Filter Results:
(3,757)
Show Results For
- All HBS Web
(3,757)
- People (3)
- News (508)
- Research (2,761)
- Events (3)
- Multimedia (4)
- Faculty Publications (1,894)
Show Results For
- All HBS Web
(3,757)
- People (3)
- News (508)
- Research (2,761)
- Events (3)
- Multimedia (4)
- Faculty Publications (1,894)
- March 2022
- Case
In Data We Trust: Be Mobile Africa and Furthering Financial Inclusion Across the African Continent
By: Lauren Cohen, Grace Headinger and Pierre Marchesseault
To Cédric Jeannot, leveraging technology to promote financial inclusion was personal. After no established financial institution would accept his technology platform to lower transaction costs for free, Jeannot launched FinTech company Be Mobile Africa in May 2020.... View Details
Keywords: Finance; Fintech; Emerging Market; Fundraising; Financial Inclusion; Strategy; Expansion; Management; Entrepreneurship; Personal Finance; Corporate Social Responsibility and Impact; Growth and Development Strategy; Financial Services Industry; Financial Services Industry; Africa; Togo; Nigeria; Ghana
Cohen, Lauren, Grace Headinger, and Pierre Marchesseault. "In Data We Trust: Be Mobile Africa and Furthering Financial Inclusion Across the African Continent." Harvard Business School Case 222-073, March 2022.
- March 2017 (Revised March 2019)
- Case
Ant Financial (A)
By: Feng Zhu, Ying Zhang, Krishna G. Palepu, Anthony K. Woo and Nancy Hua Dai
Headquartered in Hangzhou (China), Ant Financial has grown into a fintech “Unicorn.” The fintech empire that the company established spanned verticals such as mobile and online payment (Alipay), money market fund (Yu’e Bao), wealth management (Ant Fortune),... View Details
Keywords: Growth and Development Strategy; Global Strategy; Finance; Opportunities; Financial Services Industry; Financial Services Industry
Zhu, Feng, Ying Zhang, Krishna G. Palepu, Anthony K. Woo, and Nancy Hua Dai. "Ant Financial (A)." Harvard Business School Case 617-060, March 2017. (Revised March 2019.)
- September 2011 (Revised August 2013)
- Case
China or the World? A Financial Reporting Strategy for Hong Kong's Capital Markets
By: Karthik Ramanna, Gwen Yu and G.A. Donovan
Set in 2010, the case discusses the strategic directions Hong Kong could pursue, particularly vis-a-vis China, as it seeks to preserve its preeminence in the region. In 2010, the Hong Kong Exchange announced that it would allow listed Chinese companies to report using... View Details
Keywords: Governance Compliance; Global Range; Local Range; Competitive Strategy; Global Strategy; Globalized Economies and Regions; Financial Reporting; International Accounting; Hong Kong
Ramanna, Karthik, Gwen Yu, and G.A. Donovan. "China or the World? A Financial Reporting Strategy for Hong Kong's Capital Markets." Harvard Business School Case 112-035, September 2011. (Revised August 2013.)
- October 1998 (Revised May 1999)
- Case
Commercial Financial Services, Inc.: Securitization of Charged-off Credit Card Receivables
By: Kenneth A. Froot and Ivan G. Farman
Commercial Financial Services (CFS) is a company that buys charged-off credit card receivables, securitizes them, and then attempts to collect on the receivables. The case deals with how the firm makes money and the limits of securitization as an efficient financing... View Details
Keywords: Financing; Asset-back Finance; Financial Policy; Securitization; Credit; Financial Strategy; Business Strategy; Policy; Financial Services Industry
Froot, Kenneth A., and Ivan G. Farman. "Commercial Financial Services, Inc.: Securitization of Charged-off Credit Card Receivables." Harvard Business School Case 299-023, October 1998. (Revised May 1999.)
- October 2014
- Supplement
Financial Policy at Apple, 2013 Excel Supplement
By: Mihir Desai and Elizabeth A. Meyer
This is the Excel Supplement to Teaching Note 215-022: Financial Policy at Apple, 2013 (A) - (B). View Details
Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; United States; Republic of Ireland
- February 2005 (Revised March 2008)
- Case
Shinhan Financial Group (A)
By: Rosabeth M. Kanter and Ryan Raffaelli
Mr. Young Hwi Choi, president and CEO of Shinhan Financial Group, embarked on an unconventional post-merger integration strategy with recently acquired Chohung Bank. The strategy focused on integrating traditional operations while attending to employees' reactions to... View Details
Keywords: Mergers and Acquisitions; Change Management; Employees; Leading Change; Organizational Change and Adaptation; Organizational Culture; Emotions; Integration; South Korea
Kanter, Rosabeth M., and Ryan Raffaelli. "Shinhan Financial Group (A)." Harvard Business School Case 305-075, February 2005. (Revised March 2008.)
- June 2014
- Supplement
Financial Policy at Apple, 2013 (B)
By: Mihir Desai and Elizabeth A. Meyer
This case is meant to accompany Financial Policy at Apple, 2013 (A) and details the results of Apple's Q2 2013 earnings call. View Details
Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; Technology Industry; Consumer Products Industry; United States; Republic of Ireland
Desai, Mihir, and Elizabeth A. Meyer. "Financial Policy at Apple, 2013 (B)." Harvard Business School Supplement 214-094, June 2014.
- December 2014
- Article
Second Thoughts About a Strategy Shift
By: Elie Ofek and Jill Avery
A retail guru attempts to reposition an established brand and introduce an entirely new pricing scheme. Early financial results from the strategic shift are not favorable. Based on the experience of U.S. retailer J.C. Penney, the piece raises fundamental questions... View Details
Keywords: Brand Management; Pricing Strategy; Retailing; Leadership; Price; Product Marketing; Brands and Branding; Retail Industry
Ofek, Elie, and Jill Avery. "Second Thoughts About a Strategy Shift." Harvard Business Review 92, no. 12 (December 2014): 125–127.
- Research Summary
Financial Risk Management
By: Richard F. Meyer
Richard F. Meyer is exploring the theory and practice of financial risk management in corporations worldwide. Three primary objectives of his research are: to understand the underlying sources of risk and corporations' exposure to them; to identify appropriate,... View Details
- January 2004 (Revised February 2006)
- Case
Raymond James Financial
Raymond James Financial (RJF) currently sells financial services through two channels. It is considering adding a third in the "middle" of the other two. The current strategy has one channel with employees and another with independent contractors. These attract very... View Details
Keywords: Organizational Change and Adaptation; Salesforce Management; Marketing; Distribution Channels; Human Resources; Financial Services Industry; Financial Services Industry
Godes, David B. "Raymond James Financial." Harvard Business School Case 504-027, January 2004. (Revised February 2006.)
- April 2013 (Revised November 2013)
- Case
Growing Financial Services in India: Aditya Birla Financial Services Group
By: Paul M. Healy and Rachna Tahilyani
Aditya Birla Financial Services Group is a large, broad-based, Indian financial services institution offering products ranging from life insurance and mutual funds to private equity. The company has witnessed a turnaround in recent years and regained lost market share.... View Details
Keywords: Regulatory Environment; Finance; Asset Management; Business Growth and Maturation; Transformation; Leadership Development; Leadership Style; Business Processes; Organizational Structure; Organizational Change and Adaptation; Competitive Strategy; Diversification; Segmentation; Financial Services Industry; Financial Services Industry; India
Healy, Paul M., and Rachna Tahilyani. "Growing Financial Services in India: Aditya Birla Financial Services Group." Harvard Business School Case 113-059, April 2013. (Revised November 2013.)
- October 2014
- Supplement
Financial Policy at Apple, 2013 Powerpoint Supplement
By: Mihir Desai and Elizabeth A. Meyer
This is the PowerPoint supplement to the teaching note: Financial Policy at Apple, 2013 (A) - (B), number 215-022. View Details
Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; Technology Industry; Consumer Products Industry; United States; Republic of Ireland
Desai, Mihir, and Elizabeth A. Meyer. "Financial Policy at Apple, 2013 Powerpoint Supplement." Harvard Business School PowerPoint Supplement 215-023, October 2014.
- June 2014
- Supplement
Financial Policy at Apple, 2013 Student Supplement
By: Mihir Desai and Elizabeth A. Meyer
This is the student spreadsheet supplement to case 214-085, Financial Policy at Apple, 2013 (A). View Details
Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; Technology Industry; Consumer Products Industry; United States; Republic of Ireland
- August 2005 (Revised October 2010)
- Background Note
European Financial Integration
By: Rawi E. Abdelal and Christopher Bruner
Provides background on the history and status of financial integration in the European Union. Describes the pertinent treaty-based "fundamental freedoms," emphasizes challenges to further cross-border consolidation in the banking sector, and examines the regulatory... View Details
Keywords: Banks and Banking; Financial Markets; Financial Strategy; Cross-Cultural and Cross-Border Issues; Governing Rules, Regulations, and Reforms; Integration; Banking Industry; European Union
Abdelal, Rawi E., and Christopher Bruner. "European Financial Integration." Harvard Business School Background Note 706-010, August 2005. (Revised October 2010.)
- 27 Oct 2014
- News
Track Customer Service, but Don't Forget the Financials
- November 2016 (Revised March 2018)
- Module Note
Strategy Execution Module 9: Building a Balanced Scorecard
By: Robert Simons
This module reading explains how to construct a strategy map and build a balanced scorecard. Using an internal value chain model, the module illustrates how a balanced scorecard can support and enable customer management, innovation, operations, and post-sale service... View Details
Keywords: Management Control Systems; Implementing Strategy; Execution; Performance Measurement; Strategy Map; Business Goals; Customer Measures; Strategy; Balanced Scorecard; Business Model
Simons, Robert. "Strategy Execution Module 9: Building a Balanced Scorecard." Harvard Business School Module Note 117-109, November 2016. (Revised March 2018.)
- 11 Apr 2000
- Research & Ideas
Financial Services 24/7
routine part of most people's lives, there is no doubt that technology—especially Internet technology—is having a huge impact on the financial services industry. With much hype and headlines, Web trading has revolutionized the securities... View Details
Keywords: by Susan Young
- February 2008 (Revised May 2008)
- Supplement
Lincoln Financial Group (C)
LFG reorganizes its business in order to improve customer intimacy. However, to implement the strategy, they need to effect significant changes in the skills of their salespeople. This case series straddles human resource management, corporate strategy, and sales... View Details
Keywords: Organizational Change and Adaptation; Salesforce Management; Customer Focus and Relationships; Financial Services Industry
Godes, David B., and David Lane. "Lincoln Financial Group (C)." Harvard Business School Supplement 508-030, February 2008. (Revised May 2008.)
- October 2014
- Teaching Note
Financial Policy at Apple, 2013 (A) and (B)
By: Mihir A. Desai and Elizabeth Meyer
This is the teaching note to HBS case 214-085: Financial Policy at Apple, 2013 (A). View Details
Keywords: Apple; Steve Jobs; Forecast; Forecasting; Forecasting And Prediction; Shareholder Activism; Share Repurchase; Dividends; Financial Ratios; Preferred Shares; Cash Distribution; Corporate Finance; Borrowing and Debt; Financial Management; Financial Strategy; Technology Industry; Consumer Products Industry; United States; Republic of Ireland
- October 2011 (Revised July 2012)
- Case
ATR KimEng Financial Corporation
By: Li Jin, Michael Shih-ta Chen and Dawn Lau
ATR KimEng is a Philippino asset management business. It is making an important decision on its own strategy going forward: should it stay independent, or be taken over by a large bank in the region. Through this case, we discuss the financial service industry in South... View Details
Keywords: Asset Management; Mergers and Acquisitions; Capital Markets; Investment; Financial Services Industry; Philippines
Jin, Li, Michael Shih-ta Chen, and Dawn Lau. "ATR KimEng Financial Corporation." Harvard Business School Case 212-026, October 2011. (Revised July 2012.)