Case studies Archive

Feb 01, 1996
Tom Filstrup has been in charge of Whirlpool Corporation's investor relations for eight years, working mostly on his own until he was joined recently by assistant Dave Deranek. During those eight years, Whirlpool has spun out its operations as well as its IR efforts. The Michigan-based company began as a domestic appliance manufacturer in every sense of the word, with the US representing its only major market. Now the $8 bn revenue corporation is competing and ...
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Feb 01, 1996
Hans-Dieter Bauernfeind and his colleagues in the asset management operation at Dresdner Bank had good reason to feel happy with themselves as they prepared for the festive season and looked forward to 1996. It had been a productive year for the giant German bank - particularly in the asset management field. In the first interview for this profile in September of last year, Bauernfeind had been just as upbeat. The head of investment management talked of the cr...
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Feb 01, 1996
If you're an investor relations agency thinking about the possibility of doing a bit of marketing on the Internet then Alan Bromley's advice is to slam together a home page as quickly as possible. Bromley is CEO of New York agency the Bromley Group and decided last August that he would experiment with a home page on the Web. He hired a 'college kid' to do the work quickly and get the information up on the Net - 'Before most of the big firms,' he adds. 'We put o...
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Dec 01, 1995
In some ways Northrop Grumman presents a big challenge for investor relations. A year ago Northrop completed what amounted to a hostile takeover of Grumman, which had agreed a merger with Martin Marietta. Both companies' businesses were concentrated in the defence sector which, although it was holding up much better than anyone expected in the post Cold War environment, was no longer quite the ready cash generator it had been in the glory days of Ronald Reagan...
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Dec 01, 1995
Marty Shea has joined Triarc Companies, Inc as senior vice president, with responsibility for investor relations and other aspects of corporate communications. And if that sounds like old news, it's because a similar announcement was made less than two years ago. The story goes like this. Shea, 50, who has over 20 years of exeprience in corporate investor relations, lost out in the musical chairs at Viacom after it took over his employer, Paramount Commu...
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Dec 01, 1995
If you asked IROs to name the second largest fund manager in America after Fidelity, few would come up with Bankers Trust. But with nearly $200 bn worth of assets under management, Bankers Trust has a strong leadership position in most US investment management market segments and in terms of size, comes second only to Fidelity. Bankers Trust's stated mission is to deliver traditional and innovative investment solutions while minimising risk, and its approach a...
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Nov 01, 1995
With Ffr250 bn ($50 bn) in global assets (excluding its real estate investments), Union des Assurances de Paris, better known as UAP, is France's number one insurance group and the country's leading institutional investor - accounting for approximately 4 per cent of the total capitalisation of the French stock market. Aside from its standing in its home market, UAP also ranks as the second largest insurance group in Europe and has interests in around 60 countr...
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Nov 01, 1995
Not everyone who launches a proxy fight expects - or even wants - to win it. Certainly Dr Peter Falb, founding partner of Boston-based money manager Dane, Falb, Stone & Co, knew he had no hope of winning control of the tiny Texan oil company Toreador Royalty Inc when he launched a proxy fight against it back in the spring of this year. But then that wasn't really the point of going into battle; his goal was to draw attention to the fact that, at least in hi...
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Oct 01, 1995
With some $86 bn in assets under management, California Public Employees Retirement System (Calpers) has long been the largest and most influential public pension plan in the US. Its size has been one of the factors behind its peer group clout on the investment management side and its leadership position in the sensitive area of corporate governance. The irony is that Calpers' activism on governance issues sits alongside a management style which is relatively passive...
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Oct 01, 1995
Come IROs - now don't be deaf, While I tell you the tale of the IIRF. It all came official in the town of Versailles (The place where old Louis was destined to die) Where five years ago we saw the creation Of the International IR Federation. The foundations in the year '88 were laid For the official formation that later was made. ...
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