Publications
Publications
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(2,852)
- Faculty Publications (513)
- February 1994 (Revised September 1995)
- Case
Leland O'Brien Rubinstein Associates, Inc.: Portfolio Insurance
By: Peter Tufano
Leland O'Brien Rubinstein Associates, a small financial advisory firm founded in 1980, has created a successful business by selling a product commonly known as portfolio insurance. Portfolio insurance is a trading strategy that institutional investors use to establish... View Details
- January 1994 (Revised November 1997)
- Case
Aberlyn Capital Management: July 1993
By: Josh Lerner and Peter Tufano
Aberlyn Capital Management, a venture leasing firm specializing in providing capital to biotechnology firms, proposes to introduce a new product. Aberlyn will base a lease on an intangible product: the patent of a biotechnology firm. This poses a series of short and... View Details
- August 1993
- Case
Applichem (A) (Abridged)
By: Janice H. Hammond and Gary P. Pisano
Applichem manufactures the same chemical product in four plants, each of which is located in a different country. The company has completed a major study comparing the productivity and performance of these plants. Using the data from the study, students must decide... View Details
- July 1993 (Revised November 1993)
- Case
European Bank for Reconstruction and Development: Marketing Strategy for the Debut Bond Offering
The European Bank for Reconstruction and Development, the first supranational financial institution of the post-Cold War era, is planning its debut in the international capital markets through a bond issuance of $500 million. The bank must determine its marketing... View Details
- May 1993 (Revised May 1994)
- Case
Managing for Integrity: Three Vignettes
By: Lynn S. Paine
Three situations are described. A branch manager for a retail brokerage firm must decide whether to change the branch's cash management techniques to increase interest earnings. An auto mechanic must decide whether to oversell parts and repairs to meet sales and... View Details
- April 1993 (Revised December 2001)
- Case
General Dynamics and Computer Sciences Corporation: Outsourcing the IS Function (B)
By: F. Warren McFarlan and Katherine Seger
Designed to look at outsourcing from the perspective of a major computer services company trying to get into the business. View Details
Keywords: Communication Technology; Business Startups; Business Plan; Business Strategy; Job Cuts and Outsourcing; Financial Management; Management Teams; Communication Strategy; Organizational Design; Product Design; Accounting; Activity Based Costing and Management; Computer Industry; Information Technology Industry
- March 1993 (Revised July 2008)
- Case
Liability Management at General Motors
By: Peter Tufano
An analyst at General Motors charged with managing the structure of the automaker's debt must decide whether and how to modify the interest rate exposure of the firm's most recent debt offering. The analyst must take into consideration GM's liability management policy... View Details
- January 1993 (Revised April 1993)
- Case
Chadwick, Inc.: The Balanced Scorecard
By: Robert S. Kaplan
The pharmaceutical division of a diversified company has been asked to develop a Balanced Scorecard. Research and development projects take about ten years to bring a new product to the marketplace and the division depends on good relations and active feedback from its... View Details
- December 1992 (Revised March 1997)
- Case
Peoria Engine Plant (A)
By: Robert S. Kaplan and Amy P. Hutton
Describes the cost control system used at an automobile engine plant for labor and overhead costs. The finance staff prepares daily, weekly, and monthly variance reports against budgets. Department supervisors, finance staff, and the plant manager discuss the use and... View Details
- November 1992 (Revised December 1994)
- Case
BEA Associates: Enhanced Equity Index Funds
By: Andre F. Perold
BEA's enhanced index fund product uses derivatives and cash market securities to find the most efficient way to "track an index." The considerations involve transaction costs, custodial fees, withholding taxes on dividends, and fees from securities lending. In this... View Details
- July 1992 (Revised May 1996)
- Background Note
Note on Commodity Futures
By: Kenneth A. Froot, Jay O. Light and Nancy Donohue
Describes how commodity futures work, what products and exchanges are available, and who the players in the commodity markets are. Also presents a careful discussion of the pricing of futures in commodity markets, focusing on cost of carry and risk premium approaches,... View Details
Keywords: Futures and Commodity Futures
- February 1992 (Revised September 1995)
- Case
Goldman, Sachs & Co.: Nikkei Put Warrants--1989
By: Peter Tufano
Japanese financial institutions' willingness to sell put options on the Nikkei Stock Average provides investment banks with the raw material from which to create a security that would allow U.S. investors to bet on falls in the Japanese Stock Market. The investment... View Details
- October 1991 (Revised November 1993)
- Case
Play Time Toy Co.
By: Thomas R. Piper
The president of a toy company is considering the adoption of level production in a business characterized by highly seasonal sales. The issues include balancing the cost savings and the inventory risk, estimating the seasonal financing need, and determining the... View Details
- July 1991 (Revised August 1991)
- Case
Philip Morris Companies, Inc. (A)
This large tobacco and diversified food processor is seeking to refinance debt funds raised to accomplish a large acquisition. It has filed a large "shelf" registration that authorizes it to issue during the subsequent two years. At the time of the case, the market... View Details
- July 1991 (Revised August 1991)
- Case
Philip Morris Companies, Inc. (B)
Looks at the company's plans for a new debt offering under the Rule 415 shelf underwriting provision--in this instance from the vantage point of the lead investment banker for the deal. The decision-maker must assess the risks of the issuer, the tone of the market, the... View Details
- July 1991 (Revised August 1991)
- Supplement
Philip Morris Companies, Inc. (C)
Supplements the (B) case. View Details
- March 1991 (Revised May 1991)
- Case
Charles Schwab: Financial Advisors Service
- December 1990 (Revised December 1993)
- Case
Australian Paper Manufacturers (A)
By: David M. Upton and Joshua D. Margolis
Describes a company which has broken an unwritten cordial agreement amongst the three Australian paper manufacturers to split the domestic market three ways by market segment. The company invades another's "territory" with advanced technology, quality, and,... View Details
- March 1990 (Revised June 1993)
- Case
Analog Devices, Inc.: The Half-Life System
By: Robert S. Kaplan
The company has committed to major improvements in quality, cost, and on-time delivery performance. Despite strong senior management support, however, the actual rate of improvement was disappointing until a new measurement philosophy was introduced. The new approach... View Details
- October 1989 (Revised June 1993)
- Case
Texas Eastman Co.
By: Robert S. Kaplan
The company as part of a commitment to Total Quality Management has installed a computer system that accumulates 30,000 observations on its processes every 2-4 hours. Operating people have found the monthly summaries of financial performance not too useful in this... View Details