Publications

Register to Read

December 2013 (Revised June 2014)
Case

Choosing a Charitable Giving Vehicle

By: Robert C. Pozen, Mayur Desai and Maura A. Graul

Elaine White is an accountant advising two couples, the Carsons and the Bradleys, regarding their charitable giving options and related tax strategies. The Carsons are an upper-middle class family with $295,000 in income, a moderate amount of deductions, and... View Details

Keywords: Charitable Giving; Tax Accounting; Tax Strategy; Public Charities; Foundations; Charity; Charitable Remainder Trusts; Charitable Lead Trusts; Donor-Advised Funds; Pooled Income Funds; Taxation; Philanthropy and Charitable Giving; United States

2010
Chapter

Measuring and Managing Macrofinancial Risk and Financial Stability: A New Framework

By: Dale F. Gray, Robert C. Merton and Zvi Bodie

This paper proposes a new approach to improve the way central banks can analyze and manage the financial risks of a national economy. It is based on the modern theory and practice of contingent claims analysis (CCA), which is successfully used today at the level of... View Details

Keywords: Financial Statements; Economy; Financial Condition; Central Banking; Management Analysis, Tools, and Techniques; Management Practices and Processes; Risk Management; Measurement and Metrics; System Shocks

April 2, 2004
Article

A Simple Way to Value Stock Options

By: Roberto G. Mendoza, Robert C. Merton and Peter Hancock

Keywords: Valuation; Stock Options

February 2010 (Revised June 2010)
Case

Arup: Building the Water Cube

By: Robert G. Eccles, Amy C. Edmondson and Dilyana Karadzhova

Arup, an engineering firm, collaborated with PTW Architects and China Construction Design Institute to develop a design for the 2008 Beijing Summer Olympics Aquatics Center design competition. Their winning concept for the Water Cube combined elements of Chinese... View Details

Keywords: Buildings and Facilities; Environmental Sustainability; Design; Construction; Cross-Cultural and Cross-Border Issues; Projects; Groups and Teams; Real Estate Industry; Sports Industry; Beijing; Sydney

2012
Chapter

Sustainable Cities: Oxymoron or the Shape of the Future?

By: Robert G. Eccles, Annissa Alusi, Amy C. Edmondson and Tiona Zuzul

Two trends are likely to define the 21st century: threats to the sustainability of the natural environment and dramatic increases in urbanization. This paper reviews the goals, business models, and partnerships involved in eight early "ecocity" projects to begin to... View Details

Keywords: Environmental Sustainability; City; Urban Development; Infrastructure; Housing; Urban Scope; Business Ventures; Business Model; Green Technology Industry

1987
Chapter

Pension Plan Integration as Insurance against Social Security Risk

By: Robert C. Merton, Zvi Bodie and Alan J. Marcus

Keywords: Compensation and Benefits; Integration

May 26, 2021
Article

The Challenge of Rebuilding U.S. Domestic Supply Chains

By: Willy C. Shih, Robert S. Huckman and James Wyner

Massachusetts-based Shawmut scrambled to expand production to meet the soaring demand for N95 masks and hospital gowns during the pandemic. Its experience illustrates a crucial point that policymakers should take to heart: Once a country loses its industrial commons... View Details

Keywords: Supply Chain; Health Pandemics; Production; Management; United States

Read Now

December 2013
Teaching Note

Choosing a Charitable Giving Vehicle

By: Robert C. Pozen, Mayur Desai and Maura A. Graul

Elaine White is an accountant advising two couples, the Carsons and Bradleys, regarding their charitable giving options and related tax strategies. The Carsons are an upper-middle class family with $295,000 in income, a moderate amount of deductions, and... View Details

Keywords: Charitable Giving; Tax Accounting; Tax Strategy; Charity; Charitable Lead Trusts; Charitable Remainder Trusts; Public Charities; Foundations; Donor-Advised Funds; Pooled Income Funds; Taxation; Philanthropy and Charitable Giving; United States

September 2012 (Revised December 2012)
Case

Addleshaw Goddard LLP (Abridged)

By: Robert G. Eccles, Amy C. Edmondson and James Weber

Addleshaw-Goddard (AG), the 15th largest law firm in the UK, is seeking ways to serve larger clients on more important legal matters. Part of this strategy involves its "Client Development Centre (CDC)," an innovative idea and set of services launched by Dr. Jim Hever... View Details

Keywords: Price; Innovation and Invention; Service Operations; Partners and Partnerships; Competitive Advantage; Diversification; Legal Services Industry; United Kingdom

May 2009 (Revised July 2011)
Case

Daqi

By: Robert C. Pozen, Richard Franklyn Armbrust and Ziquan Zhang

In 2008, Daqi was one of the largest Internet portals for user-generated content and the leading word-of-mouth marketing provider in China. Grace Zhou, Daqi's CEO, was contemplating the risks and benefits of expanding Daqi's services into three new content areas—news,... View Details

Keywords: Information Publishing; Growth and Development Strategy; Risk Management; Marketing; Business and Government Relations; Expansion; Internet; Information Industry; China

February 2009 (Revised April 2011)
Supplement

Mistry Architects (C)

By: Amy C. Edmondson, Robert G. Eccles and Mona Sinha

This case is a follow-up to "Mistry Architects: Innovating for Sustainability (A)" (Case 609-044) and (B) (Case 609-064). In Case (A) Sharukh and Renu Mistry founded and run an architectural firm dedicated to being both client-oriented and environmentally responsible.... View Details

Keywords: Decision Choices and Conditions; Growth and Development Strategy; Management Succession; Corporate Social Responsibility and Impact; Business and Community Relations; Nonprofit Organizations; Environmental Sustainability

August 8, 2003
Comment

A Better Way to Motivate Staff

By: Roberto G. Mendoza, Peter Hancock and Robert C. Merton

Keywords: Motivation and Incentives; Employees