Publications

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November 1992 (Revised December 1994)
Case

BEA Associates: Enhanced Equity Index Funds

By: Andre F. Perold

BEA's enhanced index fund product uses derivatives and cash market securities to find the most efficient way to "track an index." The considerations involve transaction costs, custodial fees, withholding taxes on dividends, and fees from securities lending. In this... View Details

Keywords: Credit Derivatives and Swaps; Investment Portfolio; Management; Investment Banking; Competitive Advantage; Cost Management

15 Jan 2025
Blog Post

Building Bridges to Sustainable Infrastructure with Allied Climate Partners

around shaping its investment strategy, and my role reflected this dynamic environment. My responsibilities spanned two main areas: supporting fund strategy by conducting deep dives into new markets and verticals that might offer... View Details

06 Sep 2005
Research & Ideas

The Best Place for Retirement Funds

adviser. I suspect that many investment advisers are unaware of how much of a difference optimal asset location strategies can make. The relationship between financial advisers and their clients is pretty... View Details

Keywords: by Ann Cullen

Web

“It’s like a pie-eating contest” | Social Enterprise | Harvard Business School

top levels of the hospital’s executive team. Josh started as a Special Assistant to Alastair, who oversaw a hospital-wide strategy team responsible for a wide range of initiatives. “On my first assignment, I used skills I already had to... View Details

01 Apr 1998
News

Going For The Summit

iVillage soon created sites such as About Work (www.aboutwork.com), Better Health (www.betterhealth.com), and Armchair Millionaire (www.armchairmillionaire.com), a financial planning site. Although Carpenter and her cofounders originally... View Details

Keywords: Caroline Chauncey

18 May 2011
News

Man with a Plan

needs was infusing more capital into the business to help us manage the financial side of our growth. The second was a marketing case about Perdue Foods. The strategy that Frank Perdue initiated really... View Details

23 Sep 2008
First Look

First Look: September 23, 2008

Media.) Download the paper: http://www.hbs.edu/research/pdf/09-039.pdf From Social Control to Financial Economics: The Linked Ecologies of Economics and Business in Twentieth Century America Authors:Marion Fourcade and Rakesh Khurana... View Details

Keywords: Martha Lagace

01 Feb 1997
News

OPM Celebrates 21st Anniversary at Gala Florida Reunion

Discussing examples of how service-oriented organizations deliver breakthrough service, Sasser urged his audience to take a "quantum leap" in their customer satisfaction efforts and to develop strategies to prevent customers from... View Details

07 Jun 2016
First Look

June 7, 2016

spreads have lower means, lower cross-country correlations, and lower sensitivity to global risk factors. We discuss several major sources of credit-spread differentials, including positively correlated credit and currency risk, selective default, capital controls, and... View Details

Keywords: Sean Silverthorne

October 2019
Article

Partial Deregulation and Competition: Effects on Risky Mortgage Origination

By: Marco Di Maggio, Amir Kermani and Sanket Korgaonkar

We exploit the OCC's preemption of national banks from state laws against predatory lending as a quasi-experiment to study the effect of deregulation and its interaction with competition on the supply of complex mortgages. Following the preemption ruling, national... View Details

Keywords: Great Recession; Subprime; Complex Mortgages; Credit Supply; Household Debt; Preemption Rule; Competition; Mortgages; Government Legislation; Credit; Financial Crisis

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August 2002 (Revised May 2003)
Case

New Wachovia (B), The

By: Carliss Y. Baldwin and Jeremy Swinson

On August 3, 2001, after a hotly contested proxy fight, Wachovia Corp.'s shareholders voted to merge with First Union Corp. The managers of the two banks then turned to face the challenges of integrating the two organizations. Their task was to implement a "merger of... View Details

Keywords: Integration; Mergers and Acquisitions; Problems and Challenges; Banks and Banking; Banking Industry; North Carolina

February 1999 (Revised April 1999)
Case

Guaranty Trust Bank PLC Nigeria (A)

By: Lynn S. Paine and Hal Hogan

Fola Adeola, the CEO of Nigeria's Guaranty Trust Bank and one of its founders in 1991, is considering what should be done to maintain the bank's original vision and vitality in the face of its rapid growth and success in the marketplace. Known for its high ethical... View Details

Keywords: Banks and Banking; Organizational Culture; Ethics; Planning; Expansion; Business Processes; Law; Banking Industry; Nigeria

October 2023 (Revised February 2024)
Technical Note

Design and Evaluation of Targeted Interventions

By: Eva Ascarza and Ta-Wei (David) Huang

Targeted interventions serve as a pivotal tool in business strategy, streamlining decisions for enhanced efficiency and effectiveness. This note delves into two central facets of such interventions: first, the design of potent decision guidelines, or targeting... View Details

Keywords: Marketing; Customer Relationship Management; Analysis; Design; Business Strategy; Financial Services Industry; Financial Services Industry; Financial Services Industry; Financial Services Industry; Financial Services Industry

16 Jul 2024
Blog Post

Advancing Health Equity: Social Enterprise Summer Fellow Simona Stancov (MBA 2025)

are working around the world to develop skills and knowledge while having significant responsibility and high impact. What are you working on this summer? As an intern at the Clinton Health Access Initiative (CHAI), I am spending the summer working on Regional Malaria... View Details

July 2007 (Revised March 2008)
Case

ABRY Fund V

By: Nabil N. El-Hage, Richard S. Ruback and Leslie Pierson

In January 2006, Andrew Banks and Royce Yudkoff were considering raising a 5th fund for their media-focused private equity firm, ABRY Partners. ABRY had a strong track record that the co-founders attributed to their group's deep knowledge of the media industry and... View Details

Keywords: Cooperative Ownership; Venture Capital; Customer Relationship Management; Asset Management; Private Equity; Judgments; Competitive Strategy; Media; Corporate Finance; Financial Services Industry; Financial Services Industry

March 2010 (Revised April 2013)
Case

Equitas Microfinance: The Fastest-Growing MFI on the Planet

By: V.G. Narayanan and V. Kasturi Rangan

Founded as a for-profit microfinance company, Equitas had acquired nearly a million clients in the short two years since it was founded. The founder, Vasu, and his management team wished to accelerate the already impressive spurt to three million clients in the next... View Details

Keywords: Business Model; For-Profit Firms; Microfinance; Growth and Development Strategy; Corporate Social Responsibility and Impact; Social Enterprise; Financial Services Industry; India