Publications

September 2017
Teaching Note

Marketing Transformation at Mastercard

By: Sunil Gupta and Srinivas K. Reddy

Teaching Note for HBS No. 517-040. View Details

Keywords: Mastercard; Financial Services; Ingredient Brand; B2B2C; Experiential Marketing; Digital Marketing; ROI; Marketing; Customer Focus and Relationships; Business and Stakeholder Relations; Brands and Branding; Internet and the Web; Investment Return; Financial Services Industry

July 2010 (Revised June 2012)
Background Note

Note: Regulation of Hedge Fund Managers in the U.K. Before and After the Global Financial Crisis

By: Robert C. Pozen and Melissa Anne Hammerle

This note will examine the regulatory framework for hedge funds in the United Kingdom (UK) before and after the financial crisis of 2008. First, it will discuss European Union (EU)-level regulation that applies to the UK as an EU member state. Second, it will discuss... View Details

Keywords: Financial Crisis; Investment Funds; Governing Rules, Regulations, and Reforms; Laws and Statutes; Business and Government Relations; Financial Services Industry; European Union; United Kingdom

04 May 2009
Working Paper Summaries

An Ounce of Prevention: The Power of Public Risk Management in Stabilizing the Financial System

Keywords: by David A. Moss; Financial Services; Financial Services

April 2008 (Revised October 2008)
Supplement

TD Canada Trust (B): Linking the Service Model to the P&L

By: Dennis Campbell and Brent Kazan

Keywords: Profit; Banks and Banking; Banking Industry

January 2011 (Revised June 2011)
Case

Fixed Income Arbitrage in a Financial Crisis (A): US Treasuries in November 2008

Investment manager James Franey confronts an apparent arbitrage opportunity during the global financial crisis of 2008 when he notices a wide yield spread between two U.S. Treasury bonds that mature on the same date. Franey must decide if there is an opportunity, how... View Details

Keywords: Bonds; Valuation; Interest Rates; Financial Crisis; Financial Services Industry; United States

October 2012
Case

Winfield Refuse Management, Inc.: Raising Debt vs. Equity

By: W. Carl Kester and Sunru Yong

A small, publicly traded company specializing in non-hazardous waste management considers a major acquisition in the Midwestern U.S. The acquisition can provide entry into the region, help the firm compete in a competitive industry, and improve its cost position. The... View Details

Keywords: United States; Acquisitions; Capital Structure; Equity Capital; Debt Management; Expansion; Leveraged Buyouts; Financial Analysis; Administrative/Support/Waste Management/Remediation Services; Equity; Borrowing and Debt; Service Industry

Web

HBS - Financials | Statement of Activity & Cash Flows

2022 Annual Report From The Dean Key Metrics Financials PDF Downloads Financials From the CFO Financial Highlights Statement of Activity & Cash Flows Consolidated Balance Sheet... View Details

November 2015 (Revised February 2016)
Case

Allianz Turkey: Focus on the Customer (A)

By: W. Earl Sasser and Gamze Yucaoglu

At the age of 39, Solmaz Altın took over the helm at Allianz Turkey. Solmaz quickly realized that, although the insurance market was thinly penetrated in Turkey, the company was operating in a very competitive environment with pressure on prices and, hence, cost... View Details

Keywords: Service Excellence; Customer Experience; Customer Service; Emerging Market; Customer Focus; Net Promoter Score; Customer Relationship Management; Competition; Leading Change; Service Operations; Emerging Markets; Customer Satisfaction; Insurance Industry; Turkey

02 Aug 2016
Working Paper Summaries

Financial Regulation in a Quantitative Model of the Modern Banking System

Keywords: by Juliane Begenau and Tim Landvoigt; Financial Services; Financial Services

January 2002
Teaching Note

Elsie Y. Cross Associates, Inc. and CoreStates Financial Corp. TN

By: Rosabeth M. Kanter

Teaching Note for (9-897-065). View Details

Keywords: Financial Services Industry; Financial Services Industry

October 2012
Supplement

Winfield Refuse Management, Inc.: Raising Debt vs. Equity, Spreadsheet for Students (Brief Case) (CW)

By: W. Carl Kester and Sunru Yong

Keywords: United States; Acquisitions; Equity Capital; Debt Management; Financial Analysis; Administrative/Support/Waste Management/Remediation Services; Expansion; Capital Structure; Leveraged Buyouts; Borrowing and Debt; Equity; United States

02 Jun 2023
Blog Post

Cassidy Wald Wins Dean's Award for Service to the School and Society

representation in the initiatives prioritized across all HBS departments. DAAG worked with MBA Admissions & Financial Aid to host webinars for prospective students and held in-person disability-awareness events for newly admitted... View Details

Web

Global Industry Bubble Watch - Behavioral Finance & Financial Stability

Data Global Industry Bubble Watch Download Data Set in Excel View Sector: Consumer Discretionary Consumer Discretionary Consumer Staples Energy Financials Healthcare Industrials Information Technology Materials Real Estate... View Details

March 2002 (Revised October 2002)
Case

The Museum of Fine Arts, Boston/Fleet Financial Group Sponsorship of Monet in the 20th Century

By: Stephen A. Greyser and David Crockett

The Museum of Fine Arts in Boston and Fleet Financial Group's sponsored the Monet in the 20th Century exhibition, the world's largest, in 1998. The case chronicles the solicitation of a large corporate sponsor, as well as the growth and development of their... View Details

Keywords: Nonprofit Organizations; Finance; Product Development; For-Profit Firms; Partners and Partnerships; Arts; Brands and Branding; Innovation and Invention; Financial Services Industry; Financial Services Industry; Massachusetts

September 2020 (Revised December 2021)
Case

Building India's 2.0: PayNearby

By: Lauren Cohen and Spencer C. N. Hagist

Headquartered in Mumbai, India, FinTech startup Nearby Technologies has seen its flagship brand, PayNearby, rapidly flourish across most of its target market within just four years. The unprecedented success of its payment app, which allows users to access banking... View Details

Keywords: Fintech; Developing Markets; Payments; Financial Inclusion; Finance; Entrepreneurship; Emerging Markets; Competitive Strategy; Banking Industry; India

2010
Working Paper

A Behavioral Model of Demandable Deposits and Its Implications for Financial Regulation

By: Julio J. Rotemberg

A model is developed that rationalizes contracts that give depositors the right to obtain funds on demand even when depositors intend to use these funds for consumption in the future. This is explained by depositor overoptimism regarding their own ability to collect... View Details

Keywords: Banks and Banking; Insurance; Governing Rules, Regulations, and Reforms; Policy; Consumer Behavior; Financial Services Industry

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07 Jun 2020
Working Paper Summaries

Financial Distancing: How Venture Capital Follows the Economy Down and Curtails Innovation

Keywords: by Sabrina T. Howell, Josh Lerner, Ramana Nanda, and Richard Townsend; Financial Services

October 2012
Teaching Note

Winfield Refuse Management, Inc.: Raising Debt vs. Equity (Brief Case) (TN)

By: W. Carl Kester and Sunru Yong

Keywords: United States; Acquisitions; Equity Capital; Debt Management; Financial Analysis; Administrative/Support/Waste Management/Remediation Services; Expansion; Capital Structure; Leveraged Buyouts; Borrowing and Debt; Equity; United States