How to develop successful and ethical investment analysts

2019 ◽  
Vol 46 (5) ◽  
pp. 590-598
Author(s):  
Matteo Arena ◽  
David K. Krause
Keyword(s):  
Experiential Learning ◽  
Best Practices ◽  
Student Satisfaction ◽  
Student Outcomes ◽  
Design Methodology ◽  
Fund Performance ◽  
Investment Analysis ◽  
Ethical Investment ◽  
Content Type ◽  
Successful Student

Purpose The purpose of this paper is to suggest best practices for managing a successful student-managed investment program (SMIP) based on the experience of the Marquette University’s Applied Investment Management (AIM) program. Design/methodology/approach The authors provide a detailed description of the program curriculum, instructional design, fund structure, program history, fund performance and student outcomes. Findings Through its experiential learning innovations, focus on ethics and close relationships with a dedicated alumni group, the AIM program prepares students for a successful career in investment analysis. Students who graduate from the AIM program experience a significantly higher successful placement rate and higher compensation at their first post-graduation job than finance major students who graduate outside the program. Originality/value This paper provides a detailed description of the distinguishing characteristics of the AIM program and, in doing so, it offers ideas that could be implemented by other SMIPs to improve student satisfaction, proficiency in investment analysis and employment prospects.

Understanding a shifting methodology

2018 ◽  
Vol 30 (11) ◽  
pp. 3423-3441 ◽  
Author(s):  
Elizabeth A. Whalen
Keyword(s):  
Best Practices ◽  
Online Community ◽  
Design Methodology ◽  
Virtual Communities ◽  
Tourism Research ◽  
Content Type ◽  
Analysis Techniques ◽  
Hospitality And Tourism ◽  
Qualitative Methodologies ◽  
Practical Implications

PurposeWhile netnography was established to study virtual communities from the traditional ethnography methodology, over time it has evolved and moved away from standard ethnographic practices. The modifications are especially prevalent in hospitality and tourism research because of the nature of experiential and service-based goods. This gap has created exciting new opportunities for researchers. As netnography has matured into its own methodology, it has provided the opportunity for researchers to use netnography techniques or more traditional techniques by following ethnography methodologies. This paper aims to analyze the differences between these two methodologies within hospitality and tourism literature enabling researchers to choose the methodology that is most suited for their project.Design/methodology/approachThis study reviews netnographic research in hospitality and tourism and compares current uses of netnography against traditional ethnographic methodologies.FindingsThere are four major differentiating points between netnography and ethnography: online community definitions, data collection methodologies, ethics in research and data analysis techniques.Practical implicationsIn comparing ethnography and netnography in hospitality and tourism research, this analysis provides a foundation to evaluate the best use and best practices for these two distinct qualitative methodologies in the field. The study also provides references to how other hospitality and tourism researchers have used netnography.Originality/valueEthnographic principles grounded in the foundation of anthropological doctrines are important and distinct from netnography. The ability to use the diverse tools in the qualitative methods toolbox will help hospitality and tourism researchers understand the transforming marketplace.

HR’s new role: rethinking and enabling digital engagement

2017 ◽  
Vol 16 (2) ◽  
pp. 60-65 ◽  
Author(s):  
Ravin Jesuthasan
Keyword(s):  
Best Practices ◽  
Digital Technology ◽  
Design Methodology ◽  
Industrial Revolution ◽  
Digital Technologies ◽  
Content Type ◽  
Future Of Work ◽  
The Future ◽  
Digital Engagement ◽  
Practical Implications

Purpose This paper aims to explore how a new industrial revolution with digital technology at its core is disrupting the workplace. It shares how HR has an opportunity to use data and digital technologies to reinvent how organizations engage with their workforce. It answers the question of how HR pivots from its legacy focus on compliance and being a steward of employment to the work and helping the organization strengthen its connection with its workers through improved digital engagement. Design/methodology/approach The paper is based on Willis Towers Watson thought leadership and references recent findings from their research. Findings The paper explores how digital technologies have changed how workers connect with their co-workers and the organization. In addition, it examines how digital technologies are changing how work gets done. Research limitations/implications The paper is not exclusively based on research. Practical implications The paper explores how digital technologies drive engagement, HR’s role as steward of the work and enabler of digital engagement and best practices for enabling digital engagement in the modern workplace. Originality/value This paper fulfills a need to assist HR leaders in thinking through the implications of the future of work and how digital technologies will shape that future.

Equivalent or not?

2016 ◽  
Vol 24 (4) ◽  
pp. 528-540 ◽  
Author(s):  
Choon Boey Lim ◽  
Duncan Bentley ◽  
Fiona Henderson ◽  
Shin Yin Pan ◽  
Vimala Devi Balakrishnan ◽  
...  
Keyword(s):  
Focus Groups ◽  
Student Outcomes ◽  
Design Methodology ◽  
Academic Standards ◽  
Academic Quality ◽  
Close Attention ◽  
Content Type ◽  
Transnational Higher Education ◽  
Partnership Model ◽  
Home Institution

Purpose The purpose of this paper is to examine issues academics at importing institutions face while delivering Australian degrees in Malaysia. Transnational higher education (TNE) has been widely researched. However, less widely researched is the area of understanding what academics at the offshore locations need to uphold the required academic standards of their partnered exporting universities. This area warrants close attention if Australian and other transnational education universities are to sustain their growth through a partnership model with offshore academics delivering a portion (often a substantial portion) of the teaching. Design/methodology/approach Two focus groups were conducted with a mix of long standing and newly recruited Malaysian lecturers who taught into an Australian degree through a partnership arrangement. The semi-structured questions which were used were derived from a preliminary literature review and previous internal institutional reports. Findings The findings from the focus groups indicate that TNE is largely “Australian-centric” when addressing the standard of academic quality and integrity. The findings pointed not so much to any sustained internationalisation of curriculum or administration or personnel but more as internationalisation as deemed required by the local academic. Originality/value To a greater extent, the findings highlighted that equivalent student outcomes do not necessarily equate to equivalent learning experiences or teaching workload. In fact, the frustration of the interviewees on the tension to fulfil the home institution curriculum and helping students to “comprehend” an Australian-centric curriculum translates to “additional and unrecognised workload” for the interviewees.

The sharing economy: a hedge against recession setbacks

2021 ◽  
Vol ahead-of-print (ahead-of-print) ◽  
Author(s):  
Mohammad Reza Habibi ◽  
Chiranjeev S. Kohli
Keyword(s):  
Best Practices ◽  
Design Methodology ◽  
Data Science ◽  
Science And Technology ◽  
Sharing Economy ◽  
Economic Sector ◽  
Content Type ◽  
Key Characteristics ◽  
The Future ◽  
Conceptual Paper

Purpose This paper aims to provide lessons from the emergence of the sharing economy after the 2008 recession and helps managers prepare more effectively for recessions in the future. Design/methodology/approach In this conceptual paper, the authors build on research on the sharing economy and study the best practices contributing to the sharing economy’s emergence and growth after the 2008 recession. The authors identify the key characteristics of this new economic sector and share lessons that can be used by other companies. Findings The authors recommend five major takeaways: seeking a more flexible supply; actively watching the trends; leveraging customers like employees; using advanced data science and technology like the sharing economy companies; and proactively avoiding panicked responses. This will help companies succeed during recessionary times – and the boom times that follow. Originality/value This is the first paper that, to the best of the authors’ knowledge, investigates the interplay between the sharing economy and recession and highlights practical lessons.

By the seat of your pants

2019 ◽  
Vol 33 (4) ◽  
pp. 33-35
Keyword(s):  
Heart Rate ◽  
Experiential Learning ◽  
Case Studies ◽  
Design Methodology ◽  
Reading Time ◽  
Cutting Edge ◽  
Content Type ◽  
Pertinent Information ◽  
The Impact ◽  
Practical Implications

Purpose This paper aims to review the latest management developments across the globe and pinpoints practical implications from cutting-edge research and case studies. Design/methodology/approach This briefing is prepared by an independent writer who adds his/her own impartial comments and places the articles in context. Findings The aim of the research here was to investigate the impact experiential learning can have on an organization, and what kind of factor the stress of leadership can be. It was found that increased heart rate and engagement can improve learning in stressful situations. Originality/value The briefing saves busy executives and researchers hours of reading time by selecting only the very best, most pertinent information and presenting it in a condensed and easy-to-digest format.

Measuring European cultural and creative cities efficiency: a metafrontier DEA approach

2020 ◽  
Vol 47 (4) ◽  
pp. 891-909 ◽  
Author(s):  
Justo De Jorge-Moreno ◽  
Virignia De Jorge-Huertas
Keyword(s):  
Best Practices ◽  
Design Methodology ◽  
Composite Index ◽  
Data Envelopment ◽  
Policy Makers ◽  
Content Type ◽  
Benchmark Analysis ◽  
Creative Cities ◽  
European Cities ◽  
Analysis Methodology

PurposeThe purpose of this paper is to conduct a benchmark analysis of European cities based on the estimation of a composite index of efficiency from the dimensions of the Cultural and Creative Cities Monitor 2017 (CCCM). The study helps to initiate a new exploration path based on this information, using a segmentation criterion of countries according to their economic and demographic characteristics, in search of greater comparative homogeneity.Design/methodology/approachIn this paper, the metafrontier methodological proposal with data envelopment analysis (DEA) has been used to compare the groups of cities individually with their joint reference.FindingsThe results obtained indicate, from a greater control of heterogeneity, through the segmentation of the sample of cities and the metafrontier methodology, that the composite index (IEC3) through the enveloping data analysis methodology (DEA) is more robust than that obtained with the arbitrary assignment of CCCM weights. The analyses carried out make it possible to study and conduct more real and rigorous comparisons of the cities that experience the best practices, unlike other more distant ones. Reference to cities such as Paris, Louvain and Cork could serve as a basis for possible improvements.Originality/valueIt is important to bear in mind that the possible urban policies of a city and the creative strategies and their derived impact are different, because of the diversity in each city. These new comparability possibilities could serve as a tool for economic policy makers, companies and local managers to carry out learning and simulation processes in the improvement of creative cities.

Virtual currency in sanctioned jurisdictions: stepping outside of SWIFT

2019 ◽  
Vol 20 (2) ◽  
pp. 39-44 ◽  
Author(s):  
Katherine Kirkpatrick ◽  
Christine Savage ◽  
Russell Johnston ◽  
Matthew Hanson
Keyword(s):  
Best Practices ◽  
Design Methodology ◽  
Virtual Currency ◽  
Content Type ◽  
The Us ◽  
Expert Analysis ◽  
Practical Implications ◽  
Foreign Assets

Purpose To understand and analyze sanctions evasion and enforcement via virtual currencies. Design/methodology/approach Discusses various jurisdictions’ attempts to further the use of virtual currency to facilitate and maximize access to international funds; analyzes the aspects that make virtual currency uniquely suited to evade sanctions; suggests best practices for industry participants to be sure to account for the differences in crypto asset structure and related risks. Findings The US Treasury Department’s Office of Foreign Assets Control (OFAC) has explicitly stated that despite virtual currency’s anonymity, industry participants are still responsible for policing and enforcing client compliance. Although sanctioned jurisdictions are thinking creatively about ways around SWIFT, the use of virtual currency to skirt sanctions presents certain challenges. Practical implications Virtual currency industry participants should understand OFAC’s specific guidance regarding compliance obligations in the cryptocurrency space, and should implement best practices and conservative measures to avoid unknowingly running afoul of sanctions laws. Originality/value Expert analysis and guidance from experienced investigations and sanctions lawyers.

Status of EDRMS implementation in the public sector in Namibia and Zimbabwe

2018 ◽  
Vol 28 (3) ◽  
pp. 252-264 ◽  
Author(s):  
Cathrine Tambudzai Nengomasha ◽  
Alfred Chikomba
Keyword(s):  
Best Practices ◽  
Public Service ◽  
Design Methodology ◽  
Records Management ◽  
Content Type ◽  
Face To Face ◽  
The Public ◽  
Units Of Analysis ◽  
Study Population

Purpose The purpose of this study was to investigate the adoption and use of electronic document and records management system (EDRMS) in the public service in Namibia and Zimbabwe with the aim of establishing barriers and enablers, and best practices which each country could adopt from the other. Design/methodology/approach This multi-case study was informed by an interpretivist paradigm. Qualitative in nature, the study applied face-to-face interviews as the data collection method, supplemented by documents analysis. The study population was Namibia and Zimbabwe’s public sectors with units of analysis, being the governments’ ministries, offices and agencies which have implemented EDRMS. Findings The paper provides the state of EDRMS implementation in Namibia and Zimbabwe. It establishes how the two countries have implemented EDRMS and factors that have contributed to the success/failure of the implementation in both countries. Originality/value The paper is a response to the need for further research studies on the implementation of EDRMS in various countries.

Influence of copyright exceptions and limitations on access to information in Kenya, Ghana and Uganda libraries

2020 ◽  
Vol 41 (6/7) ◽  
pp. 565-577
Author(s):  
Magdaline Wanjiru Mungai ◽  
Selikem Sebuava Dorvlo ◽  
Asaph Nuwagirya ◽  
Marlene Holmner
Keyword(s):  
Best Practices ◽  
Design Methodology ◽  
Information Access ◽  
Empirical Literature ◽  
Access To Information ◽  
Content Type ◽  
Advantages And Disadvantages ◽  
Depth Analysis ◽  
Exceptions And Limitations ◽  
Improve Access

PurposeCopyright exceptions promote access to information by users without breaching copyright. This research paper reviews copyright exceptions in Kenya, Ghana and Uganda and how they influence access to information in libraries. Objectives were to find out the implications of copyright exceptions in Kenya, Ghana and Uganda; advantages and disadvantages of copyright exceptions for libraries; and recommend best practices of copyright exceptions.Design/methodology/approachThis is a desktop research reviewing empirical literature and incorporating authors' experiential knowledge in their information profession. Authors have interrogated copyright exceptions in their home countries' copyright acts, policy documents and peer-reviewed articles on copyright and information access. They analysed the documents as stated to deduce key recommendations regarding ideal copyright exceptions.FindingsThe study established that copyright exceptions do not always improve access as intended because they are inadequate, ignoring key library functions. Major inconsistencies exist in the exceptions in these countries; key terminologies have not been defined; and the concept is not well understood. Librarians lack sufficient knowledge on exceptions, hence lack self-efficacy in educating users. Kenya, Ghana and Uganda should improve and harmonize their copyright acts to cover key library functions.Originality/valueThis study provides in-depth analysis of historical and modern practices of copyright exceptions in the three countries revealing useful comparative insights. Previous studies looked at the issues from individual countries perspective.

Managing a short international study trip: the case of China

2019 ◽  
Vol 34 (2) ◽  
pp. 386-396
Author(s):  
Fengli Mu ◽  
James Hatch
Keyword(s):  
Experiential Learning ◽  
Design Methodology ◽  
Business Students ◽  
International Study ◽  
Short Term ◽  
Term Study ◽  
Content Type ◽  
Short Term Study ◽  
Key Aspects ◽  
Structured Approach

Purpose The purpose of this paper is to discuss the major planning and implementation practices that should be followed in a short term international study trip (IST). The focus throughout is on how to utilize experiential learning to establish cultural competence. Design/methodology/approach The paper shows how to plan and manage an international MBA study trip to China using a specific case to illustrate the methods employed. Findings The use of a highly structured approach to an experiential learning exercise combined with a focus on key elements of cultural competencies creates a positive environment and leads to significant focused learning. Originality/value This paper fills three key gaps in the literature. First it uniquely focuses on the implementation of a conceptual framework that incorporates the types of cultural competency related learning that are to take place. Second, it illustrates how to design and implement an IST highlighting two key aspects of experiential learning: providing challenging experiences and encouraging reflection. Third, it focuses on a trip to China which, although one of the most popular destinations for business students, is lightly reviewed in the literature. This study fills a significant gap in the literature dealing with the management of short term study trips.

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