Publications

18 Dec 2020
News

Progress Update on Racial Equity Plan

This week, HBS offered a progress update on its Racial Equity Plan—a seven-part action plan developed by the Dean’s Anti-Racism Task Force and released in September. In the past three months, the School’s progress has included launching a... View Details

01 Dec 2009
News

An Action Plan for Economic Recovery

POZEN: Offers a plan for overhauling the U.S. financial system to avoid a repeat of the recent market meltdown. Most books about the nation’s financial crisis tell us what... View Details

Keywords: Roger Thompson; Finance

October 2012 (Revised August 2014)
Case

The Canada Pension Plan Investment Board: October 2012

By: Josh Lerner, Matthew Rhodes-Kropf and Nathaniel Burbank

The Canada Pension Plan Investment Board (CPPIB) is one of the largest and fastest-growing pools of investment capital in the world and follows an unusually active program of investment management. In October of 2012, Mark Wiseman was just 12 weeks into his role as... View Details

Keywords: Canada; CPPIB; Pensions; Private Equity; Financial Services Industry; Canada

01 Sep 2009
News

A Student Plan Goes to Washington

Not all financial reform proposals under consideration in Washington sprang from federal agencies and congressional committees. One emerged from HBS. Last spring, students in Professor Rakesh Khurana’s elective corporate governance class... View Details

Keywords: Colleges, Universities, and Professional Schools; Educational Services; Administration of Economic Programs; Government

12 Oct 1999
Research & Ideas

How to Write a Great Business Plan

Every seasoned investor knows that detailed financial projections for a new company are an act of imagination. Nevertheless, most business plans pour far too much ink on the numbers—and far too little on the... View Details

Keywords: Re: William A. Sahlman

summer 1999
Article

The Design of Multi-Year Option Plans

By: Brian Hall

Keywords: Financial Instruments

Find at Harvard

June 2021
Case

The Canada Pension Plan Investment Board (CPP Investments): April 2021

By: Josh Lerner, Reza Satchu and Alys Ferragamo

The Canada Pension Plan Investment Board (CPPIB) is one of the largest pools of investment capital in the world and follows a rigorous “Total Portfolio Framework” in its approach to investment management. In April of 2021, John Graham was just two months into his role... View Details

Keywords: Pension Funds; Investment Strategy; Capital Markets; Financial Strategy; Investment; Asset Management; Financial Institutions; Private Equity; Growth and Development Strategy; Investment Portfolio; Assets; Financial Markets; Financial Services Industry; Canada

16 Jan 2018
Blog Post

How Can I Prepare to Apply for Financial Aid at HBS?

consumer debt when we calculate your financial aid package. You’ll need to be aware of and plan accordingly for any educational loans that do not allow for deferment when you start graduate school. Where... View Details

November 2022 (Revised October 2024)
Case

'A Marshall Plan for Africa': James Mwangi and Equity Group Holdings

By: Caroline M. Elkins, Debora L. Spar, Zeke Gillman and Julia M. Comeau

Financial Inclusion. Dignity. Trust. These were the core principles driving James Mwangi’s transformation of Equity Building Society, insolvent in 1991, into what is, today, Equity Group Holdings, East and Central Africa’s largest retail banking institution. Raised in... View Details

Keywords: Income Inequality; Micro Finance; Microcredit; Microfinance; Banks and Banking; Equality and Inequality; Mission and Purpose; Business Model; Social Entrepreneurship; Financial Services Industry; Financial Services Industry; Africa; Kenya

November 2000 (Revised July 2019)
Teaching Note

Cafes Monte Bianco: Building a Profit Plan

By: Robert Simons and Indra Reinbergs

Teaching Note for (9-198-088). View Details

Keywords: Business Strategy; Cash Flow; Capital Structure; Business Earnings; Financial Statements; Business Plan; Profit; Cost Management; Performance Evaluation; Strategic Planning; Financial Management; Investment Return; Food and Beverage Industry; Manufacturing Industry; Italy

Web

Retirement Plan or Life Insurance - Alumni

cost basis (whichever is less). Or you can name HBS as the beneficiary of your life insurance policy to benefit the School at your passing. Benefits May help reduce your income and estate taxes Doesn’t change your current cash flow or View Details

15 Feb 2016
Research & Ideas

Want Your Employees to Plan Better for Retirement? Don't Do This

financial decisions and how those decisions play out in the market. Noting the dramatic shift from DB to DC plans over the past few decades, Beshears and his coauthors hear frequent concerns over workers... View Details

Keywords: Re: John Beshears; Financial Services

2010
Chapter

The Impact of Employer Matching on Savings Plan Participation under Automatic Enrollment

By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian

Existing research has documented the large impact that automatic enrollment has on savings plan participation. All the companies examined in these studies, however, have combined automatic enrollment with an employer match. This raises a question about how effective... View Details

Keywords: Motivation and Incentives; Consumer Behavior; Personal Finance; Investment Funds; Microeconomics; Compensation and Benefits

10 Jan 2017
News

The Risk And Opportunity For America's Corporate Pension Plans

22 Feb 2022
News

Addressing The Financial Security Gap

percent of Americans have no retirement savings, and that by 2030, some 72 million American retirees will be living below the poverty line. “The pandemic has shown just how unstable things can be, how quickly it can happen, and how we need to add more View Details

Keywords: Jennifer Gillespie

February 2008 (Revised February 2008)
Supplement

Lincoln Financial Group (B): Making LFD a Reality

LFG reorganizes its business in order to improve customer intimacy. However, to implement the strategy, they need to effect significant changes in the skills of their salespeople. This case series straddles human resource management, corporate strategy, and sales... View Details

Keywords: Organizational Change and Adaptation; Customer Focus and Relationships; Financial Services Industry

December 2012
Background Note

Glossary of Municipal Finance Terms

A note on municipal bond structuring. View Details

Keywords: Local Government; Political Process; Debt Management; Financial Planning; Financial Management; Bonds; Urban Development; Local Range; Government Administration