Publications

Web

Career Paths: From Finance to Social Enterprise - MBA

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Working Paper

Non-Binary Gender Economics

By: Katherine B. Coffman, Lucas C. Coffman and Keith Marzilli Ericson

Economics research has largely overlooked non-binary individuals. We aim to jump-start the literature by providing data on several economically-important beliefs and preferences. Among many results, non-binary individuals report more gender-based discrimination and... View Details

Keywords: Inclusion; Gender; Diversity; Personal Characteristics; Personal Finance

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Web

Not Waiting for Progress: Diversity and Inclusion in the Film Industry - MBA

Sciences Partners & Families Peek SVMP Social Enterprise Student Life Student Loans Student Profile Sustainability Video Blog Industries Industries Architecture Construction Consulting Consumer Packaged Goods Education Energy Engineering Entertainment / Media... View Details

29 Apr 2021
News

Equal Partner

funders.” Spurred by her mentor’s advice, she cofounded her own early-stage investment fund, the WOCstar Fund. The fund focuses on innovative tech startups founded by women of color and inclusive teams. For Aditya, it is both an essential... View Details

Keywords: Diversity; Inclusion

March 2019 (Revised March 2023)
Case

Accion's Fintech Strategy

By: V. Kasturi Rangan, Michael Chu and Tricia Gregg

Accion, an NGO, had been a pioneer in microfinance since its entry into that sector in the early 1970s. Its investments in Banco Compartamos paid off, when the microfinance bank went IPO in 2007, leaving an influx of $138 million for Accion. Under a new CEO, Michael... View Details

Keywords: Fintech; Impact Investing; Financial Inclusion; Technological Innovation; Strategy; Strategic Planning; Performance Effectiveness; Non-Governmental Organizations; Microfinance; Financial Institutions; Business Growth and Maturation; Customer Focus and Relationships; Industry Growth

August 2020 (Revised August 2023)
Case

Nubank: Democratizing Financial Services

By: Michael Chu, Carla Larangeira and Pedro Levindo

Nubank, a wholly-digital solution created to disrupt Brazilian banking, with 6 million clients and a $4 billion valuation after five years, must decide whether to expand to Mexico. The company was founded in São Paulo in 2013 by Colombian-born David Vélez to seize what... View Details

Keywords: Fintech; Financial Inclusion; Digital Banking; Credit Cards; Banks and Banking; Disruption; Expansion; Growth and Development Strategy; Financial Services Industry; South America; Brazil; North America; Mexico

Web

Q+A on the Socioeconomic Inclusion Task Force with Holly Fetter (MBA 2020) and Alexxis Isaac (MBA 2020) - MBA

Sciences Partners & Families Peek SVMP Social Enterprise Student Life Student Loans Student Profile Sustainability Video Blog Industries Industries Architecture Construction Consulting Consumer Packaged Goods Education Energy Engineering Entertainment / Media... View Details

July 2019
Supplement

Omidyar Network's Investment Decisions: MicroEnsure and Lenddo

By: Vikram S Gandhi

A team of investors at Omidyar Network explore two different investment possibilities in the budding financial inclusion space using their investment framework to consider capital alternatives available for both investments, each of which carries highly divergent... View Details

Keywords: Impact Investing; Micro Finance; Investment; Investment Return; Investment Activism; Investment Portfolio; Microfinance; Decision Choices and Conditions; India; Philippines

Article

Four Things No One Will Tell You About ESG Data

By: Sakis Kotsantonis and George Serafeim

As the ESG finance field and the use of ESG data in investment decision-making continue to grow, the authors seek to shed light on several important aspects of ESG measurement and data. This article is intended to provide a useful guide for the rapidly rising number of... View Details

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July 2019
Supplement

Omidyar Network's Impact Investment Framework

By: Vikram S Gandhi

A team of investors at Omidyar Network explore two different investment possibilities in the budding financial inclusion space using their investment framework to consider capital alternatives available for both investments, each of which carries highly divergent... View Details

Keywords: Impact Investing; Micro Finance; Investment; Investment Return; Investment Activism; Investment Portfolio; Microfinance; Framework; India; Philippines

May 2020
Case

Trust Merchant Bank

By: Ramon Casadesus-Masanell, Pippa Tubman Armerding, Dilyana Karadzhova Botha and Salim Dewji

Trust Merchant Bank (TMB), a leading bank in the Democratic Republic of Congo (DRC), needs to decide whether to enter the soon-to-be-liberalized insurance industry. Since its founding in 2004, TMB has played a pivotal role in reshaping the DRC banking landscape by... View Details

Keywords: Retail Banking; Financial Services; Financial Inclusion; Turnaround; Fintech; Banks and Banking; Financial Condition; Insurance; Corporate Strategy; Expansion; Business Model; Family Business; Entrepreneurship; Information Technology; Monopoly; Banking Industry; Insurance Industry; Africa; Congo, Democratic Republic of the

October 2014 (Revised December 2014)
Case

Gentera: Beyond Microcredit

By: Rajiv Lal and Lisa Mazzanti

Gentera, whose largest subsidiary is Compartamos Banco, has been a fantastically successful endeavor since it started in the 1990s. But in 2014, Gentera faces challenges in expanding beyond group-lending and micro-credit into microfinance and beyond in order to fulfill... View Details

Keywords: Financial Inclusion; Compartamos; Gentera; Micro-lending; Microfinance; Insurance; Banking Industry; Insurance Industry; Mexico City

September 26, 2024
Article

A Better Way to Measure Social Impact

By: Robert S. Kaplan and Constance Spitzer

All impact investors report the financial returns from their funds and investments, and many provide metrics on intended social outcomes, such as numbers of individuals served, or quality jobs created. But investors do not supply metrics about their impacts on... View Details

Keywords: Impact Investing; Social Impact Investment; Inclusive Growth; Sustainability; Corporate Social Responsibility and Impact; Environmental Sustainability

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September 2020
Teaching Plan

Harlem Capital: Changing the Face of Entrepreneurship

By: George Serafeim

Jarrid Tingle and Henri Pierre-Jacques had spent the summer between their first and second years of their MBA program fund raising for their start-up venture capital (VC) firm, Harlem Capital Partners. Harlem Capital was founded upon the principle that addressing the... View Details

Keywords: Venture Capital Firm Compensation; Entrepreneurial Finance; Entrepreneurial Financing; Black Entrepreneurs; Black Leadership; Black Inventors; Inclusion; Minority-owned Businesses; Race And Ethnicity; Race Characteristics; Entrepreneurship; Venture Capital; Diversity; Race; Gender; Mission and Purpose; Social Enterprise; Financial Services Industry; United States