Hamilton Financial Investments: A Franchise Built on Trust

Provides a tool for students to assess risk management in the fast-paced mutual fund industry. A new risk manager has been hired to implement new management controls and procedures. A series of decisions will determine how much business and franchise risk the company takes.

Mobil USM&R (C): Lubricants Business Unit

The CEO of a lubricants business unit in Mobil’s marketing and refining division in the United States initiated a project to develop a balanced scorecard (BSC) for his unit. The goal was to give all employees in the unit a focus to enable integrated action. After the unit scorecard was developed, the managing director asked …

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True North: Pioneering Analytics, Algorithms and Artificial Intelligence

True North was a private equity fund specializing in the growth and acquisition of Indian-oriented midsize companies. The executive team initially believed that technology was not critical to traditional businesses and steered clear of new-age technology-driven companies. Then, in 2007, True North invested in Meru Cabs, a ride-sharing service with a growing taxi fleet that …

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ABB: Accountability Times Two (A)

Describes the complexity of setting and reconciling performance targets in a global, matrix company. The president of the Finnish industry and rail transport company has received targets from two bosseshis regional superior and his business area superior. Each has set different performance targets (financial and nonfinancial) which must be reconciled. In addition, a bonus scheme …

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Cree, Inc.: Which Bright Future?

Founded in the late 1980s, Cree Inc. quickly became a major player in the emerging LED market. In 2007, technological improvements made LEDs suitable for “backlighting” televisions, computers, and mobile devices; and concerns about global warnings led to calls for a shift to more energy efficient general lighting sources (LEDs being preferred because they were …

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City of New York

This case examines the economy of a community and then examines its financial condition from the perspective of a bond rating company.

AmTran Technology Ltd.

As an original design manufacturer (ODM) of televisions and a leading supplier to Vizio, the market leader for LCD flat panel televisions in the United States, AmTran Technology Ltd. what founder Alpha Wu calls the “US” model, in which Western companies do the sales, marketing, and product definition, while Eastern Asian companies, like yours, do …

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Mobil USM&R (B): New England Sales and Distribution

The CEO of a local gasoline / distillate sales and distribution company must convey a new strategy to the division’s 300 employees. An initial strategic planning exercise identified a list of high-priority opportunities that combined the national strategy of the parent area with a tailored local strategy. However, for the new strategy to take effect, …

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