Harvard Business Review

MAY 31, 2018

Over 80% of millennials report that making a positive difference in the world is more important to them than professional recognition. On the investor side, more and more shareholders demand tracking and reporting of both positive and negative externalities, compelling some of the largest corporations on earth into action.

Company 9

Company Decentralization Long-term Operations 9

Harvard Business Review

SEPTEMBER 18, 2013

Steve, a portfolio manager for a major mutual fund company, understood that his company monitored internet use of all employees. I had been preparing a client presentation with several of my colleagues at our asset management firm. On the negative side, it may create worker dissatisfaction, hurt morale, and erode trust.

EPM 8

EPM Root Cause Analysis Handbook Asset Management 8

Harvard Business Review

OCTOBER 12, 2017

Until a few years ago corporate managers heard only two complaints from institutional investors: that executive pay was excessive and that the company had an insufficient number of independent directors. Friedman’s rule has had a big impact on the way companies are managed. The impact extends to asset management companies.

Proposal 8

Proposal Objective Ethics Politics 8