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Show Results For
- All HBS Web
(4,425)
- People (33)
- News (848)
- Research (2,980)
- Events (1)
- Multimedia (5)
- Faculty Publications (2,021)
- September 1989 (Revised December 1989)
- Background Note
Note on the Credit Bureau Industry and the Fair Credit Reporting Act (FCRA)
By: F. Warren McFarlan and H. Jeff Smith
Keywords: Financial Services Industry
McFarlan, F. Warren, and H. Jeff Smith. "Note on the Credit Bureau Industry and the Fair Credit Reporting Act (FCRA)." Harvard Business School Background Note 190-044, September 1989. (Revised December 1989.)
- February 2007 (Revised April 2010)
- Teaching Note
Innovation and Collaboration at Merrill Lynch (TN)
By: Boris Groysberg and Amanda Cowen
- June 2006 (Revised February 2007)
- Teaching Note
Private Capital and Public Policy: Standard & Poor's Sovereign Credit Ratings (TN)
By: Rawi E. Abdelal
- March 2006
- Teaching Note
Restating Revenues and Earnings at INVESTools Inc. (TN) (A), (B),(C) and (D)
By: Michael D. Kimbrough and F. Warren McFarlan
- March 2006 (Revised August 2006)
- Case
Putnam Investments: Rebuilding the Culture
By: Nitin Nohria and Charles Nichols
Charles "Ed" Haldeman Jr. is promoted CEO of Putnam Investments after the firm was badly damaged by a series of improper trading practices. He is charged with the task of managing the crisis, repairing the company culture, and putting the firm back into a pattern of... View Details
Keywords: Crime and Corruption; Organizational Culture; Organizational Change and Adaptation; Ethics; Investment Funds; Investment; Leading Change; Decision Choices and Conditions; Financial Services Industry; United States
Nohria, Nitin, and Charles Nichols. "Putnam Investments: Rebuilding the Culture." Harvard Business School Case 406-009, March 2006. (Revised August 2006.)
- February 2006
- Case
Adams Capital Management: Fund IV
By: G. Felda Hardymon, Josh Lerner and Ann Leamon
The partners of Adams Capital Management must decide whether to start their fourth fund in early 2006 or to hold off until they have realized more exits from the earlier funds and have proved the viability of a recent change in strategy. View Details
Keywords: Investment Funds; Business Strategy; Decision Choices and Conditions; Financial Services Industry
Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Adams Capital Management: Fund IV." Harvard Business School Case 806-077, February 2006.
- April 2005 (Revised June 2006)
- Case
Evergreen Investments: Mobile CRM (A)
Evergreen Investments has had a troubled history with its customer relationship management (CRM) system. Sales agents feel that they derive no value from it and that it is a tax on their jobs. Evergreen is investigating whether it can improve CRM by making its data... View Details
Keywords: Management; Customer Relationship Management; Information Technology; Financial Services Industry
McAfee, Andrew P. "Evergreen Investments: Mobile CRM (A)." Harvard Business School Case 605-057, April 2005. (Revised June 2006.)
- November 2004 (Revised May 2005)
- Supplement
Salomon Brothers (A) Supplement
By: Lynn S. Paine
Supplements the (A) case. A rewritten version of an earlier case. View Details
Keywords: Financial Services Industry
Paine, Lynn S. "Salomon Brothers (A) Supplement." Harvard Business School Supplement 305-020, November 2004. (Revised May 2005.)
- September 2004
- Teaching Note
3i Group plc (TN)
By: Josh Lerner, G. Felda Hardymon and Ann Leamon
Teaching Note to (9-803-020). View Details
Keywords: Financial Services Industry
- January 2004 (Revised April 2005)
- Case
Basel II: Assessing the Default and Loss Characteristics of Project Finance Loans (B)
By: Benjamin C. Esty and Aldo Sesia
Supplements the (A) case. View Details
Keywords: Financial Services Industry
Esty, Benjamin C., and Aldo Sesia. "Basel II: Assessing the Default and Loss Characteristics of Project Finance Loans (B)." Harvard Business School Case 204-094, January 2004. (Revised April 2005.)
- November 2003 (Revised April 2004)
- Case
Internal Governance and Control at Goldman Sachs: Block Trading
By: Malcolm S. Salter and Ratna Sarkar
Although the explicit problem presented in the case concerns pricing a block trade, the real issue involves the decision-making and oversight processes used to arrive at a price that is appropriate for both the client and Goldman Sachs. Asks students in assignment... View Details
Keywords: Price; Governance Controls; Trust; Organizational Culture; Decision Making; Financial Services Industry
Salter, Malcolm S., and Ratna Sarkar. "Internal Governance and Control at Goldman Sachs: Block Trading." Harvard Business School Case 904-026, November 2003. (Revised April 2004.)
- June 2003
- Teaching Note
Charles Schwab Series (TN)
Teaching Note for (9-803-070), (9-803-090), and (9-803-207). View Details
Keywords: Financial Services Industry
- March 2003 (Revised October 2007)
- Teaching Note
DLJdirect: "Putting Our Reputation Online" (TN)
Teaching Note for (9-800-164). View Details
Keywords: Financial Services Industry
- February 2003 (Revised May 2003)
- Case
Accel Partners' European Launch
By: G. Felda Hardymon and Josh Lerner
In spring 2001, with the venture market crashing all around, the London office of Accel Partners, a major west coast venture capital firm, needs to make a decision about investing in an Irish software company. As the first investment of the new European operation, the... View Details
Keywords: Investment; Growth and Development Strategy; Venture Capital; Global Strategy; Decision Choices and Conditions; Expansion; Management Practices and Processes; Partners and Partnerships; Financial Services Industry; London; United States
Hardymon, G. Felda, and Josh Lerner. "Accel Partners' European Launch." Harvard Business School Case 803-021, February 2003. (Revised May 2003.)
- November 2002 (Revised May 2007)
- Case
Charles Schwab in 2002
By: Lynda M. Applegate, F. Warren McFarlan and Jamie Ladge
Details the evolution of the Charles Schwab business model, from its founding in 1975 to October 2002. The protagonist, David Pottruck, is faced with re-inventing the firm as a full-service brokerage at a time of tremendous industry instability as the industry reels... View Details
Keywords: Entrepreneurship; Business Strategy; Competitive Strategy; Business Model; Business or Company Management; Economic Slowdown and Stagnation; Financial Services Industry
Applegate, Lynda M., F. Warren McFarlan, and Jamie Ladge. "Charles Schwab in 2002." Harvard Business School Case 803-070, November 2002. (Revised May 2007.)
- November 2002 (Revised May 2003)
- Supplement
Charles Schwab in 2002: Spreadsheet Exercise
By: Lynda M. Applegate, Jamie Ladge and Shuchi Grover
Supplements Charles Schwab in 2002. View Details
Keywords: Financial Services Industry
Applegate, Lynda M., Jamie Ladge, and Shuchi Grover. "Charles Schwab in 2002: Spreadsheet Exercise." Harvard Business School Supplement 803-090, November 2002. (Revised May 2003.)
- November 2002 (Revised June 2003)
- Case
Merchant Card Services, Inc. (A)
By: Constance E. Bagley and David Lane
Explores the interaction between a venture capital firm that negotiates a good deal for itself and the portfolio company that seeks to extricate itself from its obligations. Exemplifies the potential conflicts between the fiduciary duty of board members and the... View Details
Bagley, Constance E., and David Lane. "Merchant Card Services, Inc. (A)." Harvard Business School Case 803-042, November 2002. (Revised June 2003.)
- June 2002
- Teaching Note
Harvard Management Company and Inflation-Protected Bonds,The (TN)
By: Luis M. Viceira
Teaching Note for (9-201-053). View Details
- February 2002 (Revised March 2002)
- Case
Battery Ventures
By: Josh Lerner, G. Felda Hardymon, Ann Leamon, Nitin Gupta and Sameer Bharadwaj
Todd Dagres, general partner of Battery Ventures, reflects on his firm's organization and its effectiveness in one particular deal. One of the perennial challenges of venture capital is the scaling of the firm. Usually regarded as a craft industry, venture firms tend... View Details
Keywords: Venture Capital; Measurement and Metrics; Performance Effectiveness; Organizational Structure; Financial Services Industry
Lerner, Josh, G. Felda Hardymon, Ann Leamon, Nitin Gupta, and Sameer Bharadwaj. "Battery Ventures." Harvard Business School Case 802-159, February 2002. (Revised March 2002.)