Strategy Driven

NOVEMBER 3, 2010

As an investor, Calvert recognizes that those companies that combine competitive financial performance with fair and equitable working environments where diversity is not only tolerated but embraced are likely to recognize gains in both the workplace and marketplace and be better positioned to generate long-term value for their shareholders. “We

Diversity 50

Diversity Newsletter Long-term Execution 50

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 9

Hedge Long-term Short-term Letter 9

Harvard Business Review

DECEMBER 7, 2017

Second, there is a time horizon problem: while in some cases increasing wages or selecting suppliers with better labor practices might bring a financial benefit in the long-term, short-term pressures on the business might make business leaders averse to making such investments. Three types of investors satisfy both criteria.

Supply Chain 8

Supply Chain Asset Management Chemicals Long-term 8

Harvard Business Review

SEPTEMBER 26, 2011

But three years after the financial crisis broke, I remain more convinced than ever that the fundamental cure for restoring economic growth and repairing societal trust in business is to deepen our ability to manage companies for the long term. Acting and communicating in this fashion will also start to attract long-term investors.

Long-term 9

Long-term CEO Short-term McKinsey 9

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". There can be no contradiction, or so the theory goes.

Marketing 12

Marketing Power Short-term Long-term 12

Harvard Business Review

FEBRUARY 24, 2014

In the six years I have been tracking return-to-work programs, I have never seen five, new, big-employer returning professional internship programs debut in such a short span. Morgan Asset Management’s Head of Diversity Gordon Cooper told me his firm is now introducing a Legal ReEntry Program. (In And last week J.P.

Ulrich 8

Ulrich Cooper Gordon Diversity 8

Harvard Business Review

SEPTEMBER 20, 2017

They seek to win management over by sharing well-researched analysis and connecting them to a network of potential partners. Pioneer funds of this approach include Asuka Value-up, Taiyo Pacific, and Simplex Asset Management. Full disclosure, I am involved in this strategy as part of Cornwall Capital).

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., Hundreds of thousands of people made their voices heard.

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

MARCH 28, 2018

Each year, BlackRock, the world’s largest asset manager, sends a much-anticipated letter to leading CEOs. Workers select a professional pension overseer, which could include government entities such as state pension funds or private sector pension managers. Phil Ashley/Getty Images.

Asset Management 10

Asset Management Crisis Cost Planning 10

Harvard Business Review

DECEMBER 20, 2011

The best analysis of the resource scarcity mega-trend came from asset manager Jeremy Grantham. Finally, if the immediacy of the "look out the window" method of gauging climate change didn't work for some, at least one major climate skeptic changed his tune based on longer-term data. Watch this space.

Supply Chain 15

Supply Chain Apparel P&L Long-term 15

Harvard Business Review

APRIL 2, 2014

The early tests that looked at the stock market and looked at short periods of time generally found pretty decent results consistent with the market efficiency insight. A lot of other stuff that looked at stocks and looked at short periods of time didn’t find much. 2 is this distinction between short-term vs. long-term predictability.

CAPM 8

CAPM Discount Price Finance 8

Harvard Business Review

JULY 20, 2017

Executives of the “old economy” are certainly aware of their own vulnerability, as they witness the impact of Uber on the taxi industry, Airbnb on hospitality, and automated asset management on financial services.

Innovation 13

Innovation Productivity Products Venture Capitalist 13