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All HBS Web
(13,025)
- People (39)
- News (2,308)
- Research (7,952)
- Events (22)
- Multimedia (122)
- Faculty Publications (6,527)
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- September 2003 (Revised September 2005)
- Background Note
Financial Reporting and Control Framework
Details the framework adopted in the core Financial Reporting and Control course.
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Keywords:
Financial Reporting
Bradshaw, Mark T., and Susan L. Kulp. "Financial Reporting and Control Framework." Harvard Business School Background Note 104-038, September 2003. (Revised September 2005.)
- April 2008 (Revised March 2009)
- Background Note
China's Financial Markets: 2007
Provides an overview of capital markets in mainland China in 2007, evaluating the up-to-date performance of key components of the markets, highlighting concerns as China strives to modernize its financial system to meet global competition and support its fast growing...
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Keywords:
Economic Growth;
Capital Markets;
Financial Markets;
Globalized Markets and Industries;
Competition;
China
Jin, Li, and Bingxing Huo. "China's Financial Markets: 2007." Harvard Business School Background Note 208-147, April 2008. (Revised March 2009.)
- March 2013
- Case
Massachusetts Financial Services (Abridged)
By: Brian J. Hall and Karen Huang
This case describes the compensation and performance evaluations at an investment management company. The senior management team of Massachusetts Financial Services (MFS) Investment Management was contemplating an introduction of hedge funds at the firm, but many...
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Keywords:
Compensation;
Incentives;
Investment Management;
Performance Measurement;
Portfolio Management;
Motivation and Incentives;
Asset Management;
Performance Evaluation;
Compensation and Benefits;
Financial Services Industry;
Massachusetts
Hall, Brian J., and Karen Huang. "Massachusetts Financial Services (Abridged)." Harvard Business School Case 913-036, March 2013.
- February 2016 (Revised June 2016)
- Case
Janalakshmi Financial Services' HR Dilemma
By: Doug J. Chung and Radhika Kak
Janalakshmi Financial Services (JFS), an Indian microfinance institution, had grown rapidly by providing financial products to its main customer base, the urban poor. However, the company was facing several challenges. JFS’s productivity was declining, and it was...
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Keywords:
Microfinance;
Salesforce Management;
Compensation and Benefits;
Sales;
Strategy;
Financial Services Industry
Chung, Doug J., and Radhika Kak. "Janalakshmi Financial Services' HR Dilemma." Harvard Business School Case 516-039, February 2016. (Revised June 2016.)
- March 1995
- Background Note
Primary Financial Statements
By: David F. Hawkins
Keywords:
Financial Statements
Hawkins, David F. "Primary Financial Statements." Harvard Business School Background Note 195-178, March 1995.
- April 1985
- Background Note
Consolidated Financial Statements
By: David F. Hawkins
Keywords:
Financial Statements
Hawkins, David F. "Consolidated Financial Statements." Harvard Business School Background Note 185-125, April 1985.
- October 2011 (Revised July 2012)
- Case
ATR KimEng Financial Corporation
By: Li Jin, Michael Shih-ta Chen and Dawn Lau
ATR KimEng is a Philippino asset management business. It is making an important decision on its own strategy going forward: should it stay independent, or be taken over by a large bank in the region. Through this case, we discuss the financial service industry in South...
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Keywords:
Asset Management;
Mergers and Acquisitions;
Capital Markets;
Investment;
Financial Services Industry;
Philippines
Jin, Li, Michael Shih-ta Chen, and Dawn Lau. "ATR KimEng Financial Corporation." Harvard Business School Case 212-026, October 2011. (Revised July 2012.)
- February 2008 (Revised May 2008)
- Supplement
Lincoln Financial Group (C)
LFG reorganizes its business in order to improve customer intimacy. However, to implement the strategy, they need to effect significant changes in the skills of their salespeople. This case series straddles human resource management, corporate strategy, and sales...
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Keywords:
Organizational Change and Adaptation;
Salesforce Management;
Customer Focus and Relationships;
Financial Services Industry
Godes, David B., and David Lane. "Lincoln Financial Group (C)." Harvard Business School Supplement 508-030, February 2008. (Revised May 2008.)
- November 2003 (Revised August 2005)
- Case
First Commonwealth Financial Corporation
By: Robert S. Kaplan
First Commonwealth Financial Corp., a financial institution in central and southwestern Pennsylvania, implemented the Balanced Scorecard for describing and implementing its new customer-focused strategy. Its founder and chairman decided that the Balanced Scorecard also...
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Keywords:
Balanced Scorecard;
Corporate Strategy;
Customers;
Corporate Governance;
Governing and Advisory Boards;
Customer Relationship Management;
Executive Compensation;
Financial Services Industry;
Financial Services Industry;
Pennsylvania
Kaplan, Robert S. "First Commonwealth Financial Corporation." Harvard Business School Case 104-042, November 2003. (Revised August 2005.)
- February 2007 (Revised February 2007)
- Module Note
The International Financial Architecture
By: Rawi E. Abdelal
The International Financial Architecture is one of the core modules of Managing International Trade and Investment, an elective course at Harvard Business School. Provides instructors with an overview of the module, the cases and readings, and the teaching notes.
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Keywords:
International Finance
Abdelal, Rawi E. "The International Financial Architecture." Harvard Business School Module Note 707-035, February 2007. (Revised February 2007.)
- 2018
- Other Teaching and Training Material
Financial Accounting Reading: Shareholders' Equity
By: Suraj Srinivasan
Core Curriculum Readings in Financial Accounting cover the fundamental concepts in financial accounting. Many readings include videos and Interactive Illustrations to help students master complex concepts.
This is a standalone reading designed to introduce... View Details
This is a standalone reading designed to introduce... View Details
Srinivasan, Suraj. "Financial Accounting Reading: Shareholders' Equity." Core Curriculum Readings Series. Boston: Harvard Business Publishing 5075, 2018.
- January 2010
- Case
The Future of Financial Reporting
By: Karthik Ramanna
Multimedia/video case on the SEC's work on improvements to financial reporting. Students review topical audio and video from various sources including SEC footage, and interviews with others involved, such as Bob Pozen, (past head of Fidelity and chairman of the SEC's...
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Ramanna, Karthik. "The Future of Financial Reporting." Harvard Business School Multimedia/Video Case 110-701, January 2010.
- January 2009
- Article
FDI, Productivity, and Financial Development
By: Laura Alfaro, Sebnem Kalemli-Ozcan and Selin Sayek
This paper examines the effect of foreign direct investment (FDI) on growth by focusing on the complementarities between FDI inflows and financial markets. In our earlier work, we found that FDI is beneficial for growth only if the host country has well-developed...
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Keywords:
Human Capital;
Income;
Performance Productivity;
Financial Markets;
Foreign Direct Investment;
Financial Institutions;
Cross-Cultural and Cross-Border Issues
Alfaro, Laura, Sebnem Kalemli-Ozcan, and Selin Sayek. "FDI, Productivity, and Financial Development." Special Issue on Multinational Enterprises and Foreign Direct Investment. World Economy 32, no. 1 (January 2009): 111–135.
- October 2006
- Background Note
China's Financial Markets: 2006
By: F. Warren McFarlan, Li Jin and Tracy Manty
Provides an overview of capital markets in mainland China, evaluating the up-to-date performance of key components of the markets, highlighting concerns as China strives to modernize its financial system to meet global competition and support its fast growing economy.
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Keywords:
Developing Countries and Economies;
Capital Markets;
Financial Markets;
Financial Strategy;
Global Strategy;
Markets;
Competition;
China
McFarlan, F. Warren, Li Jin, and Tracy Manty. "China's Financial Markets: 2006." Harvard Business School Background Note 307-058, October 2006.
- 2017
- Article
A Brief Money Management Scale and Its Associations with Personality, Financial Health, and Hypothetical Debt Repayment
By: Masha Ksendzova, Grant Edward Donnelly and Ryan Howell
Money management is essential for financial health, and more research is needed to better assess people’s money management practices. Therefore, we factor-analyzed 205 scaled questions from previous money management measures to select the best items and examined their...
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- September 1985 (Revised March 1987)
- Case
Winthrop Financial Associates
By: William A. Sahlman and William J. Poorvu
Sahlman, William A., and William J. Poorvu. "Winthrop Financial Associates." Harvard Business School Case 386-077, September 1985. (Revised March 1987.)
- November 2022
- Article
The Sharp Spikes of Poverty: Financial Scarcity Is Related to Higher Levels of Distress Intensity in Daily Life
By: Jon M. Jachimowicz, Erin L. Frey, Sandra C. Matz, Bertus F. Jeronimus and Adam D. Galinsky
Although income is an important predictor of life satisfaction, the precise forces that drive this relationship remain unclear. We propose that financial resources afford individuals a path to reducing the distressing impact of everyday hassles, in turn increasing...
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Keywords:
Distress;
Affect;
Control;
Financial Scarcity;
Life Satisfaction;
Income;
Poverty;
Well-being
Jachimowicz, Jon M., Erin L. Frey, Sandra C. Matz, Bertus F. Jeronimus, and Adam D. Galinsky. "The Sharp Spikes of Poverty: Financial Scarcity Is Related to Higher Levels of Distress Intensity in Daily Life." Social Psychological & Personality Science 13, no. 8 (November 2022): 1187–1198.
- June 2003 (Revised January 2004)
- Case
Argentina's Financial System Fenced In
By: Huw Pill, Claudia Onoforio and Romina Abal
Provides an opportunity to analyze the Argentine financial crisis of 2001/2002, which culminated in the abandonment of the convertibility plan introduced by Domingo Cavallo in 1991. Focusses on the role of the financial system.
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Pill, Huw, Claudia Onoforio, and Romina Abal. "Argentina's Financial System Fenced In." Harvard Business School Case 703-069, June 2003. (Revised January 2004.)
- March 2016
- Case
M-Pesa: Financial Inclusion in Kenya
By: Rajiv Lal, Lisa Cox and Sarah McAra
M-Pesa, a mobile money transfer service launched in 2007 in Kenya by telecommunications company Safaricom, allowed people to send money via mobile messaging to contacts, such as friends and family, or even to pay for goods and services, such as groceries or a taxi...
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- Teaching Interest
Creating the Modern Financial System
By: David A. Moss
Creating the Modern Financial System offers a vital perspective on finance and the financial system by exploring the historical development of key financial instruments and institutions worldwide. The premise of the course is that students will gain a richer and... View Details