Measuring Investment Performance

Examine different approaches to measuring return on investment. Approaches include the use of risk positions and information and Sharpe ratios. Apply the approaches to a variety of mutual funds to demonstrate the effect of using different metrics to measure fund performance.

AquaSafi Purification Systems: Changing the Operating Model

AquaSafi Cleaning Systems Pvt. Limited. (AquaSafi) was a social enterprise with the aim of providing drinking water to people in developing countries. The organization assembled and sold its water treatment technology at a cost to villages and non-governmental organizations in rural India. Before deciding to change AquaSafi’s current operating model, the managing director considered that …

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A-CAT Corp. – Bang for the Bucks

The case describes the situation of the Vice President of ACAT Corp. (ACAT), Vidarbha Region, Maharashtra. ACAT manufactured a relatively wide range of household appliances. Typical products in its product line were TV signal amplifiers, transformers, FM radio sets, electronic ballasts, battery chargers, and voltage regulators. The voltage regulators manufactured by ACAT have been used …

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MacPherson Refrigeration Ltd.

Linda Metzler, newly appointed head of production planning, creates an overall production plan for the company’s refrigeration, freezing, and air conditioning systems for the coming year. She considered three plans. Students are asked to develop better plans and evaluate the quantitative and qualitative factors that favor them. Finally, the use of linear programming is introduced …

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Umpqua Bank: Managing the Culture and Implementing the Brand

Umpqua Bank is an Oregon-based company seeking to revolutionize the banking industry with a creatively non-traditional culture and radical retail mindset (“stores,” not “branches”), backed by highly innovative environmental design. Umpqua has grown rapidly and faces critical issues including: (1) How can a company strengthen and maintain its corporate culture while growing rapidly through mergers …

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Organizational Alignment: The 7-S Model

Features the 7S frame. This framework provides managers with a tool to diagnose problems in their organizations and suggest corrective actions. It can be used in cases related to organizational alignment.

Fat Angelo’s Italian Restaurants: Managing the Customer Waiting Experience

Fat Angelos was an established and well-known family-style Italian restaurant chain in Hong Kong. However, its popularity brought challenges. A daily example was the queues that restaurants found during their peak hours for dinner. Long wait times led to dissatisfied or even lost customers. On the other hand, restaurants were not fully utilized during off-peak …

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Building Community at Terra Nova Consulting

This case describes the challenges faced by the president of an engineering and environmental services consulting firm (Terra Nova Consulting) as it seeks to address deep internal cultural divisions. Terra Nova began as a small niche firm that has expanded through internal growth and mergers to become an elite, international professional services firm. It was …

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Polymer Technologies Inc.

Polymer Technologies Inc. specializes in the integration of metal and plastic to manufacture limit switches, relays, and electromechanical products for the automotive industry. The program manager must decide whether or not to automate the production of a power car seat component, the seat switch substrate and, if the decision to automate is made, whether it …

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