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  • All HBS Web  (4,382)
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  • March 2013 (Revised August 2014)
  • Case

Indonesia's OJK: Building Financial Stability

By: Lakshmi Iyer and David Lane
In 2013, a new financial services authority, the Otoritas Jasa Keuangan (OJK), took over responsibility for regulating capital markets and non-bank financial institutions in Indonesia. OJK was scheduled to take over bank regulation and supervision from the central... View Details
Keywords: Monetary Policy; Bank Regulation; Financial Market Regulation; Corruption; Bureaucracy; Central Bank Independence; Indonesia; Crime and Corruption; Central Banking; Ethics; Emerging Markets; Financial Markets; Corporate Governance; Financial Crisis; Financial Strategy; Financial Services Industry; Indonesia
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Iyer, Lakshmi, and David Lane. "Indonesia's OJK: Building Financial Stability." Harvard Business School Case 713-003, March 2013. (Revised August 2014.)
  • March 1981 (Revised February 1983)
  • Background Note

Goals and Tools of U.S. Government Policy Toward American Banks Abroad

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Wellons, Philip A. "Goals and Tools of U.S. Government Policy Toward American Banks Abroad." Harvard Business School Background Note 381-149, March 1981. (Revised February 1983.)
  • January 2016
  • Supplement

The Proposed Merger of M&T Bank and Hudson City Bancorp (B)

By: David Scharfstein
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Scharfstein, David. "The Proposed Merger of M&T Bank and Hudson City Bancorp (B)." Harvard Business School Supplement 216-047, January 2016.
  • 24 Mar 2025
  • News

How Risky Trading Desks Turned into Lucrative 'Toll Booths' for Banks

  • 01 Apr 2009
  • Working Paper Summaries

The Contingent Nature of Public Policy and Growth Strategies in the Early Twentieth-Century U.S. Banking Industry

Keywords: by Christopher Marquis & Zhi Huang; Banking
  • February 2009 (Revised September 2009)
  • Case

Investing in Early Learning as Economic Development at the Minneapolis Federal Reserve Bank

By: Stacey M. Childress and Geoff Eckman Marietta
In his role as Senior Vice President and Director of Research at the Federal Reserve Bank of Minneapolis (Minneapolis Fed), Art Rolnick and his colleague, Rob Grunewald, had written "Early Childhood Development: Economic Development with a High Public Return." The... View Details
Keywords: Development Economics; Early Childhood Education; Investment Return; Demand and Consumers; Supply and Industry; Performance Effectiveness; Nonprofit Organizations; Minneapolis; Saint Paul
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Childress, Stacey M., and Geoff Eckman Marietta. "Investing in Early Learning as Economic Development at the Minneapolis Federal Reserve Bank." Harvard Business School Case 309-090, February 2009. (Revised September 2009.)
  • 15 Mar 2021
  • Blog Post

Be Unapologetically Yourself: Interview with Singer-Songwriter and Banking Strategist Andrea Mendoza

reality by recording and releasing her first single, March Eleven, on all music streaming platforms and she also launched the next phase of her career in banking. You may be surprised to see someone both recording music and working in View Details
  • 2008
  • Working Paper

The Contingent Nature of Public Policy and Growth Strategies in the Early Twentieth-Century U.S. Banking Industry

By: Christopher Marquis and Zhi Huang

While effects of public policy are one of the foundations of organizational theory, less explored is how these effects may depend on other external environmental factors. We focus on how policy is a necessary, but not sufficient, condition to understand the growth... View Details

Keywords: Banks and Banking; Business History; Growth and Development Strategy; Business and Government Relations; Banking Industry; United States
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Marquis, Christopher, and Zhi Huang. "The Contingent Nature of Public Policy and Growth Strategies in the Early Twentieth-Century U.S. Banking Industry." Harvard Business School Working Paper, No. 09-025, August 2008.
  • Web

Investment analyst reports: banks included in library research | Baker Library

Help Center Investment analyst reports: banks included in library research Which investment banks's research do I have access to analyst to and in which database? You can access investment bank research from... View Details
  • October 2009 (Revised February 2010)
  • Case

Merger of Equals: The Integration of Mellon Financial and The Bank of New York (A)

By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses—and realizing the $180 million of annual cost savings that they had promised... View Details
Keywords: Mergers and Acquisitions; Asset Management; Financial Institutions; Risk Management; Integration; Information Technology; Financial Services Industry
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Taliaferro, Ryan D., Clayton S. Rose, and David Lane. "Merger of Equals: The Integration of Mellon Financial and The Bank of New York (A)." Harvard Business School Case 210-016, October 2009. (Revised February 2010.)
  • 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.)
  • Research Summary

Overview

By: Mark L. Egan
When considering how households make investment decisions, Professor Egan became intrigued by the question, “What makes a bank ‘special’ when compared to other lending institutions?” Focusing on empirical industrial organization with applications to finance and... View Details
  • 27 May 1992
  • Lecture

Banks in the Board Room: The American Versus Japanese and German Experiences

By: W. Carl Kester
Keywords: Banks and Banking; Banking Industry; United States; Germany; Japan
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Kester, W. Carl. "Banks in the Board Room: The American Versus Japanese and German Experiences." Lecture at the Harvard Business School Research Colloquium on Managing the Financial Services Firm in a Global Environment, Boston, MA, May 27, 1992. (Presenter.)
  • October 2014 (Revised June 2016)
  • Case

Barclays Bank, 2008

By: Lucy White, Steve Burn-Murdoch and Jerome Lenhardt
In the midst of the financial crisis, Barclays (the world's 4th largest bank by assets) is forced by UK regulators to raise more capital. Should it take up the UK government's offer to invest, or take funding from investors from the Middle East? Students may price the... View Details
Keywords: Government And Business; Option Contract; Corporate Finance; Bank Capital; Bank Regulation; Finance; Banking Industry; Europe; North and Central America
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White, Lucy, Steve Burn-Murdoch, and Jerome Lenhardt. "Barclays Bank, 2008." Harvard Business School Case 215-027, October 2014. (Revised June 2016.)
  • May 2014
  • Supplement

Barclays Bank, 2008 - courseware

By: Lucy White
In the midst of the financial crisis, Barclays (the world's 4th largest bank by assets) is forced by UK regulators to raise more capital. Should it take up the UK government's offer to invest, or take funding from investors from the Middle East? Students may price the... View Details
Keywords: Government And Business; Option Contract; Corporate Finance; Bank Capital; Bank Regulation; Finance; Banking Industry; Europe; North and Central America
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White, Lucy. "Barclays Bank, 2008 - courseware." Harvard Business School Spreadsheet Supplement 214-707, May 2014.
  • May 1999
  • Article

Banks and Entrepreneurs in Porfirian Mexico: Inside Exploitation or Sound Business Strategy?

By: Noel Maurer
Keywords: Banks and Banking; Strategy; Behavior
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Maurer, Noel. "Banks and Entrepreneurs in Porfirian Mexico: Inside Exploitation or Sound Business Strategy?" Journal of Latin American Studies 31, no. 2 (May 1999).
  • spring 1973
  • Article

Management of Commercial Bank Government Security Portfolios: An Optimization Approach Under Uncertainty

By: D. B. Crane and Stephen P. Bradley
Keywords: Management; Banks and Banking; Government and Politics; Investment; Risk and Uncertainty
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Crane, D. B., and Stephen P. Bradley. "Management of Commercial Bank Government Security Portfolios: An Optimization Approach Under Uncertainty." Journal of Bank Research 4, no. 1 (spring 1973).
  • August 2007
  • Article

Vive La Resistance: Competing Logics and the Consolidation of U.S. Community Banking

By: Christopher Marquis and Michael Lounsbury
Keywords: Banks and Banking; Competition; Consolidation; Banking Industry; United States
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Marquis, Christopher, and Michael Lounsbury. "Vive La Resistance: Competing Logics and the Consolidation of U.S. Community Banking." Academy of Management Journal 50, no. 4 (August 2007): 799–820.
  • April 2011
  • Teaching Note

The Euro in Crisis: Decision Time at the European Central Bank (TN)

By: J. Gunnar Trumbull, Dante Roscini and Diane Choi
Teaching Note for 711049. View Details
Keywords: Currency; Central Banking; Borrowing and Debt; Decisions; Banking Industry
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Trumbull, J. Gunnar, Dante Roscini, and Diane Choi. "The Euro in Crisis: Decision Time at the European Central Bank (TN)." Harvard Business School Teaching Note 711-094, April 2011.
  • 1994
  • Chapter

Financial System Reform in Poland: Lessons from Japan's Main Bank System

By: T. Hoshi, A. Kashyap and G. W. Loveman
Citation
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Hoshi, T., A. Kashyap, and G. W. Loveman. "Financial System Reform in Poland: Lessons from Japan's Main Bank System." In The Japanese Main Bank System : Its Relevance for Developing and Transforming Economies, edited by M. Aoki and H. Patrick, 592–634. Oxford: Oxford University Press, 1994.
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