Bernard Dumas

Emeritus Professor of Finance
The case describes the process of integration between two European asset management organizations, one being British the other Dutch, with the goal of creating a Paneuropan organization reaching institutional clients in several countries of Europe.

Published 18 Jun 2007

Reference 5419

Topic Economics & Finance

Industry Capital Markets

Region Global

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Watson-Wyatt is an advisor to Barclays Bank PLC. The case contains all information the needed to value pension liabilities of Barclays and details about asset composition and benchmarks used in the management of the assets, the various dimensions of risk faced by the pension plan and the way to manage them properly. It also provides an opportunity to discuss governance and moral hazard problems.

Published 02 Jan 2007

Reference 5393

Topic Economics & Finance

Industry Insurance

Region Europe

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In 2003 a BCG survey found Rothschild Bank AG to be one of the most profitable private banks in the world. The bank's future, however, was surrounded by uncertainties related to new international regulations, increased competition as well as volatile financial markets.

Published 06 Jul 2005

Reference 5265

Topic Economics & Finance

Industry Banking

Region Europe

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A+J+O uses quantitative stock picking engines based on statistical stock return anomalies. They use neither outside research nor soft dollars. They have a developed a relationship with brokers that fosters good execution quality of trades. Ted Aronson, the founder is wondering whether the firm should expand further the long-short investment strategy.

Published 02 May 2005

Reference 5258

Topic Economics & Finance

Industry Investment Management

Region North America

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International Finance: Capital Markets and Corporate Decisions, International Economics: Trade and Balance of Payments, Continuous-Time Dynamic Finance, Capital Markets, Corporate Finance