Financial Services Referrals - Publications - Faculty & Research - Harvard Business School

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February 2024 (Revised February 2024)
Case

CLSA: Integrating ESG in Stock Valuation

By: Shirley Lu, Aaron Yoon and Billy Chan

In 2023, a senior financial analyst at the Hong Kong-based stock brokerage firm CLSA was surprised to see that, based on his calculations, the financial impact from climate risks on a major Indian cement manufacturing company’s projected earnings could be massive.... View Details

Keywords: Accounting; Corporate Governance; Analysis; Stocks; Valuation; Environmental Sustainability; Financial Services Industry; Industrial Products Industry; Hong Kong; China; India; Asia

August 2001 (Revised April 2002)
Case

Strategic Capital Management, LLC (A)

By: Mark L. Mitchell, Erik Stafford and Todd Pulvino

Strategic Capital Management, LLC, is a hedge fund that is planning to make financial investments in Creative Computers and Ubid. Creative Computers recently sold approximately 20% of its Internet auction subsidiary, Ubid, to the public at $15 per share. Ubid's stock... View Details

Keywords: Risk and Uncertainty; Business Subsidiaries; Internet and the Web; Investment Funds; Price; Performance Efficiency; Capital Markets; Auctions; Investment Return; Equity; Planning; Financial Services Industry

February 2022
Supplement

Agora (B)

By: Lindsay N. Hyde, Thomas R. Eisenmann and Tom Quinn

This is the conclusion to Agora (A), where founder Elsa Sze decides if she wants to continue investing energy in her civic technology startup.
Agora was a civic technology (civic tech) startup founded by Elsa Sze, who wanted to enhance the connection between... View Details

Keywords: Civic Technology; Government Administration; Conferences; Business Startups; Business Strategy

30 Sep 2008
First Look

First Look: September 30, 2008

payments affects criminal activity. Analysis of daily reported incidents of major crimes in twelve U.S. cities reveals an increase in crime over the course of monthly welfare payment cycles. This increase reflects an increase in crimes that are likely to have a direct... View Details

Keywords: Martha Lagace

August 2000 (Revised December 2003)
Case

Dell's Working Capital

By: Richard S. Ruback and Aldo Sesia

Dell Computer Corp. manufactures, sells, and services personal computers. The company markets its computers directly to its customers and builds computers after receiving a customer order. This build-to-order model enables Dell to have much smaller investment in... View Details

Keywords: Financial Management; Working Capital; Manufacturing Industry; Computer Industry

October 1986 (Revised July 2010)
Case

Karen Leary (A)

By: Linda A. Hill

Describes the evolution of the working relationship of Karen Leary, a new manager of a Merrill Lynch retail branch, and Ted Chung, a new financial consultant in the branch. Leary has some concerns about her working relationship with Chung and with his performance.... View Details

Keywords: Management Style; Employee Relationship Management; Decision Choices and Conditions; Personal Development and Career; Performance Evaluation; Diversity; Financial Services Industry

March 2009
Article

Risk Management and Calculative Cultures

By: Anette Mikes

Enterprise risk management (ERM) has recently emerged as a widespread practice in financial institutions. It has been increasingly codified and encrypted into regulatory, corporate governance and organisational management blueprints. A burgeoning literature of... View Details

Keywords: Risk Management; Practice; Banks and Banking; Corporate Governance; Value; Business and Shareholder Relations; Managerial Roles; Culture; Governing Rules, Regulations, and Reforms; Business or Company Management; Financial Services Industry

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2014
Discussion Paper

The Promise of Microfinance and Women's Empowerment: What Does the Evidence Say?

By: Dina D. Pomeranz

The microfinance revolution has transformed access to financial services for low-income populations worldwide. As a result, it has become one of the most talked-about innovations in global development in recent decades. However, its expansion has not been without... View Details

October 1990 (Revised March 1993)
Background Note

Note on Cable Television Regulation

By: Willis M. Emmons III

Examines the evolution of the U.S. cable television industry since its inception in the early 1950s. Particular emphasis is given to the roles played by technology, consumer demand, and regulation at both the local and federal level. Designed to facilitate a conceptual... View Details

Keywords: Information Technology; Demand and Consumers; Government Legislation; Business Growth and Maturation; Monopoly; Television Entertainment; Telecommunications Industry; Media and Broadcasting Industry

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August 2000 (Revised January 2001)
Background Note

Reporting Income for Dot-Coms

By: Paul M. Healy

Dot-coms provide unique financial reporting situations. View Details

Keywords: Financial Reporting; Capital; Revenue; Web Sites; Web Services Industry

January 2014
Case

Entrepreneurial Finance Lab: Scaling an Innovative Start-up Financing Venture

By: Joan Farre-Mensa, William R. Kerr and Alexis Brownell

EFL provides credit-scoring services in developing countries using psychometric assessment, but the potential loss of a large customer makes them reconsider their scaling narrative. View Details

Keywords: Finance; Developing Countries; Lending; Psychometrics; Scaling; Entrepreneurship; Credit; Developing Countries and Economies; Growth and Development Strategy; Financial Services Industry; Financial Services Industry; Africa; Latin America

February 2024
Supplement

JTC: Stronger Together with Shared Ownership: What JTC Did and Its Impact

By: Ethan Bernstein

Nigel Le Quesne, CEO of Jersey-based financial services firm JTC, firmly believed that "shared ownership" was at the heart of his company’s successful track record. The firm had seen its revenues, profits, and number of clients and staff grow steadily throughout its... View Details

Keywords: Employee Stock Ownership Plan; Leadership Style; Organizational Culture; Going Public; Employee Ownership; Financial Services Industry

23 Feb 2011
First Look

First Look: Feb. 23

unavailable at this time. Publisher's Link: http://www.informaworld.com/smpp/title~db=all~content=t927286744 Political Instability: Effects on Financial Development, Roots in the Severity of Economic Inequality Authors:Mark J. Roe and... View Details

Keywords: Sean Silverthorne

19 Jul 2004
Research & Ideas

Your Customers: Use Them or Lose Them

offers free cradle-to-grave service on a financial software product that costs, at most, $50, said Frei. If Intuit fielded the same number of customer service calls as its... View Details

Keywords: by Martha Lagace

23 Apr 2020
Research & Ideas

This Crisis Loan Program Preserved Jobs—and Made Money

As the US Congress prepares to replenish its Paycheck Protection Program for small businesses, questions still linger: Do guaranteed loans for small businesses work in the long term? Who wins? Employees? Businesses? Taxpayers? The answer appears to be yes for all... View Details

Keywords: by Rachel Layne; Financial Services

2023
Working Paper

ESG: From Process to Product

By: George Serafeim

ESG measurement, analysis, management, and communication is a process that the financial industry has turned into a product, resulting in many investment funds using the ESG label. This has caused confusion, generating demand for a framework that defines... View Details

Keywords: ESG; ESG (Environmental, Social, Governance) Performance; ESG Ratings; ESG Reporting; Investment Fund; Investment; Corporate Social Responsibility and Impact; Financial Services Industry

June 2020 (Revised August 2020)
Supplement

Vanguard Retail Operations (B)

By: Willy C. Shih and Antonio Moreno

The first two cases in this series are set in the financial services industry, and explore whether it is better for back-office workers to be generalists who provide the flexibility of being able to handle the complete range of transactions that the company faces or... View Details

Keywords: Pooling; Generalist Model; Specialist Model; Service Operations; Management; Financial Services Industry; United States

February 2025
Article

Improving Customer Compatibility with Tradeoff Transparency

By: Ryan W. Buell and MoonSoo Choi

Through a large-scale field experiment with 393,036 customers considering opening a credit card account with a nationwide retail bank, we investigate how providing transparency into an offering’s tradeoffs affects subsequent rates of customer acquisition and long-run... View Details

Keywords: Transparency; Customer Selection; Customer Compatibility; Retention; Service Operations; Service Delivery; Marketing Strategy; Marketing Communications; Customer Focus and Relationships; Customer Satisfaction; Banking Industry; Australia

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August 1993 (Revised October 1993)
Case

Dimensional Fund Advisors: 1993

By: Jay O. Light

A small California-based money manager is now offering specialty products for institutional investors based upon recent financial research findings. View Details

Keywords: Financial Instruments; Investment; Financial Services Industry; California

28 Jul 2016
Op-Ed

Where is TripAdvisor for Doctors?

TripAdvisor demonstrates the reach and power of recommendation services for consumers: it has become the world’s largest travel site with 340 million unique monthly visitors and 350 million reviews online covering 6.5 million hotels,... View Details

Keywords: by John A. Quelch; Health

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