Publications

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

September 2014 (Revised February 2017)
Case

Belk: Towards Exceptional Scheduling

By: Ethan Bernstein, Saravanan Kesavan, Bradley Staats and Luke Hassall

With 24,000 staff and over 300 stores, Belk Inc. sought to replace its entirely manual labor scheduling system with an automated software solution from Reflexis. Belk hoped the upgrade would simplify scheduling, reduce time employees spent in non-customer-facing roles,... View Details

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

February 2017
Case

Dick's Sporting Goods

By: Rajiv Lal, Jose B. Alvarez and Matthew G. Preble

Edward Stack, chairman and CEO of Dick’s Sporting Goods (DKS), faced a rapidly changing sporting goods landscape in October 2016. Two large competitors—The Sports Authority and Sport Chalet—had folded earlier that year, and DKS had to contend with increasingly robust... View Details

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

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

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

April 2019
Case

Afterpay U.S.: The Omnichannel Dilemma

By: Antonio Moreno, Donald Ngwe and George Gonzalez

In 2018, Nick Molnar, the founder of the Australia-based online payment service Afterpay began its expansion to the U.S. market. The service had gained a loyal following in Australia by enabling customers to pay for online purchases through four interest-free... View Details

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

29 Mar 2018
Working Paper Summaries

Government Incentives and Financial Intermediaries: The Case of Chinese Sell-Side Analysts

Keywords: by Sheng Cao, Xianjie He, Charles C.Y. Wang, and Huifang Yin; Financial Services

2013
Book

Wall Street Research: Past, Present, and Future

By: Boris Groysberg and Paul M. Healy

Wall Street equity analysts provide research products and services on publicly-traded companies to institutional and retail investors to help them make more profitable investment decisions. During the last ten years Wall Street research has been battered by a series of... View Details

Keywords: Financial Analysts; Investment Banks; Conflicts Of Interest; Accounting; Financial Institutions; Financial Services Industry; United States

Find at Harvard

30 Jun 2016
Working Paper Summaries

The Dyadic Ties of Managers and Financial Analysts and Their Externality on a Firm's Information Environment

Keywords: by Zengquan Li, T.J. Wong, and Gwen Yu; Financial Services

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

February 2018
Supplement

Robert K. Steel at Wachovia (B)

By: Gautam Mukunda, Nien-hê Hsieh and David Lane

In September 2008, Robert Steel presided over the sale of Wachovia, a top U.S. bank, less than three months after becoming its CEO. Wachovia’s exposure to risky home loans led depositors and creditors to flee the bank on Friday, September 26, after the FDIC seized and... 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