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In this chapter, we focus on expatriate CEOs who are assigned by the parent company to work in a subsidiary and compare them to those who themselves have initiated to work abroad as CEOs. Since we do not know much about these individuals, we direct our attention to: (1) who they are (demographics), (2) what they are like (personality), and (3) how they perform (job performance).

Data was sought from 93 assigned expatriate CEOs and 94 self-initiated expatriate CEOs in China.

Our findings demonstrate that in terms of demography, self-initiated CEOs were more experienced than assigned CEOs. With regard to personality, we found difference in self-control and dispositional anger: Assigned expatriate CEOs had more self-control and less angry temperament than their self-initiated counterparts. Finally, we found assigned expatriate CEOs to rate their job performance higher than self-initiated CEOs.

Although there may not always be immediate benefits, career consideration often plays a role when individuals choose whether to become an expatriate. For many years, organizations have used expatriation to develop talented managers for high-level positions in the home country. Recently, however, a new trend has emerged. Talented top managers are no longer expatriated only from within parent companies to subsidiaries. Self-initiated expatriates with no prior affiliation in the parent company are increasingly used to fill top management positions in subsidiaries.

The purpose of this paper is to offer an ontological and methodological alternative to the functionalist paradigm which currently dominates study of the self-initiated expatriate (SIE). It argues conceptually, and with a practical example, that actor-network theory (ANT) offers an alternative way forward. While the functionalist study of SIE seeks to generate knowledge of value to organizations, ANT seeks to produce practical knowledge from the viewpoint of the SIE(s).

The paper critiques the dominant functionalist approach to the study of SIE through ANT. A case history of a geographically mobile professional is offered to support the use of ANT as an ontological and methodological alternative in this field.

By following the actors through their own stories of mobility the authors argue that it is possible to offer alternative ways of investigating and understanding mobility. In particular, actors enact mobility in unique ways as they move and are, therefore, not easily categorized and in singular classifications, such as the “SIE.”

The study of SIE is an important emerging field of expatriate research. It is currently dominated by the functionalist paradigm. The paper offers an alternative ontological and methodological approach to the study of this field through the use of ANT. In this sense the authors challenge the developing dominant discourse of functionalism currently driving research on this topic.

The last decade has seen a significant increase in self-initiated expatriation research across various cohorts; however, limited research exists on the self-initiated expatriation of medical doctors despite their high mobility rates. The purpose of this paper is to investigate the determinants of cross-cultural adjustment among self-initiated medical doctors working and living in a host culture.

A questionnaire was distributed to self-initiated expatriate (SIE) doctors working in Irish hospitals. In total, 193 valid responses were collected. Three linear regression analyses were conducted to explore factors influencing cross-cultural adjustment among SIE medical doctors, along with qualitative insight into their adjustment to working and living in Ireland.

This study found that age, marital status, cultural novelty, previous international work experience, length of time working in the host culture did not influence the cross-cultural adjustment of SIE doctors. However, gender, language ability and perceived fair treatment were found to influence their cross-cultural adjustment in the study. Specifically, female SIE doctors reported higher levels of general adjustment to that of SIE male doctors. SIE doctors' language ability was found to influence their work adjustment, and those who perceived unfair treatment in the host culture reported lower levels of general adjustment.

This paper contributes to the limited knowledge and understanding surrounding the self-initiated expatriation of medical doctors and their cross-cultural adjustment to the host hospital and host culture.

The purpose of this chapter is to provide an overview of SIEs’ career development through international assignment. In particular, the research focus is on career capital acquirement and development of SIEs through their international assignment in China.

We review studies on SIEs and comparative studies between SIEs and OEs. We apply the career capital theory to discuss SIEs’ career capital development in terms of knowing-how, knowing-why and knowing-whom through expatriation assignment in China.

This chapter focuses on SIEs’ career capital accumulation through international assignments in China, and we develop three propositions that will guide future studies: the knowing-whom career capital development of SIEs through expatriation is increased more in network quantity than network quality in China; the knowing-why career capital development of SIEs through expatriation is influenced by the age and career stage of SIEs; and the knowing-how career capital development of SIEs through expatriation — task-related skills and local engagement skills — is influenced by the SIE’s intercultural ability and organization support respectively.

In practice, a better understanding of SIEs’ career capital development in terms of knowing-how, knowing-why and knowing-whom help companies make the decision to select the relevant staffing pattern. This study also has practical implications in relation to the design and selection of the training, learning and development activities provided to the employees.

The chapter contributes to the expatriate management literature by focusing on SIEs’ career development through their international assignment in China. SIEs’ career development is related to their cross-cultural adjustment and has impacts on the completion and success of the expatriation assignment.

Through a large‐scale quantitative study, this paper aims to test and extend the qualitative findings of Richardson and McKenna and of Osland on reasons to expatriate and relate them to work outcomes.

Examining how reasons to expatriate may affect work outcomes, quantitative data was collected from self‐initiated expatriate academics from 60 countries employed in 35 universities in five northern European countries.

Results mostly indicated support for the proposed hypotheses. The most striking finding was the apparently uniformly destructive influence of behaviour associated with escape from one's previous life as a reason to expatriate on all of the studied work outcomes.

The self‐developed scales measuring reasons for self‐initiated expatriates to expatriate may have been inadequate to capture all relevant aspects of their behavioural intentions and the data from the retrospective type of questioning regarding the original reasons to expatriate may have been biased by memory effects.

Any organization recruiting self‐initiated expatriates may want to inquire about the reasons for them to expatriate. Although there may be a plethora of other requirements on job applicants, the findings of this study may be used as contributing to additional hiring criteria.

Most of the fast growing literature on business expatriates has focused on organizational expatriates who have been assigned by their parent companies to the foreign location. However, there is much less research on self‐initiated expatriates, who themselves have decided to expatriate to work abroad.

This paper aims to offer a critical review of how self‐initiated expatriation (SIE) is theorized compared to migration in the management literature and to indicate venues for future research on SIE.

A systematic review has been conducted using the ISI Web of Knowledge database as well as ABI/INFORM in order to include key journals in the management field.

Despite the importance of present theorizations on SIE, the authors show that the literature presents a narrow focus on the most privileged of self‐initiated expatriates and presents some important knowledge gaps. In order to fill these gaps, the authors propose a research map for future research on SIE. This map includes four key dimensions. These are: diversity‐informed research on SIE; context specific and multilevel understanding of SIE; reflexive approaches to SIE; triangulated methods to studying SIE.

By proposing a research map with theoretical and methodological implications, this paper increases our understanding of SIE. It offers a guide for future research on SIEs.

Research on self‐initiated expatriation needs to be more inclusive and critical in terms of studying the diverse human resources in our contemporary societies.

The paper indicates how research on self‐initiated expatriation can become more developed in terms of its theorizations. Furthermore, it proposes a research map for future studies on SIE that is reflexive, relational, diversity‐informed, and methodologically‐triangulated.

This paper aims: to undertake a systematic literature review on SIEs, examining twenty years of literature published between 2000 and 2020, focusing on the most-cited empirical work in the field; to analyse the topics covered by these studies; and to propose a research agenda.

We conducted a systematic literature review, identifying the 20 most-cited empirical articles through citation analysis during the period and, because citations accrue over time, the six most-cited empirical articles of the last three years. We then used content analysis to examine the main themes they address and identify the research gaps.

The most common themes addressed in the SIE literature are: analysis of the types and distinctions of SIEs, motivation to undertake self-initiated expatriation, SIEs' adjustment to the new country, and SIEs' careers and outcomes.

This paper provides a first opportunity to look back at 20 years of research into a relatively new topic, highlighting the main research themes and knowledge gaps, and setting directions for future research. The paper expands knowledge on SIEs, assisting SIE scholars and IHRM practitioners to develop a global, critical understanding of SIEs' issues, and hopefully energising future research in this field.

This special issue seeks to scope the past, present and future study of those individuals who independently journey abroad for work – the self‐initiated expatriate – a topic which is now attracting increasing attention among management scholars and practitioners alike.

This introductory paper takes the form of a brief commentary of the development of the field and a synthesis of the papers in this special edition.

Beginning in the late 1990s with a slow trickle of papers exploring the experiences of individuals who had initiated their own expatriation, our understanding of self‐initiated expatriates (SIEs) and self‐initiated expatriation (SIE) has developed exponentially. This development has given rise to a growing awareness of this form of mobility as a potentially powerful force in the increasingly varied global labour market. Yet, as this special issue will argue, there is still a range of conceptual, theoretical and empirical challenges in the study of SIEs, not least of which is a lack of clarity in how the term is used and understood. Despite the expansion of the field, it has hitherto focused primarily on the experiences of professional SIEs moving from and between developed countries. The papers in this issue therefore, address the need for both greater conceptual clarity and for greater empirical diversity.

The papers included in this special issue each address fundamental issues in the study of the SIE population and offer perspectives that further our understanding of this group and their experiences.

The purpose of this study is to identify how young South Korean self-initiated expatriates (SIEs) have adjusted to their work and to verify the role of workplace learning activities as work adjustment processes in the relationship between work adjustment resources and outcomes.

The study adopted a mixed-method approach, beginning with a qualitative study, followed by a quantitative study.

The main findings of the qualitative study indicated two types of SIE personal characteristics (ability to embrace cultural differences and entrepreneurship), their participation in training programs and that a supportive work environment which facilitates their work adjustment. Workplace learning, which led to role clarification within their organizations, is also critical for adjustment. Based on these findings, the quantitative research study examined the effects of personal and contextual factors on workplace learning and adjustment (n = 120). The quantitative part of the study found cultural intelligence (CQ), entrepreneurship, training programs and supportive environments were positively related to sociocultural adjustment through the work adjustment process.

As work adjustment is an important predictor of increased sociocultural adjustment among SIEs, organizations should build learning-supportive climates to promote workplace learning and seek people with appropriate characteristics for expatriation. Further studies should expand participant sample sizes to represent a wider population of SIEs.

Extant literature on SIEs mainly explored their performance and management. This study explores their adjustment processes through the perspective of workplace learning.

This paper attempts to capture how self-initiated expatriates (SIEs) produce and reconstruct “self” and “place” through their own processes of expatriation and career development as mobility becomes a norm under present conditions of globalization. In so doing, the paper reexamines assumptions of previous expatriate adjustment scholarship by using phenomenon-driven problematization to critically reflect on underlying theoretical assumptions in the extant literature. Empirically, the paper is an exploratory attempt to understanding and offering fresh insights on the notion of expatriation itself under these present conditions.

Bougon's (1983) Self-Q technique was used to develop interview protocols uncovering cognitive maps of SIEs' “enacted environments” as an abstraction of their experiences, while also mapping their “enacted selves”. Analyzing social action with a cognitive map approach reveals the meanings of specific social territories, i.e. the enactment of SIEs' mobility environments (place) and their subjectivities (self).

The authors’ findings suggest that SIEs seem to be constituting and reconstituting their subjectivities and their sense of “place” by displacing the notion of “home”. This notion transforms and recedes as SIEs go about their lives abroad, allowing for the emergence of plural subjectivities, never fully formed but formulated and reformulated in social encounters.

This study contributes to the expatriation literature by focusing on processes through which SIEs construct their world through their mobility and overseas experiences. Observing expatriation processes as continuous cycles of creating and recreating “self” and “place” may reflect better how contemporary business practitioners engage in transnational activities. Management scholars should attend to how these processes enact social territories for a better understanding of expatriation as a global phenomenon.