Credit Suisse Group: Managing Equity Research as a Business Harvard Case Solution & Analysis

In 2003, at the height of unrest industry and company specific issues, Stefano Natella was named Global Head of Equity Research at Credit Suisse. Over the six-year period, Natella implemented and refined a new methodology for equity research analyst estimates, both individually and as a collective unit. Natella system known as the "Scorecard" has also been used as a basis for compensation, hiring and promotion analytics. Over time Scorecard has been refined to Credit Suisse, to improve their customer service efforts so as to maximize the profitability of the firm. "Hide
by Boris Groysberg, Paul M. Healy, Sarah L. Abbott Source: Harvard Business School 16 pages. Publication Date: January 26, 2010. Prod. #: 410073-PDF-ENG

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Credit Suisse Group: Managing Equity Research as a Business

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