Publications

November 2001 (Revised December 2003)
Case

Incentive Pay for Portfolio Managers at Harvard Management Company

By: Brian J. Hall and Jonathan Lim

This case describes the compensation system for portfolio managers at Harvard's portfolio management company, including its formulaic and bonus bank features. Harvard Management Co. President Jack Meyer explains the philosophy behind the incentive pay at his company. View Details

Keywords: Motivation and Incentives; Investment Portfolio; Compensation and Benefits; Financial Services Industry

December 1987 (Revised October 1988)
Case

Diversified Funds, Inc.

By: David F. Hawkins

Keywords: Financial Services Industry

October 2001
Teaching Note

Merrill Lynch: Integrated Choice (Abridged)TN

By: F. Warren McFarlan

Teaching Note for (9-301-081). View Details

Keywords: Financial Services Industry

August 2001
Teaching Note

Francisco Partners TN

By: G. Felda Hardymon, Josh Lerner and Ann Leamon

Teaching Note for (9-200-063). View Details

Keywords: Financial Services Industry

April 2001 (Revised September 2001)
Teaching Note

Cost of Capital at Ameritrade TN

By: Mark L. Mitchell and Erik Stafford

Teaching Note for (9-201-046). View Details

Keywords: Financial Services Industry

March 2001 (Revised February 2005)
Case

Venture Capital Vignettes

By: G. Felda Hardymon

Presents three fictionalized but realistic situations in which a venture capitalist may find himself. One situation requires crisis intervention to quell a dispute between a vice president of sales and a CEO; another poses the problem of working out the composition of... View Details

Keywords: Venture Capital; Crisis Management; Governing and Advisory Boards; Management Teams; Executive Compensation; Situation or Environment; Employee Relationship Management; Problems and Challenges; Financial Services Industry

March 2001
Case

Sime Darby Berhad (C): Responding to the Asian Crisis

By: Tarun Khanna and Danielle Melito Wu

Supplements the (A) case. View Details

Keywords: Acquisition; Business Conglomerates; Economy; Capital Markets; Emerging Markets; Business and Government Relations; Corporate Strategy; Value Creation; Financial Services Industry; Malaysia

January 2001
Case

World Bank and Knowledge Management, The: The Case of the Urban Services Thematic Group

By: William E. Fulmer and W. Earl Sasser

The World Bank has implemented a knowledge management initiative. One of its communities of practice is to take the lead in a $50 billion commitment to address urban slums. The community of practice is struggling with its mission and how knowledge management can help. View Details

Keywords: Urban Development; Knowledge Management; Problems and Challenges; Financial Services Industry

September 1999 (Revised July 2022)
Case

The Goldman Sachs IPO

By: Ashish Nanda, Malcolm S. Salter, Boris Groysberg and Sarah Matthews

Addresses the proposed IPO and raises questions regarding how agency costs may rise or fall as Goldman converts from a private partnership to a public limited corporation. View Details

Keywords: Initial Public Offering; Going Public; Corporate Governance; Agency Theory; Transformation; Financial Services Industry

January 1989
Case

Primerica Corp. (B)

By: Stephen A. Greyser and Norman Klein

Keywords: Financial Services Industry

February 1998 (Revised January 1999)
Case

Rob Parson at Morgan Stanley (C) (Abridged)

A year after Rob Parson's manager decided to postpone Parson's promotion, Parson's new manager Gary Stuart faces the decision of promotion again. Stuart considers whether the efforts Parson had made were sufficient. View Details

Keywords: Management; Personal Development and Career; Performance Evaluation; Financial Services Industry

2004
Report

Gatekeepers of Venture Growth: A Diana Project Report on the Role and Participation of Women in the Venture Capital Industry

By: C. G. Brush, N. M. Carter, E. Gatewood, P. G. Greene and M. M. Hart

Keywords: Venture Capital; Gender; Financial Services Industry

March 1998 (Revised April 2001)
Case

Corposol (Abridged Version)

By: James E. Austin

The social enterprise Corposol has become the largest lender to microentrepreneurs in Colombia. Its rapid growth and diversification into other services and geographical areas has created organizational and resource strains. View Details

Keywords: Social Enterprise; Growth Management; Diversification; Microfinance; Financial Services Industry; Colombia

1994
Other Unpublished Work

Trans Union Corp.: 118 FTC 821

By: Dennis A. Yao

Keywords: Financial Services Industry

August 1995 (Revised September 1995)
Supplement

Hutton Branch Manager (B)

By: Lynn S. Paine and Jane Palley Katz

Supplements the (A) case. View Details

Keywords: Financial Services Industry

December 1980 (Revised January 1994)
Case

International Foodstuffs

By: David E. Bell

Describes three fairly routine instances in which considerations of risk exposure in foreign exchange are necessary. The three are a delayed payment for a grain shipment, a foreign subsidiary facing devaluation of its domestic currency, and a foreign acquisition. The... View Details

Keywords: Currency Exchange Rate; Risk and Uncertainty; International Relations; Mergers and Acquisitions; Money; International Finance; Financial Services Industry

September 1994
Supplement

Leadership Problems at Salomon (B)

By: Lynn S. Paine and Michael Santoro

Supplements the (A) case. View Details

Keywords: Financial Services Industry

October 1984 (Revised July 1988)
Case

Mark Twain Bancshares, Inc.

By: Joseph L. Badaracco Jr.

Describes the history, management, and organization of an extremely successful bank holding company. The company has had a very charismatic chairman, has made MBAs bank presidents at very early ages, and has a long record of innovation. Now deregulation and a coming... View Details

Keywords: Management Style; Financial Services Industry