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  • All HBS Web  (432)
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  • January 2007 (Revised April 2011)
  • Case

Farmacias Similares: Private and Public Health Care for the Base of the Pyramid in Mexico

By: Michael Chu and Regina Garcia-Cuellar
Farmacias Similares, serving Mexico's low-income sector, grew to $600 million sales and 3,400 drugstores while deep reforms to help the poor swept the public health system. Adjacent to each store, for $2 per visit, medical clinics provided access to doctors for 2.3... View Details
Keywords: Private Sector; Public Sector; Health Care and Treatment; Growth and Development Strategy; Poverty; Pharmaceutical Industry; Retail Industry; Mexico
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Chu, Michael, and Regina Garcia-Cuellar. "Farmacias Similares: Private and Public Health Care for the Base of the Pyramid in Mexico." Harvard Business School Case 307-092, January 2007. (Revised April 2011.)
  • Article

Optimal Taxation When Children's Abilities Depend on Parents' Resources

By: Alexander Gelber and Matthew Weinzierl
Empirical research suggests that parents' economic resources affect their children's future earnings abilities. Optimal tax policy therefore treats future ability distributions as endogenous to current taxes. We model this endogeneity, calibrate the model to match... View Details
Keywords: Taxation; Family and Family Relationships; Welfare
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Gelber, Alexander, and Matthew Weinzierl. "Optimal Taxation When Children's Abilities Depend on Parents' Resources." National Tax Journal 69, no. 1 (March 2016): 11–40. (Winner, Richard A. Musgrave prize for best paper published in the NTJ. Also HBS Working Paper 13-014 and NBER Working Paper 18332.)
  • 08 Feb 2021
  • Working Paper Summaries

In the Red: Overdrafts, Payday Lending, and the Underbanked

Keywords: by Marco Di Maggio, Angela Ma, and Emily Williams; Financial Services
  • January 10, 2022
  • Article

The Link Between Income, Income Inequality, and Prosocial Behavior Around the World: A Multiverse Approach

By: Lucia Macchia and Ashley V. Whillans
The questions of whether high-income individuals are more prosocial than low-income individuals and whether income inequality moderates this effect have received extensive attention. We shed new light on this topic by analyzing a large-scale dataset with a... View Details
Keywords: Prosocial Behavior; Income Inequality; Behavior; Philanthropy and Charitable Giving; Income
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Macchia, Lucia, and Ashley V. Whillans. "The Link Between Income, Income Inequality, and Prosocial Behavior Around the World: A Multiverse Approach." Social Psychology (January 10, 2022): 375–386.
  • July 2004 (Revised January 2007)
  • Case

H&R Block and "Everyday Financial Services"

By: Peter Tufano and Daniel Schneider
H&R Block, the U.S. market leader in tax preparation services, must decide whether to offer financial services to its low-income clients. H&R Block is facing increased competition from branded and nonbranded tax preparers, and the number of returns prepared by the... View Details
Keywords: Financial Management; Income; Taxation; Product Development; Financial Services Industry; United States
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Tufano, Peter, and Daniel Schneider. H&R Block and "Everyday Financial Services". Harvard Business School Case 205-013, July 2004. (Revised January 2007.)
  • November 1999 (Revised January 2000)
  • Case

Mexican Foundation for Rural Development

By: James E. Austin and Gerardo Lozano
The Mexican Foundation for Rural Development (MFRD) is a nonprofit network of 32 rural development centers servicing low-income farm families. Management plans to expand its operation dramatically, forming 10,000 rural cooperatives in ten years. It faces major issues... View Details
Keywords: Growth and Development Strategy; Operations; Cooperative Ownership; Nonprofit Organizations; Society; Strategy; Mexico
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Austin, James E., and Gerardo Lozano. "Mexican Foundation for Rural Development." Harvard Business School Case 300-082, November 1999. (Revised January 2000.)
  • Winter 2021
  • Article

Mobile Internet Usage and Usage-based Pricing

By: Jeffrey Prince and Shane Greenstein
Using data on mobile Internet usage of thousands of individuals, we provide some of the first analyses linking mobile usage to key demographics such as income. We find a reverse-U relationship between mobile Internet usage and income—notably different than the... View Details
Keywords: Mobile Internet Usage; Pricing Strategy; Internet and the Web; Mobile and Wireless Technology; Demographics; Income; Price; Strategy
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Prince, Jeffrey, and Shane Greenstein. "Mobile Internet Usage and Usage-based Pricing." Journal of Economics & Management Strategy 30, no. 4 (Winter 2021): 760–783.
  • January 2017 (Revised November 2018)
  • Case

Vox Capital: Pioneering Impact Investing in Brazil

By: Julie Battilana, Marissa Kimsey, Falko Paetzold and Priscilla Zogbi
Vox Capital was the first certified impact investing fund in Brazil. Founded in 2009, it provides early-stage capital for companies offering innovative and scalable solutions to enhance the lives of low-income Brazilians, while aiming to simultaneously generate... View Details
Keywords: Impact Investing; Social Performance Measurement; Social Entrepreneurship; Investment Funds; Social Enterprise; Brazil
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Battilana, Julie, Marissa Kimsey, Falko Paetzold, and Priscilla Zogbi. "Vox Capital: Pioneering Impact Investing in Brazil." Harvard Business School Case 417-051, January 2017. (Revised November 2018.)
  • October 2005 (Revised December 2006)
  • Case

Magazine Luiza: Building a Retail Model of "Courting the Poor"

By: Frances X. Frei and Ricardo Reisen de Pinho
Describes the innovative retail model of the Brazilian firm Magazine Luiza. Magazine Luiza enables low-income consumer credit by applying a flexible and nuanced evaluation system. Additionally, its dedication to customer service, employee motivation, and progressive... View Details
Keywords: Motivation and Incentives; Information Technology; Income; Innovation and Management; Success; Customer Focus and Relationships; Credit; Retail Industry; Brazil
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Frei, Frances X., and Ricardo Reisen de Pinho. Magazine Luiza: Building a Retail Model of "Courting the Poor". Harvard Business School Case 606-048, October 2005. (Revised December 2006.)
  • September 2021
  • Article

Did Technology Contribute to the Housing Boom? Evidence from MERS

By: Stefan Lewellen and Emily Williams
We examine the effects of the Mortgage Electronic Registration System, or MERS, on mortgage origination volumes and foreclosure rates prior to the Great Recession. MERS was introduced in the late 1990s and significantly reduced the cost and time associated with... View Details
Keywords: Credit Supply; Housing Boom; Financial Innovation; Nonbank Lenders; Mortgages; Credit; Expansion; Information Technology; Outcome or Result
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Lewellen, Stefan, and Emily Williams. "Did Technology Contribute to the Housing Boom? Evidence from MERS." Journal of Financial Economics 141, no. 3 (September 2021): 1244–1261.
  • 23 Aug 2006
  • Op-Ed

The Real Wal-Mart Effect

This opinion piece, first published in the New York Times in August 2005, has been updated by Pankaj Ghemawat for HBS Working Knowledge.Mighty Wal-Mart's headquarters in Bentonville, Arkansas, must feel less like a hotbed of retailing and more like a war room. There is... View Details
Keywords: by Pankaj Ghemawat & Ken A. Mark; Retail
  • February 2011 (Revised March 2021)
  • Case

Hindustan Unilever's 'Pureit' Water Purifier

By: V. Kasturi Rangan and Mona Sinha
The case asks students to formulate a strategy to respond to various competitive threats to its Pureit Water purifier, launched in 2008, targeted at millions of low-income Indian consumers who did not have access to safe drinking water. The case describes in detail the... View Details
Keywords: Multinational Firms and Management; Marketing Strategy; Product Launch; Product Development; Social Enterprise; Competitive Strategy; India
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Rangan, V. Kasturi, and Mona Sinha. "Hindustan Unilever's 'Pureit' Water Purifier." Harvard Business School Case 511-067, February 2011. (Revised March 2021.)
  • November 1998 (Revised March 1999)
  • Case

Houses for Africa

Traces the founding and development of Houses for Africa, a firm established to build low-income housing in Zimbabwe. Explores entrepreneurship in an emerging market, the problems that arise when complementary markets do not function well, and the importance of... View Details
Keywords: Housing; Emerging Markets; Entrepreneurship; Zimbabwe
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Kennedy, Robert E., and Maurice F Dunne III. "Houses for Africa." Harvard Business School Case 799-041, November 1998. (Revised March 1999.)
  • June 2014
  • Teaching Note

Via Verde

By: Arthur I Segel
Developers Jonathan Rose and Adam Weinstein were trying to determine which of three proposals to submit to the city of New York in response to a RFP to create an affordable housing project in the South Bronx. The site, referred to as Via Verde, was a 1.5-acre... View Details
Keywords: Affordable Housing; Property; Real Estate Industry; United States
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Segel, Arthur I. "Via Verde." Harvard Business School Teaching Note 214-106, June 2014.
  • March 2015
  • Supplement

MELF and Business Culture in the Twin Cities (B)

By: Clayton S. Rose and David Lane
Leaders of the many Fortune 500 firms headquartered in Minneapolis-St. Paul have a long history of engaging collectively, and with educational, political and social leaders, to deal with important community issues. Focusing on the participation of leading CEOs in the... View Details
Keywords: Education; Business and Community Relations; Management Teams; Minneapolis; Saint Paul
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Rose, Clayton S., and David Lane. "MELF and Business Culture in the Twin Cities (B)." Harvard Business School Supplement 315-079, March 2015.
  • September 2009 (Revised May 2011)
  • Case

Acumen Fund: Measurement in Impact Investing (A)

By: Alnoor Ebrahim and V. Kasturi Rangan
Acumen Fund is a global venture capital firm with a dual purpose: it looks for a return on its investments, and it also seeks entrepreneurial solutions to global poverty. This case examines Acumen's new projects in Kenya. The organization's investment committee and its... View Details
Keywords: Decision Choices and Conditions; Venture Capital; Investment Return; Philanthropy and Charitable Giving; Risk Management; Corporate Social Responsibility and Impact; Business and Government Relations; Social Enterprise; Financial Services Industry; Kenya
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Ebrahim, Alnoor, and V. Kasturi Rangan. "Acumen Fund: Measurement in Impact Investing (A)." Harvard Business School Case 310-011, September 2009. (Revised May 2011.)
  • March 2015
  • Supplement

MELF and Business Culture in the Twin Cities (C)

By: Clayton S. Rose and David Lane
Leaders of the many Fortune 500 firms headquartered in Minneapolis-St. Paul have a long history of engaging collectively, and with educational, political and social leaders, to deal with important community issues. Focusing on the participation of leading CEOs in the... View Details
Keywords: Education; Business and Community Relations; Management Teams; Minneapolis; Saint Paul
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Rose, Clayton S., and David Lane. "MELF and Business Culture in the Twin Cities (C)." Harvard Business School Supplement 315-080, March 2015.
  • September 2005 (Revised January 2009)
  • Case

E-Duction, Inc.

By: Peter Tufano
E-Ductions, a small privately held start-up, developed a new voluntary employee benefit: a payroll-deduction-linked credit card. The CLEAR card provided workers, especially low-income and credit-challenged employees, access to a card with tight credit limits, zero APR,... View Details
Keywords: Business Startups; Credit; Credit Cards; Compensation and Benefits; Employees
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Tufano, Peter, and Daniel Schneider. "E-Duction, Inc." Harvard Business School Case 206-006, September 2005. (Revised January 2009.)
  • November 2007 (Revised April 2022)
  • Case

Control Data Corporation and the Urban Crisis

By: Tom Nicholas and Laura Gaie Singleton
Control Data Corporation is considering its response to the assassination of renowned civil rights activist Martin Luther King. Four months prior, William Norris, president of the Minneapolis-based computer firm had already committed to building a plant in a low-income... View Details
Keywords: Urban Development; Factories, Labs, and Plants; Corporate Social Responsibility and Impact; Urban Scope; Computer Industry; District of Columbia; Minneapolis
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Nicholas, Tom, and Laura Gaie Singleton. "Control Data Corporation and the Urban Crisis." Harvard Business School Case 808-096, November 2007. (Revised April 2022.)
  • September 2016 (Revised March 2021)
  • Case

DBL Partners: Double Bottom Line Venture Capital

By: Shawn Cole, Mark Kramer, Tony L. He, Anshul Maudar and T. Robert Zochowski
This case explores the origins and current practices of DBL, a San Francisco–based venture capital fund and one of the first impact investment funds to achieve significant financial returns to scale. This case allows for a competitive analysis of DBL's investment... View Details
Keywords: Venture Capital; Investment Funds; Financial Strategy; Financial Services Industry; Tanzania
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Cole, Shawn, Mark Kramer, Tony L. He, Anshul Maudar, and T. Robert Zochowski. "DBL Partners: Double Bottom Line Venture Capital." Harvard Business School Case 217-022, September 2016. (Revised March 2021.)
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