs
Amused by the illogical..no, NOT a Republican
04:57 PM on 01/19/2012
Romney's Bain & Co. was the financial backer of Staples...

As well as , contrary to only liquidating wrecked companies, managed to save quite a few as well and found new owners for them.

THe companies that Bain did liquidate we long beforehand ruined by the previous owners.
05:09 PM on 01/19/2012
Each company doesn't need to reward society.

In the case of Bain, the investors are the customers, and the companies that accepted the private equity are also customers, and apparently they all got what the asked for, a win as you call it.

Finally you have company's that provide provide product or service to the population at large, and they do reward the customer, with music, autos, houses, information, food, and everything else we buy. If they don't produce the value we require, they go broke, like K-Mart loses out to WalMart, and Schlitz loses out to Budweiser.

I think there are a lot of good companies. The bad ones go away.
ThatsTheTheWayItIs
religion, ideology, partisanship are delusional
02:51 PM on 01/19/2012
Innovation always came from US universities, not from corporations. Startups come from people who privatize and patent technology developed using public dollars. The exception was Bell Labs, a regulated monopoly that did extensive research, gave us C, Unix, networking, ... But private corporations little on R&D, and less all the time.
ThatsTheTheWayItIs
religion, ideology, partisanship are delusional
02:49 PM on 01/19/2012
Large corporations don't innovate in software, they acquire small companies that do or did. 6 of the 8 companies I worked for were acquired. The other two were large: Wang who went under, DEC acquired by Compaq long after I left. __ Now the most innovative software is free, Open Source, Linux, this browser, etc. That innovation is done by CS students, mostly for class credit and as their future resume.
photo
BigBearcatBill
This is the real Bearcat - a Binturong
02:05 PM on 01/19/2012
Pretty simple way to look at this new world our business and political leaders have put us in over last 30 years - The fate of about 250 million or so of our 300 million Americans lie totally in the hands of those MBAs and PhDs in business or financial math/gambling working on Wall Street (I won't blame the BA/BS level except the older ones managing the MBAs and PhDs). The fate used to rely more or about completely on the hard work and patriotism of the owners, CEOs and boards of MANUFACTURING COMPANIES who employed the bulk of our middle class and laborers. But somehow that all dissappeared to other countries because there is one manufacturing cost that really turns on the profiteers/managers to cut - Labor, and as an added bonus to move out of USA they get a gift package of No Regulations. So now they leave the masses burger/pizz/coffee shop and telephone soliciter jobs at half the pay and no or low benefits. They do however give them $20K in credit cards so they can be indebted the rest of their lives unless they join the 1% and get a management career over their buddies in these civilized 3rd world jobs just mentioned.
photo
HUFFPOST SUPER USER
Molly D
01:43 PM on 01/19/2012
A lot more could be said. "Shareholder value" is a very loaded term. To most of us it's a euphemism for some unsavory things. Because we own shares and know who gets most of their value. Manipulating earnings to make them rise is fine, until that ruse collapses. Then boards conveniently award execs and themselves blocks of options at the very bottom. Then repeat. The rest of us can speculate along, but just don't have the inside track.

That's a cynical view, and I admit admiring companies that are both innovative, profitable, and take care of all stakeholders. Down to the lower rung employees, the communities they operate in, and long term investors. But too often the markets punish those companies, if only for their sustainable growth, vesus providing the more preferred vehicle for share price accelleration for a short time. What Wall Street really means when "shareholder value" is heard there.
01:35 PM on 01/19/2012
Corporations are not people. They are power structures bent on nothing but maximizing profits. Their actions are the result of a group mind that is more than the sum of individuals and that has only this goal in mind. In that sense they are psychopathic as measured by a human standard. Their behavior generally denotes a completely amoral character. Exceptions like Whole Foods have a target market that fits the brand of environmental sensitivity and can therefore strike the balance you suggest. But most corporate activity is not affected by the constraints of catering to public opinion as it manifests in any given social worldview. To the extent that they are scrutinized by consumers, they are willing to obfuscate and falsely present themselves rather than be socially responsible. They are free to externalize their costs at the expense of the common good. Canadian tar sands extraction is a good example. They are only ever inhibited by regulation and powerful oversight by the public sector.