個案總覽

Spreadsheet Supplement for Case W32687

How to get to a fair outcome for claimants in the Purdue Pharma bankruptcy given its significant role in the U.S. opioid crisis.

In December 2022, after the independent film distributing company levelFILM Inc. experienced several box office failures, the company’s manager of sales strategy was wondering if the company needed to re-examine its portfolio strategy. Based in Toronto, Ontario, levelFILM Inc. operated in the highly uncertain film industry, in which it was almost impossible to predict how any one film would perform at the box office. The various distributors in the industry employed different strategies for managing risk, including building a large diversified portfolio of projects or pursuing a blockbuster strategy with heavy investment in fewer projects. The company’s manager was wondering which strategy would be most appropriate for levelFILM Inc. and how he might use extensive historical data that he had available to determine optimal risk management and investment returns options for the company.

Instructor Spreadsheet to accompany product W33829.

Student Spreadsheet to accompany product W33828.

In December 2022, Shariq Nomani had been living with his family in a rented apartment in Lucknow, India. Even though they liked the place, which had all the necessary amenities, they were thinking of buying a unit in the same community. After collecting all the necessary information, Shariq sat down to figure out the best alternative between two options: buying and renting. He needed to undertake a comprehensive quantitative analysis by applying the concept of time value of money to make the optimal decision.

Instructor Spreadsheet to accompany product no. W34421.

This case follows Sam Byker, the Founder and CEO of Atticus, as he creates, scales, and fundraises for the company. Atticus is a platform that serves individuals in need by connecting them with law firms that can help. The case covers the company's history from its inception through to its Series A financing. The case explores the tension Byker faces between Atticus' opportunities for growth and maintaining focus on the company's mission when selecting a lead investor. The first vignette leaves Byker choosing between two Series A term sheets: one from an impact-focused investor, and the other from a venture capital firm with a track-record of building iconic brands. The second vignette explores a set of strategic decisions Byker must make that place growth and impact in tension with one another.

This case focuses on the use of modern data analytics to alleviate crowding at the branches of United Overseas Bank, a full-service bank headquartered in Singapore. The case is set in 2020 against the backdrop of the COVID-19 global pandemic when vaccines were not yet available and social distancing was a key tool in the fight against the spread of the disease. How should the bank develop and deploy predictive analytics to accurately anticipate future branch crowds? How should the bank trade off key design considerations?

A financial consultancy analyst received an assignment to assess the long-term performance of Reliance Industries Ltd., a multinational conglomerate based in India. The assignment had resulted from a share price rise for Reliance Industries. On April 27, 2022, the company’s share price reached its peak of ₹2,776. Consequently, a few of the financial consultancy’s clients had requested information regarding the long-term performance of Reliance Industries. The analyst was therefore tasked with calculating the economic value added in order to evaluate the company’s performance.

Spreadsheet to accompany product W28538.

This case focuses on the challenges faced by the Shri Ram Janma Bhoomi Teerth Kshetra (SRJBTK) in managing the fund collection drive project for the construction of the Shri Ram Janma Bhoomi Temple in Ayodhya, Uttar Pradesh, India. The campaign was designed to raise awareness of the temple's construction, enlist public support, generate a large base of contributors, and accept contributions, regardless of size. While raising funds was part of the campaign, the focus remained on the masses' emotional and social support. The targets were defined based on the number of connections established and the number of people reached out to, rather than on the collected funds, the COVID 19 pandemic notwithstanding. The campaign wanted to reach out to as many people's hearts and not just their wallets. Various strategic dilemmas needed to be resolved. Accountability, integrity, and trust are the key focus areas of this campaign since misuse of funds can create a huge trust gap between the people and the campaign management team of SRJBTK. What role does communication play in building and sustaining trust? Could a loosely defined network of organizations run an extensive campaign with no formal organizational structures in place?

This note provides an overview of asset management and capital markets, the different types of firms in this industry, types of investments, the different investment styles and strategies employed by asset managers to help them achieve their goals, and asset manager roles and responsibilities.

<p align="justify">In May 2022, a young analyst intended to examine the financials of Yes Bank, one of India’s leading private banks. It had gotten into financial trouble and had experienced irregularities in recent years. Crucial clients of the analyst’s financial advisory firm were interested in Yes Bank’s investment potential because the share price was cheap. The clients therefore wanted to know if the bank showed signs of progress and stability, as it could make an ideal investment. The analyst believed the bank would be financially stable only if it was no longer experiencing financial distress. Therefore, the analyst used the CAMELS framework and probability of financial distress model to examine the financials and advise their clients on the bank's financial position.<p/>

Spreadsheet to accompany product W29015.

Presentation to accompany product W29016.

The Dutch company Adyen was founded in 2006 to provide online merchants with smooth online payments, regardless of currency, country, or payment method. Its services had attracted large online merchants, which struggled to reconcile different payment methods across countries. Adyen's technology made online payments easier, and faster, and with increased online payment transaction success rates. In 2013, Adyen started providing point-of-sale payment devices to stores and became attractive to companies with store networks. Multinational enterprises with online and offline sales channels, such as the sportswear Nike and the fashion firm H&M, were those that appreciated Adyen's services the most. However, since 2018, Adyen had tried to attract the mid-market with little success. Adyen's management was analyzing different strategies to reach out to such a segment.

This note provides an overview of asset management and capital markets, the different types of firms in this industry, types of investments, the different investment styles and strategies employed by asset managers to help them achieve their goals, and asset manager roles and responsibilities.