Case | HBS Case Collection | 2010 (Revised from original 2010 version)
by Boris Groysberg, Paul M. Healy and Sarah Abbott
In 2003, in the midst of industry turmoil and company-specific challenges, Stefano Natella was named Global Head of Equity Research at Credit Suisse. Over a six-year period, Natella implemented and refined a new methodology for valuing equity research analysts, both individually and as a collective unit. Natella's system, known as the 'Scorecard' was also used as the basis for compensating, hiring, and promoting analysts. Over time, the Scorecard was refined to allow Credit Suisse to improve its customer service efforts in a way that maximized profitability for the firm.
Keywords: Business Model; Change Management; Customer Satisfaction; Compensation and Benefits; Selection and Staffing; Balanced Scorecard; Organizational Change and Adaptation; Financial Services Industry;
Citation:
Groysberg, Boris, Paul M. Healy, and Sarah Abbott. "Credit Suisse Group: Managing Equity Research as a Business." Harvard Business School Case 410-073, April 2010. (Revised from original January 2010 version.)
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Case | HBS Case Collection | 2013 (Revised from original 2013 version)
BTG Pactual: Preserving a Partnership Culture
Paul Healy
Keywords: stock market; IPO; investment banking; corporate lending; Initial Public Offering; Investment Banking; Banking Industry; Brazil;
Chorus and Telecom: Building the Boards
Boris Groysberg and Sarah L. Abbott
Keywords: board of directors; Women's Empowerment; governance; leadership; Governance; Leadership; Decision Making; Organizational Structure; Human Resources; Selection and Staffing; Diversity Characteristics; Telecommunications Industry; New Zealand;
Case | HBS Case Collection | 2013 (Revised from original 2012 version)
Naina Lal Kidwai: Investing in Her Country
Boris Groysberg and Anjali Raina
Keywords: leadership; Leadership; Financial Services Industry; Insurance Industry; India;