financial services - Publications - Faculty & Research

October 1990 (Revised June 1993)
Case

August 1996 (Revised October 1996)
Case

Howard, Shea & Chan Asset Management (A)

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

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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)

Citation

Purchase

November–December 1975
Article

Lessons from the 1974 CD Market

By: D. B. Crane

Keywords: Markets; Financial Services Industry

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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

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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

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Educators

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20 Jun 2018
Working Paper Summaries

Show or Tell? Improving Agent Decision Making in a Tanzanian Mobile Money Field Experiment

Keywords: by Jason Acimovic, Chris Parker, David F. Drake, and Karthik Balasubramanian; Financial Services; Financial Services

31 Mar 2018
Working Paper Summaries

Expected Stock Returns Worldwide: A Log-Linear Present-Value Approach

Keywords: by Akash Chattopadhyay, Matthew R. Lyle, and Charles C.Y. Wang; Financial Services; Financial Services

13 Feb 2017
Working Paper Summaries

Diversity in Innovation

Keywords: by Paul A. Gompers and Sophie Q. Wang; Financial Services; Financial Services

23 Dec 2014
Research & Ideas

The Founder of Modern Venture Capital

Georges F. Doriot, an educator and a founder of the modern venture capital industry, is the subject of a new exhibition and website at Harvard Business School, where he spent 40 years. The charismatic professor taught business and leadership in his celebrated... View Details

Keywords: Financial Services; Financial Services

11 Jun 2014
Research & Ideas

In the Future of Sports Investing, Media Is the Best Bet

For sports fans, this time of year is like a chocolate addict's free pass to Willy Wonka's factory. Horse racing's Triple Crown. The National Basketball Association and National Hockey League championship playoffs. And next up, the most watched sporting competition of... View Details

Keywords: by Carmen Nobel; Financial Services; Financial Services

12 Oct 2010
Working Paper Summaries

Crashes and Collateralized Lending

Keywords: by Jakub W. Jurek & Erik Stafford; Financial Services; Financial Services

15 Feb 2007
Research & Ideas

Helping Low-Income Families Save More

Podcast with: Peter TufanoInterviewer: James AisnerRunning Time: 18 min., 55 sec. View Details

Keywords: by Jim Aisner; Financial Services; Financial Services

April 1979 (Revised October 1983)
Case

U.S. Securities Industry in 1979

By: Michael E. Porter

Keywords: Competitive Strategy; Financial Services Industry; United States

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1972
Chapter

The Performance of Mutual Funds in the Period 1945-1964

By: Michael Jensen

Keywords: Investment Funds; Performance; Financial Services Industry

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SSRN

June 1999 (Revised March 2001)
Case

New Business Investment Company: October 1997

By: Josh Lerner, Lee Branstetter and Takeshi Nakabayashi

A quasi-government organization seeks to stimulate entrepreneurship in Japan by making venture capital investments. The organization of the fund, identification of transactions, and oversight of portfolio firms pose considerable challenges. View Details

Keywords: Venture Capital; Entrepreneurship; Government and Politics; Problems and Challenges; Financial Services Industry; Japan

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