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

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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

December 2022
Case

To Feed the Planet: Juan Luciano at ADM

By: Joshua D. Margolis, David E. Bell, Damien McLoughlin, Stacy Straaberg and James Weber

In December 2022, Juan Luciano, Chairman and CEO of agribusiness and nutrition giant ADM, considered the next phase of the historic company’s future. Beginning in 2011 when he joined as COO and moving into his tenure as CEO in 2015, Luciano led a transformation of ADM... View Details

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

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

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

April 1985 (Revised November 1987)
Case

Lou Gerstner

By: John J. Kao

Describes Lou Gerstner and his approach to managing entrepreneurship and organizational change at American Express Travel Related Services Company. Mr. Gerstner is chairman and CEO of the firm. View Details

Keywords: Organizational Change and Adaptation; Change Management; Corporate Entrepreneurship; Financial Services Industry; Financial Services Industry

February 2014
Article

Accountability of Independent Directors—Evidence from Firms Subject to Securities Litigation

By: Francois Brochet and Suraj Srinivasan

We examine which independent directors are held accountable when investors sue firms for financial- and disclosure-related fraud. Investors can name independent directors as defendants in lawsuits, and they can vote against their re-election to express displeasure over... View Details

Keywords: Independent Directors; Litigation Risk; Class Action Lawsuits; Director Accountability; Reputation; Boards Of Directors; Corporate Governance; Debt Securities; Corporate Accountability; Lawsuits and Litigation

Find at Harvard

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

30 Nov 2016
Op-Ed

Where Could More Regulation Help Small Businesses? Online Lending.

With Donald Trump’s election, Washington’s policy debate on financial services shifted overnight. Recent signs such as the president-elect’s own words and those of GOP leaders point to renewed efforts to... View Details

Keywords: by Karen Mills and Brayden McCarthy; Financial Services

February 2025
Case

RedBird Capital Partners

By: Anita Elberse and David Moreno Vicente

In July 2024, Gerry Cardinale, the founder and managing partner of RedBird Capital Partners (‘RedBird’) has helped orchestrate a high-profile deal in the world of entertainment: one in which Skydance Media (‘Skydance’), a content production studio led by David Ellison... View Details

Keywords: Entertainment; Media; Film; Television; Sports; Superstars; Marketing; Strategy; General Management; Investing; Mergers and Acquisitions; Private Equity; Asset Management

October 2018 (Revised January 2019)
Case

Social Finance, Inc.

By: Shawn Cole and Fanele Mashwama

This case begins in February 2019 as Tracy Palandjian, co-founder and CEO of Social Finance Inc., prepares for a board meeting that will determine the future strategy of the social enterprise. Social Finance is a non-profit in the impact investment space founded in... View Details

Keywords: Impact Investment; Social Enterprise; Growth and Development Strategy; Decision Choices and Conditions

June 2020 (Revised May 2022)
Case

Vanguard Retail Operations (A)

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; Operations; Service Operations; Management; Job Design and Levels; Financial Services Industry; United States

Andy Zelleke

Andy Zelleke is the MBA Class of 1962 Senior Lecturer of Business Administration. A member of the General Management unit, he is the Faculty Chair of HBS’ Middle East & North Africa Research Center.

Since Spring 2021, Dr. Zelleke has taught “Unpacking... View Details

Keywords: professional services; professional services; professional services; professional services

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

04 Apr 2011
Research & Ideas

Attention Medical Shoppers: What Health Care Can Learn from Walmart and Amazon

that the system isn't set up to incentivize health care workers to do that. "The reason it's never done is that nobody gets paid to do it .there's no incentive to do anything," Cutler said. Services Not Emphasized In terms of... View Details

Keywords: by Carmen Nobel; Health

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

October 1999 (Revised November 1999)
Case

Wit Capital: Evolution of the Online Investment Bank

Wit Capital brings democracy to the IPO process via the World Wide Web. This case encourages debate about the role service will play in this technology-intermediated investment bank and the sources and sustainability of its competitive advantage. View Details

Keywords: Initial Public Offering; Service Delivery; Competitive Advantage; Investment Banking; Web; Banking Industry

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

September 2002 (Revised October 2002)
Case

Bank of America (A)

By: Stefan H. Thomke and Ashok Nimgade

Describes how Bank of America is creating a system for product and service innovation in its retail banking business. Emphasis is placed on the role of experimentation in some two-dozen real-life "laboratories" that serve as fully operating banking branches and as... View Details

Keywords: Motivation and Incentives; Problems and Challenges; Innovation and Management; Risk and Uncertainty; Change; Failure; Banks and Banking; Learning; Banking Industry

October 2007 (Revised January 2008)
Case

The Transformation of Thomson

By: David J. Collis and Troy Smith

Thomson, a French multinational, went through a decade of dramatic change in the early years of the 21st century. From a state-owned enterprise earning 97% of its revenue from television sets and other analog consumer electronics, Thomson had become a publicly traded... View Details

Keywords: Transformation; Leading Change; Growth and Development Strategy; Organizational Change and Adaptation; Competitive Strategy; Corporate Strategy; Media and Broadcasting Industry; Technology Industry; France

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