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- Faculty Publications (502)
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- All HBS Web (833)
- Faculty Publications (502)
- May 2001
- Supplement
Mike Levett, CEO Old Mutual
By: Tarun Khanna
Discusses issues related to the transformation of Old Mutual from a mutual company to a stock corporation, and from a South African insurer to a global financial institution. Emphasis is on understanding effects of South African institutional context. View Details
Keywords: Financial Institutions; Organizational Change and Adaptation; Globalized Firms and Management; Financial Services Industry; South Africa
Khanna, Tarun. "Mike Levett, CEO Old Mutual." Harvard Business School Video Supplement 701-807, May 2001.
- June 2023
- Article
Regulatory Limits to Risk Management
By: Ishita Sen
Variable annuities, the largest liability of U.S. life insurers, are investment products containing long-dated minimum return guarantees. I show that guarantees with similar economic risks are treated differently by regulation and these differences impact insurers’... View Details
Keywords: Interest Rate Risk; Variable Annuities; Capital Regulation; Reinsurance; Derivatives; Risk Management; Interest Rates; Governing Rules, Regulations, and Reforms
Sen, Ishita. "Regulatory Limits to Risk Management." Review of Financial Studies 36, no. 6 (June 2023): 2175–2223.
- May 2004 (Revised June 2004)
- Case
Lucas Chevrolet File, The
An insurance company claim manager is deciding how to negotiate a large liability claim and reviewing the company's approach to settling large claims. This case provides background on the claim and the 4-1/2-year history of negotiations to date. It also gives profiles... View Details
Hammond, John S. "Lucas Chevrolet File, The." Harvard Business School Case 904-078, May 2004. (Revised June 2004.)
- September 2016 (Revised May 2018)
- Case
Zurich Insurance: Diversity and Inclusion
By: Boris Groysberg and Katherine Connolly
Zurich Insurance was undergoing organizational change after implementing five new people practices focused on manager development, diversity and inclusion, job model and data analytics, recruitment, and talent pipeline. The case “Zurich Insurance: Fostering Key People... View Details
Keywords: Managing Change; Organizational Behavior; Diversity Management; Organizational Culture; Organizational Change and Adaptation; Leading Change; Leadership; Human Capital; Human Resources; Insurance; Diversity; Insurance Industry
Groysberg, Boris, and Katherine Connolly. "Zurich Insurance: Diversity and Inclusion." Harvard Business School Case 417-037, September 2016. (Revised May 2018.)
- 2007
- Book
An Experiment in Fair Value Accounting? The State of the Art in Research and Thought Leadership on Accounting for Life Assurance in the UK and Continental Europe
By: Joanne G Horton, Richard H. Macve and George Serafeim
"Fair value" is currently the central topic of debate in the development of accounting standards. While it has now been defined to mean an exit price in US GAAP, the IASB is still considering its own definition, and some commentators are arguing for versions of entry... View Details
Keywords: Transition; Financial Instruments; Framework; Market Entry and Exit; Insurance; Revenue Recognition; Fair Value Accounting; Standards; United Kingdom
Horton, Joanne G., Richard H. Macve, and George Serafeim. An Experiment in Fair Value Accounting? The State of the Art in Research and Thought Leadership on Accounting for Life Assurance in the UK and Continental Europe. London, UK: Institute of Chartered Accountants in England and Wales, Centre for Business Performance, 2007.
- September 2016 (Revised May 2018)
- Case
Zurich Insurance: Talent Pipeline
By: Boris Groysberg and Katherine Connolly
Zurich Insurance was undergoing organizational change after implementing five new people practices focused on manager development, diversity and inclusion, job model and data analytics, recruitment, and talent pipeline. The case “Zurich Insurance: Fostering Key People... View Details
Keywords: Managing Change; Leadership; Organizational Behavior; Succession; Organizational Culture; Organizational Change and Adaptation; Leading Change; Leadership Development; Human Capital; Human Resources; Insurance; Management Succession; Insurance Industry
Groysberg, Boris, and Katherine Connolly. "Zurich Insurance: Talent Pipeline." Harvard Business School Case 417-040, September 2016. (Revised May 2018.)
Peter Tufano
Peter Tufano is a Baker Foundation Professor at Harvard Business School and Senior Advisor to the Harvard Salata Institute for Climate and Sustainability. From 2011 to 2021, he served as the Peter Moores Dean at View Details
Keywords: insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry; insurance industry
- September 2016 (Revised May 2018)
- Case
Zurich Insurance: Recruitment
By: Boris Groysberg and Katherine Connolly
Zurich Insurance was undergoing organizational change after implementing five new people practices focused on manager development, diversity and inclusion, job model and data analytics, recruitment, and talent pipeline. The case “Zurich Insurance: Fostering Key People... View Details
Keywords: Managing Change; Leadership; Organization Change And Adaptation; Organizational Behavior; Recruiting; Organizational Culture; Organizational Change and Adaptation; Leading Change; Leadership Development; Human Capital; Human Resources; Insurance; Recruitment; Insurance Industry
Groysberg, Boris, and Katherine Connolly. "Zurich Insurance: Recruitment." Harvard Business School Case 417-039, September 2016. (Revised May 2018.)
- March 1995 (Revised August 1995)
- Background Note
Options and Put-Call Parity
By: Andre F. Perold and Wai Lee
Illustrates the payoff structure of various positions involving put and call options and the use of put-call parity in understanding the relationships among various positions. Examines the cases of insured equity, interest rate caps and floors, callable and extendable... View Details
Keywords: Stock Options
Perold, Andre F., and Wai Lee. "Options and Put-Call Parity." Harvard Business School Background Note 295-129, March 1995. (Revised August 1995.)
- September 2016 (Revised May 2018)
- Case
Zurich Insurance: Zurich Oxygen
By: Boris Groysberg and Katherine Connolly
Zurich Insurance was undergoing organizational change after implementing five new people practices focused on manager development, diversity and inclusion, job model and data analytics, recruitment, and talent pipeline. The case “Zurich Insurance: Fostering Key People... View Details
Keywords: Managing Change; Management Development; Leadership; Organization Behavior; Management Skills; Organizational Culture; Organizational Change and Adaptation; Leading Change; Leadership Development; Human Capital; Human Resources; Insurance; Insurance Industry
Groysberg, Boris, and Katherine Connolly. "Zurich Insurance: Zurich Oxygen." Harvard Business School Case 417-036, September 2016. (Revised May 2018.)
- April 1996
- Case
Sunshine Villas
By: William J. Poorvu and John H. Vogel Jr.
Ms. Courtney Lowe is president and sole owner of CL Development. She is looking to sell Sunshine Villas to pay off her bank and make a profit. This case is part of a negotiation game simulation that includes Jason Bosworth, Silver Lane Apartments, and Major Insurance... View Details
Poorvu, William J., and John H. Vogel Jr. "Sunshine Villas." Harvard Business School Case 396-329, April 1996.
- April 2010
- Case
Metabical: Pricing, Packaging, and Demand Forecasting Recommendations for a New Weight Loss Drug
By: John A. Quelch and Heather Beckham
Metabical is a new weight loss drug from Cambridge Sciences Pharmaceuticals intended for moderately overweight individuals. In anticipation of final FDA approval, the senior director of marketing, Barbara Printup, prepares for the product launch and must make several... View Details
Keywords: Return On Investment; Forecasting; Pricing Policies; Demand Planning; Marketing Strategy; Price; Consumer Behavior; Investment Return; Forecasting and Prediction; Product Launch; Planning; Brands and Branding; Pharmaceutical Industry
Quelch, John A., and Heather Beckham. "Metabical: Pricing, Packaging, and Demand Forecasting Recommendations for a New Weight Loss Drug." Harvard Business School Brief Case 104-183, April 2010.
Lauren H. Cohen
Lauren Cohen is the L.E. Simmons Professor in the Finance & Entrepreneurial Management Units at Harvard Business School and a Research Associate at the National Bureau of Economic Research. He is an Editor of the Review of Financial... View Details
- April 1996 (Revised March 1997)
- Case
Jason Bosworth
By: William J. Poorvu and John H. Vogel Jr.
Jason Bosworth is a real estate investor who wants to purchase apartments for a $300 million limited partnership in which he is the general partner. This case is part of a negotiation game simulation that includes Sunshine Villas, Silver Lane Apartments, and Major... View Details
Keywords: Financing and Loans; Property; Negotiation Tactics; Partners and Partnerships; Management; Real Estate Industry
Poorvu, William J., and John H. Vogel Jr. "Jason Bosworth." Harvard Business School Case 396-328, April 1996. (Revised March 1997.)
- June 2013 (Revised August 2013)
- Background Note
Note on Pension Guarantee Funds
By: Robert C. Pozen and Patricia Bissett Higgins
The United States and the United Kingdom both had quasi-government agencies that provided back-up insurance for individuals participating in defined benefit ("DB") pension plans. This note compares and contrasts the United Kingdom's Pension Protection Fund ("PPF") with... View Details
Keywords: Pensions; Pension Guarantee Funds; Pension Protection Fund; Pension Benefit Guaranty Corporation; Employee Retirement Income Security Act; PBGC; ERISA; MAP-21; Legislation; Insurance; Saving; Retirement; Labor; Labor and Management Relations; Employees; Insurance Industry; United States; United Kingdom
Pozen, Robert C., and Patricia Bissett Higgins. "Note on Pension Guarantee Funds." Harvard Business School Background Note 313-139, June 2013. (Revised August 2013.)
- September 2004 (Revised December 2004)
- Case
Bank Leu's Prima Cat Bond Fund
In 2001, Bank Leu, a Swiss private bank, is considering creating the world's first public fund for catastrophe bonds. Cat bonds are securities whose payments depend on the probability of a catastrophe occurring, such as an earthquake or hurricane. Cat bonds are... View Details
Keywords: Risk Management; Bonds; Natural Disasters; Insurance; Capital Markets; Banks and Banking; Insurance Industry; Insurance Industry; Switzerland
Chacko, George C., Peter A. Hecht, Vincent Dessain, Anders Sjoman, and Adam J. Plotkin. "Bank Leu's Prima Cat Bond Fund." Harvard Business School Case 205-005, September 2004. (Revised December 2004.)
- Article
Perceptions and the Politics of Finance: Junk Bonds and the Regulatory Seizure of First Capital Life
By: S. C. Gilson, H. DeAngelo and L. DeAngelo
In May 1991, one month after seizing Executive Life, California regulators seized First Capital Life (FCLIC). Both insurers were Drexel clients with large junk bond holdings, and both had experienced 'bank runs.' FCLIC's run followed regulators' televised comments that... View Details
Gilson, S. C., H. DeAngelo, and L. DeAngelo. "Perceptions and the Politics of Finance: Junk Bonds and the Regulatory Seizure of First Capital Life." Journal of Financial Economics 41, no. 3 (July 1996): 475–511.
- March 2011 (Revised March 2011)
- Case
Horizon Blue Cross Blue Shield of New Jersey - Managing in the Shadow of Health Care Reform
Per the Patient Protection and Affordable Care Act (PPACA), which President Obama signed in 2010, states would be required to create state-wide health insurance marketplaces - the Health Benefit Exchanges (HBEs) - in which individuals and small employers could choose... View Details
Keywords: Insurance; Health Care and Treatment; Governing Rules, Regulations, and Reforms; Emerging Markets; Risk and Uncertainty; Insurance Industry; Insurance Industry; New Jersey
Oberholzer-Gee, Felix, Raffaella Sadun, and Richard G. Hamermesh. "Horizon Blue Cross Blue Shield of New Jersey - Managing in the Shadow of Health Care Reform." Harvard Business School Case 711-403, March 2011. (Revised March 2011.)
- 2013
- Working Paper
The Appeal of the Appropriate: Accounting, Risk Management, and the Competition for the Supply of Control Systems
By: Anette Mikes
How do certain risk measurements in organizations come to be seen as more reliable and acceptable than others? Taking a multiple-control perspective, I investigate the aftermath of a control debacle at a financial services company (MultiBank), focusing on its insurance... View Details
Keywords: Management Control Systems; Multiple Control Systems; Interactive Control Systems; Performance Measurement; Risk Measurement; Financialization Of Accounting; Institutional Logics; Banking; Risk Management; Fair Value Accounting; Insurance; Financial Services Industry
Mikes, Anette. "The Appeal of the Appropriate: Accounting, Risk Management, and the Competition for the Supply of Control Systems." Harvard Business School Working Paper, No. 12-115, June 2012. (Revised January 2013.)
- March 2016 (Revised March 2022)
- Teaching Note
Evive Health and Workplace Influenza Vaccinations
By: John Beshears
Evive Health is a company that manages communication campaigns on behalf of health insurance plans and large employers. Using big data techniques and insights from behavioral economics, Evive deploys targeted and effective messages that improve individuals' health... View Details
Keywords: Vaccination; Influenza; Flu Shot; Preventive Care; Health Care; Behavioral Economics; Choice Architecture; Nudge; Experimental Design; Randomized Controlled Trial; RCT; Causal Inference; Health Care and Treatment; Insurance; Health; Consumer Behavior; Health Testing and Trials; Communication Strategy; Insurance Industry; Insurance Industry