Publications

01 Oct 1998
News

A Community Investment

Johnson is guided in all of its business practices by a deceptively simple, four-paragraph credo. One tenet reads: "We are responsible to the communities in which we live and work and to the world community as well." We are also a leader in encouraging other View Details

01 Mar 2012
News

Balanced Scorecard and Beer Game Go High-Tech

for example, competing on low lifetime cost — and then try to fund the right mix of corporate initiatives to implement that strategy. They also design a Balanced Scorecard for their firm. In successive rounds of play, the data on each... View Details

Keywords: Professor V.G. Narayanan; Educational Services; Educational Services

February 2018 (Revised February 2018)
Supplement

HNA Group: Global Excellence with Chinese Characteristics (B)

By: William C. Kirby and Yuanzhuo Wang

This case provides a brief overview of the success and challenges of the HNA Group between 2015 and late 2017 when it grew rapidly through global acquisitions to become 170 on the 2017 Fortune 500 list. A firm that had begun as a provincial airline in China was now a... View Details

Keywords: Internationalization; Scrutiny; Growth; China; Philanthropy; One Belt One Road; Globalized Markets and Industries; Growth and Development; Acquisition; Corporate Governance; Financial Services Industry; Financial Services Industry; Financial Services Industry; China; United States; Europe; Asia; South America; Southeast Asia

01 Dec 2003
News

Roger Ullman: Going Green with E2

Can white-collar corporate America do business with “green” environmentalists? Roger Ullman (MBA ’89) thinks so. Ullman, who worked in the mergers and acquisitions division of Merrill Lynch for twelve years, retired from his post as a... View Details

Keywords: Julia Hanna; Management, Scientific, and Technical Consulting Services; Management, Scientific, and Technical Consulting Services

September 2009 (Revised May 2011)
Case

Acumen Fund: Measurement in Impact Investing (A)

By: Alnoor Ebrahim and V. Kasturi Rangan

Acumen Fund is a global venture capital firm with a dual purpose: it looks for a return on its investments, and it also seeks entrepreneurial solutions to global poverty. This case examines Acumen's new projects in Kenya. The organization's investment committee and its... View Details

Keywords: Decision Choices and Conditions; Venture Capital; Investment Return; Philanthropy and Charitable Giving; Risk Management; Corporate Social Responsibility and Impact; Business and Government Relations; Social Enterprise; Financial Services Industry; Kenya

April 2010 (Revised May 2012)
Background Note

Note: Disclosure, Regulation, and Taxation of Hedge Funds versus Mutual Funds in the U.S.

By: Lena G. Goldberg, Robert C. Pozen and Melissa Anne Hammerle

This note provides students with an explanation of the regulatory and tax framework for hedge funds vs. mutual funds in the U.S. View Details

Keywords: Investment Funds; Corporate Disclosure; Governing Rules, Regulations, and Reforms; Taxation; Financial Services Industry; United States

February 2024 (Revised February 2024)
Case

CLSA: Integrating ESG in Stock Valuation

By: Shirley Lu, Aaron Yoon and Billy Chan

In 2023, a senior financial analyst at the Hong Kong-based stock brokerage firm CLSA was surprised to see that, based on his calculations, the financial impact from climate risks on a major Indian cement manufacturing company’s projected earnings could be massive.... View Details

Keywords: Accounting; Corporate Governance; Analysis; Stocks; Valuation; Environmental Sustainability; Financial Services Industry; Financial Services Industry; Hong Kong; China; India; Asia

Profile

Shabrina Jiva

With a father who bought out his corporate employer and a mother who managed businesses from laundries to hotels, the Jiva family enjoyed dinners lively with business conversations. "We'd sit every night and discuss the issues they... View Details

01 Dec 2014
News

Five Degrees of Doriot

influence extended well beyond the classroom. Here, a few of the ideas and inventions that Doriot helped bring to the masses. (Baker Library Historical Collections) Venture capitalism Before Doriot founded the world’s first VC firm, American Research and Development... View Details

Keywords: Dan Morrell; George Doriot; Educational Services

01 Sep 2004
News

Spring Renewal

Calling attention to the School’s “spirit of innovation,” Clark highlighted its increasing global activities, the renovation of Baker Library, and the new required MBA course in Leadership and Corporate Accountability. After showing a... View Details

Keywords: Educational Services; Educational Services

September 2010 (Revised December 2010)
Case

Santander Consumer Finance

By: J. Gunnar Trumbull, Elena Corsi and Andrew Barron

A Spanish company has to decide if they should expand into the fragmented European consumer finance market and has to make important organizational strategy decisions in the midst of the world economic downturn that followed the 2007 U.S. credit crunch. Since 2002, the... View Details

Keywords: Borrowing and Debt; Financial Markets; International Finance; Personal Finance; Consolidation; Corporate Strategy; Expansion; Financial Services Industry; European Union; Spain

January 2010 (Revised March 2013)
Teaching Note

Western Union: Our World, Our Family® (TN)

By: Christopher Marquis and Bobbi Thomason

Teaching Note for [410050]. View Details

Keywords: Business Model; Financial Management; Corporate Social Responsibility and Impact; Business and Stakeholder Relations; Diversity; Financial Services Industry