Publications

29 Jan 2019
Research & Ideas

'Green Bonds' May Be Our Best Bet for Environmental Damage Control

environment by accessing finance at better terms. “The whole idea of ESG investing is predicated on the notion that by tilting their portfolios towards securities that have better ESG properties, investors might be able to change who has... View Details

Keywords: by Michael Blanding; Energy; Utilities; Construction; Green Technology; Public Administration

October 1990
Case

Manufacturers Hanover Corp.: Customer Profitability Report

By: Robert S. Kaplan

Banking company noting declining profitability from its traditional lending activities has started to measure the total profitability of its lending relationships. A loan pricing model estimates the profit and return-on-equity from commercial loans. Additional work was... View Details

Keywords: Investment Return; Revenue; Commercial Banking; Banks and Banking; Customer Value and Value Chain; Banking Industry

28 Aug 2017
Research & Ideas

Should Industry Competitors Cooperate More to Solve World Problems?

already being done by business enough? George Serafeim: Think about the following: in the past two decades, most companies have established sustainability departments, hired more people for social impact, invested more resources, and... View Details

Keywords: by Sean Silverthorne; Financial Services; Manufacturing; Agriculture & Agribusiness; Mining

1978
Chapter

Managing a Bank Bond Portfolio over Time

By: D. B. Crane and S. P. Bradley

Keywords: Bonds; Investment Portfolio; Financial Management; Banks and Banking; Banking Industry

January 2011
Teaching Note

Banco Compartamos: Life after the IPO (TN)

By: Michael Chu

Teaching Note for 308-094. View Details

Keywords: Banks and Banking; Initial Public Offering; Investment Return; Financial Institutions; Microfinance; Capital Markets; Competition; Decisions; Banking Industry; Mexico

March 2011 (Revised June 2013)
Case

Next Street, LLC

By: Richard S. Ruback and Royce Yudkoff

Next Street Financial, LLC was a modern merchant bank that provided high quality advisory services and capital to small- and mid-sized inner city businesses. Next Street was a for-profit business that aimed to increase the growth, profitability and success of its... View Details

Keywords: Development Economics; Entrepreneurship; Capital; Commercial Banking; Investment Funds; Urban Development; Financial Services Industry

October 2019
Case

A Conversation with Ellen J. Kullman, Chairman & CEO of DuPont, 2009-2015

By: Lynn S. Paine and Will Hurwitz

Ellen J. Kullman, the retired Chairman and CEO of DuPont, describes how she guided the storied science and technology company through a contentious proxy battle with activist investor Trian Partners, which acquired DuPont shares in 2013 and sought to break up the... View Details

Keywords: Agribusiness; Capital Structure; Corporate Accountability; Corporate Governance; Institutional Investing; Leadership; Leadership Style; Management; Transformation; Agriculture and Agribusiness Industry; Chemical Industry; United States

2012
Working Paper

Mexico's Financial Crisis of 1994-1995

By: Aldo Musacchio

This paper explains the causes leading to the Mexican crisis of 1994-1995 (known as "The Tequila Crisis"), and its short- and long-term consequences. It argues that excessive enthusiasm on the part of foreign investors, not based on Mexico's fundamentals, and weak... View Details

Keywords: Financial Crisis; Foreign Direct Investment; Banks and Banking; Government and Politics; Currency Exchange Rate; Banking Industry; Mexico

April 2010 (Revised July 2010)
Background Note

Introduction to Mutual Funds

By: Robert C. Pozen

This note is an excerpt from my book The Mutual Fund Business and is an introduction to mutual funds, contrasted with commercial banks. View Details

Keywords: Commercial Banking; Investment; Investment Funds; Banking Industry

December 1993
Article

How Has the Basle Accord Affected Bank Portfolios?

By: Brian J. Hall

Keywords: Banks and Banking; Investment

May 1998 (Revised October 1998)
Case

Teleswitch (C)

Supplements the (A) case. A rewritten version of an earlier case. View Details

Keywords: Initial Public Offering; Investment Banking; Entrepreneurship; Financing and Loans; Wireless Technology; Manufacturing Industry; Telecommunications Industry

May 1998 (Revised October 1998)
Case

Teleswitch (B)

Supplements the (A) case. A rewritten version of an earlier case. View Details

Keywords: Initial Public Offering; Investment Banking; Entrepreneurship; Financing and Loans; Wireless Technology; Manufacturing Industry; Telecommunications Industry

18 Jul 2005
Research & Ideas

Identify Emerging Market Opportunities

"five contexts framework"—issues to consider, in essence—to understand institutional variations between countries. We excerpt a summary of the five contexts. As we helped companies think through their globalization strategies,... View Details

Keywords: by Tarun Khanna, Krishna G. Palepu & Jayant Sinha

16 Sep 2014
First Look

First Look: September 16

http://www.oxfordhandbooks.com/view/10.1093/oxfordhb/9780199694945.001.0001/oxfordhb-9780199694945-e-026 September 2014 Journal of Financial Economics The Disintermediation of Financial Markets: Direct Investing in Private Equity By:... View Details

Keywords: Sean Silverthorne

22 Oct 2012
Research & Ideas

Not Your Father’s State-Run Capitalism

you have certain institutions to control cronyism, such as an independent judiciary and rule of law," says Musacchio. "When a government body is investing in companies it should be very independent in how it... View Details

Keywords: by Michael Blanding

February 2018
Case

Whole Foods and JANA Partners

By: Suraj Srinivasan and Quinn Pitcher

In 2017, JANA Partners decided to launch an activist campaign at struggling supermarket chain Whole Foods Market. The company had struggled for the past several years, and JANA thought the presence of new directors could help turn around its operations, while Whole... View Details

Keywords: Corporate Governance; Information Technology; Institutional Investing; Investment Activism; United States

November 2004 (Revised April 2005)
Case

Deutsche Bank: Finding Relative Value Trades

Deutsche Bank's Fixed Income Research Group is looking for yield curve trades to pitch to clients as well as for their proprietary trading desk. The group has data on recent bond trades and a proprietary term structure model, which they can use to develop trading... View Details

Keywords: Bonds; Capital Markets; Investment Banking; Institutional Investing; Banking Industry; Germany