Publications

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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

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

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

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

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

January 2008 (Revised July 2009)
Case

Microfinance International Corporation: No, Not Another Microfinance Case

CEO and founder Atsumasa Tochisako (52) sat in his Washington D.C. headquarters, looking with pride at the copy of a press release that would announce the latest in a broadening line of financial services that Washington D.C.-based Microfinance International... View Details

Keywords: Customer Focus and Relationships; Social Entrepreneurship; Microfinance; Globalized Firms and Management; Financial Services Industry

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

Trevor Fetter

Trevor Fetter is a Senior Lecturer and the Henry B. Arthur Fellow on the faculty of Harvard Business School. He teaches two MBA required courses: Leadership and Corporate Accountability, and Financial Reporting and Control. At HBS he has also taught a Short... View Details

31 Oct 2019
Video

Dato' Sri Tahir

Daro’ Sri Tahir, founder of a large financial service group in Indonesia, argues that the whole eco-system of the country is corrupt, with businesses pursuing strategies which make no economic sense, and then... View Details

March 2009 (Revised September 2011)
Case

UBS and Auction Rate Securities (A)

By: Daniel Baird Bergstresser, Shawn A. Cole and Siddharth Bhaskar Shenai

UBS, a global financial services company, must decide whether to continue to support the market for Auction Rate Securities in the face of a growing financial crisis. These instruments, underwritten by UBS, were marketed to clients as highly liquid and safe... View Details

Keywords: Cost vs Benefits; Financial Crisis; Asset Pricing; Financial Liquidity; Financial Instruments; Government Legislation; Risk and Uncertainty; Financial Services Industry

05 Sep 2013
News

Women and Sustainable Investing

July 2014
Case

Paramount Equipment, Inc.

By: Carliss Y. Baldwin and Wei Wang

Paramount Equipment, Inc., based in Fort Wayne, Indiana, is a large manufacturer of cranes and compact construction equipment, aerial work platforms, and food service equipment. Founded in 1987, Paramount now had manufacturing operations in 24 countries. However, it... View Details

Career Coach

Whit Collier

Whit Collier (HBS ’04, Harvard College ’99) advises students on their paths towards alignment and fulfillment in career and life. He guides clients through transitions, challenges and inflection points, bringing a balance of thoughtful and intuitive inquiry, coupled... View Details

10 Jan 2020
News

Competing in the Age of AI

24 May 2023
Video

2023 Class Day Distinguished Speaker Raymond J. McGuire

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 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