Financial Literacy - Publications - Faculty & Research

21 Sep 2021
Cold Call Podcast

Why JPMorgan Chase Is Committed to Improving Racial Equity in Banking

Keywords: Re: Joseph L. Bower; Financial Services; Financial Services

Research Summary

Overview

Professor Sherman's research has long focused on financial reporting, performance measurement/management, and financial literacy issues facing corporate management and Boards of Directors in global businesses. He also actively studies methods to improve productivity in... View Details

Shawn A. Cole

Shawn Cole is the John G. McLean Professor in the Finance Unit at Harvard Business School, where he teaches and conducts research on financial services, impact investing, and Social Enterprise. He serves as faculty chair of the Social Enterprise... View Details

Keywords: financial services; financial services; financial services

2003
Book

Profits You Can Trust: Spotting and Surviving Accounting Landmines

By: H. David Sherman, S. David Young and Harris Collingwood

Profits You Can Trust gives managers, directors, lenders, audit partners and analysts a clear framework to demystify global financial reporting in a market fraught with danger. Filled with provocative and enlightening examples, it offers a fresh perspective and clear... View Details

Keywords: Accounting; Corporate Finance; Economics; Financial Reporting

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November 2009 (Revised October 2010)
Case

AME Learning Inc.

By: Thomas R. Eisenmann and Ann Leamon

Justin Joffe is about to graduate from HBS in Spring 2009. He must decide whether to join his father's company, Toronto-based AME Learning, as president working alongside his father who will be CEO. AME has been in business for 12 years, mostly as a small consulting... View Details

Keywords: Business Model; Family Business; Age; Private Equity; Financing and Loans; Growth and Development Strategy; Family and Family Relationships

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03 Aug 2009
Research & Ideas

Corporate Social Responsibility in a Downturn

business sense? A: PNC [a financial services organization based in Pittsburgh] is an excellent example of how a business has focused on a cause that the company, its employees, and its customers deeply care about: early childhood... View Details

Keywords: by Martha Lagace

10 Nov 2009
First Look

First Look: Nov. 10

http://hbr.harvardbusiness.org/2009/11/teach-workers-about-the-perils-of-debt/ar/1 Is It Fair to Blame Fair Value Accounting for the Financial Crisis? Author:Robert C. Pozen Publication:Harvard Business Review 87, no. 11 (November 2009)... View Details

Keywords: Martha Lagace

2012
Working Paper

Colonial Institutions, Trade Shocks, and the Diffusion of Elementary Education in Brazil, 1889–1930

By: Aldo Musacchio, Andre Martinez-Fritscher and Martina Viarengo

In this paper, we examine the role of trade shocks in promoting the diffusion of elementary education in subnational units in Brazil during a period (1889–1930) in which they had relative financial autonomy to collect export taxes and spend on public goods. The... View Details

Keywords: History; Literacy; Voting; Education; Spending; Performance Improvement; Government and Politics; Brazil

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07 Apr 2009
First Look

First Look: April 7, 2009

Debt literacy is measured by questions testing knowledge of fundamental concepts related to debt and by self-assessed financial knowledge. Financial experiences are the... View Details

Keywords: Martha Lagace

24 Nov 2009
First Look

First Look: Nov. 24

and in contrast, such indirect costs appear relatively fixed in the face of sales declines in this industry. We discuss potential sources of these cost-structure patterns and their implications for cost management efforts as asset management firms move forward from the... View Details

Keywords: Martha Lagace

Research Summary

The Role of Institutions in Overcoming Imperfect Monitoring in Relational Contracting (with Carmit Segal)

In a world in which firms can be hit by transitory adverse shocks it may be too costly for any single worker to verify the true state of the world. In this case, it may not be possible for firms to lower wages in response to adverse shocks and still have the workers... View Details

23 Jun 2008
Research & Ideas

Innovative Ways to Encourage Personal Savings

consequences and likely future implications of their current decisions. Finally, my colleagues at D2D Fund are very excited about financial education initiatives where we are working with commercial video game developers to embed View Details

Keywords: by Martha Lagace; Financial Services

03 Mar 2008
First Look

First Look: March 4, 2008

financial advisors to make saving and investment decisions. Low literacy and lack of information affect the ability to save and to secure a comfortable retirement; ignorance about basic View Details

Keywords: Martha Lagace

Web

Giving - Alumni

Fund Help support student financial aid, faculty research, and other HBS priorities. Learn More Advancing the HBS Mission Learn how giving to HBS makes an impact through stories about two alumni who are improving View Details

Web

Curriculum - Case Method Project

Congressional investigation into the banking sector that took place in the depths of the Great Depression, amid intense public suspicion and anger toward leading financial institutions. It covers the first two years of Franklin Delano... View Details

16 May 2023
HBS Case

How KKR Got More by Giving Ownership to the Factory Floor: ‘My Kids Are Going to College!’

company set up financial literacy workshops and tied dividends to ongoing financial performance. What makes an ownership mindset? But the payout seemed far off for many, and... View Details

Keywords: by Avery Forman

22 Apr 2014
First Look

First Look: April 22

Finance and Mathematics Courses By: Cole, Shawn, Anna Paulson, and Gauri Kartini Shastry Abstract—Financial literacy and cognitive capabilities are convincingly linked to the quality of financial... View Details

Keywords: Sean Silverthorne

Web

About - Business & Environment

has led several successful finance projects that brought together the private and public sectors, large financial institutions, and multilateral organizations. In previous roles at HBS she wrote case studies on impact investing and... View Details

07 Feb 2022
Research & Ideas

Digital Transformation: A New Roadmap for Success

reported that digital transformation takes significant financial investment and time. Of those who reported making significant progress on their journey, 60 percent had been at it for at least five years. In calculating the resources,... View Details

Keywords: by Linda A. Hill, Ann Le Cam, Sunand Menon, and Emily Tedards

November 2011 (Revised March 2014)
Case

Jaipur Literature Festival — Beyond the Festival Template

By: Tarun Khanna, Dennis A. Yao, Hillary Greene and Amrita Chowdhury

Jaipur Literature Festival (JLF), dubbed "the greatest literary show on earth" was an annual event held in late January at the Diggi Palace in Jaipur. JLF provided a platform for international authors and Indian language authors from the subcontinent to engage in a... View Details