Set in 2024, this case explores the Lifetime Income Strategy (LIS), a novel retirement product launched by aerospace and defense company RTX in 2012. Aiming to embed the security of a traditional pension within a 401(k) plan, the LIS allowed participants to secure a portion of their retirement savings, entitling them to a guaranteed monthly lifetime income. The strategy preserved the ability to grow the assets and therefore the guaranteed income, .....more

This case explores asset allocation of a portfolio and the associated diversification using the West Virginia''s state pension funds'' possible move into equity investments after previously holding only bonds. The protagonist, Craig Slaughter, is the executive director of the West Virginia Investment Management Board. As such, he is empowered to purchase equities following the passage of an amendment to the state''s constitution .....more

Spreadsheet supplement for case 225049.

Spreadsheet supplement for case 225083.

Will Vickers, a seventh-generation (G7) member of the Vickers Family, grappled with a pressing challenge: how to re-integrate family members into the firm to recover lost talent. His father, Peter Vickers, was the lone leader of the Vickers Oils - despite having stepped down from his role as Managing Director. While there were active shareholders, none felt inclined to involve themselves in the operational front of the company. Further, family conflict .....more

Spreadsheet supplement for case 221085.

TELUS Corporation (TELUS) issued Canada''s first sustainability-linked bond (SLB), in mid-June 2021. An SLB was a newer category of green bond that allowed companies to raise funds for general corporate purposes instead of specific environmental projects. This SLB supported TELUS''s sustainability journey and commitments, towards which it had made significant progress since setting its first climate targets in 2011. Building on this .....more

Abionic, winner of the Swiss MedTech Award 2023, was based at Biop le, a large life sciences campus in Lausanne, Switzerland. Founded in 2010 by Nicolas Durand and Iwan M rki, Abionic developed and manufactured in vitro diagnostic solutions using its proprietary and groundbreaking nanofluidic technology. After ten years of R&D, Abionic was proud to have developed the abioSCOPE platform, which provided healthcare professionals in more than thirty .....more

In October 2024, the chair and chief executive officer (CEO) of George Weston Limited (GWL), was reviewing the draft environmental, social, and governance (ESG) reports of GWL and its operating companies, Loblaw Companies Limited and Choice Properties REIT. As the fourth generation to lead the 142-year-old family-controlled business, the CEO was focused on creating generational value and promoting a stakeholder perspective that addressed the needs .....more