Public Market Investing - Publications - Faculty & Research

January 2007
Exercise

Multifactor Models

Students evaluate the performance of four mutual funds and compute the cost of capital for two companies using fixed benchmarks, the CAPM, and a multifactor model of returns. View Details

Keywords: Cost of Capital; Performance Evaluation; Business Model; Investment Funds; Investment Return; Motivation and Incentives; Markets

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December 1998
Case

Retail Financial Services in 1998: Travelers

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Travelers Group's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the... View Details

Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry

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December 1998
Case

Retail Financial Services in 1998: Merrill Lynch

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Merrill Lynch's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details

Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry

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December 1998
Case

Retail Financial Services in 1998: Charles Schwab

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Charles Schwab's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details

Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry

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Strategies for Value Creation (SVC) - Course Catalog

(CFO, course #1416), students cannot take both of them. Career Focus SVC should appeal to students who aspire to work in senior leadership positions (CEO, CFO, COO, or CMO) in both large and small companies; as strategy consultants or View Details

22 Mar 2016
News

Bill (MBA 1966) and Penny George

Bill (MBA 1966) and Penny George “We made a legacy gift so that our contributions will continue after our deaths,” says William W. “Bill” George (MBA 1966) of the planned gift he and his wife, Penny, established to invest in students’... View Details

01 May 2015
News

Celebrating and Supporting Leadership

societal progress by creating jobs, investing in communities, and bringing the world much-needed products and services. "In an era of budget austerity and political gridlock, business is called on to play a larger role in providing social... View Details

Keywords: Educational Services

01 Mar 2014
News

Case Study: Gazelle's New Predators

million in revenue in 2013, up from $58 million in 2012. And it touts a Net Promoter Score—a customer-satisfaction indicator—in the low 80s, saying it is "significantly higher than Apple and Amazon, and nearly 50 points higher than phone carriers." But naturally, the... View Details

Keywords: ecommerce; Kathy Korman Frey; Telecommunications; Information; News, Library, Internet, and Other Services; Information; Retail Trade

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