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In June 2006, Norway's Pension Fund decided to divest its position in Wal-Mart Stores, Inc. after an investigation by the Fund's Ethics Council. According to a spokesperson of Norway's Finance Ministry, "The recommendation to exclude Wal-Mart cites serious and systematic violations of human rights a... More

This note is an excerpt from Professor Bob Pozen's book "The Mutual Fund Business" and is an introduction to mutual funds, contrasted with commercial banks.... More

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Robert C. Pozen, one of the business world’s most successful—and productive—executives, reveals the surprising secrets to workplace productivity and high performance. Extreme Productivity is an essential handbook for every business professional, empowering them with proven methods for prioritizing e... More

In April 2009, Wendy Jefferson had just returned to her office following a whirlwind day of meetings with her newest client, Star Advisor. Jefferson, a financial services consultant, was eager to dig into the information provided to her and her team about the Star mutual funds and the income the fun... More

Vanguard Group management, led by CEO John Brennan, was considering whether to launch exchange-traded funds (ETFs) in early 2000. ETFs, first created in the early 1990s, combined aspects of traditional mutual funds and closed-end funds. The US ETF industry had reached $36 billion in assets under man... More

This case asks students to wear the hat of a policymaker to explore the politically charged issues around corporate tax reform in the U.S.... More

You can thrive and excel when you’re working remotely, if you adopt the mindset, habits and tech tools of professionals who are even more productive outside the office: Learn to think like a “business of one,” and that entrepreneurial mindset will transform your experience of remote work. Remote wor... More

From the July-August 2017 issue. *The truth is buried in the fine print. And that's a problem. by Robert C. Pozen, and S.P. Kothari.... More

In 2006, Radiant Cosmetics president and CEO, Margaret Clark was contemplating the launch of a new, lip-plumping product called "Four Carat Pout." Clark faced many decisions concerning the launch: marketing the product as a luxury brand or a retail item; how to position the product as a possible sta... More

On December 22, 2008, Bank of America (BofA) chairman and CEO Ken Lewis convened a special board of directors meeting to review his company's pending acquisition of investment bank Merrill Lynch. Negotiations for the acquisition had begun a few months earlier, during the disastrous week in September... More

This note summarizes the four major changes affecting corporate governance that were made by the Dodd-Frank Act of 2010. These changes relate to: advisory notes by shareholders, refinements to board structure, non-disclosure on compensation and tightening up of certain enforcement provisions.... More

The United States and the United Kingdom both had quasi-government agencies that provided back-up insurance for individuals participating in defined benefit ("DB") pension plans. This note compares and contrasts the United Kingdom's Pension Protection Fund ("PPF") with the United States' Pension Ben... More

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Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple that married late in life and had ... More

Case - After an incredibly volatile six months since Lehman Brothers declared bankruptcy, Finbar McCall contemplated his options. As the investment manager of RPG Prime Reserve Fund, Inc. (RPGXX), McCall had just heard the news that the U.S. Treasury was extending the availability of insurance for e... More

Elaine White is an accountant advising two couples, the Carsons and the Bradleys, regarding their charitable giving options and related tax strategies. The Carsons are an upper-middle class family with $295,000 in income, a moderate amount of deductions, and straightforward charitable giving objecti... More

Best known for playing Hawkeye Pierce on the TV series "M*A*S*H," actor Alan Alda is also a director, scriptwriter, book author, science-show host, and founder of two organizations that help people improve their communications skills. In this interview, he shares his insights on the value of the imp... More

Best known for playing Hawkeye Pierce on the TV series "M*A*S*H," actor Alan Alda is also a director, scriptwriter, book author, science-show host, and founder of two organizations that help people improve their communications skills. In this interview, he shares his insights on the value of the imp... More

Industry luminary Robert Pozen offers his insights on the future of U.S. financeThe recent credit crisis and the resulting bailout program are unprecedented events in the financial industry. While it's important to understand what got us here, it's even more important to consider how we should get o... More

A collection of scholarly essays on Japanese attitudes towards modernization from Tokugawa to the present, with an emphasis on intellectuals, philosophers, and writers.... More

Nicknamed both “Mobtown” and “Charm City” and located on the border of the North and South, Baltimore is a city of contradictions. From media depictions in The Wire to the real-life trial of police officers for the murder of Freddie Gray, Baltimore has become a quintessential example of a struggling... More