Publications

October 1991 (Revised October 1993)
Case

Equifax: Privacy in the Information Age

By: Lynn S. Paine

Keywords: Credit; Ethics; Financial Services Industry

September 1990 (Revised May 1991)
Case

Global Fund

By: William J. Poorvu

Keywords: Financial Services Industry

September 1988 (Revised January 1992)
Case

JMB Growth Fund XXV

By: William J. Poorvu

Keywords: Financial Services Industry

Profile

Ruth Cenat

Ruth Cenat (MBA 2015) has a new-found interest in economic development, especially in her native Haiti, and plans to make a difference as a philanthropist. View Details

Keywords: Other Financial Services

Profile

LaToya Marc

Growing up in small towns in Georgia, Louisiana, and Texas, LaToya Marc found her passion for social justice tempered by the practical need to make a decent living. "I was raised by a single mother who stressed the importance of education as a way to a higher... View Details

Keywords: Financial Services; Financial Services

May 2021
Teaching Note

BlackRock: Linking Purpose to Profit

By: Rohit Deshpandé, Aiyesha Dey and George Serafeim

Teaching Note for HBS Case No. 120-042 View Details

Keywords: BlackRock; Investment Management; Stewardship Codes; Stewardship Role Of Institutions; ESG; Purpose; Corporate Purpose; Investment; Asset Management; Corporate Governance; Mission and Purpose; Financial Services Industry; United States

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... View Details

Keywords: Private Equity; Corporate Social Responsibility and Impact; Social Issues; Financial Services Industry; United States

01 Mar 2010
News

Faculty Books

Global Capital and National Institutions: Crisis and Choice in the International Financial Architecture by Laura Alfaro (World Scientific) This casebook has three main topics: the determinants and effects of international capital flows;... View Details

Keywords: Colleges, Universities, and Professional Schools; Educational Services; Management

John S. Reed

Reed is credited with building Citicorp into one of the most powerful and significant financial institutions in the United States. His command of the operational aspects of the business enabled him to create a lean and efficient... View Details

Keywords: Finance

September 1987 (Revised December 1996)
Case

Patten Corp.

By: Krishna G. Palepu

Forbes Magazine criticized the revenue recognition policy of Patten Corp. As a result, the company's stock price dropped by a significant amount. The students are asked to discuss if the criticism by Forbes is justified, and if not, what the company should do. View Details

Keywords: Fair Value Accounting; Financial Statements; Budgets and Budgeting; Problems and Challenges; Financial Condition; Spending; Revenue; Planning; Quality; Stocks; Journalism and News Industry

February 1999 (Revised June 2010)
Case

Car Wash Partners, Inc.

By: Paul A. Gompers

Examines the investment decision of Cabot Brown and Bill Burgin, two venture capitalists, to finance Car Wash Partners (CWP). CWP intends to purchase automatic car washes around the country. Investment strategy and deal structuring are discussed. View Details

Keywords: Mergers and Acquisitions; Entrepreneurship; Venture Capital; Financial Strategy; Auto Industry; Service Industry

March 1973 (Revised October 1983)
Case

Stirling Homex (A)

Deals primarily with the basic issue of revenue recognition. Homex was recognizing revenue from its modular units prior to the date on which an actual sale had taken place. In addition, there are some interesting issues dealing with the allocation of profit between... View Details

Keywords: Working Capital; Resource Allocation; Revenue Recognition; Profit

April 1996 (Revised January 2006)
Case

Times Mirror Company PEPS Proposal Review

By: Peter Tufano

Times Mirror Co. (TMC) owns a substantial block of Netscape common stock purchased prior to Netscape's IPO, on which it has substantial unrealized gains. TMC is restricted from selling the stock in a public offering and is therefore considering a proposal by Morgan... View Details

Keywords: Risk Management; Stocks; Taxation; Corporate Finance; Telecommunications Industry; Media and Broadcasting Industry; United States

July 23, 2019
Article

Is the U.S. on Its Way to Becoming a Cashless Society?

By: Shelle Santana

The rise of digital payments, including credit cards, debit cards, and mobile payments systems, have contributed to the steady shift in payment practices among consumers. According to the FDIC, cash represented just 30% of all payments in 2017, and the percentage of... View Details

Keywords: Payment Methods; Cash; Credit Cards; Consumer Behavior; Change; United States

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February 1997
Case

Arch Communications Group, Inc.

By: Krishna G. Palepu and Sarayu Srinivasan

The market values Arch differently from analysts' values. View Details

Keywords: Valuation; Framework; Forecasting and Prediction; Investment; Stocks