Harvard Business Review

DECEMBER 7, 2017

It is tough to beat the market and over long periods of time indexing has been shown to outperform most active managers. On the other side, fans of active management see it as a trend that can damage market efficiency and lead to distortions in market prices. But what’s the role of investors?

Supply Chain 8

Supply Chain Asset Management Chemicals Long-term 8

Harvard Business Review

SEPTEMBER 29, 2011

They are not interested in hearing about the technological, regulatory, and societal developments that will determine the long-term, strategic positioning of this company.". Some large investors already have a long-term view. CEOs can seek to attract long-term investors in several ways: 1. Take consumer goods giant Unilever.

Long-term 12

Long-term CEO Short-term Asset Management 12

Harvard Business Review

JANUARY 16, 2018

The term “activist hedge fund” connotes to many a “corporate raider” who creates short-term profits at the expense of other stakeholders and long-term investors. How is it that sharp-toothed activists are becoming advocates of long-term sustainable investing? But it is reportedly not alone.

Hedge 8

Hedge Long-term Short-term Letter 8

Harvard Business Review

SEPTEMBER 26, 2011

Volatility has returned to global markets, and consumer and business confidence is once again slipping. In scores of conversations I've had with business leaders, pension fund trustees, asset managers, employer associations, and NGOs since I first issued this call in HBR , everyone has agreed with the goal.

Long-term 8

Long-term CEO Short-term McKinsey 8

Harvard Business Review

SEPTEMBER 20, 2017

Abe has even met with one of the most prominent American activists, Dan Loeb , in a private albeit well-publicized encounter, suggesting he sees value in foreign involvement in Japanese markets. They seek to win management over by sharing well-researched analysis and connecting them to a network of potential partners.

ROE 8

ROE Construction Hedge Policies 8

Harvard Business Review

SEPTEMBER 24, 2014

Even those hippies over at asset manager Lazard calculate that the cost of solar PV technologies has dropped nearly 80% in five years. The We Mean Business report cites an internal rate of return of 81% (that’s a ridiculous payback) on energy efficiency in the U.S., We citizen consumers need to step up, too.

IRR 8

IRR Energy Tips Commitment 8

Harvard Business Review

SEPTEMBER 20, 2013

Very importantly, they were able to avoid costly technology and implementation programs that would have surely fell short of usage and revenue expectations. Sometimes the revenue may be small in absolute terms, but the data capability may be complementary to your current, core business. Execution Knowledge management'

Execution 8

Execution Metrics Content Christensen 8

Harvard Business Review

APRIL 2, 2014

Back in the ‘60s, people developed the capital asset pricing model [CAPM] as a way to do that. You’d have this beta with the market, so you have the riskless rate plus beta times the equity premium. It’s not something that necessarily resonates a lot with people in the markets or people in the world.

CAPM 8

CAPM Discount Price Finance 8

Harvard Business Review

DECEMBER 20, 2011

While "running out" isn't really the right phrase, it's clear that delivering many commodities to market is getting harder and more expensive (we don't dig for oil a mile under the ocean for the heck of it). The best analysis of the resource scarcity mega-trend came from asset manager Jeremy Grantham. Right now, the U.S.

Supply Chain 15

Supply Chain Apparel P&L Long-term 15

Harvard Business Review

JULY 20, 2017

DNA genetic testing company 23andMe fell behind on its communications with the FDA, resulting in a temporary ban on marketing the company’s personal genetic screening services to the public. We believe that there’s a better way that can yield radical results — not just the short-term, quarter-to-quarter kind.

Innovation 11

Innovation Productivity Products Venture Capitalist 11