Publications

Video

Hüsnü Özyeğin

Hüsnü Özyeğin, the founder of one of Turkey’s largest financial services groups, expresses the view that corporate culture is key in banking, and explains how he delegated responsibility to his future successor... View Details

Career Coach

Lobna Dawoud

During her RC summer, Lobna interned at an investment bank and specialized in Financial Institutions Group. She is passionate about helping students with career visioning, setting a recruitment strategy, interview prep, networking tips,... View Details

December 1998 (Revised May 2000)
Case

Lebenthal and Co., Inc.

By: Thomas J. DeLong and Susan Harmeling

Lebenthal and Co. has prospered in the bond business since 1924. Alexandra Lebenthal, granddaughter of the founders, has stepped up to lead the firm. She faces many challenges as the nature of the financial services business changes in dramatic ways. Can this firm... View Details

Keywords: Transformation; Talent and Talent Management; Bonds; Leadership Development; Service Operations; Problems and Challenges; Competition; Financial Services Industry

Find at Harvard

Robin Greenwood

Robin is the George Gund Professor of Finance and Banking at Harvard Business School. He serves as the Senior Associate Dean for Faculty Development and Research. He is past faculty director of the Behavioral Finance and Financial Stability project, chair of... View Details

Keywords: financial services; financial services

11 Jun 2013
First Look

First Look: June 11

Publisher's link: http://www.hbs.edu/faculty/Publication%20Files/13-068_42cdee88-4440-43f0-a719-c00ef875c7fe.pdf 2006 Journal of Economic Perspectives The Growth of Finance By: Greenwood, Robin, and David S. Scharfstein Abstract—The U.S. View Details

Keywords: Carmen Nobel

04 Dec 2007
First Look

First Look: December 4, 2007

leadership at Allianz AG, the German insurance and financial services company, to complete a cross-border merger with the Italian insurance and financial View Details

Keywords: Martha Lagace

March 1999 (Revised April 2004)
Case

Mandic BBS-an Entreprenuerial Harvesting Decision

Describes Mandic BBS, one of Brazil's first Internet service providers. In April 1998, with competition increasing, its venture capitalist financier is looking to exit their investment. Aleksandar Mandic must decide which potential investor offers the best fit with his... View Details

Keywords: Valuation; Internet and the Web; Business Exit or Shutdown; Business Plan; Financing and Loans; Web Services Industry; Brazil

Samuel G. Hanson

Samuel G. Hanson is the William L. White Professor of Business Administration at Harvard Business School, a Research Associate at the National Bureau of Economic Research, and a Faculty Affiliate of the Harvard Economics department. He teaches Finance 1... View Details

Keywords: financial services; financial services; financial services; financial services; financial services; financial services

February 1995 (Revised June 1999)
Case

Chemical Bank: Implementing the Balanced Scorecard

By: Robert S. Kaplan and Norman Klein

The retail bank division of Chemical Bank faces declining margins and increased competition in its credit and deposit gathering and processing business. It wishes to implement a new strategy to become a preferred financial service provider to target customer groups.... View Details

Keywords: Balanced Scorecard; Adoption; Growth and Development Strategy; Communication Strategy; Customer Relationship Management; Management Systems; Performance Evaluation; Banks and Banking; Measurement and Metrics; Banking Industry

Suraj Srinivasan

Suraj Srinivasan is the Philip J. Stomberg Professor of Business Administration, a member of the Accounting and Management faculty unit, and chair of the View Details

Keywords: financial services; financial services

11 Jun 2013
News

‘Financialization’ as a Cause of Economic Malaise

25 Feb 2016
Blog Post

Alumni: Where Are They Now? Featuring: Maria (Brewer) Palma...

that invests in seed and early stage consumer, enterprise and financial services companies. In this role, my main priority is to find ways our firm can help entrepreneurs as they grow and scale their... View Details

Keywords: Entrepreneurship

24 Mar 2002
Research & Ideas

Are Assets Only for America’s Wealthy?

involvement, said Tufano in a recent in-house HBS seminar on "Providing Financial Services to the Poor: High-Tech and High-Touch." Current public policy clearly supports asset building, said... View Details

Keywords: by Carla Tishler

February 2013 (Revised December 2015)
Case

Groom Energy Solutions: Selling Efficiency

By: Michael W. Toffel, Kira R. Fabrizio and Stephanie van Sice

Groom Energy Solutions helps organizations reduce their energy use and costs through the implementation of energy efficiency measures, which create long-term financial and environmental benefits. With early success serving customers in the cold storage and industrial... View Details

Keywords: Groom Energy Solutions; Jon Guerster; Salem, MA; Energy Management; Energy Efficiency Paradox; Sustainability Management; Manufacturing; Cold Storage; Commercial Real Estate; Enterprise Smart Grid; Carbon Accounting; LED Lighting; Sustainability Research; Entrepreneurship; Environmental Entrepreneurship; Energy Entrepreneurship; Energy Services; Electricity; Startup; Expansion; Growth; Sustainability; Business Startups; Forecasting and Prediction; Energy Conservation; Revenue; Geographic Location; Human Resources; Management; Growth and Development Strategy; Market Entry and Exit; Operations; Service Delivery; Strategic Planning; Science; Environmental Sustainability; Climate Change; Society; Social Issues; Technology Adoption; Energy Industry; Green Technology Industry; Technology Industry; Utilities Industry; United States; Boston

24 May 2023
Video

2023 Class Day Distinguished Speaker Raymond J. McGuire

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

2002
Case

Dell Computer Corporation

By: Vijay Govindarajan and Julie Lang

The world's largest direct-selling computer company grew from its philosophy that customers know what they want and Dell can deliver it through custom assembly of outsourced components. Through a combination of financial and non-financial measures, Dell turned itself... View Details

Keywords: Marketing Strategy; Hardware; Customization and Personalization; Service Industry; Service Industry

June 2006 (Revised June 2007)
Background Note

The Challenge Facing the U.S. Healthcare Delivery System

By: Richard M.J. Bohmer and Carin-Isabel Knoop

Discusses the challenges currently facing the U.S. health care delivery system. These challenges frame the problems managers of delivery organizations are currently facing. They include a burgeoning gap between demand and supply. Demand for health care services is... View Details

Keywords: Health Care and Treatment; Health Industry; United States

June 2008
Case

Rackspace Hosting in Late 2000

By: James L. Heskett and W. Earl Sasser

The leadership team of Rackspace, faced with accommodation of its service offering and dwindling financial reserves, decides to make customer focus the rallying cry of its new strategy. This short case was designed as the discussion igniter for a series of short video... View Details

Keywords: Customer Focus and Relationships; Finance; Management Teams; Service Operations; Customer Ownership; Strategy