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November 2001 (Revised August 2005)
Case

BigEast Bank (A): Credit Card Approval

By: Frances X. Frei and Dennis Campbell

BigEast is considering adopting a relationship-centric view in its credit card approval process. This would shift the bank's current practice of analyzing applications based on the merits of a single product to one where the customer's existing relationship is... View Details

Keywords: Customers; Forecasting and Prediction; Banks and Banking; Analytics and Data Science; Managerial Roles; Relationships; Adoption; Banking Industry

June 1997 (Revised February 2012)
Case

The Union Carbide Deal (Abridged)

By: Thomas J. DeLong

On November 3, 1986, after a three-hour board of directors meeting, Union Carbide decided to accept First Boston's proposal to embark on a $2.5 billion recapitalization program. Jameson and his associates' efforts had paid off. Jameson had reason to be excited: He had... View Details

Keywords: Restructuring; Capital Structure; Investment Banking; Financial Strategy; Partners and Partnerships; Competition; Financial Services Industry

July 2011
Teaching Note

Miles Everson at PricewaterhouseCoopers (TN)

By: Robert G. Eccles and Penelope Rossano

Teaching Note for 410062. View Details

Keywords: Partners and Partnerships; Employees; Financial Institutions; Opportunities; Networks; Managerial Roles; Experience and Expertise; Attitudes; Leadership; Service Industry; United States

19 Jan 2016
First Look

January 19, 2016

market as a whole experienced high returns relative to Treasury bills. In the spirit of Fischer Black’s 1993 article “Beta and Return,” published in this journal, the author takes seriously the idea that this evidence reflects a risk anomaly—a mispricing of risk for... View Details

Keywords: Sean Silverthorne

06 Dec 2021
Research & Ideas

The Popular Stock Metric That Can Lead Investors Astray

to spot potentially underpriced stocks, and major stock indexes and institutional investors lean on the metric as well. Yet, in an examination of thousands of stocks over a period of nearly 40 years, Wang and colleagues find that the... View Details

Keywords: by Rachel Layne

01 Aug 2018
What Do You Think?

Are Free Trade and Free Markets Quaint Ideas From the Past?

businesses function alongside other institutions such as labor unions in an environment in which all are subservient to democratically elected governments. Are free trade and free markets quaint ideas from the past? What do you think?... View Details

Keywords: by James Heskett

06 May 2015
What Do You Think?

Are You Ready for Personalized Predictive Analytics?

that some giant computers controlled by big corporations and institutions know better than they do about what they will be doing in (the) future and what they'll become They might turn into poor, weak machines themselves , abiding by what... View Details

Keywords: by James Heskett

22 Feb 2010
Research & Ideas

Manager Visibility No Guarantee of Fixing Problems

the negatively performing hospitals engaged in low levels of activity, but one poorly performing hospital in particular caught Tucker's eye. This institution had high levels of activity when it came to gathering information and acting on... View Details

Keywords: by Julia Hanna; Health

01 Dec 2008
Lessons from the Classroom

How Many U.S. Jobs Are ‘Offshorable’?

India. "The case raises an uncomfortable question: Why should Monitor pay a Harvard MBA top dollar to conduct business research in the United States while an Indian Institute of Management graduate could do the work just as effectively in... View Details

Keywords: by Julia Hanna

06 Sep 2006
Lessons from the Classroom

Mixing Students and Scientists in the Classroom

of quantum dots for cancer treatment that had been proposed by an outside sponsor. Along with a bunch of other highly qualified students, one of this team's members was a Dana-Farber Cancer Institute researcher. Within two weeks, the team... View Details

Keywords: by Deborah Blagg; Education

30 Apr 2001
Research & Ideas

Big Companies, Big Opportunities—Big Questions

away from anything but a majority position, Rodriguez said. Illiquid markets are also a turn-off for institutional investors. Only thirty-three companies in Latin America meet the minimum $5 million in daily trading volume most fund... View Details

Keywords: by Julie Jette

10 Jul 2000
Research & Ideas

The State of the Markets

(that total half the value of the U.S. market). "On the trading level," says Seifert, " we need a liquidity pool that gives us low-cost, cross-border access. To accomplish this, we are merging institutions and employing a... View Details

Keywords: by James E. Aisner

01 Nov 1999
Research & Ideas

Companies, Cultures and the Transformation to the Transnational

to William Lever. After his death, the Overseas Committee became the institutional embodiment of this paternalistic oversight role. Philips too conformed to this model: the Philips family dominated the company's top management until well... View Details

Keywords: by Christopher A. Bartlett & Sumantra Ghoshal

09 May 2017
First Look

New Research and Ideas, May 9

chains lengthened by 20% following the collapse of a flagship dealer in 2008 and even more for institutions strongly connected to this dealer. Finally, dealers drastically reduced their inventory during the crisis. Publisher's link:... View Details

Keywords: Sean Silverthorne

09 Mar 2020
Working Paper Summaries

Impact Investing: A Theory of Financing Social Entrepreneurship

Keywords: by Benjamin N. Roth; Financial Services

November–December 2019
Article

Making Sense of Soft Information: Interpretation Bias and Loan Quality

By: Dennis Campbell, Maria Loumioti and Regina Wittenberg Moerman

We explore whether behavioral biases impede the effective processing and interpretation of soft information in private lending. Taking advantage of the internal reporting system of a large federal credit union, we delineate three important biases likely to affect the... View Details

Keywords: Soft Information; Lending; Banking; Information; Financing and Loans; Banks and Banking; Decision Making

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February 2018
Case

Whole Foods and JANA Partners

By: Suraj Srinivasan and Quinn Pitcher

In 2017, JANA Partners decided to launch an activist campaign at struggling supermarket chain Whole Foods Market. The company had struggled for the past several years, and JANA thought the presence of new directors could help turn around its operations, while Whole... View Details

Keywords: Corporate Governance; Information Technology; Institutional Investing; Investment Activism; United States

January 2014
Case

Barclays Bank and Contingent Capital Notes, 2012

By: Lucy White and Trent Kim

In 2012, regulatory changes following the financial crisis mean that Barclays Bank is faced with the need to raise large amounts of capital in order to comply with increased capital requirements, tightening rules as to the "quality of capital," and increased risk... View Details

Keywords: Financial Instruments; Investment Banking; Capital; Banking Industry

March 2000 (Revised February 2005)
Case

Thomas Weisel Partners (B): Year One

By: Thomas J. DeLong, Ashish Nanda and Scott D Landry

After its launch in February 1999, Thomas Weisel Partners experiences rapid growth in its first year. This case details the inaugural year's development and probes what steps the firm should take to continue the momentum. View Details

Keywords: Competitive Strategy; Financial Institutions; Management Teams; Growth Management; Financial Services Industry