The case describes the process of integrating environmental, social, and governance issues into valuation models and research analyst recommendations.Learning Objective: Making investment decisions based on environmental, social and governance analysis

Mary Erdoes, the CEO of JP Morgan's Asset Management business, and three colleagues provide insights into risk management issues faced by the firm's Private Bank during the financial crisis in 2008-2009. The case provides perspective on the philosophy with which they approach risk management,...

The B case describes the process and terms of the very successful offerings of contingent capital in February 2011, as well as The Basel Committee's preliminary decision not to allow contingent capital to count as Tier 1 equity.Learning Objective: Along with the A case, to explore the many...

Late in 2010, Credit Suisse CEO Brady Dougan and his team closed in on the decision of whether or not to issue contingent capital, which Swiss regulators would require by 2019. There were a number of substantial issues facing Dougan and his team, including whether contingent capital would...

The B case briefly recounts the action that investment manager Eliza Baena takes in the matter of the Boston Properties (BXP) bonds described in the A case. She must decide what to do next.Learning Objective:This case may be used: to introduce convertible bonds; to introduce options and options...

In 2002, Wendy Lane had been a member of the board of directors at Tyco International a little more than a year when the company's CEO Dennis Kozlowski and other top executives were accused of fraud, which ultimately led to resignations, imprisonments, lawsuits, and SEC filings. In a short...

The note provides background on the Dodd-Frank Wall Street Reform and Consumer Protection Act, brief background on lobbying, and aspects of the lobbying effort by the financial industry and JP Morgan Chase with regard to Dodd-Frank. It is intended as a companion to "The Tip of the Iceberg: JP...