Skip to Main Content
HBS Home
  • About
  • Academic Programs
  • Alumni
  • Faculty & Research
  • Baker Library
  • Giving
  • Harvard Business Review
  • Initiatives
  • News
  • Recruit
  • Map / Directions
Faculty & Research
  • Faculty
  • Research
  • Featured Topics
  • Academic Units
  • …→
  • Harvard Business School→
  • Faculty & Research→
  • Research
    • Research
    • Publications
    • Global Research Centers
    • Case Development
    • Initiatives & Projects
    • Research Services
    • Seminars & Conferences
    →
  • Publications→

Publications

Publications

Filter Results: (59) Arrow Down
Filter Results: (59) Arrow Down Arrow Up

Show Results For

  • All HBS Web  (129)
    • People  (1)
    • News  (53)
    • Research  (59)
    • Multimedia  (1)
  • Faculty Publications  (37)

Show Results For

  • All HBS Web  (129)
    • People  (1)
    • News  (53)
    • Research  (59)
    • Multimedia  (1)
  • Faculty Publications  (37)
Page 1 of 59 Results →
Sort by

Are you looking for?

→Search All HBS Web
  • July 2010
  • Case

Fidelity Retires in Canada

By: Robert C. Pozen and Edward Warren Scott
The head of Fidelity Canada was faced with a decision about what to do with its retirement business there. Although Fidelity as a fund manager has made some headway in Canada, the competition has been very tough for the administration of retirement plans—a separate... View Details
Keywords: Business Exit or Shutdown; Investment Funds; Globalized Firms and Management; Growth and Development Strategy; Retirement; Competition; Financial Services Industry; Canada; United States
Citation
Find at Harvard
Related
Pozen, Robert C., and Edward Warren Scott. "Fidelity Retires in Canada." Harvard Business School Case 311-023, July 2010.
  • November 1983
  • Case

Fidelity Group

By: Dwight B. Crane
Citation
Find at Harvard
Related
Crane, Dwight B. "Fidelity Group." Harvard Business School Case 284-035, November 1983.
  • July 2008 (Revised October 2008)
  • Case

Fidelity Investments' Charitable Gift Fund (A)

By: Robert C. Pozen
Deborah Pege, an attorney at Fidelity Investments, needs to decide whether Fidelity should attempt to patent business processes involved with its new charitable gift fund. The case explores the conditions that must be satisfied in order to receive a patent and raises... View Details
Keywords: Investment Funds; Patents; Business Processes; Value
Citation
Find at Harvard
Related
Pozen, Robert C. "Fidelity Investments' Charitable Gift Fund (A)." Harvard Business School Case 309-002, July 2008. (Revised October 2008.)
  • March 2018 (Revised February 2019)
  • Case

The Fidelity Growth Company Fund

By: Sara L. Fleiss and Samuel G. Hanson
Citation
Educators
Purchase
Related
Fleiss, Sara L., and Samuel G. Hanson. "The Fidelity Growth Company Fund." Harvard Business School Case 218-090, March 2018. (Revised February 2019.)
  • May 1994 (Revised December 1994)
  • Case

Fidelity Investments: Spartan Florida Municipal Fund

By: Andre F. Perold and Sanjay Bhatnagar
Keywords: Investment Funds; Financial Services Industry; Florida
Citation
Find at Harvard
Related
Perold, Andre F., and Sanjay Bhatnagar. "Fidelity Investments: Spartan Florida Municipal Fund." Harvard Business School Case 294-116, May 1994. (Revised December 1994.)
  • December 1998
  • Case

Retail Financial Services in 1998: Fidelity Investments

By: Stephen P. Bradley and Takia Mahmood
Provides an overview of Fidelity Investment's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
Citation
Find at Harvard
Related
Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Fidelity Investments." Harvard Business School Case 799-053, December 1998.
  • July 2010 (Revised October 2010)
  • Teaching Note

Fidelity Retires in Canada (TN)

By: Robert C. Pozen and Edward Warren Scott
Teaching Note for 311023. View Details
Keywords: Canada
Citation
Related
Pozen, Robert C., and Edward Warren Scott. "Fidelity Retires in Canada (TN)." Harvard Business School Teaching Note 311-026, July 2010. (Revised October 2010.)
  • November 1987
  • Case

Fidelity Security Insurance Co.

By: David F. Hawkins
Keywords: Insurance Industry
Citation
Find at Harvard
Related
Hawkins, David F. "Fidelity Security Insurance Co." Harvard Business School Case 187-078, November 1987.
  • February 1996 (Revised May 1996)
  • Teaching Note

Fidelity Investments: Spartan Florida Municipal Fund (TN)

By: Andre F. Perold and Wai Lee
Keywords: City; Investment Funds; Florida
Citation
Related
Perold, Andre F., and Wai Lee. "Fidelity Investments: Spartan Florida Municipal Fund (TN)." Harvard Business School Teaching Note 296-071, February 1996. (Revised May 1996.)
  • December 2018 (Revised January 2019)
  • Teaching Note

The Fidelity Growth Company Fund

By: Samuel Hanson
Teaching Note for HBS No. 218-090. View Details
Citation
Purchase
Related
Hanson, Samuel. "The Fidelity Growth Company Fund." Harvard Business School Teaching Note 219-071, December 2018. (Revised January 2019.)
  • July 2008 (Revised August 2008)
  • Supplement

Fidelity Investments' Charitable Gift Fund (B)

By: Robert C. Pozen
The (B) case informs students of Fidelity's decision about pursuing a business process patent for its charitable gift fund and describes subsequent litigation and lawsuits filed by other companies over business process patent issues. View Details
Keywords: Investment Funds; Patents; Lawsuits and Litigation; Business Processes
Citation
Find at Harvard
Related
Pozen, Robert C. "Fidelity Investments' Charitable Gift Fund (B)." Harvard Business School Supplement 309-003, July 2008. (Revised August 2008.)
  • March 1990 (Revised March 1992)
  • Teaching Note

Fidelity Transportation Management: Boston Coach Corp., Teaching Note

By: Leonard A. Schlesinger
Citation
Related
Schlesinger, Leonard A. "Fidelity Transportation Management: Boston Coach Corp., Teaching Note." Harvard Business School Teaching Note 690-068, March 1990. (Revised March 1992.)
  • July 1989
  • Case

Fidelity Management Research Co.: The Mortgage Securities Fund

Citation
Find at Harvard
Related
Hiller, Randall S. "Fidelity Management Research Co.: The Mortgage Securities Fund." Harvard Business School Case 190-024, July 1989.
  • July 2008 (Revised August 2008)
  • Teaching Note

Fidelity Investments' Charitable Gift Fund (TN) (A) and (B)

By: Robert C. Pozen
Teaching Note for [309002] and [309003]. View Details
Keywords: Financial Services Industry
Citation
Related
Pozen, Robert C. "Fidelity Investments' Charitable Gift Fund (TN) (A) and (B)." Harvard Business School Teaching Note 309-018, July 2008. (Revised August 2008.)
  • January 2016 (Revised March 2016)
  • Background Note

The Promise of Agriculture in the Republic of Cuba

By: Jose B. Alvarez, Andrew Otazo and Carin-Isabel Knoop
This background note explains Cuba's past and current agriculture policies, as well as provides insights into its future potential as relations with the U.S. normalize. View Details
Keywords: Cuba; Agribusiness; Agriculture; Errosion; Embargo; Fidel Castro; Raul Castro; Plant-Based Agribusiness; Agriculture and Agribusiness Industry; Cuba
Citation
Educators
Purchase
Related
Alvarez, Jose B., Andrew Otazo, and Carin-Isabel Knoop. "The Promise of Agriculture in the Republic of Cuba." Harvard Business School Background Note 516-067, January 2016. (Revised March 2016.)
  • 2013
  • Case

Advanced Leadership Pathways: David Weinstein and Write the World

By: Rosabeth M. Kanter, Juliane Calingo Schwetz and Patricia Bissett Higgins
David Weinstein, a lawyer and former Chief Administrative Officer of mutual fund giant Fidelity Investments, launched Write the World, a proprietary online platform that included a writing curriculum, essay prompts in distinct subject matter, and access to expert... View Details
Keywords: Writing; Online Platform; Social Entrepreneurship; Education; Internet and the Web; Competency and Skills; Change Management; Leadership
Citation
Purchase
Related
Kanter, Rosabeth M., Juliane Calingo Schwetz, and Patricia Bissett Higgins. "Advanced Leadership Pathways: David Weinstein and Write the World." Harvard Business Publishing Case 314-030, 2013.
  • Article

Robust and Stable Black Box Explanations

By: Himabindu Lakkaraju, Nino Arsov and Osbert Bastani
As machine learning black boxes are increasingly being deployed in real-world applications, there has been a growing interest in developing post hoc explanations that summarize the behaviors of these black boxes. However, existing algorithms for generating such... View Details
Keywords: Machine Learning; Black Box Models; Framework
Citation
Read Now
Related
Lakkaraju, Himabindu, Nino Arsov, and Osbert Bastani. "Robust and Stable Black Box Explanations." Proceedings of the International Conference on Machine Learning (ICML) 37th (2020): 5628–5638. (Published in PMLR, Vol. 119.)
  • Research Summary

US-Cuban Economic Relations 1898-1959

Rich Sicotte is conducting joint research with Alan Dye (Barnard College, Columbia University) on the evolution of US-Cuban economic relations before the Revolution that brought Fidel Castro to power. Currently they are focusing on the consequences of the Hawley-Smoot... View Details
  • December 1998
  • Case

Retail Financial Services in 1998: First Union

By: Stephen P. Bradley and Takia Mahmood
Provides an overview of First Union's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
Citation
Find at Harvard
Related
Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: First Union." Harvard Business School Case 799-054, December 1998.
  • 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... View Details
Keywords: Fair Value Accounting; Financial Reporting; Financial Management; Performance Improvement
Citation
Educators
Purchase
Related
Ramanna, Karthik. "The Future of Financial Reporting." Harvard Business School Multimedia/Video Case 110-701, January 2010.
  • 1
  • 2
  • 3
  • →

Are you looking for?

→Search All HBS Web
ǁ
Campus Map
Harvard Business School
Soldiers Field
Boston, MA 02163
→Map & Directions
→More Contact Information
  • Make a Gift
  • Site Map
  • Jobs
  • Harvard University
  • Trademarks
  • Policies
  • Accessibility
  • Digital Accessibility
Copyright © President & Fellows of Harvard College.