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      Financial FirmsRemove Financial Firms →

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      • July 1999 (Revised June 2000)
      • Case

      Edward Jones

      By: Michael E. Porter and Gregory C. Bond
      Edward Jones is a leading, highly profitable retail brokerage firm with a unique strategy very different from those of its rivals. The case describes Jones's activities and allows a rich discussion of its positioning choices, supporting activities, and tradeoffs. Jones... View Details
      Keywords: Financial Institutions; Business or Company Management; Goals and Objectives; Growth and Development Strategy; Growth Management; Business Strategy; Competition; Competitive Strategy; Financial Services Industry; Financial Services Industry
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      Porter, Michael E., and Gregory C. Bond. "Edward Jones." Harvard Business School Case 700-009, July 1999. (Revised June 2000.)
      • June 1999 (Revised March 2001)
      • Case

      New Business Investment Company: October 1997

      By: Josh Lerner, Lee Branstetter and Takeshi Nakabayashi
      A quasi-government organization seeks to stimulate entrepreneurship in Japan by making venture capital investments. The organization of the fund, identification of transactions, and oversight of portfolio firms pose considerable challenges. View Details
      Keywords: Venture Capital; Entrepreneurship; Government and Politics; Problems and Challenges; Financial Services Industry; Japan
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      Lerner, Josh, Lee Branstetter, and Takeshi Nakabayashi. "New Business Investment Company: October 1997." Harvard Business School Case 299-025, June 1999. (Revised March 2001.)
      • 1999
      • Chapter

      How Financial Firms Decide on Technology

      By: Lorin M. Hitt, Frances X. Frei and Patrick T. Harker
      Keywords: Financial Institutions; Decision Making; Technology; Financial Services Industry; Financial Services Industry
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      Hitt, Lorin M., Frances X. Frei, and Patrick T. Harker. "How Financial Firms Decide on Technology." In Brookings Wharton Papers on Financial Services, 1999, edited by Robert E. Litan and Anthony M. Santomero, 93–146. Washington, D.C.: Brookings Institution Press, 1999.
      • April 1999
      • Article

      Diversification Strategies of British Trading Companies: Harrisons & Crosfield c1900-c1980

      By: G. Jones and Judith Wale
      This article examines the diversification strategies and organisational competencies of Harrisons & Crosfield, a British-based multinational, between 1900 and 1980. There is an accumulating body of case study evidence on the historical evolution of British... View Details
      Keywords: Organizational Change and Adaptation; Diversification; Knowledge Use and Leverage; Competency and Skills; Great Britain
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      Jones, G., and Judith Wale. "Diversification Strategies of British Trading Companies: Harrisons & Crosfield c1900-c1980." Business History 41, no. 2 (April 1999): 69–101.
      • 1999
      • Working Paper

      How Financial Firms Decide on Technology

      By: Lorin M. Hitt, Frances X. Frei and Patrick T. Harker
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      Hitt, Lorin M., Frances X. Frei, and Patrick T. Harker. "How Financial Firms Decide on Technology." Harvard Business School Working Paper, No. 99-112, March 1999.
      • 1999
      • Chapter

      Managing Default: Some Evidence on How Firms Choose between Workouts and Chapter 11

      By: S. C. Gilson
      Keywords: Insolvency and Bankruptcy; Decision Choices and Conditions; Business or Company Management
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      Gilson, S. C. "Managing Default: Some Evidence on How Firms Choose between Workouts and Chapter 11." In High Yield Bonds: Market Structure, Valuation, and Portfolio Strategies, edited by T. M. Barnhill, W. F. Maxwell, and M. R. Shenkman. New York: McGraw-Hill, 1999.
      • December 1998 (Revised December 1999)
      • Case

      Morgan Stanley Dean Witter Private Client Services

      By: Thomas J. DeLong, David M. Darst, Ann K Rusher and Catherine M. Conneely
      The 1997 merger of retail giant Dean Witter and investment bank Morgan Stanley was a year old when Bob Sculthorpe was appointed director of Private Client Services (PCS) at Morgan Stanley Dean Witter (MSDW). The firm was still operating under two separate broker-dealer... View Details
      Keywords: Mergers and Acquisitions; Business Divisions; Investment Banking; Brands and Branding; Salesforce Management; Competitive Strategy; Retail Industry
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      DeLong, Thomas J., David M. Darst, Ann K Rusher, and Catherine M. Conneely. "Morgan Stanley Dean Witter Private Client Services." Harvard Business School Case 899-107, December 1998. (Revised December 1999.)
      • December 1998
      • Background Note

      Retail Financial Services in 1998

      By: Stephen P. Bradley and Takia Mahmood
      Provides an overview of the current restructuring that is taking place in the retail financial services industry. Provides a brief overview of the structural changes in banking, brokerage, insurance, and mutual funds. Used as background for examining the strategies of... View Details
      Keywords: Economic Sectors; Economy; Financial Institutions; Financial Markets; Industry Growth; Strategy; Competitive Strategy; Financial Services Industry; Financial Services Industry
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      Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998." Harvard Business School Background Note 799-051, December 1998.
      • December 1998 (Revised May 2003)
      • Case

      Vivendi (A): Revitalizing a French Conglomerate

      By: Cynthia A. Montgomery and John M. Turner
      Examines corporate strategy for a diversified firm in the French business context. Issues include corporate governance, vision, and the management of unrelated diversification. After the company's first loss ever, the Vivendi board elected a new chairman who completed... View Details
      Keywords: Business Conglomerates; Technological Innovation; Business or Company Management; Goals and Objectives; Growth and Development Strategy; Competitive Strategy; Corporate Strategy; Diversification; Media and Broadcasting Industry; Telecommunications Industry; France
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      Montgomery, Cynthia A., and John M. Turner. "Vivendi (A): Revitalizing a French Conglomerate." Harvard Business School Case 799-019, December 1998. (Revised May 2003.)
      • 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
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      DeLong, Thomas J., and Susan Harmeling. "Lebenthal and Co., Inc." Harvard Business School Case 899-121, December 1998. (Revised May 2000.)
      • November 1998 (Revised May 1999)
      • Case

      Collateralized Loan Obligations and the Bistro Trust

      By: Kenneth A. Froot and Ivan G. Farman
      This case examines a large bank trying to protect itself from the risks and capital requirement created by its loan portfolio. Considers a variety of ways available to the firm to offload the risks. View Details
      Keywords: Banking; Loan Evaluation; Financing Strategy; Credit; Risk Management; Banks and Banking; Financing and Loans; Financial Strategy; Banking Industry
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      Froot, Kenneth A., and Ivan G. Farman. "Collateralized Loan Obligations and the Bistro Trust." Harvard Business School Case 299-016, November 1998. (Revised May 1999.)
      • November 1998 (Revised July 1999)
      • Case

      Merrill Lynch's Acquisition of Mercury Asset Management

      By: Andre F. Perold, Imran Ahmed and Randolph B Altschuler
      In the Spring of 1998, Merrill Lynch faced an array of challenges and opportunities related to its global asset management business. The firm had recently completed its $5.3 billion cash acquisition of U.K.-based Mercury Asset Management, a transaction that made it one... View Details
      Keywords: Acquisition; Asset Management; Currency; Financial Strategy; Global Strategy; Brands and Branding; Distribution; Production; Organizational Change and Adaptation; Retirement; Japan; Europe; United Kingdom
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      Perold, Andre F., Imran Ahmed, and Randolph B Altschuler. "Merrill Lynch's Acquisition of Mercury Asset Management." Harvard Business School Case 299-005, November 1998. (Revised July 1999.)
      • October 1998 (Revised May 1999)
      • Case

      Commercial Financial Services, Inc.: Securitization of Charged-off Credit Card Receivables

      By: Kenneth A. Froot and Ivan G. Farman
      Commercial Financial Services (CFS) is a company that buys charged-off credit card receivables, securitizes them, and then attempts to collect on the receivables. The case deals with how the firm makes money and the limits of securitization as an efficient financing... View Details
      Keywords: Financing; Asset-back Finance; Financial Policy; Securitization; Credit; Financial Strategy; Business Strategy; Policy; Financial Services Industry
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      Froot, Kenneth A., and Ivan G. Farman. "Commercial Financial Services, Inc.: Securitization of Charged-off Credit Card Receivables." Harvard Business School Case 299-023, October 1998. (Revised May 1999.)
      • October 1998 (Revised November 1999)
      • Case

      Farallon Capital Management: Risk Arbitrage (A)

      By: Andre F. Perold and Robert Howard
      Farallon Capital Management, an investment firm that specializes in risk arbitrage, has taken significant long and short positions in MCI Communications and British Telecommunications, respectively, in the belief that the proposed merger of these firms will be... View Details
      Keywords: Mergers and Acquisitions; Capital; Capital Markets; Investment; Management; Risk Management; Strategy; Financial Services Industry
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      Perold, Andre F., and Robert Howard. "Farallon Capital Management: Risk Arbitrage (A)." Harvard Business School Case 299-020, October 1998. (Revised November 1999.)
      • October 1998
      • Case

      Farallon Capital Management: Risk Arbitrage (B)

      By: Andre F. Perold and Robert Howard
      Farallon Capital Management, an investment firm that specializes in risk arbitrage, has taken significant long and short positions in MCI Communications and British Telecommunications, respectively, in the belief that the proposed merger of these firms will be... View Details
      Keywords: Mergers and Acquisitions; Capital Markets; Investment; Risk Management; Strategy; Financial Services Industry
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      Perold, Andre F., and Robert Howard. "Farallon Capital Management: Risk Arbitrage (B)." Harvard Business School Case 299-021, October 1998.
      • October 1998
      • Case

      Farallon Capital Management: Risk Arbitrage (C)

      By: Andre F. Perold and Robert Howard
      Farallon Capital Management, an investment firm that specializes in risk arbitrage, has taken significant long and short positions in MCI Communications and British Telecommunications, respectively, in the belief that the proposed merger of these firms will be... View Details
      Keywords: Capital Markets; Equity; Mergers and Acquisitions; Financial Institutions; Risk Management; Investment Funds; Financial Services Industry
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      Perold, Andre F., and Robert Howard. "Farallon Capital Management: Risk Arbitrage (C)." Harvard Business School Case 299-022, October 1998.
      • September 1998 (Revised July 1999)
      • Case

      Integral Capital Partners

      By: Andre F. Perold and Markus Mullarkey
      Integral Capital Partners is a small firm with a very distinctive approach to investing in high-technology stocks. The firm invests privately in small start-ups as well as in publicly traded companies, and it develops important financial and advisory relationships with... View Details
      Keywords: Technology; Value Creation; Venture Capital; Asset Management; Partners and Partnerships; Public Sector; Private Sector; Business Startups; Corporate Finance; Financial Services Industry
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      Perold, Andre F., and Markus Mullarkey. "Integral Capital Partners." Harvard Business School Case 299-019, September 1998. (Revised July 1999.)
      • September 1998 (Revised December 1998)
      • Case

      Infinity Carpets, Inc.

      By: Ronald W. Moore and Thomas R. Piper
      A turnaround expert must determine whether a firm in distress is worth more as a going concern than its liquidation value. If so, the finances of the firm must be restructured in a way consistent with the bargaining power of the holders of the various securities. The... View Details
      Keywords: Restructuring; Borrowing and Debt; Financial Liquidity; Crisis Management; Value; Apparel and Accessories Industry
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      Moore, Ronald W., and Thomas R. Piper. "Infinity Carpets, Inc." Harvard Business School Case 299-014, September 1998. (Revised December 1998.)
      • September 1998
      • Case

      Vanguard Group, Inc. (1998), The

      By: Andre F. Perold
      Since the beginning of 1997, Vanguard's assets under management have increased more than 60% from $240 billion to almost $400 billion, making it second in market share only to Fidelity. Vanguard views this success as another vindication of its low-cost strategy of... View Details
      Keywords: Asset Management; Cost Management; Investment Funds; Product; Service Operations; Performance Expectations; Competition; Consolidation; Expansion; Internet; Financial Services Industry
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      Perold, Andre F. "Vanguard Group, Inc. (1998), The." Harvard Business School Case 299-002, September 1998.
      • 1998
      • Chapter

      British Overseas Banks as Free-Standing Companies 1830-1994

      By: G. Jones
      Keywords: History; Business Ventures; Globalized Firms and Management; Banks and Banking; Banking Industry; Great Britain
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      Jones, G. "British Overseas Banks as Free-Standing Companies 1830-1994." In The Free-Standing Company in the World Economy, 1830-1996, edited by M. Wilkins and H. G. Schroter. Oxford: Oxford University Press, 1998.
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