Publications

Article

Immigrant Entrepreneurs in U.S. Financial History, 1775-1914

Throughout its history, the U.S. has been the beneficiary of a worldwide in-migration of entrepreneurial talent. This article surveys finance, one of the many sectors in which immigrants made a conspicuous impact. Part I demonstrates the dominant role of immigrants in... View Details

Keywords: History; Talent and Talent Management; Groups and Teams; Entrepreneurship; Policy; Immigration; Banks and Banking; United States

Find at Harvard

January 2024 (Revised May 2024)
Case

Generation Investment Management

By: Vikram S. Gandhi, Michael Norris and David Allen

In September 2021, the sustainable investment firm Generation Investment Management (Generation) considered whether to add Schneider Electric to the focus list of companies in which it was prepared to invest. Dedicated to promoting a sustainable world through its... View Details

Keywords: Sustainable Investing; Climate Change; Environmental Sustainability; Governance; Private Equity; Public Equity; Financial Markets; Investment Return; Investment Activism; Investment Funds; Investment Portfolio; Institutional Investing; Corporate Social Responsibility and Impact; Financial Services Industry; United Kingdom; England; London

September 2016
Supplement

Financial Services at Falabella (B)

By: C. Fritz Foley and Agustin M. Hurtado

Supplements the (A) case and provides an update describing choices Falabella made. View Details

Keywords: Consumer Credit; Financial Management; Corporate Strategy; Credit; Financial Institutions; Financial Services Industry

June 2009
Article

Level Playing Fields in International Financial Regulation

By: Lucy White and Alan Morrison

We analyze the desirability of level playing fields in international financial regulation. In general, level playing fields impose the standards of the weakest regulator upon the best-regulated economies. However, they may be desirable when capital is mobile because... View Details

Keywords: Economy; International Finance; Multinational Firms and Management; Governing Rules, Regulations, and Reforms; Standards; Banking Industry

Find at Harvard

July – August 2008
Article

Reduce the Risk of Failed Financial Judgments

By: Robert G. Eccles Jr. and Edward J. Riedl

When crucial financial estimates rely on judgment, companies can minimize their risk by turning to appraisers, actuaries, and evaluators, whether internal, external, or a combination. View Details

Keywords: Financial Statements; Judgments; Financial Management; Risk Management

Find at Harvard

05 Sep 2023
News

HBS Names Rupal Gadhia New Head of MBA Admissions and Financial Aid

22 Feb 2022
News

Addressing The Financial Security Gap

by having ethical leadership. For me, those thought processes started at HBS, which grounded me as a manager and as a leader,” Ackerley says. “How do I use my position to do good and help people find View Details

Keywords: Jennifer Gillespie

September 2017 (Revised January 2019)
Case

FJ Management Inc.

By: Lynda M. Applegate and Matthew G. Preble

In late 2015, Crystal Call Maggelet, president and CEO of FJ Management, is working with her investment committee to help set the company’s strategic direction. Maggelet, daughter of the company’s founder, has led FJ Management since 2009 when she stepped in as CEO... View Details

12 Aug 2020
Research & Ideas

Why Investors Often Lose When They Sue Their Financial Adviser

and Stanford University Professor Amit Seru—detail their findings in the revised working paper Arbitration with Uninformed Customers, released in May. Brokers’ critical advantages in arbitration About 40 percent of American investors rely on View Details

Keywords: by Danielle Kost; Financial Services

February 1993 (Revised December 1994)
Exercise

Corporate Financial Management: Options Exercises

By: Timothy A. Luehrman

This case presents four exercises designed to introduce students to applications of option pricing and decision-tree analysis to real corporate investment problems. Two of the four problems involve decision trees and two involve option pricing. Students should be... View Details

Keywords: Financial Management; Investment; Projects; Corporate Finance

September 2013
Teaching Note

The Case of the Unidentified Industries—2013

By: Mihir A. Desai, William E. Fruhan, Jr. and Elizabeth A. Meyer

Helps students to understand how the characteristics of a business are reflected in its financial statements. This case consists of an exercise in which students are given balance sheet data in percentage form and other selected financial data for companies in 14... View Details

Keywords: Financial Management; Accounting Statements; Ratio Analysis; Financial Statements; Finance

TeachingInterests

Managing Health Care Delivery

By: Rembrand M. Koning

Complex patient needs, expensive technology innovations, and constrained resources are putting a heavy strain on health care delivery—and exposing vulnerable populations to greater risk.

Managing Health Care Delivery helps you build the capabilities to... View Details

01 Mar 2009
News

Faculty Responds to Financial Crisis

new elective in the works for next fall, Managing the Financial Firm, which will explore the challenges of managing financial institutions during... View Details

Keywords: Colleges, Universities, and Professional Schools; Educational Services

01 Sep 2005
News

Gifts Create Frist Financial Aid Fund

Expressing gratitude, Brit K. Dewey (MBA ’96), managing director of MBA Admissions and Financial Aid, said the two gifts will allow the School to continue to innovate to meet student needs. “These gifts will... View Details

Keywords: Business Schools & Computer & Management Training; Business Schools & Computer & Management Training

19 Feb 2019
News

Bank Boards: What Has Changed Since the Financial Crisis?

18 Aug 2011
Working Paper Summaries

Non-Audit Services and Financial Reporting Quality: Evidence from 1978-1980

Keywords: by Kevin Koh, Shivaram Rajgopal & Suraj Srinivasan; Accounting

21 Jun 2012
Conference Presentation

How Do Risk Managers Become Influential? A Field Study of Toolmaking and Expertise in Two Financial Institutions

By: Anette Mikes

June 2005 (Revised July 2009)
Case

Financial Reporting Problems at Molex, Inc. (A)

By: Paul M. Healy

Following an accounting problem at Molex, the firm's auditors request changes in management. The board of directors has to decide whether the auditors' concerns have merit or whether, as management argues, the accounting issue is immaterial. View Details

Keywords: Managerial Roles; Governing and Advisory Boards; Financial Reporting; Relationships; Resignation and Termination; Accounting Audits