Publications

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September 2024
Supplement

Revenue Solutions, LLC (A)

By: Richard S. Ruback and Royce Yudkoff

Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

Abstract: Ari Wasserman and Nick esayian were both dissatisfied with their future prospects in their current careers. Wasserman,... View Details

Keywords: Personal Development and Career; Partners and Partnerships; Ownership

11 Aug 2003
Research & Ideas

Why Budgeting Kills Your Company

that didn't take any time at all," says William J. Bruns Jr., Henry R. Byers Professor of Business Administration, Emeritus, at Harvard Business School and a visiting professor at Northeastern University. After each unit's sales and capital needs forecasts are... View Details

Keywords: by Loren Gary

09 Jun 2022
HBS Case

From Truck Driver to Manager: US Foods’ Novel Approach to Staff Shortages

into a step on a more ambitious career ladder. “Instead of making the assumption that these recruits are going to be truck drivers from age 23 until 62, you’re saying you might be a truck driver for a while, but then you might move into... View Details

Keywords: by Pamela Reynolds

July 2010
Case

Fidelity Retires in Canada

By: Robert C. Pozen and Edward Warren Scott

The head of Fidelity Canada was faced with a decision about what to do with its retirement business there. Although Fidelity as a fund manager has made some headway in Canada, the competition has been very tough for the administration of retirement plans—a separate... View Details

Keywords: Business Exit or Shutdown; Investment Funds; Globalized Firms and Management; Growth and Development Strategy; Retirement; Competition; Financial Services Industry; Canada; United States

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30 Jun 2008
Research & Ideas

Rethinking Retirement Planning

place an undue burden on workers who don't have the interest, time, or expertise to manage their finances. A pioneer in translating finance and mathematics into practical, Wall Street-ready models, Merton was awarded the 1997 Nobel... View Details

Keywords: by Julia Hanna; Banking; Financial Services

July 2003 (Revised January 2004)
Case

Carol Brewer's Investments

By: Richard S. Ruback and Julia Stevens

Following her husband's death in 1994, Carol Brewer took over the management of her family's investments. This case describes the decisions Brewer made during this process, including her choice to seek active account management, her selection of an investment firm, and... View Details

Keywords: Investment Funds; Investment Portfolio; Retirement; Decision Choices and Conditions; Financial Management; Personal Finance; Investment Banking; Investment Return

15 Aug 2022
Book

University of the Future: Finding the Next World Leaders in Higher Ed

is a place, like the contemporary United States, of real income inequality across its schools, even as its students are recruited from every sector of American life. Like the United States, it has enviable resources, and it manages to... View Details

Keywords: by Dina Gerdeman; Education

15 Sep 2022
Research & Ideas

Looking For a Job? Some LinkedIn Connections Matter More Than Others

published this week in Science suggests that the specific types of connections job-seekers make online matter in terms of their ability to secure new positions. “Your digital network can have lasting implications on how your career... View Details

Keywords: by Michael Blanding

18 Nov 2022
HBS Case

What Does It Take to Safeguard a Legacy in Asset Management?

Last year, the pioneering Black-owned global asset management firm Brown Capital Management found itself at a crossroads. The secret to its success had been a deliberately diverse hiring strategy, but with... View Details

Keywords: by Rachel Layne; Financial Services

27 Jun 2011
Research & Ideas

Recovering from the Need to Achieve

real sense of purpose and a "flatness"—in career and in life. They often go through patches of life without creating or enhancing meaningful relationships, and even lack strength to deal with life's failures. A former chief... View Details

Keywords: by Kim Girard

29 Aug 2017
First Look

First Look at New Research and Ideas, August 29

continue to engage with government than users who did not receive such evidence. Class Matters: The Role of Social Class in High-Achieving Women's Career Narratives By: Clair, Judith A., Kathleen L. McGinn, Beth K. Humberd, and Rachel D.... View Details

Keywords: Sean Silverthorne

August 2019
Case

Simón Cohen at Henco: Sustaining 'High Performance, Happy People'

By: Francesca Gino, Jeff Steiner, Arianna Camacho and Paul Green

Simón Cohen—Founder of Henco Logistics—transformed a small Mexican logistics company into a major player within the industry. Cohen credits the firm’s focus on employee happiness as the key ingredient to its success, an approach he developed following a personal... View Details

Keywords: Work/life Balance; Growth Strategy; Corporate Culture; Motivation; Values; Authentic Leadership Development; Leadership; Personal Development and Career; Motivation and Incentives; Values and Beliefs; Service Operations; Organizational Culture; Growth and Development Strategy; Service Industry

September 2019 (Revised May 2021)
Case

pymetrics: International Expansion

By: John R. Wells and Benjamin Weinstock

In August 2018, pymetrics, a solution offering neuroscience-based recruiting tests, closed a $40 million funding round that valued the business at $160 million. Over 60 companies around the globe were using pymetrics tests in their recruiting process, including... View Details

12 Nov 2001
Research & Ideas

The Three Components of Family Governance

valuable resource for management and the board. The family council can be composed in several ways, the typical way being one member elected per family branch. One should try to compose the family council so that it "looks" like... View Details

23 Apr 2007
Research & Ideas

Are Great Teams Less Productive?

Learning promotes performance—is there any argument? Without learning, organizations, teams, and managers are stuck in yesterday's world. In fact, says Harvard Business School professor Amy Edmondson, there are built-in tensions between... View Details

Keywords: by Sarah Jane Gilbert

May 2025
Case

IQanat: Empowering Rural Youth in Kazakhstan

By: Boris Groysberg and Maxim Pike Harrell

In June 2025, IQanat CEO Aliya Salikova considered scaling opportunities for the foundation, which provided educational opportunities for children from rural regions of Kazakhstan. Established by Kazakhstani businessman and philanthropist Aidyn Rakhimbayev, IQanat... View Details

Keywords: Mission and Purpose; Organizational Change and Adaptation; Leadership; Social Enterprise; Social Entrepreneurship; Growth and Development Strategy; Growth Management; Rural Scope; Philanthropy and Charitable Giving; Equality and Inequality; Education Industry; Central Asia; Kazakhstan