Publications

September 2000
Teaching Note

Upjohn Company, The: The Upjohn-Pharmacia Merger (TN)

By: Krishna G. Palepu

Teaching Note for (9-197-034). View Details

Keywords: Financial Services Industry

February 2000 (Revised January 2008)
Case

Merrill Lynch: Integrated Choice

By: V. Kasturi Rangan and Marie Bell

Merrill Lynch, a full-service brokerage firm with $1.5 trillion in client assets, is under attack from both discount and electronic brokerage firms. It responds with Integrated Choice, a suite of products designed to capture clients from the do-it-yourself investor who... View Details

Keywords: Distribution Channels; Marketing Strategy; Product Launch; Organizational Change and Adaptation; Risk and Uncertainty; Financial Services Industry

January 2000
Case

Selecting a New Name for Security Capital Pacific Trust

A methodology for selecting a new corporate brand name is explored, highlighting different types of names, criteria and hurdles in securing new names, and legal implications. Brand identity consultancy Lippincott & Margulies guided a real estate investment trust... View Details

Keywords: Brands and Branding; Financial Services Industry

November 1999 (Revised February 2000)
Case

Woodland Partners: Field of Dreams?

By: Thomas J. DeLong, Ashish Nanda and Theodore D. Seides

Elizabeth Lilly, Richard Rinkett, and Richard Jensen are pondering whether to launch a new investment management firm and, if so, what growth strategy to chart for the potential firm. View Details

Keywords: Goals and Objectives; Decision Making; Problems and Challenges; Business Startups; Business Processes; Growth and Development Strategy; Financial Services Industry

May 1999
Case

Susan Brown

By: William A. Sahlman

A number of issues confront an associate in a venture capital firm. She has just learned that her senior partners are not yet willing to make her a general partner of the firm. She has several options and must decide what to do. View Details

Keywords: Human Resources; Venture Capital; Personal Development and Career; Leadership Development; Organizational Change and Adaptation; Financial Services Industry

October 1996 (Revised November 2000)
Case

State Street Global Advisors

By: Richard F. Meyer

Keywords: Financial Services Industry

October 1985
Case

Liberty Investment Management

By: David F. Hawkins

Keywords: Financial Services Industry

October 1990 (Revised June 1993)
Case

Prudential-Bache and Thomson McKinnon (A)

By: Robert H. Hayes and Leonard A. Schlesinger

Keywords: Financial Services Industry

August 1996 (Revised October 1996)
Case

Howard, Shea & Chan Asset Management (A)

By: Benson P. Shapiro

A medium-sized investment management firm is attempting to decide whether to try to grow, and if so, how. It is a complicated decision because the managing partner and her colleagues have significantly different views. This case provides the background on the industry,... View Details

Keywords: Partners and Partnerships; Decision Making; Sales; Growth and Development Strategy; Financial Services Industry

March 1994 (Revised March 1995)
Teaching Note

David Fletcher TN

By: Linda A. Hill and Katherine Seger Weber

Teaching Note for (9-493-064). View Details

Keywords: Financial Services Industry; New York (city, NY)

November–December 1975
Article

Lessons from the 1974 CD Market

By: D. B. Crane

Keywords: Markets; Financial Services Industry

November 1997 (Revised February 1998)
Case

Finansol

By: James E. Austin, Roberto Gutierrez, Marc Labie and Enrique Ogliastri

Finansol, created to provide loans to micro-entrepreneurs, encountered considerable difficulties after rapidly growing to become the biggest micro-enterprise lender in Colombia. Major restructuring was required to rescue it. View Details

Keywords: Restructuring; Microfinance; Crisis Management; Problems and Challenges; Social Enterprise; Financial Services Industry

Profile

Juan Eyzaguirre

When Juan Eyzaguirre, MBA/MPA-ID 2015, served as chief of staff to the president of Chile, he learned an important lesson about the nature of rules. "Following everything like it's supposed to be, sometimes just doesn't make a lot of sense," says Juan. In one... View Details

Keywords: Financial Services; Financial Services

Profile

Ed Rogers

What’s the one thing you’re most excited about learning at HBS? The FIELD III module [on entrepreneurship] has impressed me more than I thought it would. Obviously, I knew we were supposed to incorporate lessons learned over the RC year into our project. But as our... View Details

Keywords: Financial Services; Financial Services

Profile

Chao Zeng

What’s the one thing you’re most excited about learning at HBS? As the Leadership & Values representative for my section, I have many opportunities not just to participate in activities, but to organize and lead classroom discussions and small-group coffee chats... View Details

Keywords: Financial Services; Financial Services

January 2015 (Revised September 2017)
Case

Omar Selim: Building a Values-Based Asset Management Firm (A)

By: George Serafeim, Rebecca Henderson and Shannon Gombos

The sustainable investing market was a recent phenomenon in the first decade of the 21st century. However, an increasing number of investors began to integrated Environmental, Social and Governance (ESG) issues in investment decisions. At Barclays Capital, Omar Selim... View Details