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Show Results For
-
All HBS Web
(9,153)
- People (43)
- News (2,472)
- Research (5,048)
- Events (12)
- Multimedia (12)
- Faculty Publications (2,976)
- April 1986 (Revised February 1989)
- Case
Tribal Assets Management: The Dragon Proposal
By: William A. Sahlman and Norman Klein
Keywords:
Financial Services Industry
Sahlman, William A., and Norman Klein. "Tribal Assets Management: The Dragon Proposal." Harvard Business School Case 286-110, April 1986. (Revised February 1989.)
- October 1985
- Case
Merrill Lynch: Underwriting Beverly Enterprises (A)
By: Dwight B. Crane
Keywords:
Financial Services Industry
Crane, Dwight B. "Merrill Lynch: Underwriting Beverly Enterprises (A)." Harvard Business School Case 286-027, October 1985.
- November 2021 (Revised January 2022)
- Supplement
Scott Tucker (B): The Feds Catch Up
By: Aiyesha Dey and Amram Migdal
The case tells the story of the rise and fall of Scott Tucker, an entrepreneur, businessman, passionate race car driver, competitor, and owner of a professional racing team. From 1997 to 2012, Tucker built a nationwide network of payday lending businesses, becoming a...
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Keywords:
Business Ventures;
Crime and Corruption;
Ethics;
Fairness;
Financing and Loans;
Personal Finance;
Governance;
Corporate Accountability;
Corporate Governance;
Governance Compliance;
Governance Controls;
Financial Services Industry;
United States
Dey, Aiyesha, and Amram Migdal. "Scott Tucker (B): The Feds Catch Up." Harvard Business School Supplement 122-032, November 2021. (Revised January 2022.)
- August 2021
- Article
Don't Take Their Word for It: The Misclassification of Bond Mutual Funds
By: Huaizhi Chen, Lauren Cohen and Umit Gurun
We provide evidence that bond fund managers misclassify their holdings, and that these misclassifications have a real and significant impact on investor capital flows. In particular, many funds report more investment grade assets than are actually held in their...
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Keywords:
Mutual Funds;
Economics;
Finance;
Measurement and Metrics;
Risk and Uncertainty;
Financial Services Industry
Chen, Huaizhi, Lauren Cohen, and Umit Gurun. "Don't Take Their Word for It: The Misclassification of Bond Mutual Funds." Journal of Finance 76, no. 4 (August 2021): 1699–1730. (Winner of the Best Paper Prize at the University of Cambridge Consortium on Asset Management, 2020; Winner of the Financial Management Association Best Paper Prize in Quantitative Investments, 2020.)
- August 2020
- Background Note
US Private Equity Firms: ESG and Impact (A)
By: Lynn S. Paine and Holly Fetter
This Note has two parts. The first part (A) explores how U.S. private equity firms are incorporating ESG (Environmental, Social, & Governance) factors and impact objectives into their investment strategies and firm practices. It is based on publicly available...
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Keywords:
Private Equity;
Corporate Social Responsibility and Impact;
Social Issues;
Financial Services Industry;
United States
Paine, Lynn S., and Holly Fetter. "U.S. Private Equity Firms: ESG and Impact (A)." Harvard Business School Background Note 321-036, August 2020.
- May 2020
- Teaching Note
Edward Jones: Implementing the Solutions Approach
By: David J. Collis
Teaching Note for HBS Case No. 719-411.Updates the classic Edward Jones strategy case as the firm shifts to a new "Solutions" business model from its previous "product" model in response to changes in the brokerage industry, technology and demographics, and its own...
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- March 2020 (Revised March 2024)
- Case
CIAM: Home-Grown Shareholder Activism in France
By: Charles C.Y. Wang, Tonia Labruyere and Vincent Dessain
The case discusses the strategy of CIAM, a French activist investment firm, involved in a case of a buy-out of minority shareholders in the telecommunications sector. Altice NV, an international telecommunications company based in the Netherlands that owned more than...
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Keywords:
Corporate Governance;
Private Equity;
Strategy;
Valuation;
Investment Activism;
Financial Services Industry;
France
Wang, Charles C.Y., Tonia Labruyere, and Vincent Dessain. "CIAM: Home-Grown Shareholder Activism in France." Harvard Business School Case 120-072, March 2020. (Revised March 2024.)
- October 2019
- Supplement
Harlem Capital: Changing the Face of Entrepreneurship (B)
By: George Serafeim and David Freiberg
The (B) case describes Tingle and Pierre-Jacques’ decision to commit fully to Harlem Capital as their post-graduation job. The case explores the results of their fundraising efforts, new strategic partnerships, and how they plan to “build the market” in order to...
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Keywords:
Impact Investing;
Gender Bias;
Gender Inequality;
Minority Representation;
Entrepreneurial Finance;
Investment Management;
Investing;
Inequality;
Venture Capital;
Entrepreneurship;
Diversity;
Gender;
Equality and Inequality;
Equity;
Mission and Purpose;
Investment Funds;
Financial Services Industry
Serafeim, George, and David Freiberg. "Harlem Capital: Changing the Face of Entrepreneurship (B)." Harvard Business School Supplement 120-041, October 2019.
- March 2017 (Revised January 2019)
- Case
Aspect Ventures
By: Paul Gompers, Danielle Li and Silpa Kovvali
Gompers, Paul, Danielle Li, and Silpa Kovvali. "Aspect Ventures." Harvard Business School Case 217-046, March 2017. (Revised January 2019.)
- May 2016
- Case
Revitalizing State Bank of India
By: Srikant M. Datar, N. M. Bhatta, Rishikesha T. Krishnan and Rachna Tahilyani
State Bank of India is India’s oldest and largest bank with the government of India as its majority shareholder. Arundhati Bhattacharya, a 35-year veteran of the bank, is appointed as its chairman in October 2013. Her appointment coincides with Moody’s downgrading the...
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Keywords:
Change Management;
Transformation;
Communication Strategy;
Leadership Style;
Organizational Culture;
Organizational Change And Adaptation;
Performance Evaluation;
Culture;
Corporate Social Responsibility And Impact;
Human Resources;
Employees;
Compensation And Benefits;
Recruiting;
Capital Markets;
Performance Expectations;
Financial Services Industry;
Asia;
India
Datar, Srikant M., N. M. Bhatta, Rishikesha T. Krishnan, and Rachna Tahilyani. "Revitalizing State Bank of India." Harvard Business School Case 116-043, May 2016.
- August 2015
- Case
Novantas and Deposit Funding at First Regional Bank
Keywords:
Financial Services Industry
- March 2015
- Supplement
Sanford C. Bernstein CEO Robert van Brugge
By: Linda A. Hill and Allison J. Wigen
Sanford C. Bernstein CEO (and former Global Director of Research) Robert van Brugge answers questions about organizational culture, change management, and collaboration, in this video supplement to the HBS case series "Global Expansion at Sanford C. Bernstein." Sanford...
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Hill, Linda A., and Allison J. Wigen. "Sanford C. Bernstein CEO Robert van Brugge." Harvard Business School Video Supplement 415-711, March 2015.
- Article
How Big are the Private Equity Transactions in Latin America?: Evidence from Twenty-five Countries from 2001 to 2008
By: Roberto Charvel
This article shows evidence on private equity transaction size and firm value size in 25 Latin American countries.
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Keywords:
Private Equity;
Venture Capital;
Alternative Assets;
Latin America;
Emerging Market;
Entrepreneurial Finance;
Business Ventures;
Finance;
Entrepreneurship;
Financial Services Industry;
Latin America
Charvel, Roberto. "How Big are the Private Equity Transactions in Latin America? Evidence from Twenty-five Countries from 2001 to 2008." Venture Equity Latin America (2009). (Mid-year Report.)
- Article
Early Stage Investing in Mexico: The Role of Angel Investors and Seed Capital Funds
By: Roberto Charvel
This articles does a review of newly formed seed capital structures, angel investors and their interaction with venture capital funds in Mexico.
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Keywords:
Entrepreneurial Finance;
Emerging Economies;
Venture Capital;
Entrepreneurship;
Financial Services Industry;
Latin America;
Mexico
Charvel, Roberto. "Early Stage Investing in Mexico: The Role of Angel Investors and Seed Capital Funds." Venture Equity Latin America 12, no. 15 (September 15, 2013).
- Fall 2007
- Article
A Comprehensive Look at the Private Equity Industry in Mexico (1990–2006)
By: Roberto Charvel
This article is one of the few historical numerical reviews of a private equity industry in an emerging market.
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Keywords:
Emerging Market;
Latin America;
Mexico;
Economic Sectors;
Corporate Entrepreneurship;
Venture Capital;
Capital Markets;
Private Equity;
Financial Services Industry;
Latin America;
North and Central America
Charvel, Roberto. "A Comprehensive Look at the Private Equity Industry in Mexico (1990–2006)." Journal of Private Equity 10, no. 4 (Fall 2007): 42–53.
- March 2014 (Revised February 2015)
- Case
Loki Capital Management
By: Joseph B. Fuller, Shikhar Ghosh and Matthew Preble
In December 2013, Michael Kane was preparing to launch his start-up's first hedge fund. While pleased with the development of the business, he wanted to address a few lingering issues before going any further. He debated whether or not to fire the company's chief...
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- February 2014 (Revised April 2015)
- Case
Go Beyond Investing
By: Lynda Applegate, Vincent Dessain, Emilie Billaud and Daniela Beyersdorfer
In 2013, Brigitte Baumann, founder of the Pan-European angel investing provider Go Beyond Investing, reflected on the evolution of her venture and the way forward. Her company, which offered deal flow and training to novice and experienced angel investors and ran...
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Keywords:
Equity;
Investment;
Business or Company Management;
Growth Management;
Leadership;
Financial Services Industry;
Europe;
Switzerland
Applegate, Lynda, Vincent Dessain, Emilie Billaud, and Daniela Beyersdorfer. "Go Beyond Investing." Harvard Business School Case 814-046, February 2014. (Revised April 2015.)
- October 2013
- Supplement
Oaktree and the Restructuring of CIT Group (B)
By: Victoria Ivashina and David Scharfstein
This supplement presents the actual terms of the rescue financing provided by a group of private investors to CIT. It is intended to be distributed at the end of the discussion of "Oaktree and the Restructuring of CIT Group (A)" (HBS No. 214-035) and can be used as...
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Ivashina, Victoria, and David Scharfstein. "Oaktree and the Restructuring of CIT Group (B)." Harvard Business School Supplement 214-036, October 2013.
- March 2013 (Revised March 2013)
- Teaching Note
Social Finance, Inc. (TN)
By: Shawn Cole
- December 2011
- Supplement
Altoona State Investment Board: December 2008: Spreadsheet Supplement
By: Josh Lerner