Publications

10 Apr 2008
Working Paper Summaries

Where Does it Go? Spending by the Financially Constrained

Keywords: by Shawn A. Cole, John Thompson & Peter Tufano; Financial Services

15 Feb 2018
Working Paper Summaries

Can Financial Innovation Solve Household Reluctance to Take Risk?

Keywords: by Laurent Calvet, Claire Celerier, Paolo Sodini, and Boris Vallée; Financial Services; Financial Services

Web

Payment and Financial Aid - HBS Online

admitted to CORe, pay the credit cost of CORe ($4,200). Send your institution’s signed consortium agreement to the Harvard Extension School Student Financial Services (SFS) email:... View Details

Web

Research - Behavioral Finance & Financial Stability

proposals in the context of safeguarding financial stability while simultaneously preserving the monetary services that money market funds provide savers. See Samuel’s other research work here , David’s... View Details

Fast Answer

Resources for Investment Management and Financial Analysis

Resources and instructional videos for company and industry financial analysis, stock pitching, Business Analysis & Valuation Using Financial Statements (BAV), Investment Management and Capital... View Details

24 Apr 2014
News

Fostering financial freedom for low-income individuals

Scott Cook (MBA 1976) wants to change lives through initiatives he created as cofounder of Intuit. These include the Intuit Tax Freedom Project, which provides free online tax preparation services for Americans who cannot afford to pay,... View Details

2016
Working Paper

Financial Regulation in a Quantitative Model of the Modern Banking System

By: Juliane Begenau and Tim Landvoigt

How does the shadow banking system respond to changes in the capital regulation of commercial banks? This paper builds a quantitative general equilibrium model with commercial banks and shadow banks to study the unintended consequences of capital requirements. A key... View Details

Keywords: Capital; Commercial Banking

SSRN

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September 2024
Case

Comun: Partners in Peril

By: Jeffrey J. Bussgang and Alexis Lefort

In spring 2023, Abiel Gutierrez and Andres Santos, co-founders of Comun, faced a critical decision at their fintech startup serving Latino immigrants. Having launched their product the previous year, they experienced rapid growth but encountered rising fraud and... View Details

Keywords: Fintech; Startup; Partnerships; Business Development; Banking Industry; Financial Services; Venture Capital; Financial Services Industry; Latin America; United States

10 Dec 2014
News

Making Sense of Uber’s $40 Billion Valuation

Keywords: valuation; livery services; disruptive innovation; financial markets; Transit and Ground Passenger Transportation; Transportation

Web

Financial Highlights - Annual Report 2016

Financials Financial Highlights 5-Year Data Summary CFO Letter Financial Highlights Statement of Activity & Cash Flows Consolidated Balance Sheet Supplemental View Details

Fast Answer

Industries: financial analytical data and tools

Where can I find aggregate data on specific industries? An increasing number of databases are now available on the market to support the financial data analytical needs of bankers and financial... View Details

October 2018 (Revised January 2019)
Case

The Financial Crisis: Timothy Geithner and the Stress Tests

By: Samuel G. Hanson, Robin Greenwood, David Scharfstein and Adi Sunderam

In February and March 2009, the U.S. economy was in the midst of a terrifying financial and economic crisis. Between the beginning of 2008 and early 2009, four of the 25 largest U.S. financial institutions had failed, and nine of these 25 institutions had taken... View Details

Keywords: Bailout; Regulation; Stress Test; Financial Crisis; History; Economy; Policy; Governing Rules, Regulations, and Reforms; Decision Making; Banking Industry; Financial Services Industry; Real Estate Industry; United States

October 1990 (Revised June 1993)
Case

Taxing Situations: Two Cases on Income Taxes and Financial Reporting

By: William J. Bruns Jr.

Two whimsical situations are described to provide illustrations of situations where income taxes paid differ from the income tax expense that might be included in financial reports. In addition to illustrating that financial reported income may differ from taxable... View Details

Keywords: Taxation; Accounting Audits; Financial Statements; Financial Reporting; Decisions; Financial Services Industry; Financial Services Industry

01 Mar 2012
News

School’s Financial Picture Brighter than Expected

HBS finished fiscal year 2011 with a stronger financial performance than expected despite the lingering effects of the recent recession. Revenue for the year July 1, 2010, to June 30, 2011, exceeded the budget by nearly 9 percent,... View Details

Keywords: Educational Services; Educational Services

Teaching Interest

Overview

By: Rob Markey

Managing Service Operations - MBA Elective Curriculum

World-class service organizations deeply understand the needs and behaviors of their customers, and design, manage, and improve their operating models accordingly. This course... View Details

Keywords: Customer Lifetime Value; Customer Centric Initiative; Customer Engagement; Service Management; Service Profit Chain; Service Design; Service Models; Service Excellence; Customer Focus and Relationships; Customer Satisfaction; Customer Value and Value Chain; Service Delivery; Service Operations

November 2011
Article

Ownership Structure and Financial Constraints: Evidence from a Structural Estimation

By: Chen Lin, Yue Ma and Yuhai Xuan

This article examines the impact of the divergence between corporate insiders' control rights and cash-flow rights on firms' external finance constraints via generalized method of moments estimation of an investment Euler equation. Using a large sample of U.S.... View Details

Keywords: Ownership; Social Enterprise; Reputation; Cash Flow; Annuities; Investment; Investment Funds; Financial Reporting; Accounting Audits; Financial Services Industry; United States

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22 Jun 2009
Research & Ideas

“Too Big To Fail”: Reining In Large Financial Firms

including taking Fannie and Freddie out of the investment business, simplifying mortgage disclosure documents, consolidating the federal government's highly fractured financial services regulatory agencies,... View Details

Keywords: by Roger Thompson; Financial Services; Financial Services

February 2008 (Revised February 2008)
Supplement

Lincoln Financial Group (B): Making LFD a Reality

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... View Details

Keywords: Organizational Change and Adaptation; Customer Focus and Relationships; Financial Services Industry