Case | HBS Case Collection | October 2010 (Revised July 2012)

Global Expansion at Sanford C. Bernstein

by Linda A. Hill and Dana Teppert


Sanford C. Bernstein, a premier sell-side research firm, is expanding globally and has recently opened an office in Hong Kong. Global Director of Research Robert van Brugge must consider how best to organize the firm's research department to enhance cross-sector and cross-geography collaboration among the senior research analysts in order to adapt to the challenging realities of global expansion in the financial services industry.

Keywords: Change Management; Talent and Talent Management; Globalized Firms and Management; Knowledge Sharing; Leading Change; Organizational Change and Adaptation; Organizational Design; Research; Financial Services Industry; Hong Kong;


Hill, Linda A., and Dana Teppert. "Global Expansion at Sanford C. Bernstein." Harvard Business School Case 411-051, October 2010. (Revised July 2012.)