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商品編號： 9-220-016 出版日期： 2019/08/25 作者姓名： Fleiss, Sara L.;Viceira, Luis M. 商品類別： Finance 商品規格： 18p 再版日期： 2019/11/21 地域： 產業： Banking and investment industry 個案年度： -
商品敘述：
This case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family foundations to $30 billion AUM of institutional capital. Increasingly, clients are requesting guidelines that reflect not only their risk and return preferences, but also their social or environmental preferences. Monica Issar contemplates a variety of strategic questions around how best to engage clients and their needs moving forward on these non-traditional financial dimensions while balancing the bank''s fiduciary role.
涵蓋領域：
Finance and investing;Financial strategy;Shareholder relations;Organizational behavior;Change management;Organizational change;Corporate social responsibility;Corporate strategy;Corporate governance;Organizational goals
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