Strategy Driven

NOVEMBER 3, 2010

Corporate Commitment Remains the ‘X’ Factor – Overall, 38% of the S&P 100 companies demonstrate a robust commitment to diversity, both internally and externally. We are very concerned about the fact that women and minorities continue to be under-represented at the highest levels of management,” said Barbara J.

Diversity 50

Diversity Newsletter Long-term Execution 50

Strategy Driven

JULY 29, 2011

However, when performed together, your department, plant or organization will be transformed into a sophisticated retention machine that will be the envy of your fellow managers or competitors. The following are several must-do actions items for retaining the high-value human assets you’ve worked so hard to acquire: Start at the top!

Learning-by-Doing 50

Learning-by-Doing Open-book Training Micromanagement 50

Harvard Business Review

APRIL 12, 2012

Recently, my colleagues at the Focus Consulting Group and I surveyed more than 100 asset management firms around the world, testing both for the strength of their cultures and for the effectiveness of their leadership teams. Loyalty and commitment. Teamwork is not the only key to success in the asset management industry.

Teamwork 12

Teamwork Industry Management Asset Management 12

Harvard Business Review

AUGUST 5, 2014

LPs expect to be paid well to assume the high fees (2% annual fees on committed capital) and long illiquidity ( minimum 10 years) of investing in private equities. They are also inaccessible to institutional investors looking to make either new or large commitments in hopes of generating above-market performance in their portfolio.

Venture Capitalist 17

Venture Capitalist Asset Management Rate of Return Industry 17

Harvard Business Review

AUGUST 10, 2015

The role of the manager is currently undergoing a transformation. Historically, managers embraced the role of coach and mentor. This erosion in the role of the manager has not gone unnoticed. Even more formal conversations, like one-on-one meetings and small group gatherings, transferred insight and understanding to employees.

Management 8

Management Mentor Content Training 8

Harvard Business Review

JULY 5, 2012

These were among the questions addressed at a luncheon in New York convened by CFA Institute President John Rogers with financial industry leaders that included representatives from private and not-for-profit asset managers, public pension funds, insurance companies, and diversified financial services firms. What Can Be Done?

Ethics 12

Ethics Rogers Asset Management Finance 12

Harvard Business Review

AUGUST 17, 2017

Fortunately, the business case for sustainability is broad , if not always easy to measure: A strong commitment to sustainability can boost a company’s reputation with customers and employees. Five years ago a global consumer products company made a bold commitment to phase out all greenhouse gas emissions from its plants by 2037.

Execution 12

Execution Metrics Long-term Incentives 12

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. The investment management industry has been highly commoditized.

Supply Chain 8

Supply Chain Asset Management Chemicals Long-term 8

Harvard Business Review

MARCH 15, 2016

Investors are increasingly seeking firms with long-term growth strategies, rather than ones focused on managing short-term earnings to boost the stock price. As head of the world’s largest asset manager, with $4.6 Commit to achieve a new growth business of specific and aspirational scale.

Short-term 8

Short-term Long-term CFO Wiseman 8

Harvard Business Review

MAY 3, 2016

As an investor, I think about financial risk a lot, and I’ve become interested in using the tools of the investor’s trade in managing the large and small risks we face regularly. Steve Starr, the owner of Starr Real Estate in Austin, Texas, was worried that Eve, his commercial leasing manager, was becoming a problem.

Real Estate 8

Real Estate Apparel Absenteeism Reputation 8

Harvard Business Review

JANUARY 16, 2018

The market size for responsible investment is large and growing, with some of the largest asset managers like BlackRock , State Street Global Advisors , and Vanguard responding to demand by opening ESG-themed funds in recent years. According to US SIF , at the end of 2018 there was $8.72 BlackRock has gone even further.

Hedge 9

Hedge Long-term Short-term Letter 9

Harvard Business Review

SEPTEMBER 24, 2014

It’s a perfect storm bringing us to two important tipping points: one of belief and commitment to action, and one of economics. This week, an important coalition of coalitions, We Mean Business , launched with its own report and commitment by large organizations to recognize the reality of climate science and the ability to act on it.

IRR 8

IRR Energy Tips Commitment 8

Harvard Business Review

MAY 15, 2013

Our problem with banks, insurance companies, and other financial institutions that tout their commitment to sustainability by focusing on energy and water in their sustainability reporting is that these issues are simply not material to the sustainability of the institution itself.

Banking 8

Banking Licensing Finance Insurance 8

Harvard Business Review

MAY 31, 2018

In 2016, socially responsible investing made up more than one out of every four invested dollars under professional management. ” When we talk with corporate executives around the country, they almost always ask the same question: Can managers and CEOs really accomplish their business goals while also advancing society’s goals?

Company 10

Company Decentralization Long-term Operations 10

Harvard Business Review

APRIL 25, 2017

And by committing to two careers, you will produce benefits for both. And most of my asset manager clients were looking for something different: “Give me a contrarian perspective.” But the answer isn’t to plug away in your current job, unfulfilled and slowly burning out. I think the answer is to do both.

Career 8

Career Groupthink Banking Video 8

Harvard Business Review

OCTOBER 19, 2016

For example, Vanguard, the investments firm, created the semi-autonomous Personal Advisor Services (PAS) capability for its asset management customers. So this entry point probably only makes sense if your company has really specialized needs and is willing to make a long-term commitment to building cognitive capabilities.

Organization 8

Organization Software CRM Technology 8

Harvard Business Review

FEBRUARY 8, 2018

Theories and practices of management often spring from the opportunities created by new technologies. Client-server technology begat enterprise resource planning systems, and the consequent system-wide visibility that was required for what we call business process management (BPM). yagi studio/Getty Images.

Management 12

Management Software BPM Technology 12

Harvard Business Review

MARCH 14, 2016

I was meeting with a client last week, the CEO of a global asset management firm. Commit to being better at candor and feedback and share a plan to get there. Tell your team about your commitment and ask for their help. At the end of our conversation, he asked me what feedback I had for him about his organization.

Organization 8

Organization How To Cialdini Schein 8

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.". In reality, both views were right. In his November newsletter , he demonstrated exactly how much of a drag on the U.S.

Supply Chain 10

Supply Chain Constraint P&L Energy 10