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Publications

Publications

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  • All HBS Web  (737)
    • News  (78)
    • Research  (566)
    • Events  (15)
    • Multimedia  (3)
  • Faculty Publications  (311)

Show Results For

  • All HBS Web  (737)
    • News  (78)
    • Research  (566)
    • Events  (15)
    • Multimedia  (3)
  • Faculty Publications  (311)
← Page 11 of 737 Results →
  • 2021
  • Working Paper

Investment as the Opportunity Cost of Dividend Signaling

By: Zach Kaplan and Gerardo Pérez Cavazos
We provide evidence that firms with weak investment opportunities (those whose current earnings justify a greater valuation than firms with strong investment opportunities) signal their permanent earnings level through their dividends. In the cross-section, we show... View Details
Keywords: Dividend Signaling; Investment; Opportunities
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Kaplan, Zach, and Gerardo Pérez Cavazos. "Investment as the Opportunity Cost of Dividend Signaling." Working Paper, May 2021. (Forthcoming in The Accounting Review.)
  • 2021
  • Working Paper

Real Credit Cycles

By: Pedro Bordalo, Nicola Gennaioli, Andrei Shleifer and Stephen J. Terry
We incorporate diagnostic expectations, a psychologically founded model of overreaction to news, into a workhorse business cycle model with heterogeneous firms and risky debt. A realistic degree of diagnosticity, estimated from the forecast errors of managers of U.S.... View Details
Keywords: Econometric Models; Business Cycles; Credit
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Bordalo, Pedro, Nicola Gennaioli, Andrei Shleifer, and Stephen J. Terry. "Real Credit Cycles." NBER Working Paper Series, No. 28416, January 2021.
  • January 2024 (Revised May 2024)
  • Case

PortageBay and ESG Analytics

By: Vikram S. Gandhi and Radhika Kak
In 2023, sustainable investors faced several challenges. The first was the lack of access to standardized and vetted environmental, social, and governance (ESG) data, and equally, the interpretation of this data into investment-useful insights. Reducing reliance on... View Details
Keywords: ESG Ratings; Investment Funds; Governance; Environmental Sustainability; Corporate Social Responsibility and Impact
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Gandhi, Vikram S., and Radhika Kak. "PortageBay and ESG Analytics." Harvard Business School Case 324-065, January 2024. (Revised May 2024.)
  • December 1, 2021
  • Article

Do You Know How Your Teams Get Work Done?

By: Rohan Narayana Murty, Rajath B. Das, Scott Duke Kominers, Arjun Narayan, Suraj Srinivasan, Tarun Khanna and Kartik Hosanagar
In a research study at four Fortune 500 companies, when managers were asked about their teams’ work, on average they either did not know or could not remember 60% of the work their teams do. This is a major problem because it can lead to unrealistic digital... View Details
Keywords: Leading Teams; Work Recall Gap; Machine Learning; Algorithms; Groups and Teams; Management; Technological Innovation
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Murty, Rohan Narayana, Rajath B. Das, Scott Duke Kominers, Arjun Narayan, Suraj Srinivasan, Tarun Khanna, and Kartik Hosanagar. "Do You Know How Your Teams Get Work Done?" Harvard Business Review Digital Articles (December 1, 2021).
  • 2015
  • Article

International Trade, Multinational Activity, and Corporate Finance

By: C. Fritz Foley and Kalina Manova
An emerging new literature brings unique ideas from corporate finance to the study of international trade and investment. Insights about differences in the development of financial institutions across countries, the role of financial constraints, and the use of... View Details
Keywords: Multinational Firms and Management; Investment; Trade; Corporate Finance
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Foley, C. Fritz, and Kalina Manova. "International Trade, Multinational Activity, and Corporate Finance." Annual Review of Economics 7 (2015): 119–146.
  • March 2021
  • Article

Targeted Price Controls on Supermarket Products

By: Alberto Cavallo and Diego Aparicio
We study the impact of targeted price controls for supermarket products in Argentina from 2007 to 2015. Using web scraping, we collected daily prices for controlled and non-controlled goods and measured the differential effects on inflation, product availability, and... View Details
Keywords: Prices; Controls; Price Dispersion; Economics; Price; Cost Management; Goods and Commodities; Retail Industry; Argentina
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Cavallo, Alberto, and Diego Aparicio. "Targeted Price Controls on Supermarket Products." Review of Economics and Statistics 103, no. 1 (March 2021): 60–71.
  • January 2010 (Revised October 2010)
  • Background Note

News in the Digital World: Who Pays?

By: Stephen P. Bradley and Nancy Bartlett
Models to monetizing news in the digital landscape, which is real-time, searchable, sharable, multi-sourced, anytime, and any screen, were emerging in 2010. Could content creators get people to pay for what they watched, read, listened to, and shared online? Were news... View Details
Keywords: Business Model; Newspapers; Disruptive Innovation; Technological Innovation; Online Technology; Journalism and News Industry; Publishing Industry
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Bradley, Stephen P., and Nancy Bartlett. "News in the Digital World: Who Pays?" Harvard Business School Background Note 710-456, January 2010. (Revised October 2010.)
  • 2024
  • Working Paper

Corporate Debt, Boom-Bust Cycles, and Financial Crises

By: Victoria Ivashina, Sebnem Kalemli-Özcan, Luc Laeven and Karsten Müller
Using a new dataset on sectoral credit exposures covering financial and non-financial sectors in 115 economies over the period 1940–2014, we document the following evidence that corporate debt plays a key role in explaining boom-bust cycles, financial crises, and slow... View Details
Keywords: Financial Crisis; Economic Slowdown and Stagnation; Economic Growth; Economic Sectors; Borrowing and Debt; Credit
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Ivashina, Victoria, Sebnem Kalemli-Özcan, Luc Laeven, and Karsten Müller. "Corporate Debt, Boom-Bust Cycles, and Financial Crises." NBER Working Paper Series, No. 32225, March 2024.
  • Research Summary

Financing Payouts

Despite the obvious interest in payout policy, no paper to date has systematically analyzed how payouts are funded, perhaps because the answer might have appeared just too obvious: payouts are funded with free cash flow — at least over long enough time periods.... View Details
  • 2022
  • White Paper

Census II of Free and Open Source Software - Application Libraries

By: Frank Nagle, James Dana, Jennifer Hoffman, Steven Randazzo and Yanuo Zhou
Produced in partnership with Harvard Laboratory for Innovation Science (LISH) and the Open Source Security Foundation (OpenSSF), Census II is the second investigation into the widespread use of Free and Open Source Software (FOSS). The Census II effort utilizes data... View Details
Keywords: Open Source Software; Applications and Software; Cybersecurity; Open Source Distribution
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Nagle, Frank, James Dana, Jennifer Hoffman, Steven Randazzo, and Yanuo Zhou. "Census II of Free and Open Source Software - Application Libraries." White Paper, Linux Foundation and Laboratory for Innovation Science at Harvard, March 2022.
  • November 2000
  • Case

Clust.com: Dream More and Pay Less

Clust is a French group-buying Web site. Instead of marketing products to consumers, Clust is marketing aggregated consumer demands to manufacturers. Consequently, beyond the usual act of choosing among predefined alternatives, consumers are expected to bring up their... View Details
Keywords: Customer Value and Value Chain; Marketing
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Wathieu, Luc R. "Clust.com: Dream More and Pay Less." Harvard Business School Case 501-047, November 2000.
  • 2022
  • Working Paper

Human-Computer Interactions in Demand Forecasting and Labor Scheduling Decisions

By: Caleb Kwon, Ananth Raman and Jorge Tamayo
We empirically analyze how managerial overrides to a commercial algorithm that forecasts demand and schedules labor affect store performance. We analyze administrative data from a large grocery retailer that utilizes a commercial algorithm to forecast demand and... View Details
Keywords: Employees; Human Capital; Performance; Applications and Software; Management Skills; Management Practices and Processes; Retail Industry
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Kwon, Caleb, Ananth Raman, and Jorge Tamayo. "Human-Computer Interactions in Demand Forecasting and Labor Scheduling Decisions." Working Paper, December 2022. (R&R Management Science.)
  • Article

Valuation Waves and Merger Activity: The Empirical Evidence

By: Matthew Rhodes-Kropf, David Robinson and S. Viswanathan
To test recent theories suggesting that valuation errors affect merger activity, we develop a decomposition that breaks the market-to-book ratio (M/B) into three components: the firm-specific pricing deviation from short-run industry pricing; sector-wide, short-run... View Details
Keywords: Valuation; Mergers and Acquisitions; Forecasting and Prediction; Price; Theory; Behavior
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Rhodes-Kropf, Matthew, David Robinson, and S. Viswanathan. "Valuation Waves and Merger Activity: The Empirical Evidence." Journal of Financial Economics 77, no. 3 (September 2005): 561–603.
  • May 2020
  • Article

How Quantitative Easing Works: Evidence on the Refinancing Channel

By: Marco Di Maggio, Amir Kermani and Christopher Palmer
We document the transmission of large-scale asset purchases by the Federal Reserve to the real economy using rich borrower-linked mortgage-market data and an identification strategy based on mortgage market segmentation. We find that central bank QE1 MBS purchases... View Details
Keywords: Monetary Policy; MBS; Quantitative Easing; LSAP; Refinancing; Deleveraging; HARP; GSE; Central Banking; Global Range; Financing and Loans; Credit; United States
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Di Maggio, Marco, Amir Kermani, and Christopher Palmer. "How Quantitative Easing Works: Evidence on the Refinancing Channel." Review of Economic Studies 87, no. 3 (May 2020): 1498–1528.
  • June 2008
  • Article

How Are Preferences Revealed?

By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian
Revealed preferences are tastes that rationalize an economic agent's observed actions. Normative preferences represent the agent's actual interests. It sometimes makes sense to assume that revealed preferences are identical to normative preferences. But there are many... View Details
Keywords: Consumer Behavior; Attitudes; Microeconomics
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Beshears, John, James J. Choi, David Laibson, and Brigitte C. Madrian. "How Are Preferences Revealed?" Journal of Public Economics 92, nos. 8-9 (June 2008): 1787–1794.
  • 2011
  • Working Paper

Do Not Trash the Incentive! Monetary Incentives and Waste Sorting

By: Alessandro Bucciol, Natalia Montinari and Marco Piovesan
This paper examines whether monetary incentives are an effective tool for increasing domestic waste sorting. We exploit the exogenous variation in the pricing systems experienced during the 1999-2008 decade by the 95 municipalities in the district of Treviso (Italy).... View Details
Keywords: Household; Cost Management; Consumer Behavior; Wastes and Waste Processing; Motivation and Incentives; Public Administration Industry; Italy
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Bucciol, Alessandro, Natalia Montinari, and Marco Piovesan. "Do Not Trash the Incentive! Monetary Incentives and Waste Sorting." Harvard Business School Working Paper, No. 11-093, March 2011.
  • June 2014 (Revised January 2017)
  • Case

Focus Financial Partners and the U.S. RIA Industry in 2014

By: Luis Viceira and Emily A. Chien
In the Spring of 2014, Rudy Adolf, CEO and founder of Focus Financial, and the two other co-founders of the firm are considering alternative growth strategies to solidify Focus Financial's position as a leading aggregator of independent wealth management firms in the... View Details
Keywords: Financial Management; Growth and Development Strategy; Business Model; Financial Services Industry
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Viceira, Luis, and Emily A. Chien. "Focus Financial Partners and the U.S. RIA Industry in 2014." Harvard Business School Case 214-103, June 2014. (Revised January 2017.)
  • Article

Fast Subset Scan for Multivariate Spatial Biosurveillance

By: Daniel B. Neill, Edward McFowland III and Huanian Zheng
We present new subset scan methods for multivariate event detection in massive space-time datasets. We extend the recently proposed 'fast subset scan' framework from univariate to multivariate data, enabling computationally efficient detection of irregular space-time... View Details
Keywords: Algorithms; Disease Surveillance; Event Detection; Scan Statistics; Spatial Scan
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Neill, Daniel B., Edward McFowland III, and Huanian Zheng. "Fast Subset Scan for Multivariate Spatial Biosurveillance." Statistics in Medicine 32, no. 13 (June 15, 2013): 2185–2208.
  • Article

An Invitation to Market Design

By: Scott Duke Kominers, Alexander Teytelboym and Vincent P. Crawford
Market design seeks to translate economic theory and analysis into practical solutions to real-world problems. By redesigning both the rules that guide market transactions and the infrastructure that enables those transactions to take place, market designers can... View Details
Keywords: Matching; Trading; Scrip; Liquidity; Efficiency; Equity; Allocation Rules; Marketplaces; Market Design; Marketplace Matching; Auctions
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Kominers, Scott Duke, Alexander Teytelboym, and Vincent P. Crawford. "An Invitation to Market Design." Oxford Review of Economic Policy 33, no. 4 (Winter 2017): 541–571.
  • August 2017
  • Case

Infection Control at Massachusetts General Hospital (Abridged)

By: Robert S. Huckman and Nikolaos Trichakis
The case explores the challenges facing Massachusetts General Hospital concerning the adoption of a new infection control policy, which promises to improve operational performance, patient safety, and profitability. The new policy requires coordination between... View Details
Keywords: Safety; Organizational Change and Adaptation; Integration; Health Care and Treatment; Policy; Health Industry; Boston
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Huckman, Robert S., and Nikolaos Trichakis. "Infection Control at Massachusetts General Hospital (Abridged)." Harvard Business School Case 618-018, August 2017.
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