Publications

May 1986 (Revised July 1986)
Case

MBAs at Merrill Lynch

By: George C. Lodge

Keywords: Financial Services Industry

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July 2012
Case

Generation Investment Management

By: Sandra J. Sucher and Matthew Preble

Examines the investment process of Generation Investment Management, a "sustainable" investing firm established in 2004 by David Blood and U.S. Vice President Al Gore. Places students in the position of David Lowish, director of global industrials, who must decide... View Details

Keywords: Developing Countries and Economies; Energy Generation; Investment; Environmental Sustainability; Pollutants; Welfare; Financial Services Industry; India; United Kingdom

March 2014
Technical Note

Venture Capital Investment in the Clean Energy Sector

By: Ramana Nanda and Shikhar Ghosh

In this note, we examine the extent to which venture capital is adequately positioned for the rapid commercialization of clean energy technologies in the United States. The need for a revolution in clean energy is driven not just by environmental consequences of energy... View Details

Keywords: Entrepreneurial Finance; Entrepreneurship; Finance; Financial Services Industry

May 2011
Teaching Note

China Environment Fund: Doing Well by Doing Good (TN)

By: Christopher Marquis and Alison Comings

Teaching Note for 410142. View Details

Keywords: Financial Services Industry; China

September 20, 2024
Article

It’s Time to Unbundle ESG

By: Aaron K. Chatterji and Michael W. Toffel

ESG is at an inflection point. It has come to represent a broad and inchoate aspiration for what business should be doing beyond maximizing shareholder value. With ESG advocates on the defensive, business leaders need a new roadmap to determine which factors to... View Details

Keywords: ESG; ESG (Environmental, Social, Governance) Performance; ESG Ratings; ESG Reporting; ESG Disclosure; Sustainability; Climate; Climate Finance; Climate Risk; Social Accounting; Investment; Governance; Safety; Climate Change; Environmental Sustainability; Corporate Social Responsibility and Impact; Financial Services Industry

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01 Mar 2005
News

Venture Capital’s Comeback

specializes in serving the financial needs of its venture-capital and start-up clients. “They weren’t sure what to do with their lives.” Four years later, venture capital is, at least, out of the rough. “We see a set of improving... View Details

Keywords: Roger Thompson; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

May 1983
Case

Brazil and the World Economy

By: Dennis J. Encarnation III and Richard H.K. Vietor

Keywords: Development Economics; Business and Government Relations; Banks and Banking; Brazil

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February 1996 (Revised September 1996)
Case

Chrysler Takeover Attempt, The

By: Richard S. Ruback and William DeWitt

On April 12, 1995, Kirk Kerkorian made an unsolicited offer to buy the outstanding shares of Chrysler Corp. This case analyzes the proposed deal and addresses the key contextual elements contributing to the takeover attempt. View Details

Keywords: Valuation; Negotiation Deal; Negotiation Offer; Acquisition; Financial Strategy; Manufacturing Industry; Auto Industry; United States

March 2021 (Revised August 2021)
Case

Apax Partners and Duck Creek Technologies

By: Josh Lerner, Terrence Shu and Alys Ferragamo

This case follows Jason Wright and Umang Kajaria at Apax Partners as they consider an investment in Duck Creek Technologies, a technology provider for property & casualty insurance companies. The deal required a complex carve-out from Accenture, Duck Creek’s parent... View Details

Keywords: Carve-out; Private Equity; Insurance; Investment; Operations; Valuation; Financial Strategy; New York (city, NY)

February 2007 (Revised March 2007)
Case

Navigating Turbulent Waters: Glitnir Bank's Communication Challenge during a Macroeconomic Crisis

By: Michael D. Kimbrough, Gregory S. Miller, Vincent Marie Dessain and Ane Damgaard Jensen

Glitnir Bank is an Icelandic company following an aggressive growth strategy that relies heavily on foreign debt. Access to such debt is suddenly curtailed when there is a downturn in market sentiment regarding the Icelandic economy as a whole. Students will reflect on... View Details

Keywords: International Finance; Banks and Banking; Macroeconomics; Communication Strategy; Banking Industry; Iceland

November 1999 (Revised June 2011)
Background Note

Accounting for Foreign Operations

By: David F. Hawkins

Students are required to compute and explain the quality annual earnings per share figures and major differences between managing domestic and global operations. View Details

Keywords: Business Earnings; Financial Statements; International Accounting; Globalized Firms and Management

November 1997 (Revised June 2006)
Case

Herbert Hoover (A)

By: Louis T. Wells Jr.

Presents a character sketch of Herbert Hoover, along with Hoover's views on the cause of the Great Depression of the 1930s. Illustrates the political economy of the period and presents different interpretations of the course of the Great Depression. A rewritten version... View Details

Keywords: Economy; Financial Crisis; Government and Politics; Identity; Perspective

1998
Chapter

British Overseas Banks as Free-Standing Companies 1830-1994

By: G. Jones

Keywords: History; Business Ventures; Globalized Firms and Management; Banks and Banking; Banking Industry; Great Britain