j. k. dietrich - fbe 525 - fall, 2006 issues in optimizing performance week 14, november 30, 2006

5
. Dietrich - FBE 525 - Fall, 2006 Issues in Optimizing Performance Week 14, November 30, 2006

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Page 1: J. K. Dietrich - FBE 525 - Fall, 2006 Issues in Optimizing Performance Week 14, November 30, 2006

J. K. Dietrich - FBE 525 - Fall, 2006

Issues in Optimizing Performance

Week 14, November 30, 2006

Page 2: J. K. Dietrich - FBE 525 - Fall, 2006 Issues in Optimizing Performance Week 14, November 30, 2006

J. K. Dietrich - FBE 525 - Fall, 2006

Pay

Importance of labor in financial services Pay schemes Problems unique to financial services

– Nature of relationships– Time and risk – Turnover and reputation and/or productivity

Developments

Page 3: J. K. Dietrich - FBE 525 - Fall, 2006 Issues in Optimizing Performance Week 14, November 30, 2006

J. K. Dietrich - FBE 525 - Fall, 2006

Organization

Stocks versus mutuals– Deposit-taking– Insurance– Securities– Asset-management

Structuring the organization– Regional, product, customer forms– Problems of large organization size– Technology and implications

Page 4: J. K. Dietrich - FBE 525 - Fall, 2006 Issues in Optimizing Performance Week 14, November 30, 2006

J. K. Dietrich - FBE 525 - Fall, 2006

Transfer Pricing

Examples Pervasive nature of transfer pricing issues in

financial services Analysis of departure from market prices as

benchmarks for transfer prices Current issues

– Investment versus commercial banking– Securities services and asset-management– Insurance versus pension plans

Page 5: J. K. Dietrich - FBE 525 - Fall, 2006 Issues in Optimizing Performance Week 14, November 30, 2006

J. K. Dietrich - FBE 525 - Fall, 2006

Final – Due December 7 Review course materials for exam and

determine any help or assistance you would like from me

Review session Friday, December 1, 3:30pm

Examination will be a take-home exam, five questions, lasting approximately 2 hours

Review Wall Street Journal article list to identify key issues this semester

Grades will be posted as soon as possible