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Harvard Case - Gerry Pasciucco at AIG Financial Products (A)

"Gerry Pasciucco at AIG Financial Products (A)" Harvard business case study is written by Gautam Mukunda, Thomas J. DeLong. It deals with the challenges in the field of General Management. The case study is 11 page(s) long and it was first published on : Nov 14, 2012

This case study solution recommends that Gerry Pasciucco, the CEO of AIG Financial Products, implement a strategic plan to address the company's declining performance and evolving market landscape. This plan should focus on diversifying product offerings, leveraging technology and analytics, and strengthening risk management practices.

2. Background

The case study focuses on Gerry Pasciucco, the CEO of AIG Financial Products (AIGFP), a subsidiary of American International Group (AIG). AIGFP was once a highly successful firm, generating significant profits through its innovative financial products. However, the company's performance began to decline in the late 1990s due to several factors, including increased competition, regulatory scrutiny, and the emergence of new financial instruments. The case study highlights Pasciucco's efforts to revitalize AIGFP and navigate the challenges posed by the changing financial landscape.

The main protagonists of the case study are:

  • Gerry Pasciucco: The CEO of AIGFP, responsible for leading the company through a period of significant change and uncertainty.
  • AIG Management: The leadership team at AIG, who are responsible for overseeing AIGFP and providing strategic direction.
  • AIGFP Employees: The employees of AIGFP, who are responsible for developing and selling financial products and managing the company's operations.

3. Analysis of the Case Study

The case study highlights several key issues facing AIGFP:

  • Declining Performance: AIGFP's profitability has been declining due to increased competition, regulatory scrutiny, and the emergence of new financial instruments.
  • Limited Product Diversification: AIGFP's reliance on a small number of products makes it vulnerable to market shifts and regulatory changes.
  • Weak Risk Management: AIGFP's risk management practices were inadequate, leading to significant losses in the wake of the financial crisis.
  • Lack of Innovation: AIGFP's culture was not conducive to innovation, hindering its ability to develop new products and stay ahead of the competition.

To analyze these issues, we can utilize Porter's Five Forces framework:

  • Threat of New Entrants: High - The financial services industry is characterized by low barriers to entry, allowing new players to emerge and compete with established firms.
  • Bargaining Power of Buyers: High - Customers have many options when it comes to financial products, giving them significant bargaining power.
  • Bargaining Power of Suppliers: Low - AIGFP's suppliers are typically large, well-established institutions with limited bargaining power.
  • Threat of Substitute Products: High - The financial services industry is characterized by a wide range of substitute products, making it difficult for AIGFP to maintain its market share.
  • Competitive Rivalry: High - The financial services industry is highly competitive, with numerous players vying for market share.

4. Recommendations

To address the challenges facing AIGFP, we recommend the following strategic initiatives:

  • Diversify Product Offerings: AIGFP should expand its product portfolio to include a wider range of financial products, including those catering to emerging markets and new technologies. This diversification will reduce the company's reliance on a few key products and make it less vulnerable to market shifts.
  • Leverage Technology and Analytics: AIGFP should invest in technology and analytics to improve its risk management, product development, and customer service capabilities. This will enable the company to stay ahead of the competition and better manage its operations.
  • Strengthen Risk Management Practices: AIGFP should implement robust risk management practices, including stress testing, scenario planning, and independent risk assessments. This will help the company identify and mitigate potential risks, reducing its exposure to losses.
  • Foster a Culture of Innovation: AIGFP should create a culture that encourages innovation and experimentation. This can be achieved through employee incentives, training programs, and the establishment of dedicated innovation teams.
  • Develop a Strong Brand: AIGFP should invest in brand building activities to enhance its reputation and attract new customers. This could include marketing campaigns, public relations initiatives, and community outreach programs.

5. Basis of Recommendations

These recommendations are based on the following considerations:

  • Core Competencies and Consistency with Mission: The recommendations align with AIGFP's core competencies in financial product development and risk management, while also reflecting its mission to provide innovative financial solutions to its clients.
  • External Customers and Internal Clients: The recommendations address the needs of both external customers and internal clients. By diversifying product offerings and improving customer service, AIGFP can attract new customers and retain existing ones. By fostering a culture of innovation and providing employees with opportunities for professional development, AIGFP can motivate and retain its employees.
  • Competitors: The recommendations consider the competitive landscape and aim to position AIGFP as a leader in the financial services industry. By leveraging technology and analytics, developing a strong brand, and fostering a culture of innovation, AIGFP can differentiate itself from its competitors and gain a competitive advantage.
  • Attractiveness ' Quantitative Measures: The recommendations are expected to generate a positive return on investment (ROI) by increasing revenue, reducing costs, and improving risk management.
  • Assumptions: The recommendations are based on the assumption that AIGFP has the resources and commitment to implement these initiatives effectively.

6. Conclusion

By implementing these strategic initiatives, AIGFP can overcome its current challenges, adapt to the evolving financial landscape, and achieve sustainable growth. The company's focus on diversification, technology, risk management, and innovation will enable it to compete effectively in the increasingly complex and dynamic financial services industry.

7. Discussion

Other alternatives not selected include:

  • Merging with another financial institution: This could provide AIGFP with access to new markets and resources, but it could also result in significant cultural and operational challenges.
  • Focusing solely on existing products: This would be a less risky approach, but it could limit AIGFP's growth potential.

The key assumptions of the recommendations include:

  • AIGFP has the resources and commitment to implement these initiatives effectively.
  • The financial services industry will continue to evolve and present new opportunities for AIGFP.
  • AIGFP's employees are willing to embrace change and adapt to new ways of working.

8. Next Steps

To implement these recommendations, AIGFP should take the following steps:

  • Develop a detailed strategic plan: This plan should outline the specific initiatives, timelines, and resources required to achieve the desired outcomes.
  • Secure necessary funding: AIGFP should secure the necessary funding to support the implementation of the strategic plan.
  • Build a strong leadership team: AIGFP should recruit and develop a strong leadership team that is capable of leading the company through change.
  • Communicate the strategic plan to employees: AIGFP should communicate the strategic plan clearly and effectively to employees, ensuring their understanding and buy-in.
  • Monitor progress and make adjustments: AIGFP should monitor the progress of the strategic plan and make adjustments as needed to ensure its effectiveness.

By taking these steps, AIGFP can position itself for success in the years to come.

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Case Description

Gerry Pasciucco was appointed to lead American International Group's Financial Products (AIGFP) group after the government bailout of AIG in 2008 and charged with the task of shutting down the division while minimizing the government's losses. AIGFP's failed trades had threatened to bring down the entire company, and the government had responded by loaning AIG $182 billion in exchange for 79.9% of the company, because it feared that AIG's failure could trigger the collapse of the entire global financial system. Several months into his tenure, the division paid large retention bonuses to all of its professionals according to a contract negotiated before he joined AIGFP. These bonuses were seen by the public as going to the very people whose mistakes resulted in the need for a bailout in the first place and resulted in an unprecedented storm of public outrage, culminating in a Congressional hearing in which AIG's CEO, Ed Liddy, was repeatedly attacked for making the bonus payments. Liddy responded by asking people who had received the largest payments to return the money to the company. Now Pasciucco has to decide how to lead his team through this crisis while grappling with the larger issues of the justice of the retention payments.

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