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      • August 1986 (Revised June 1987)
      • Case

      J.P. Morgan Investment Management, Inc.

      By: Andre F. Perold
      Keywords: Investment Banking; Financial Services Industry; Financial Services Industry
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      Perold, Andre F. "J.P. Morgan Investment Management, Inc." Harvard Business School Case 287-008, August 1986. (Revised June 1987.)
      • June 1986 (Revised July 1990)
      • Case

      OTISLINE (A)

      By: F. Warren McFarlan and Donna B. Stoddard
      Describes the company's use of information technology to strengthen its position in the elevator sales and service market. Also demonstrates how information technology can be used to better manage and control a large geographically dispersed service organization. View Details
      Keywords: Information Technology; Technology Adoption; Sales; Marketing; Rank and Position; Salesforce Management; Service Operations; Management Analysis, Tools, and Techniques; Global Range; Accounting; Business Ventures; Industry Growth
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      McFarlan, F. Warren, and Donna B. Stoddard. "OTISLINE (A)." Harvard Business School Case 186-304, June 1986. (Revised July 1990.)
      • May 1986
      • Case

      Fred Johnson's Adjustable Rate Convertible Note, Software Case

      By: William E. Fruhan Jr.
      Keywords: Financial Instruments; Financial Services Industry
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      Fruhan, William E., Jr. "Fred Johnson's Adjustable Rate Convertible Note, Software Case." Harvard Business School Case 286-085, May 1986.
      • May 1986 (Revised July 1986)
      • Case

      MBAs at Merrill Lynch

      By: George C. Lodge
      Keywords: Financial Services Industry
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      Lodge, George C. "MBAs at Merrill Lynch." Harvard Business School Case 386-194, May 1986. (Revised July 1986.)
      • April 1986 (Revised February 1988)
      • Case

      Batterymarch Financial Management (B)

      By: Andre F. Perold
      Keywords: Financial Services Industry
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      Perold, Andre F. "Batterymarch Financial Management (B)." Harvard Business School Case 286-115, April 1986. (Revised February 1988.)
      • April 1986 (Revised February 1989)
      • Case

      Tribal Assets Management: The Dragon Proposal

      By: William A. Sahlman and Norman Klein
      Keywords: Financial Services Industry
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      Sahlman, William A., and Norman Klein. "Tribal Assets Management: The Dragon Proposal." Harvard Business School Case 286-110, April 1986. (Revised February 1989.)
      • April 1986 (Revised February 1988)
      • Case

      Batterymarch Financial Management (A)

      By: Andre F. Perold
      Keywords: Financial Services Industry
      Citation
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      Perold, Andre F. "Batterymarch Financial Management (A)." Harvard Business School Case 286-113, April 1986. (Revised February 1988.)
      • April 1986 (Revised July 1986)
      • Supplement

      Duncan Field (B)

      By: Howard H. Stevenson
      Following the acquisition of a new business, the manager is approached for the "continuation" of a regular payment for services to "insure labor peace" and maintain a parking lot. The case allows discussion of ethical, legal, and practical issues involved. View Details
      Keywords: Acquisition; Ethics; Law; Management; Service Industry
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      Stevenson, Howard H. "Duncan Field (B)." Harvard Business School Supplement 386-179, April 1986. (Revised July 1986.)
      • March 1986 (Revised February 1987)
      • Case

      Spear Securities, Inc.

      By: Andre F. Perold
      Keywords: Finance; Financial Services Industry
      Citation
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      Perold, Andre F. "Spear Securities, Inc." Harvard Business School Case 286-049, March 1986. (Revised February 1987.)
      • November 1985
      • Case

      Paine Webber (A): Choosing a Corporate Strategy

      By: Dwight B. Crane and Robert G. Eccles Jr.
      Keywords: Corporate Strategy; Decision Choices and Conditions; Financial Institutions; Financial Services Industry
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      Crane, Dwight B., and Robert G. Eccles Jr. "Paine Webber (A): Choosing a Corporate Strategy." Harvard Business School Case 286-033, November 1985.
      • October 1985 (Revised December 1989)
      • Case

      CompuServe (B)

      By: James L. Heskett
      Keywords: Internet and the Web; Web Services Industry
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      Heskett, James L. "CompuServe (B)." Harvard Business School Case 386-095, October 1985. (Revised December 1989.)
      • October 1985
      • Case

      Merrill Lynch: Underwriting Beverly Enterprises (A)

      By: Dwight B. Crane
      Keywords: Financial Services Industry
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      Crane, Dwight B. "Merrill Lynch: Underwriting Beverly Enterprises (A)." Harvard Business School Case 286-027, October 1985.
      • 1985
      • Chapter

      The Federal Civil Service Retirement System

      By: Dutch Leonard
      Keywords: Compensation and Benefits; Retirement; Government and Politics; Public Sector
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      Leonard, Dutch. "The Federal Civil Service Retirement System." In Pensions, Labor and Individual Choice, edited by David A. Wise. Chicago: University of Chicago Press, 1985.
      • September 1985 (Revised July 2007)
      • Case

      Population Services International: The Social Marketing Project in Bangladesh

      By: V. Kasturi Rangan
      Population Services International (PSI) was a not-for-profit agency founded to disseminate family planning information and to market birth control products, primarily in less developed countries seeking to curb their population explosions. In 1976, PSI concluded an... View Details
      Keywords: Developing Countries and Economies; Health; Marketing Strategy; Social Marketing; Business and Government Relations; Nonprofit Organizations; Bangladesh
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      Rangan, V. Kasturi. "Population Services International: The Social Marketing Project in Bangladesh." Harvard Business School Case 586-013, September 1985. (Revised July 2007.)
      • September 1985 (Revised January 1986)
      • Case

      Peter Wendell

      By: William A. Sahlman
      Contains a description of a decision confronting an employee of IBM in late 1981. Should he leave IBM to become head of a new venture capital fund which will specialize in technology investments? The case is designed to expose students to the nature of the opportunity... View Details
      Keywords: Personal Development and Career; Jobs and Positions; Opportunities; Valuation; Decision Choices and Conditions; Resignation and Termination; Venture Capital; Financial Services Industry; Financial Services Industry
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      Sahlman, William A. "Peter Wendell." Harvard Business School Case 286-008, September 1985. (Revised January 1986.)
      • September 1985
      • Case

      Citicorp Investment Management

      By: Andre F. Perold
      Keywords: Investment Funds; Management; Financial Services Industry
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      Perold, Andre F. "Citicorp Investment Management." Harvard Business School Case 286-002, September 1985.
      • March 1985
      • Teaching Note

      Trade In Services and American Express, Teaching Note

      By: Joseph L. Badaracco Jr. and David B. Yoffie
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      Badaracco, Joseph L., Jr., and David B. Yoffie. "Trade In Services and American Express, Teaching Note." Harvard Business School Teaching Note 385-307, March 1985.
      • February 1985 (Revised January 1989)
      • Teaching Note

      SSS (Scientific Systems Services), Teaching Note

      By: Howard H. Stevenson and Michael J. Roberts
      Keywords: Service Industry
      Citation
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      Stevenson, Howard H., and Michael J. Roberts. "SSS (Scientific Systems Services), Teaching Note." Harvard Business School Teaching Note 385-091, February 1985. (Revised January 1989.)
      • January 1985
      • Case

      Business Research Corp. (A)

      By: William A. Sahlman
      Contains a description of a decision confronting an entrepreneur: which of two investment proposals should he accept to fund the creation and marketing of a database that comprises the full text of research reports produced by Wall Street investment banking firms? The... View Details
      Keywords: Strategy; Cost vs Benefits; Valuation; Investment Banking; Negotiation Participants; Negotiation Deal; Financing and Loans; Financial Strategy; Corporate Finance; Service Industry
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      Sahlman, William A. "Business Research Corp. (A)." Harvard Business School Case 285-089, January 1985.
      • December 1984
      • Teaching Note

      Colonial Food Services Co., James Cranston, and Eugene Kirby (A), Teaching Note

      By: Michael Beer
      Teaching Note for (9-478-005), (9-478-006), and (9-478-007). View Details
      Keywords: Food and Beverage Industry
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      Beer, Michael. "Colonial Food Services Co., James Cranston, and Eugene Kirby (A), Teaching Note." Harvard Business School Teaching Note 485-009, December 1984.
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