Publications

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27 Mar 2020
Video

Leading a Financial Institution in the Era of Climate Change

December 2006
Supplement

Financial Reporting Problems at Molex, Inc. (B)

By: Paul M. Healy

Keywords: Financial Reporting; Problems and Challenges; Technology Industry

Web

Banking System - Behavioral Finance & Financial Stability

Source: Flow of Funds Banking Sector Balance Sheet Source: Bank Holding Company Y9C Data Source: Bank Holding Company Y9C Data Source: Bank Holding Company Y9C Data Banking Sector Profitability Return on equity (ROE) has rebounded from its lows during the View Details

March 2002 (Revised May 2007)
Case

Customer Profitability and Customer Relationship Management at RBC Financial Group (Abridged)

By: V.G. Narayanan and Lisa Brem

The Royal Bank of Canada uses customer relationship management and customer profitability tools to gain a competitive advantage in Canada's increasingly crowded financial services market. The case presents two pricing and customer management issues: one from the point... View Details

Keywords: Customers; Customer Relationship Management; Price; Perspective; Marketing; Competitive Advantage; Financial Services Industry; Financial Services Industry; Canada

11 Jun 2019
News

Financial Aid Gift to Support Joint Degree Program Students

November 2010 (Revised January 2011)
Teaching Note

Assessing a Company's Future Financial Health (TN)

By: Thomas R. Piper

Teaching Note for 911412. View Details

Keywords: Financial Condition; Forecasting and Prediction

1976
Report

Financial Crisis in the Social Security System

By: Robert S. Kaplan

Keywords: Financial Crisis; Insurance; Public Sector

Web

HBS - Financials | Consolidated Balance Sheet

2023 Annual Report From The Dean Key Metrics Financials PDF Downloads Financials From the CFO Financial Highlights Statement of Activity & Cash Flows Consolidated Balance Sheet... View Details

September 2010 (Revised November 2010)
Case

J.P. Morgan Private Bank: Risk Management during the Financial Crisis 2008-2009

By: Anette Mikes, Clayton S. Rose and Aldo Sesia

Mary Erdoes, the CEO of JP Morgan's asset management business, and three colleagues provide insights into risk management issues faced by the firm's private bank during the financial crisis in 2008–2009. The case provides perspective on the philosophy with which they... View Details

Keywords: Judgments; Financial Crisis; Globalized Firms and Management; Management Analysis, Tools, and Techniques; Risk Management; Mathematical Methods; Banking Industry; United States

May 2012 (Revised July 2012)
Case

Credit Unions: The Future of the Cooperative Financial Institution

By: Robert C. Pozen and Grace Hou

Credit unions are a specialized type of depository institution with a cooperative, non-profit structure and a federal tax exemption. They originated as small, cooperative institutions with an emphasis on uncollateralized consumer lending to the unbanked... View Details

Keywords: Banking; Credit Unions; Banks and Banking

1993
Chapter

Aspects of Financial Contracting in Venture Capital

By: William A. Sahlman

Keywords: Venture Capital; Contracts; Financial Services Industry

Web

In The Classroom - Behavioral Finance & Financial Stability

In The Classroom In The Classroom Over the past several years, BFFS project members have been actively teaching courses on topics related to financial stability and behavioral finance. There are courses tailored for Harvard... View Details

2024
Working Paper

FinTech & Financial Frictions: The Rise of Revenue-Based Financing

By: Dominic Russel, Claire Shi and Rowan Clarke

We use data from a major South African payment processor to study how digital payments mitigate asymmetric information challenges in small business “revenue-based financing” contracts, which tie repayment schedules to future revenue. Eight months post-financing,... View Details

Keywords: Fintech; Small Business; Financing and Loans; South Africa

SSRN

Web

5-Year Data Summary - Financial Report 2018

Financials Financials 5-Year Data Summary 1ms Financial Data IN MILLIONS For the Fiscal Year ended June 30... 2018 2017 2016 2015 2014 Revenues $ 856 m. 800 761 707 676... View Details

November 2005 (Revised February 2006)
Teaching Note

Financial Accounting: An Online Introductory Course (TN)

By: David F. Hawkins and Paul M. Healy

Keywords: Accounting; Financial Reporting

Article

Financial Statements: Signposts as Well as Milestones

By: Henry B. Reiling and John C. Burton

Keywords: Financial Statements

Find at Harvard

1996
Book

Business Analysis and Valuation Using Financial Statements

By: Victor L Bernard, Paul M. Healy and Krishna G. Palepu

Keywords: Financial Statements; Valuation

Find at Harvard

February 2002 (Revised March 2002)
Case

Customer Profitability and Customer Relationship Management at RBC Financial Group

By: V.G. Narayanan and Lisa Brem

The Royal Bank of Canada uses customer relationship management and customer profitability tools to gain a competitive advantage in Canada's increasingly crowded financial services market. The case presents two pricing and customer management issues: one from the point... View Details

Keywords: Competitive Advantage; Price; Customer Relationship Management; Marketing; Customer Value and Value Chain; Financial Services Industry; Financial Services Industry; Canada