Publications

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11 Apr 2011
News

Brighton grad puts economic crisis into perspective

Web

HBS - Financials | From the Chief Financial Officer

2023 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 2009 (Revised July 2011)
Technical Note

Note on Capital in the U.S. Financial Industry

By: Clayton S. Rose, Scott Waggoner and Sally Canter Ganzfried

This note was created to supplement classroom discussion in the EC course "Managing the Financial Firm" and provides background for exploring issues general managers in financial firms face in considering appropriate capital levels. View Details

Keywords: Capital; Financial Institutions; Management; Financial Services Industry; United States

September 2022
Case

BancoSol: Financial Inclusion in the Perfect Storm

By: Michael Chu and Carla Larangeira

In the pandemic, financial inclusion icon BancoSol faces a government-mandated year-long deferral of all loan payments, followed by the sudden Covid death of its CEO. In a Bolivia mired in political turmoil following a failed presidential election, with clients not... View Details

Keywords: Decision Making; Crisis Management; Management Succession; Business Strategy; Innovation Leadership; Risk and Uncertainty; Financing and Loans; Restructuring; Financial Services Industry; Latin America; Bolivia

August 2011
Teaching Note

Subprime Crisis and Fair-Value Accounting (TN)

By: Paul Healy, Krishna G. Palepu and George Serafeim

Teaching Note for 109-031. View Details

Keywords: Fair Value Accounting; Mortgages; Standards; Financial Crisis

April 1998
Supplement

United States Financial Crisis of 1931, Note on Franklin D. Roosevelt, and A Keynesian Cure for The Depression,The Data Supplement

By: Willis M. Emmons III

Supplement to (9-384-115), (9-382-073), and (9-382-065). View Details

Keywords: Government and Politics; Economic Slowdown and Stagnation; Financial Crisis; Macroeconomics; United States

December 2015 (Revised January 2016)
Case

Woolf Farming and the California Water Crisis

By: Forest Reinhardt, David Bell, Natalie Kindred, Mary Shelman and Laura Winig

This case highlights the tough choices, competing interests, and decision-making mechanisms involved in California's management of its severe drought, entering its fifth year in 2015. Stuart Woolf, CEO of Woolf Farming, a grower and processor of almonds, tomatoes, and... View Details

Keywords: Plant-Based Agribusiness; Natural Disasters; Climate Change; Resource Allocation; Environmental Sustainability; Government and Politics; Economics; Weather; Agriculture and Agribusiness Industry; California

Web

2018 Financial Risk and Regulation Survey - Behavioral Finance & Financial Stability

crisis of 2007-2009 and its causes and effects." 2. Current Sources of Risk The survey asked the participants a number of questions regarding current sources of risk to the financial system. Participants... View Details

March 2020 (Revised May 2020)
Case

Generation Investment Management

By: Vikram S. Gandhi and Sarah Mehta

By January 2020, sustainable investment firm Generation Investment Management (Generation), founded in London in 2004, had grown from a shared vision among seven founders to a 90-person firm managing $27 billion in public and private equity. Throughout its history,... View Details

June 2014
Teaching Note

Steve Carpenter at Cake Financial

By: Thomas R. Eisenmann

After investing $9 million of venture capital, Cake Financial had failed to reach critical mass. In early 2010 Cake's assets were sold and the company was dissolved. Founded in 2006, the San Francisco-based Internet company allowed users to monitor their investments... View Details

Keywords: Corporate Entrepreneurship; Business or Company Management; Business Model; Growth and Development Strategy; Business Strategy; Internet; Financial Services Industry; Financial Services Industry

June 2001 (Revised November 2004)
Case

Kingsley Management

By: Richard G. Hamermesh

Includes a brief overview of key challenges facing recent HBS graduates seeking funding for a business, followed by a 22-page excerpt from the Kingsley Management business plan. Describes Matthew Lieb and Chris Jones, two of the partners who developed the business plan... View Details

Keywords: Business Organization; Corporate Entrepreneurship; Business Plan; Opportunities; Investment Return; Organizational Structure

January 1994
Background Note

Note on Financial Programming Over Long Horizons

By: Timothy A. Luehrman

Introduces students to financial programming as a way to incorporate concepts and tools from modern corporate finance theory into a framework for managing over long horizons. Particular attention is paid to corporate capital budgeting and investment processes. View Details

Keywords: Framework; Theory; Investment; Business Processes; Capital Budgeting; Corporate Finance

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2006
Case

Strategies for Preventing a Knowledge-Loss Crisis

When employees leave an organization, they depart with more than what they know; they also leave with critical knowledge about who they know. Thus, the departure of key people can significantly affect the relationship structure and consequent functioning of an... View Details

Keywords: Analytics; Networks; Knowledge Management; Resignation and Termination

04 May 2009
Research & Ideas

What’s Next for the Big Financial Brands

now close to worthless. It drags down Bank of America's brand every time it is mentioned in the same breath. The Merrill Lynch brand is unlikely to ever recover and Bank of America should drop it. Merrill Lynch was one of 25 financial... View Details

Keywords: by John Quelch; Financial Services; Financial Services

01 Dec 2017
News

2017 in Finance: Helping Consumers Improve Their Financial Life

same from financial services firms. However, consumers understandably have a different bar when it comes to shopping online for clothes versus picking the financial product that’s best for them. Finances... View Details

Keywords: Omer Ismail (MBA 2007), chief commercial officer, Marcus by Goldman Sachs, the firm’s digital consumer financial services business; Finance

03 Oct 2020
News

Facing Forward: Leading Courageously in Crisis

October 2008 (Revised August 2010)
Background Note

Understanding the Credit Crisis of 2007 to 2008

By: Arthur I Segel and Ben Creo

This note details the background of the credit crisis, discusses potential causes of it, and considers its ramifications. The exhibits contain a variety of pertinent data regarding the rise of securitization, debt levels, and typical aspects of financial crises. A new... View Details

Keywords: Financial Crisis; Borrowing and Debt; Credit; Financial Instruments; Financial Management; Financial Markets

August 1995 (Revised October 1996)
Case

IDS Financial Services (Condensed)

By: John A. Deighton

Highlights the decision that must be made on balancing customer acquisition and retention and de-emphasizing the structural issues involved in administering the independent contractor sales force. View Details

Keywords: Customers; Customer Focus and Relationships; Decisions; Corporate Governance; Salesforce Management; Financial Services Industry