Publications

April 2011 (Revised June 2014)
Case

Securities Lending After the Financial Crisis

By: Robert C. Pozen and Gayle Hameister

In April 2009, Wendy Jefferson had just returned to her office following a whirlwind day of meetings with her newest client, Star Advisor. Jefferson, a financial services consultant, was eager to dig into the information provided to her and her team about the Star... View Details

Keywords: Business Earnings; Debt Securities; Financing and Loans; Investment Funds; Governing Rules, Regulations, and Reforms; Information

Keywords: Management, Scientific, and Technical Consulting Services; Management, Scientific, and Technical Consulting Services; Management, Scientific, and Technical Consulting Services

01 Mar 2007
News

Gore All Business at HBS

WARM WELCOME: On an unseasonably mild December day, after a reception with faculty, staff, and students, Al Gore and Dean Jay Light walk to Burden Hall. We are managing the planet as if it were a business in liquidation,” former U.S. Vice President Al Gore declared to... View Details

September 1980 (Revised January 1981)
Case

Bay Financial Corp.

By: William J. Poorvu and John H. Vogel Jr.

Keywords: Financial Services Industry

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January 2009
Case

Sue Whitman at MBB Financial

By: William A. Sahlman

This case describes some issues confronting the leader of a major investment bank. She is pleased with the financial performance of her firm but concerned about signs of a bubble in the market. View Details

Keywords: Financial Crisis; Investment Banking; Financial Condition; Performance Effectiveness; Performance Evaluation; Financial Services Industry; Financial Services Industry

07 Nov 2010
News

Apple and I.B.M. Aren't All That Different

14 Sep 2015
Research & Ideas

Rewriting the Rules of Service Competition

primary task of these great service leaders is that of building organizations such as Omnicom and Progressive that are good at learning, innovating, and adapting. Reprinted by permission of Berrett-Koehler Publishers. Excerpted from What... View Details

Keywords: by James Heskett, W. Earl Sasser & Leonard A. Schlesinger; Retail

2014
Teaching Note

Changhong: Journey to Shared Services (TN)

By: F. Warren McFarlan, Haiyan Zhang and Guo Jia

Founded in 1958 and headquartered in Mianyang - an emerging inland science and technology city in Sichuan Province, Changhong Electric Co., Ltd., started from the military industry. It then entered the color TV industry and subsequently expanded to a wide range of... View Details

Keywords: China; Appliances; Finance ＆ Insurance; China

March 2021 (Revised December 2021)
Supplement

Ant Financial (D)

By: Feng Zhu, Krishna G. Palepu, Kerry Herman and Susie Ma

The (D) case updates the case series from the time of Ant’s planned IPO, and the Chinese government’s regulatory shifts. View Details

Keywords: Finance; Information Technology; Governing Rules, Regulations, and Reforms; Financial Services Industry; Financial Services Industry; China; Beijing

Web

Financial Aid - Alumni

Giving Financial Aid Giving Financial Aid Change Lives Help make an HBS education accessible to students of all backgrounds Generous financial... View Details

February 1996 (Revised November 2003)
Case

Indianapolis: Activity-Based Costing of City Services (A)

By: Robert S. Kaplan

A new administration in the City of Indianapolis is initially determined to privatize many municipal services. Before taking this action, however, the city managers want to know the current cost of performing these services with the municipal workers. Existing... View Details

Keywords: Cost Management; Public Sector; Activity Based Costing and Management; Service Delivery; Privatization; City; Indianapolis

Web

News - Research Computing Services

plan accordingly. During the maintenance window: You will not be able to log in to the HBSGrid cluster via terminal or NoMachine. All interactive jobs and NoMachine sessions (connected & disconnected) will be terminated. Globus transfers... View Details

01 Oct 2008
News

The Flawed Architecture of the Financial System

December 1987
Case

John Hancock Financial Services: Sports Sponsorship

By: Stephen A. Greyser

Senior corporate communications executives of a major financial services firm are reviewing the company's sports sponsorship program and are considering expanding it. Hancock already is the corporate sponsor of the Boston Marathon and has the opportunity to sponsor the... View Details

Keywords: Communication Strategy; Brands and Branding; Marketing Strategy; Performance Evaluation

February 2004 (Revised April 2004)
Case

Financial Reporting in the Catholic Church

The Catholic Church is a large and complex international organization with several layers of management spread across a diverse range of services and geographical areas. Creating a coherent and manageable communication strategy for is a challenging task that requires... View Details

Keywords: Corporate Disclosure; Religion; Financial Reporting; Organizational Culture; Communication Strategy

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Web

HBS - Financials | From the Chief Financial Officer

2023 Annual Report From The Dean Key Metrics Financials PDF Downloads Financials From the CFO Financial Highlights Statement of Activity & Cash Flows Consolidated Balance Sheet... View Details

January 2014
Case

Steven Carpenter at Cake Financial (Abridged)

By: Thomas R. Eisenmann, Joseph B. Fuller and Shikhar Ghosh

Steven Carpenter reflects on the successes and failures of his recent venture, Cake Financial. Carpenter had just sold the four-year-old startup and was at work on a new business plan. But first, he wanted to understand why Cake Financial, a service that allowed users... View Details

Keywords: Corporate Entrepreneurship; Business or Company Management; Business Model; Growth and Development Strategy; Business Strategy; Internet; Financial Services Industry; Financial Services Industry