Publications

November 2001
Case

Charles Schwab Corp.: Introducing A New Brand

By: Rajiv Lal and David Kiron

As the financial services industry converges, how should Charles Schwab, widely known as a discount brokerage firm, position its brand? This case presents elements of the company's overall brand strategy--including brand assets, choice of target audience, and media... View Details

Keywords: Growth and Development Strategy; Brands and Branding; Marketing Strategy; Financial Services Industry

30 May 2007
Research & Ideas

Health Care Under a Research Microscope

Project Antares with colleagues at the Harvard School of Public Health. The effort aims to create a system for devising commercial incentives that provide affordable public health initiatives, such as... View Details

Keywords: by Sean Silverthorne; Health; Biotechnology

25 Mar 2014
News

A fresh bite of the Apple

29 Oct 2012
Research & Ideas

Are You Paying a Tip--or a Bribe?

the offer would bring about better service in the future. Canadians viewed tipping more as a reward for a service... View Details

Keywords: by Dina Gerdeman

April 2015 (Revised June 2016)
Case

The Transformation of NCR

By: David Collis, Raffaella Sadun and Matthew Shaffer

During his tenure as CEO since 2005, Bill Nuti had moved NCR Corporation (originally National Cash Register) from its historical competence in hardware to become a provider of hardware and software for managing transactions across a range of industries and payments... View Details

Keywords: NCR; Hardware; Software; Acquisitions; Financial Services; Organizational Change and Adaptation; Expansion; Information Infrastructure; Applications and Software; Transformation; Acquisition; Financial Services Industry; Financial Services Industry

October 2006 (Revised January 2008)
Case

Allianz AG: Becoming a European Company

By: Jay W. Lorsch and Alexis Chernak

Focuses on the decision made by leadership at Allianz AG, the German insurance and financial services company, to complete a cross-border merger with the Italian insurance and financial services company, RAS. Allianz, however, could not complete the cross-border merger... View Details

Keywords: Mergers and Acquisitions; Business Organization; Decision Choices and Conditions; Cross-Cultural and Cross-Border Issues; Governing and Advisory Boards; Laws and Statutes; European Union; Germany; Italy

Find at Harvard

01 Jun 2005
News

Mookerjee Picked as First Director of New HBS India Research Center

After nearly two decades in senior marketing and new venture positions, Ajay Mookerjee (DBA ’88) has returned to HBS as executive director of the new India Research Center. “I’ve had a pent-up desire to get... View Details

Keywords: HBS; India Research Center; Educational Services; Educational Services

16 Oct 2010
Working Paper Summaries

A Comparative-Advantage Approach to Government Debt Maturity

Keywords: by Robin Greenwood, Samuel G. Hanson & Jeremy C. Stein

February 2020 (Revised June 2020)
Case

Shaping the Governance Debate at ISS

By: Suraj Srinivasan, Jonah S. Goldberg and Calvin O. Liou

ISS is the world’s largest provider of corporate governance research, data, analytics, and voting services. The case uses the effort of the Securities and Exchange Commission (SEC) to impose an array of new regulations that would severely restrict the functioning of... View Details

Keywords: Proxy Advisory Services; Corporate Governance; Research; Investment; Governing Rules, Regulations, and Reforms; Business and Shareholder Relations; Institutional Investing

30 Mar 2015
Video

Corrine Walijarvi - Making A Difference

26 Sep 2023
Book

Digital Strategy: A Handbook for Managing a Moving Target

operating in a traditional physical infrastructure. For instance, the China-based firm Alibaba has spawned a massive shift from wholesale to consumer markets, as well View Details

Keywords: by Dina Gerdeman; Information Technology; Technology

Designating Certain Post-Acute Care Facilities As COVID-19 Skilled Care Centers Can Increase Hospital Capacity And Keep Nursing Home Patients Safer

As the number of COVID-19 cases nationwide continues to grow, a number of hospitals will need to convert acute care beds into intensive care beds, and discharge stable patients to post-acute care settings such as nursing homes. In addition, nursing homes unable... View Details

08 Jan 2025
News

Mapping Pain Points at the IRS

Having spent a decade helping retailers optimize customer service, Fumi Tamaki (MBA 2014) could not pass up the opportunity in June 2024 to take on the challenge of improving the customer experience at the government organization that serves more Americans annually... View Details

Keywords: Jennifer Myers; IRS; customer service; government service; Executive, Legislative, and Other General Government Support; Government

January 2023 (Revised June 2024)
Case

Zaoui & Co. (A): Consigliere for High Stakes M&A Transactions

By: Ashish Nanda, Alex Kitsberg and Zack Kurtovich

In September 2019, Zaoui & Co.’s close-knit team of professionals convened for their annual off-site. In its nine years of operation, the boutique investment bank founded by the brothers Michael (HBS ’83) and Yoel Zaoui (Stanford GSB ’88), had garnered a track record... View Details

Keywords: Professional Service Firm; Entrepreneurship; Finance; Strategy; Investment Banking; Organizational Change and Adaptation; Growth and Development Strategy; Europe; United Kingdom