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  • All HBS Web  (4,365)
    • People  (33)
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← Page 37 of 4,365 Results →
  • March 1991 (Revised May 1991)
  • Case

New York Life Insurance Co.: Pension Department

By: Robert J. Dolan
Analyzes competition in the pension fund industry. In particular, New York Life must decide whether to compete head-to-head with mutual fund giants by offering record-keeping services or to just continue to focus on selling investment products. Presents the results of... View Details
Keywords: Competition; Financial Instruments; Financial Services Industry; Financial Services Industry
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Dolan, Robert J. "New York Life Insurance Co.: Pension Department." Harvard Business School Case 591-051, March 1991. (Revised May 1991.)
  • April 2012
  • Case

Man Group (A)

By: Robert C. Pozen and Thomas M. Clay
The Man Group was a huge and successful UK-based hedge fund and fund of funds manager. Through acquisitions, the company had consciously diversified its portfolio of investment products. In 2007 Man had to decide whether or not to spin off its brokerage business. Man... View Details
Keywords: Asset Management; Investment Funds; Financial Crisis; Decisions; Organizational Change and Adaptation; Diversification; Business Growth and Maturation; Business Strategy; Financial Services Industry; United Kingdom; Europe
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Pozen, Robert C., and Thomas M. Clay. "Man Group (A)." Harvard Business School Case 312-128, April 2012.
  • July 2009 (Revised August 2011)
  • Case

What Happened at Citigroup? (A)

By: Clayton S. Rose and Aldo Sesia
What went wrong at Citigroup? In 1998, the Travelers Group and Citicorp merged to create Citigroup Inc., considered the first true global "financial supermarket" and a business model to be envied, feared, and emulated. By year-end 2006 the firm had a market... View Details
Keywords: Mergers and Acquisitions; Business Model; Decision Choices and Conditions; Globalized Firms and Management; Leadership; Risk Management; Failure; Financial Services Industry
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Rose, Clayton S., and Aldo Sesia. "What Happened at Citigroup? (A)." Harvard Business School Case 310-004, July 2009. (Revised August 2011.)
  • 17 Jan 2014
  • Working Paper Summaries

Price Coherence and Adverse Intermediation

Keywords: by Benjamin G. Edelman & Julian Wright; Consumer Products
  • 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
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Shih, Willy C., and Antonio Moreno. "Vanguard Retail Operations (A)." Harvard Business School Case 620-104, June 2020. (Revised May 2022.)
  • April 2019
  • Case

Afterpay U.S.: The Omnichannel Dilemma

By: Antonio Moreno, Donald Ngwe and George Gonzalez
In 2018, Nick Molnar, the founder of the Australia-based online payment service Afterpay began its expansion to the U.S. market. The service had gained a loyal following in Australia by enabling customers to pay for online purchases through four interest-free... View Details
Keywords: Omnichannel Retail; Multi-sided Platforms; Value Creation; Business Model Innovation; Fintech; Digital Marketing; Disruptive Innovation; Business Startups; Business Growth and Maturation; Business Model; Business Organization; For-Profit Firms; Change Management; Customer Value and Value Chain; Customer Relationship Management; Customer Satisfaction; Financing and Loans; Microfinance; Global Strategy; Marketing Channels; Brands and Branding; Marketing Strategy; Market Entry and Exit; Digital Platforms; Product Development; Supply Chain Management; Business and Stakeholder Relations; Networks; Network Effects; Internet and the Web; Financial Services Industry; Financial Services Industry; Financial Services Industry; United States; Australia
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Moreno, Antonio, Donald Ngwe, and George Gonzalez. "Afterpay U.S.: The Omnichannel Dilemma." Harvard Business School Case 519-086, April 2019.
  • October 2006 (Revised October 2007)
  • Case

Information Technology and Innovation at Shinsei Bank

Shinsei Bank was rebuilt from the ashes of a failed predecessor, and pioneered new levels of customer service in retail banking in Japan. The bank's information technology, however, was vestigial at best and not well suited to the new service models Shinsei was... View Details
Keywords: Information Technology; Banks and Banking; Innovation and Invention; Banking Industry; Japan
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Upton, David M., and Virginia Fuller. "Information Technology and Innovation at Shinsei Bank." Harvard Business School Case 607-010, October 2006. (Revised October 2007.)
  • November 2010 (Revised September 2015)
  • Case

American International Group - 2010

By: Jay W. Lorsch and Melissa Barton
The AIG Board underwent significant restructuring after the company was bailed out by the U.S. government in September 2008 in the midst of the financial crisis. View Details
Keywords: Financial Crisis; Insolvency and Bankruptcy; Business and Government Relations; Governing and Advisory Boards; Management Teams; Restructuring; Financial Services Industry
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Lorsch, Jay W., and Melissa Barton. "American International Group - 2010." Harvard Business School Case 411-074, November 2010. (Revised September 2015.)
  • Article

Employee Selection as a Control System

By: Dennis Campbell
Theories from the economics, management control, and organizational behavior literatures predict that when it is difficult to align incentives by contracting on output, aligning preferences via employee selection may provide a useful alternative. This study... View Details
Keywords: Management Systems; Governance Controls; Employees; Selection and Staffing; Motivation and Incentives; Decision Making; Business Model
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Campbell, Dennis. "Employee Selection as a Control System." Journal of Accounting Research 50, no. 4 (September 2012): 931–966.
  • 15 Feb 2016
  • Working Paper Summaries

Replicating Private Equity with Value Investing, Homemade Leverage, and Hold-to-Maturity Accounting

Keywords: by Erik Stafford; Financial Services; Financial Services

    Krishna G. Palepu

    KRISHNA G. PALEPU is the Ross Graham Walker Professor of Business Administration, and has served previously as Senior Advisor to the President of Harvard University, and Senior Associate Dean at the... View Details

    Keywords: financial services; financial services; financial services; financial services; financial services; financial services
    • 07 Dec 2010
    • Working Paper Summaries

    Towards an Understanding of the Role of Standard Setters in Standard Setting

    Keywords: by Abigail Allen & Karthik Ramanna; Accounting
    • April 2011 (Revised March 2013)
    • Supplement

    BANEX and the No Pago Movement (B)

    By: Shawn Cole and Baily Blair Kempner
    This case examines Grassroots Capital's decision of whether or not to continue investing in a Bolivian microfinance bank that is suffering financial distress. View Details
    Keywords: Decisions; Insolvency and Bankruptcy; Microfinance; Investment; Government and Politics; Crisis Management; Risk and Uncertainty; Financial Services Industry; Bolivia
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    Cole, Shawn, and Baily Blair Kempner. "BANEX and the No Pago Movement (B)." Harvard Business School Supplement 211-102, April 2011. (Revised March 2013.)
    • Article

    Strong Leadership and Teamwork Drive Culture and Performance Change: Ohio State University Medical Center 2000–2006

    By: Leonard A. Schlesinger, Fred Sanfilippo, Neeli Bendapudi and Anthony Rucci

    Several characteristics of academic health centers have the potential to create high levels of internal conflict and misalignment that can pose significant leadership challenges.

    In September 2000, the positions of Ohio State University (OSU) senior vice... View Details

    Keywords: Employee Relationship Management; Customer Value and Value Chain; Organizational Structure; Performance Improvement; Customer Satisfaction; Organizational Change and Adaptation; Leading Change; Service Delivery; Satisfaction; Health Care and Treatment; Health Industry; Ohio
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    Schlesinger, Leonard A., Fred Sanfilippo, Neeli Bendapudi, and Anthony Rucci. "Strong Leadership and Teamwork Drive Culture and Performance Change: Ohio State University Medical Center 2000–2006." Academic Medicine 83, no. 9 (September 2008).
    • July 2020
    • Case

    King's College Hospital in Crisis

    By: John R. Wells and Benjamin Weinstock
    On December 11, 2017, King’s College Hospital NHS Foundation Trust (King’s), one of London’s leading teaching hospital groups, was put into “special measures” by NHS Improvement (NHSI), the financial regulator of England’s National Health Service (NHS). The future of... View Details
    Keywords: Hospitals; Financing; Health Care and Treatment; Financial Condition; Crisis Management; Organizational Structure; Transformation; Strategic Planning; United Kingdom
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    Wells, John R., and Benjamin Weinstock. "King's College Hospital in Crisis." Harvard Business School Case 721-356, July 2020.
    • January 2017 (Revised January 2019)
    • Case

    Shisong Cardiac Center: Kumbo, Cameroon

    By: Kevin Schulman and Nelly-Ange Konthcou
    Shisong Cardiac Center in Kumbo, Cameroon, is a regional cardiac referral center in central Africa. As the continent transitions from communicable to non-communicable diseases, there is a critical shortage of surgical care required to treat these conditions. This case... View Details
    Keywords: Finance; Operations; Health Care and Treatment; Health Industry; Africa
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    Schulman, Kevin, and Nelly-Ange Konthcou. "Shisong Cardiac Center: Kumbo, Cameroon." Harvard Business School Case 317-085, January 2017. (Revised January 2019.)
    • July 2010
    • Article

    Board Interlocks and the Propensity to Be Targeted in Private Equity Transactions

    By: Toby E. Stuart and Soojin Yim
    In this paper, we examine the propensity for U.S. public companies to become targets for private equity-backed, take-private transactions. We consider the characteristics of 483 private equity-backed deals in the 2000-2007 period relative to public companies, and find... View Details
    Keywords: Board Interlocks; Board Networks; Social Networks; Private Equity; Corporate Governance; Public Ownership; Market Transactions; Governing and Advisory Boards; United States
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    Stuart, Toby E., and Soojin Yim. "Board Interlocks and the Propensity to Be Targeted in Private Equity Transactions." Journal of Financial Economics 97, no. 1 (July 2010): 174–189.
    • August 2014 (Revised March 2015)
    • Case

    Optimization and Expansion at OpenTable

    By: Benjamin Edelman and Karen Webster
    OpenTable considers adjustments to increase its benefits to merchants, including a novel payments service that lets customers skip the multi-step process of using a credit card. View Details
    Keywords: Payments; Pricing; Mobile; Rollout; Incrementality; Innovation Strategy; Credit Cards; Accommodations Industry; Information Technology Industry; United States
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    Edelman, Benjamin, and Karen Webster. "Optimization and Expansion at OpenTable." Harvard Business School Case 915-003, August 2014. (Revised March 2015.) (request courtesy copy.)
    • August 2022 (Revised May 2025)
    • Case

    Fresh Food Generation

    By: Brian Trelstad, Amy Klopfenstein and Mel Martin
    This case highlights one of five BIPOC entrepreneurs in the Boston area as part of the HBS Impact Investment Fund. In fall 2021, a team of HBS students reviewed the financial statements of Fresh Food Generation (FFG), a Dorchester, Massachusetts-based food service... View Details
    Keywords: Impact Investing; Investment; Entrepreneurial Finance; Entrepreneurship; Race; Food and Beverage Industry; Boston
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    Trelstad, Brian, Amy Klopfenstein, and Mel Martin. "Fresh Food Generation." Harvard Business School Case 323-010, August 2022. (Revised May 2025.)
    • Article

    Operational Efficiency and Effective Management in the Catheterization Laboratory

    By: Grant W. Reed, Michael L. Tushman and Samir R. Kapadia
    Operational efficiency is a core business principle in which organizations strive to deliver high-quality goods or services in a cost-effective manner. This concept has become increasingly relevant to cardiac catheterization laboratories, as insurers move away from... View Details
    Keywords: Cath Lab; Catheterization Laboratory; Health Care and Treatment; Performance Efficiency; Management; Performance Productivity; Cost Management; Health Industry
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    Reed, Grant W., Michael L. Tushman, and Samir R. Kapadia. "Operational Efficiency and Effective Management in the Catheterization Laboratory." Journal of the American College of Cardiology 72, no. 20 (November 20, 2018): 2507–2517.
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