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  • All HBS Web  (4,413)
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  • 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.)
  • July 2016 (Revised September 2016)
  • Teaching Note

Banking On Change: Aligning Culture and Compensation at Morgan Stanley

By: Malcolm S. Salter
Teaching Note for 917-402. View Details
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Salter, Malcolm S. "Banking On Change: Aligning Culture and Compensation at Morgan Stanley." Harvard Business School Teaching Note 917-403, July 2016. (Revised September 2016.)
  • fall 1995
  • Article

The Role of Banks in the Transmission of Monetary Policy

Keywords: Finance; Money; Policy
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Stein, Jeremy, and Anil Kashyap. "The Role of Banks in the Transmission of Monetary Policy." NBER Reporter (fall 1995), 6–9.
  • 2002
  • Other Unpublished Work

Investment Banking and Security Market Development: Does Finance Follow Industry?

By: Bharat Anand and Alexander Galetovic
Citation
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Anand, Bharat, and Alexander Galetovic. "Investment Banking and Security Market Development: Does Finance Follow Industry?" 2002.
  • 01 Jul 2014
  • News

As banks prepare for end of draw, consumers should too

  • 1993
  • Chapter

The Strategy of a Merger: Fleet and Bank of New England

By: D. B. Crane and J.C. Linder
Keywords: Mergers and Acquisitions; Business Strategy; Banks and Banking; Banking Industry; New England
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Crane, D. B., and J.C. Linder. "The Strategy of a Merger: Fleet and Bank of New England." In Proceedings of the Twenty-ninth Annual Conference on Bank Structure and Competition. Chicago, IL: Federal Reserve Bank of Chicago, 1993.
  • 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.)
  • January 1998
  • Case

Morgan Stanley and S.G. Warburg: Investment Bank of the Future (B)

By: James K. Sebenius and David T. Kotchen
Supplements the (A) case. View Details
Keywords: Negotiation; Valuation; Investment Banking; Mergers and Acquisitions; Consolidation; Banking Industry; Banking Industry
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Sebenius, James K., and David T. Kotchen. "Morgan Stanley and S.G. Warburg: Investment Bank of the Future (B)." Harvard Business School Case 898-141, January 1998.
  • 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
  • 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.)
  • 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
Citation
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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.
  • 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).
  • January 2024 (Revised December 2024)
  • Case

It's Not Mutual: The Conversion of Eastern Bank to Stock Ownership

By: David S. Scharfstein and Robert Ialenti
Citation
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Scharfstein, David S., and Robert Ialenti. "It's Not Mutual: The Conversion of Eastern Bank to Stock Ownership." Harvard Business School Case 224-064, January 2024. (Revised December 2024.)
  • September 2019 (Revised July 2021)
  • Case

Sopra Banking Software: Can a French Fintech Succeed in the U.S.?

By: Christina R. Wing
Citation
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Wing, Christina R. "Sopra Banking Software: Can a French Fintech Succeed in the U.S.?" Harvard Business School Case 620-004, September 2019. (Revised July 2021.)
  • 2010
  • Working Paper

Specialization and Variety in Repetitive Tasks: Evidence from a Japanese Bank

By: Bradley R. Staats and Francesca Gino
Sustaining operational productivity in the completion of repetitive tasks is critical to many organizations' success. Yet research points to two different work-design related strategies for accomplishing this goal: specialization to capture the benefits of repetition... View Details
Keywords: Employees; Working Conditions; Service Delivery; Performance Productivity; Financial Services Industry; Japan
Citation
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Staats, Bradley R., and Francesca Gino. "Specialization and Variety in Repetitive Tasks: Evidence from a Japanese Bank." Harvard Business School Working Paper, No. 11-015, August 2010. (Revised May 2011.)
  • spring 1981
  • Article

Are We Using the Right Tools? United Overseas Bank (UOB) Singapore

By: Marc L Bertoneche
Citation
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Bertoneche, Marc L. "Are We Using the Right Tools? United Overseas Bank (UOB) Singapore." Training & Development (spring 1981).
  • 27 Apr 2023
  • News

Equity Bank CEO James Mwangi: Transforming Lives with Access to Credit

  • 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
Citation
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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.)
  • March 1992 (Revised September 1995)
  • Background Note

Note on Chemical Bank Lotus Notes Demonstration Software: Windows & Macintosh Versions

By: Lynda M. Applegate and Donna B. Stoddard
Keywords: Applications and Software; Information Technology; Banking Industry
Citation
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Applegate, Lynda M., and Donna B. Stoddard. "Note on Chemical Bank Lotus Notes Demonstration Software: Windows & Macintosh Versions." Harvard Business School Background Note 192-112, March 1992. (Revised September 1995.)
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