Strategy Driven

NOVEMBER 3, 2010

Integration and Innovation Abound – According to the report, 30% of the S&P 100 companies include some oversight of diversity issues at the board level and 34% of companies include diversity measures within their compensation plans. “We Juliano Howard T. Dickens Jr. Ives Sharon Drew Morgen Hank Moore Jamie P.

Diversity 50

Diversity Newsletter Long-term Execution 50

Harvard Business Review

OCTOBER 24, 2016

Innovation has the potential to transform the investment industry. Yet the world’s largest funds are closed off from these innovations. Research we have collected in recent months shows that pension funds, sovereign wealth funds, and endowments expect imminent breakthrough innovations in investment technology.

Operations 8

Operations Intangible Assets Venture Capitalist Hedge 8

Harvard Business Review

SEPTEMBER 24, 2014

In July, General Mills — nobody’s idea of a radical company — expanded the pro-climate lobbying group BICEP beyond the usual suspects (Nike, Starbucks, Ben & Jerry’s) to add a distinctly mainstream voice to the call for policies like a price on carbon. Kellogg’s officially joined the group yesterday as well.

IRR 8

IRR Energy Tips Commitment 8

Harvard Business Review

MAY 9, 2012

For more than two years, we and others have been talking about the need to shift the prevailing view among managers, boards of directors and investors from "quarterly capitalism" to what we call "capitalism for the long term". The global financial markets are an extraordinary information processing engine.

Marketing 11

Marketing Power Short-term Long-term 11

Harvard Business Review

APRIL 2, 2014

Others, most notably money managers and former Fama students Cliff Asness and John Liew in an epic Institutional Investor article , have done a lot recent to clarify how Fama’s ideas and Shiller’s can at least co-exist peacefully. It seems like the clearest practical lessons from this academic work have been in asset management.

CAPM 8

CAPM Discount Price Finance 8

Harvard Business Review

DECEMBER 20, 2011

The ongoing failure of policy at a global level (with the important exceptions of some successes/workarounds such as new mileage targets for cars and trucks and a carbon tax in Australia ). The best analysis of the resource scarcity mega-trend came from asset manager Jeremy Grantham. trillion market for clothes and shoes.

Supply Chain 15

Supply Chain Apparel P&L Long-term 15

Harvard Business Review

DECEMBER 18, 2012

A GreenBiz report indicated that progress had slowed or even regressed, but MIT and BCG also declared that sustainability had reached a "tipping point" with more companies putting sustainability "on the management agenda.". a backdoor approach to climate policy took over. In reality, both views were right. In the U.S.,

Supply Chain 10

Supply Chain Constraint P&L Energy 10