Credit Suisse Group: Managing Equity Research as a Business

Posted: 12 Jun 2010

See all articles by Boris Groysberg

Boris Groysberg

Harvard Business School

Paul M. Healy

Harvard Business School; National Bureau of Economic Research (NBER)

Sarah Abbott

Harvard University - Business School (HBS)

Date Written: April 27, 2010

Abstract

In 2003, in the midst of industry turmoil and company-specific challenges, Stefano Natella was named Global Head of Equity Research at Credit Suisse. Over a six year period, Natella implemented and refined a new methodology for valuing equity research analysts, both individually and as a collective unit. Natella's system, known as the 'Scorecard' was also used as the basis for compensating, hiring and promoting analysts. Over time, the Scorecard was refined to allow Credit Suisse to improve its customer service efforts, in a way that maximized profitability for the firm.

Suggested Citation

Groysberg, Boris and Healy, Paul M. and Abbott, Sarah, Credit Suisse Group: Managing Equity Research as a Business (April 27, 2010). HBS Case No. 410-073, Harvard Business School Organizational Behavior Unit, Available at SSRN: https://ssrn.com/abstract=1623788

Boris Groysberg (Contact Author)

Harvard Business School ( email )

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Paul M. Healy

Harvard Business School ( email )

Soldiers Field
Boston, MA 02163
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617-496-7387 (Fax)

National Bureau of Economic Research (NBER)

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Sarah Abbott

Harvard University - Business School (HBS) ( email )

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Boston, MA 02163
United States

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