Publications

October 2014 (Revised March 2015)
Case

Integrated Reporting at Aegon

By: Robert G. Eccles, George Serafeim, Sydney Ribot and Michael Krzus

In 2011, Aegon adopted integrated reporting—a corporate reporting approach that sought to present company performance in a holistic light by considering medium- to long-term issues, stakeholder opinions, and the relationship between material financial and nonfinancial... View Details

Program

Managing Health Care Delivery

your organization's performance Identify and address gaps in your health care delivery organization Evaluate and create flexible strategies for ensuring more effective care Respond to new market forces, payment models, and consumer... View Details

Keywords: Health Care; Health Care

Web

Live from Klarman Hall - Alumni

management and leadership challenges of running an alliance, and the uncertain legal status of some of the groups. Video Recording Driving Climate Performance through Accountability and Governance Faculty Moderator: George Serafeim (DBA... View Details

June 2016 (Revised February 2017)
Case

The Role of Real Estate in Endowment Portfolios: The Case of Christ Church, Oxford

By: David Chambers, Elroy Dimson, Arthur I Segel and Eva Steiner

The case centers on Christ Church's Treasurer, James Lawrie, who is contemplating his options for investing a portion of the College's endowment in real estate. Approximately 1/3 of the total $690 million endowment was allocated towards real estate, much higher than... View Details

Keywords: Real Estate; Endowment Management; Endowments; United Kingdom; Oxford; Portfolio Allocation; Higher Education; Investment Portfolio; Property; Corporate Finance; Financial Services Industry; United Kingdom

12 Oct 1999
Research & Ideas

Where Main Street Meets Wall Street

dollars." Into The Future With so much of Wall Street inside personal computers, consumer empowerment—and the democratization of financial services—has reached a significant new level. The Web's interactivity and ability to deliver... View Details

Keywords: by Garry Emmons; Financial Services

April 1997
Case

Romeo Engine Plant (Abridged)

By: Robert S. Kaplan and Amy P. Hutton

A newly reopened automobile engine plant has been organized along total quality and teamwork principles. Employees now solve problems and ensure quality, rather than watch parts being produced. New operating and financial systems have been installed to promote... View Details

Keywords: Cost Accounting; Cost Management; Groups and Teams; Employees; Performance Improvement; Auto Industry

Approximately 80% of the 9,000 wineries in the US breakeven or lose money. An even greater percentage, perhaps 90-95%, lose money on an economic basis (i.e., after a charge for the capital employed). Tegan Passalacqua is a Californian winemaker who appears to have... View Details

10 Jan 2005
Research & Ideas

How to Put Meaning Back into Leading

organizational behavior. Our ideas have been profoundly influenced by these early scholars. Q: What concerns you about the emphasis of leadership studies on economic performance rather than social impact? A: In more recent organizational... View Details

Keywords: by Martha Lagace

19 Jan 2011
Research & Ideas

Activist Board Members Increase Firm’s Market Value

government's regulatory efforts to increase shareholder power at the board level following the recent financial crisis. To help answer that question, three Harvard Business School professors performed a... View Details

Keywords: by Carmen Nobel

Web

Programs & Events - Alumni

Organizational Renewal Evolve and lead an organization that blends best practices, innovation, and evolutionary change to respond nimbly to shifting conditions. Mar 20 20–28 MAR 2025 Executive Education Virtual via HKS Driving Nonprofit View Details

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

Find at Harvard

June 2006 (Revised January 2012)
Case

Teena Lerner: Dividing the Pie at Rx Capital (A)

By: Boris Groysberg, Victoria Winston and Robin Abrahams

Teena Lerner started her own hedge fund firm in 2001 after nearly 20 years as a star biotechnology analyst and hedge fund manager. After the start-up phase, her firm became highly profitable. In 2004, however, one of her four analysts lost a lot of money for the firm.... View Details

Keywords: Managerial Roles; Investment Funds; Performance; Business Startups; Compensation and Benefits; Corporate Finance; Financial Services Industry

March 1997 (Revised January 1999)
Case

SureCut Shears, Inc.

By: W. Carl Kester

A bank loan officer must determine whether to waive convenants and extend terms on a line of credit granted to SureCut Shears. At issue is whether the inability of SureCut to pay down its line of credit is due to a temporary cyclical downturn or other long-term... View Details

Keywords: Business Cycles; Finance; Performance; Problems and Challenges

Web

Actively Addressing Unconscious Bias in Recruiting - Recruiting

diversity can also impact a company’s bottom line. A study of venture capital firms found that “the more similar the investment partners, the lower their investments’ performance.” A study by The National Bureau of Economic Research found that the View Details

April 2009 (Revised September 2011)
Case

Before the Fall: Lehman Brothers 2008

By: Clayton S. Rose and Anand Ahuja

This case examines Lehman Brothers in the months preceding its collapse. Following the announcement of a huge and unexpected second quarter loss, the CFO was removed from her post after only seven months in the job. This case explores the challenges faced by a firm... View Details

Keywords: Communication Strategy; Financial Crisis; Insolvency and Bankruptcy; Financial Management; Financial Markets; Crisis Management; Trust; Financial Services Industry

10 Nov 2011
HBS Case

HBS Cases: Making Lincoln Center Cool Again

listening to those who disagreed and then incorporating their feedback." Finding The Next Generation Of Funders Levy also faced significant financial challenges. In general, funding for nonprofits was becoming harder to secure, and... View Details

Keywords: by Kim Girard; Entertainment & Recreation

17 Dec 2012
Research & Ideas

Teaming in the Twenty-First Century

highly trained staff involved with the scan performed his or her job well, but it was the hospital's hierarchical and siloed structure—so common in health care—that no longer worked. The solution, according to Edmondson, is a teaming... View Details

Keywords: by Maggie Starvish

August 2016
Teaching Note

The Role of Real Estate in Endowment Portfolios: The Case of Christ Church College

By: Arthur I. Segel and Alexander W. Schultz

The case centers on Christ Church’s Treasurer, James Lawrie, who is contemplating his options for investing a portion of the College’s endowment in real estate. Approximately 1/3 of the total $690 million endowment was allocated towards real estate, much higher than... View Details

Keywords: Portfolio Allocation; Oxford; England; Real Estate; University Endowment; Higher Education; Investment Portfolio; Property; Corporate Finance; Financial Services Industry; England

November 2004 (Revised March 2007)
Case

10 Uncommon Values®: Optimizing the Stock-Selection Process

By: Paul M. Healy and Boris Groysberg

In 2003, Steve Hash, research director at Lehman Brothers, prepared to initiate the firm's "Ten Uncommon Values" stock-picking process for the year. An investment committee had to pick the 10 best stocks from about 100 stock ideas presented by the firm's analysts. The... View Details

Keywords: Stocks; Investment; Financial Strategy; Decision Making; Groups and Teams; Financial Services Industry; United States