Publications

July 2014
Case

Thompson Asset Management

By: William Fruhan and John Banko

Thompson Asset Management (TAM) is a small investment advisory and asset management firm in Jacksonville, Florida, with about $100 million in assets under management in two different funds. Since starting the firm in 2009, the CEO and founder Allison Thompson has had a... View Details

Keywords: Small Business; Asset Management; Expansion; Investment Portfolio; Financial Services Industry; Florida

12 Mar 2012
News

Pepsi’s Management Shakeup

September 2010 (Revised May 2012)
Case

Windward Investment Management

By: Luis M. Viceira and Ricardo Alberto De Armas

Windward Investment Management has experienced rapid growth in assets under management in just ten years, from under $30 million at year-end 1999 to $3.6 billion in 2010. Windward is one of the leading firms in the Registered Investment Advisor (RIA) industry that... View Details

Keywords: Asset Management; Valuation; Investment; Growth and Development Strategy; Financial Services Industry

13 Jan 2012
News

Crowdsourcing Management Reviews for Better Management

2018
Book

Escaping the Build Trap: How Effective Product Management Creates Real Value

By: Melissa Perri

This book is a guide to getting out of the build trap with great product management. We look at what it means to become and be a product-led organization, which involves four key components: creating a product manager role with the right responsibilities and structure;... View Details

Keywords: Product And Process Development; Product Management; Customer Focus and Relationships; Value Creation

TeachingInterests

Investment Management Workshop

By: Luis M. Viceira

Investing and Strategic Decision-Making for Principals, Portfolio Managers, and Executives of Asset Management Firms

For nearly 50 years, the Investment Management Workshop (IMW) has convened the world's top principals, portfolio managers, and... View Details

October 1989
Background Note

Managing Major Accounts

By: Frank V. Cespedes

Written as an introduction to a module in the second-year MBA course, Marketing Implementation. Discusses issues encountered in the selling and management of major accounts. The topics covered include: 1) reasons for the increasing importance of major account... View Details

Keywords: Accounting Audits; Marketing; Marketing Strategy; Consumer Behavior; Market Participation; Relationships; Salesforce Management

16 Nov 2009
News

Total quality management

March 1994 (Revised March 1995)
Background Note

Managing Your Team

By: Linda A. Hill

Designed as an overview note for the Managing Your Team module of the MBA second year elective course Power and Influence. Identifies some criteria for evaluating team effectiveness and outlines in detail the key areas of responsibility of team managers: managing the... View Details

Keywords: Groups and Teams; Performance Evaluation; Management; Cross-Cultural and Cross-Border Issues

Clubs

Management Consulting Club

Keywords: Consulting

Research Summary

Top Management Teams

Michael Roberto is studying how senior management teams function, and how chief executives lead these teams effectively. Many chief executives can identify their top management team, but this set of executives does not necessarily perform critical tasks and make... View Details

Managing the Future of Work

Managing the challenges posed by the changing nature of work Managing the challenges posed by the changing nature of work Multiple forces of change – demographics, technology, automation, globalization – are coming together at an unprecedented pace and scale. How can... View Details

April 2023
Case

Strive Asset Management

By: Suraj Srinivasan, Lynn S. Paine and Aldo Sesia

Strive Asset Management, which launched in 2022, was actively targeting several leading U.S. companies in the upcoming 2023 proxy voting season to stop acquiescing to those large asset managers and other institutional shareholders who were pressing those companies to... View Details

Keywords: ESG; Shareholder Activism; Asset Management; Investment Funds; Corporate Governance; Risk Management; Climate Change; Diversity; Equity; Financial Services Industry; United States

Article

Equitable and Efficient Coordination in Traffic Flow Management

By: Cynthia Barnhart, Dimitris Bertsimas, Constantine Caramanis and Douglas S. Fearing

When air traffic demand is projected to exceed capacity, the FAA implements Traffic Flow Management programs. Independently, these programs maintain a first-scheduled, first-served invariant, which is the accepted standard of fairness within the industry. Coordinating... View Details

Keywords: Traffic Flow Management; Ground Holding Programs; Equitable Flight Delay; Equity; Saving; Management; Management Practices and Processes; Demand and Consumers; Performance Capacity; Performance Efficiency; Conflict and Resolution; System; Aerospace Industry

The Emergence of Charismatic Business Leadership

The Emergence of Charismatic Business Leadership is an examination of how the role of the business leader in the U.S. has changed from World War II to the present. A small number of high-profile individuals have transformed the face of modern-day... View Details

March 2014
Article

Manage Your Work, Manage Your Life

By: Boris Groysberg and Robin Abrahams

Work/life balance is at best an elusive ideal and at worst a complete myth, today's senior executives will tell you. But by making deliberate choices about which opportunities they'll pursue and which they'll decline, rather than simply reacting to emergencies, leaders... View Details

Keywords: Work-Life Balance; Management Teams

Managing Know-How

For many firms, the ability to create, organize, and disseminate know-how is a key factor in their ability to succeed. But should all companies engage in formal knowledge management? If not, which companies derive most value from a formal knowledge system?... View Details

January 2008
Article

Mastering the Management System

By: Robert S. Kaplan and David P. Norton

Companies have always found it hard to balance pressing operational concerns with long-term strategic priorities. The tension is critical: World-class processes won't lead to success without the right strategic direction, and the best strategy in the world will get... View Details

Keywords: Framework; Management Analysis, Tools, and Techniques; Management Systems; Operations; Performance Improvement; Strategy