Publications

December 1987 (Revised September 1995)
Case

IDS Financial Services

Scarce managerial talent, sales force turnover, and client attrition were potential problems underlying IDS' disappointing performance at mid-year 1987. The marketing vice president had three potential "fixes": 1) increasing or decreasing the $35 million budget for... View Details

Keywords: Marketing Strategy; Salesforce Management; Performance Improvement; Financial Services Industry

2011
Other Unpublished Work

The Performance Effects of Regulatory Oversight

This paper explores the heterogeneity in firm performance that can arise from exogenously varying levels of oversight in regulated industries. We use data on the performance of U.S. commercial banks to show that banks located physically closer to their supervisors'... View Details

Keywords: Performance; Corporate Governance

June 1998 (Revised August 2001)
Case

Wells Fargo Online Financial Services (A)

By: Robert S. Kaplan and Nicole Tempest

Wells Fargo, the industry leader in electronic banking, has implemented a Balanced Scorecard in its online financial services group (OFS) to track and measure performance. The OFS group develops and supports services that allow existing and future banking customers to... View Details

Keywords: Balanced Scorecard; Internet and the Web; Corporate Entrepreneurship; Corporate Strategy; Performance Evaluation; Finance; Change; Situation or Environment; Measurement and Metrics; Financial Services Industry; Financial Services Industry

TeachingInterests

Financial Reporting and Control

By: Paul M. Healy

Throughout their careers, business leaders are required to measure and evaluate their organization's economic performance, improve resource allocation and strategy implementation within their organizations, and build accountability for performance through effective... View Details

TeachingInterests

Financial Reporting and Control

Throughout their careers, business leaders are required to measure and evaluate their organization's economic performance, improve resource allocation and strategy implementation within their organizations, and build accountability for performance through effective... View Details

May–June 2020
Article

Interfirm Ties Between Ventures and Limited Partners of Venture Capital Funds: Performance Effects in Financial Markets

By: Umit Ozmel, M. Deniz Yavuz, Timothy E. Trombley and Ranjay Gulati

We argue that strong indirect ties are conducive to the transfer of private information, which provides an advantage in identifying profitable investment opportunities. In our context, a strong indirect tie is generated between an investor and a focal firm if the... View Details

Keywords: Interfirm Ties; Social Networks; Venture Capital; Entrepreneurship; Performance

2020
Article

Mutual Funds: Skill and Performance

By: Jonathan B. Berk, Jules van Binsbergen and Max Miller

The authors summarize the recent literature on mutual fund manager skill and performance. They discuss the latest contributions in the field and reinterpret them through the lens of the rational expectations framework (efficient market hypothesis). They further discuss... View Details

Keywords: Investment Return; Investment Portfolio; Financial Management; Performance Evaluation; Measurement and Metrics

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Program

Driving Nonprofit Performance and Innovation—Virtual

Summary Performance measurement is essential for organizational innovation, learning, and success. Nonprofits, however, must evaluate social or environmental outcomes as well as financial performance, and... View Details

June 2017
Case

AT&T Versus Verizon: A Financial Comparison

By: V.G. Narayanan and Joel L. Heilprin

This case asks students to prepare a report comparing the financial and operating performance of AT&T and Verizon. Taking the perspective of a communications industry analyst, they must also consider the differences between and implications of the companies' business... View Details

Keywords: Financial Statements; Operations; Analysis; Business Model; Accounting; Performance Effectiveness; Telecommunications Industry

June 2005
Tutorial

Prematriculation Financial Accounting Tutorial/Module

By: David F. Hawkins, Paul M. Healy and Ratna G. Sarkar

The Financial Accounting course is an introduction to the fundamental concepts of financial accounting in a management context. The course describes the business activities for Global Grocer, a small retail franchise specializing in gourmet foods and specialty kitchen... View Details

Keywords: Accounting; Performance; Financial Statements

August 1996 (Revised May 1997)
Case

First Investments, Inc.: Analysis of Financial Statements

By: David F. Hawkins

A summer intern is asked to perform a financial value analysis of a company's financial report for the period 1987-1994. View Details

Keywords: Analysis; Financial Statements

13 Jan 2010
Working Paper Summaries

Private Equity and Industry Performance

Keywords: by Shai Bernstein, Josh Lerner, Morten Sørensen & Per Strömberg

2001
Book

Foreign Multinationals in the United States: Management and Performance

By: Geoffrey Jones and Lina Galvez-Munoz

In this volume, leading scholars in international business and business history examine the investments and performance of British, Canadian, French, German, Spanish and Japanese firms in the United States over time. They explore why so many foreign firms experience... View Details

Keywords: Investment; Multinational Firms and Management; Books; Management; Performance; Perspective; United States

August 8, 2018
Article

Hospital-based ACOs Face Challenges in Tracking Performance Indicators

By: Christiana Beveridge, Sofia Warner, Greg Leya and Thomas W. Feeley

Given that accountable care organizations (ACOs) have not achieved the degree of cost reductions and quality improvements initially hoped for, we sought to better understand the underlying reasons for their limited success. Our analysis of American Hospital Association... View Details

Keywords: ACOs; Health Care and Treatment; Cost Management; Performance; Measurement and Metrics

Read Now

This book provides a framework for business analysis and has been used by business schools throughout the world. It provides a foundation for analysis using four key steps: 1) Strategy analysis: Identifying a firm's strategy and understanding sources of its competitive... View Details

09 Jul 2001
Research & Ideas

Does Misery Love Companies? How Social Performance Pays Off

history of empirical work on the search for a relationship between corporate social performance (CSP) and corporate financial performance (CFP). Second, we critically appraise... View Details

Keywords: by Joshua D. Margolis & James P. Walsh

TeachingInterests

Business Analysis and Valuation Using Financial Statements

By: Suraj Srinivasan

This course provides hands-on experience in financial statement analysis. Students are exposed to tools of financial analysis, theoretical concepts, and practical valuation issues. By the end of the course, students become comfortable with using firms' financial... View Details

January–February 2021
Article

Compensation Packages That Actually Drive Performance

By: Boris Groysberg, Sarah Abbott, Michael R. Marino and Metin Aksoy

By aligning executives’ financial incentives with company strategy, a firm can inspire its management to deliver superior results. But it can be hard to get pay packages right. In this article four experts break down the key elements of compensation and explain how to... View Details

Keywords: Executive Compensation; Compensation and Benefits; Motivation and Incentives; Strategy; Performance