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Publications

Publications

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  • All HBS Web  (856)
    • News  (111)
    • Research  (663)
  • Faculty Publications  (523)

Show Results For

  • All HBS Web  (856)
    • News  (111)
    • Research  (663)
  • Faculty Publications  (523)
← Page 4 of 856 Results →
  • 1986
  • Other Unpublished Work

Constant Proportion Portfolio Insurance

By: André Perold
Keywords: Investment Portfolio; Strategy
Citation
Related
Perold, André. "Constant Proportion Portfolio Insurance." August 1986.
  • 2010
  • Working Paper

The Insurance Industry in Brazil: A Long-term View

By: Marcelo de Paiva Abreu and Felipe Tamega Fernandes
This paper surveys the formation and development of insurance business in Brazil. It describes its origins, from the colonial times and imperial era to recent events. Particular attention is given to regulatory changes, showing how they evolved in response to... View Details
Keywords: History; Insurance; Insurance Industry; Brazil
Citation
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Abreu, Marcelo de Paiva, and Felipe Tamega Fernandes. "The Insurance Industry in Brazil: A Long-term View." Harvard Business School Working Paper, No. 10-109, June 2010.
  • January 2024
  • Case

Net Zero Insurance Alliance: An Alliance in Crisis

By: Peter Tufano and Karina Val
The Net Zero Insurance Alliance (NZIA), a UN-convened alliance of major global insurers, was formed in 2021, but by 2023 had lost over 60% of its members. While NZIA had enjoyed a rapid and productive start by setting standards for the industry and sharing best... View Details
Keywords: Climate Change; Insurance; Standards; Alliances; Business and Government Relations; Cooperation; Insurance Industry
Citation
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Tufano, Peter, and Karina Val. "Net Zero Insurance Alliance: An Alliance in Crisis." Harvard Business School Case 324-063, January 2024.
  • February 2016
  • Article

Labor Unemployment Insurance and Earnings Management

By: Yiwei Dou, Mozaffar N. Khan and Youli Zou
There is relatively little prior evidence on the potential impact of rank and file employees on financial reporting choices outside union negotiations. We contribute to the literature by providing new evidence that firms appear to manage long-run earnings upward in... View Details
Keywords: Earnings Management; Employment; Insurance; Financial Reporting
Citation
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Dou, Yiwei, Mozaffar N. Khan, and Youli Zou. "Labor Unemployment Insurance and Earnings Management." Journal of Accounting & Economics 61, no. 1 (February 2016): 166–184.
  • February 1994 (Revised September 1995)
  • Case

Leland O'Brien Rubinstein Associates, Inc.: Portfolio Insurance

By: Peter Tufano
Leland O'Brien Rubinstein Associates, a small financial advisory firm founded in 1980, has created a successful business by selling a product commonly known as portfolio insurance. Portfolio insurance is a trading strategy that institutional investors use to establish... View Details
Keywords: Investment Portfolio; Insurance; Product; Financial Services Industry
Citation
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Tufano, Peter, and Barbara Kyrillos. "Leland O'Brien Rubinstein Associates, Inc.: Portfolio Insurance." Harvard Business School Case 294-061, February 1994. (Revised September 1995.)
  • 28 Oct 2009
  • Lessons from the Classroom

HBS Begins Teaching Consumer Finance

Tufano recently talked about the course and his determination to make consumer finance a broadly accepted academic pursuit. Roger Thompson: Why did you want to teach a course in consumer finance? Peter Tufano: The household sector in... View Details
Keywords: by Roger Thompson; Financial Services; Education
  • 2025
  • Working Paper

Climate Risk and the U.S. Insurance Gap: Measurement, Drivers and Implications

By: Parinitha Sastry, Tess Scharlemann, Ishita Sen and Ana-Maria Tenekedjieva
In a world with rising risk, how much are U.S. households willing to pay for homeowners insurance, and what does their demand imply for the future of insurance markets? We provide the first estimates of household willingness to pay for homeowners insurance and the... View Details
Keywords: Climate Change; Risk and Uncertainty; Insurance; Personal Finance; Consumer Behavior; Mortgages
Citation
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Sastry, Parinitha, Tess Scharlemann, Ishita Sen, and Ana-Maria Tenekedjieva. "The Limits of Insurance Demand and the Growing Protection Gap." Harvard Business School Working Paper, No. 25-054, February 2025.
  • January 2019 (Revised June 2019)
  • Technical Note

U.S. Commercial Health Insurance Industry

By: Susanna Gallani, Mary Witkowski and Harry B. Wolberg
This note describes the role of commercial payers in the U.S. healthcare industry. We begin with a review of the historical evolution of commercial payers and their role in the market, from the beginning to the Affordable Care Act and beyond. Every wave of reforms in... View Details
Keywords: Health Care and Treatment; Insurance; Governing Rules, Regulations, and Reforms; Organizational Change and Adaptation; Insurance Industry; Insurance Industry; United States
Citation
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Gallani, Susanna, Mary Witkowski, and Harry B. Wolberg. "U.S. Commercial Health Insurance Industry." Harvard Business School Technical Note 119-064, January 2019. (Revised June 2019.)
  • 26 Jun 2018
  • Working Paper Summaries

The Impact of Pensions and Insurance on Global Yield Curves

Keywords: by Robin Greenwood and Annette Vissing-Jorgensen; Insurance; Insurance
  • winter 1971
  • Article

Patient Incentives and Hospital Insurance

By: Robert S. Kaplan and Lester Lave
Keywords: Health; Insurance; Motivation and Incentives; Health Industry
Citation
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Kaplan, Robert S., and Lester Lave. "Patient Incentives and Hospital Insurance." Health Services Research 6 (winter 1971): 288–300. (see also "Further Thoughts on Patient Incentives," Health Services Research (summer 1972): 148-150.)
  • Web

Behavioral Finance & Financial Stability

Financial Sector More Info The Impact of Pensions and Insurance on Global Yield Curves By: Robin Greenwood & Annette Vissing-Jorgensen JUN 2018 In this NBER working paper, researchers from the Behavioral View Details
  • Article

Theory of Constant Proportion Portfolio Insurance

By: André Perold and Fischer Black
Keywords: Theory; Insurance; Investment
Citation
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Perold, André, and Fischer Black. "Theory of Constant Proportion Portfolio Insurance." Journal of Economic Dynamics & Control 16, nos. 3-4 (July–October 1992): 403–426.
  • August 1973
  • Case

Northwestern Mutual Life Insurance Co. (B)

By: Stephen A. Greyser
Keywords: Insurance; Insurance Industry
Citation
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Greyser, Stephen A. "Northwestern Mutual Life Insurance Co. (B)." Harvard Business School Case 574-021, August 1973.
  • 1981
  • Case

Town of Holden Health Insurance Procurement

By: Dutch Leonard
Keywords: Health; Local Range; Insurance; Financial Management
Citation
Related
Leonard, Dutch. "Town of Holden Health Insurance Procurement." 1981. (financial management.)
  • August 2019 (Revised March 2022)
  • Case

Lemonade: Disrupting Insurance with Instant Everything, Killer Prices, and a Big Heart

By: Elie Ofek and Danielle Golan
Launching its first products in the fall of 2016 in New York, insurtech startup Lemonade was on a mission to disrupt the insurance market by using AI and behavioral economics principles. The company offered renters, homeowners, and condo insurance and mainly targeted... View Details
Keywords: AI; Business Startups; Insurance; Technological Innovation; Business Model; Disruption; Brands and Branding; Growth and Development Strategy; Global Strategy; Decision Making; Insurance Industry; Insurance Industry
Citation
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Ofek, Elie, and Danielle Golan. "Lemonade: Disrupting Insurance with Instant Everything, Killer Prices, and a Big Heart." Harvard Business School Case 520-020, August 2019. (Revised March 2022.)
  • March 2007 (Revised April 2007)
  • Case

Micro Insurance Agency: Helping the Poor Manage Risk

By: Michael Chu and Jean Hazell
The notable success of insurance products for low-income clients of its microfinance network leads Opportunity International to launch the first global specialized microinsurance company, the Micro Insurance Agency (MIA). Building on the experience in 10 countries... View Details
Keywords: Developing Countries and Economies; Cost Management; Microfinance; Globalization; Growth and Development Strategy; Risk Management; Infrastructure; Nonprofit Organizations; Competition; Financial Services Industry; Africa; Asia; Latin America
Citation
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Chu, Michael, and Jean Hazell. "Micro Insurance Agency: Helping the Poor Manage Risk." Harvard Business School Case 307-089, March 2007. (Revised April 2007.)
  • summer 1995
  • Article

The Emerging Asset Class: Insurance Risk

By: K. A. Froot, B. Murphy, A. Stern and S. Usher
Keywords: Financial Markets; Insurance; Policy; Risk Management; Natural Disasters; Insurance Industry
Citation
Related
Froot, K. A., B. Murphy, A. Stern, and S. Usher. "The Emerging Asset Class: Insurance Risk." Viewpoint 24, no. 3 (summer 1995): 19–28. (Was originally "Special Report from Guy Carpenter and Company, Inc.," July 1995.)
  • May 11, 2017
  • Article

Good Riddance to Big Insurance Mergers

By: Leemore S. Dafny
Federal judges issued preliminary injunctions halting mergers of four of the five largest U.S. health insurers. These decisions provide more precedent to support challenges of mergers between competitors in health care markets—whether payers or providers. View Details
Keywords: Mergers and Acquisitions; Insurance; Health Care and Treatment; Insurance Industry; Insurance Industry
Citation
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Dafny, Leemore S. "Good Riddance to Big Insurance Mergers." New England Journal of Medicine 376, no. 19 (May 11, 2017): 1804–1806.
  • 1983
  • Article

Public Insurance Provision and Non-Market Failures

By: Dutch Leonard and Richard Zeckhauser
Keywords: Insurance; Failure
Citation
Find at Harvard
Related
Leonard, Dutch, and Richard Zeckhauser. "Public Insurance Provision and Non-Market Failures." Geneva Papers on Risk and Insurance 8 (1983).
  • December 2007
  • Case

The Campaign for Bank Insurance in Antebellum New York

By: David A. Moss and Cole Bolton
The New York State Legislature had come to a standstill in 1829 as lawmakers refused to charter any new banks or recharter any existing banks. Four of New York's forty banks had failed since 1825, and many legislatures believed that a significant change in the banking... View Details
Keywords: History; Risk Management; Government Legislation; Insurance; Decision Choices and Conditions; Banks and Banking; Banking Industry
Citation
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Moss, David A., and Cole Bolton. "The Campaign for Bank Insurance in Antebellum New York." Harvard Business School Case 708-037, December 2007.
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