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      • May 2019
      • Case

      Canada Mortgage and Housing Corporation: 'One CMHC' and Version 3.0

      By: Boris Groysberg and Sarah L. Abbott
      When Evan Siddall was appointed CEO of Canada Mortgage Housing Corporation (CMHC) five years earlier, he had embarked on a major organizational restructuring. Now he is spearheading another round of changes. CMHC has adopted an ambition vision and five year strategic... View Details
      Keywords: Government Organizations; Culture; Organizational Change And Transformation; Human Resource Practices; Future Of Work; Change Management; Leading Change; Organizational Change and Adaptation; Organizational Culture; Organizational Design; Government Administration; Restructuring; Leadership; Human Resources; Talent and Talent Management; Diversity; Work-Life Balance; Financial Services Industry; Financial Services Industry; Canada
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      Groysberg, Boris, and Sarah L. Abbott. "Canada Mortgage and Housing Corporation: 'One CMHC' and Version 3.0." Harvard Business School Case 419-068, May 2019.
      • February 2019
      • Article

      The Market for Financial Adviser Misconduct

      By: Mark Egan, Gregor Matvos and Amit Seru
      We construct a novel database containing the universe of financial advisers in the United States from 2005 to 2015, representing approximately 10% of employment of the finance and insurance sector. We provide the first large-scale study that documents the economy-wide... View Details
      Keywords: Financial Advisors; Brokers; Consumer Finance; Financial Misconduct And Fraud; FINRA; Financial Institutions; Crime and Corruption; Organizational Culture; Personal Finance; Financial Services Industry
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      Egan, Mark, Gregor Matvos, and Amit Seru. "The Market for Financial Adviser Misconduct." Journal of Political Economy 127, no. 1 (February 2019): 233–295.
      • Article

      What to Do When Industry Disruption Threatens Your Career

      By: Boris Groysberg, Eric Lin and Whitney Johnson
      This article discusses how to diagnose the risks that disruptive industry forces pose to individual careers and offers suggestions on how to mitigate such threats. Recommendations are based on analyses of individuals’ career histories in the professional services... View Details
      Keywords: Disruption; Personal Development and Career; Strategy
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      Groysberg, Boris, Eric Lin, and Whitney Johnson. "What to Do When Industry Disruption Threatens Your Career." MIT Sloan Management Review 60, no. 3 (Spring 2019): 57–65.
      • November 2018 (Revised March 2019)
      • Case

      Mellody Hobson at Ariel Investments

      By: Francesca Gino and Lakshmi Ramarajan
      In 2018, Mellody Hobson, President of Ariel Investments, the largest minority-owned investment firm in the United States, was considering how best to divide her time and use her position and personal characteristics to push for positive change at her firm and in... View Details
      Keywords: Female Protagonist; African-American Protagonist; Investment Management; Leadership; Personal Development and Career; Work-Life Balance; Financial Services Industry; Chicago
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      Gino, Francesca, and Lakshmi Ramarajan. "Mellody Hobson at Ariel Investments." Harvard Business School Case 419-041, November 2018. (Revised March 2019.)
      • October 2018
      • Case

      African Bank Investments Limited (A)

      By: Lynn S. Paine and Will Hurwitz
      Less than a year after joining the board of African Bank Investments Limited (ABIL), the newest director finds himself in difficult discussions with other directors about removing the struggling company’s CEO. The case is set in South Africa in mid-2014 as shares in... View Details
      Keywords: Ethics; Personal Finance; Corporate Accountability; Governing and Advisory Boards; Corporate Governance; Crisis Management; Insurance; Leadership; Management; Risk Management; Financial Services Industry; Financial Services Industry; Financial Services Industry; Africa; South Africa
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      Paine, Lynn S., and Will Hurwitz. "African Bank Investments Limited (A)." Harvard Business School Case 319-052, October 2018.
      • October 2018
      • Supplement

      African Bank Investments Limited (B)

      By: Lynn S. Paine and Will Hurwitz
      Less than a year after joining the board of African Bank Investments Limited (ABIL), the newest director finds himself in difficult discussions with other directors about removing the struggling company’s CEO. The case is set in South Africa in mid-2014 as shares in... View Details
      Keywords: Ethics; Personal Finance; Corporate Accountability; Governing and Advisory Boards; Corporate Governance; Crisis Management; Insurance; Leadership; Management; Risk Management; Financial Services Industry; Financial Services Industry; Financial Services Industry; Africa; South Africa
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      Paine, Lynn S., and Will Hurwitz. "African Bank Investments Limited (B)." Harvard Business School Supplement 319-053, October 2018.
      • October 2018 (Revised May 2019)
      • Teaching Note

      Intuit: Turbo Tax PersonalPro - A Tale of Two Entrepreneurs

      By: Joseph Fuller, Shikhar Ghosh and Monica Baraldi
      Teaching Note for HBS No. 816-048. The case tells the story of a product manager within Intuit who develops an idea for a new product that spans two of the company's existing business units—professional tax software, sold to accountants, and the consumer focused... View Details
      Keywords: Business Units; Business or Company Management; Applications and Software; Accounting; Product Development; Financial Services Industry
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      Fuller, Joseph, Shikhar Ghosh, and Monica Baraldi. "Intuit: Turbo Tax PersonalPro - A Tale of Two Entrepreneurs." Harvard Business School Teaching Note 319-045, October 2018. (Revised May 2019.)
      • September 2018 (Revised October 2018)
      • Supplement

      Lexoo: Building a Long-Lasting Platform

      By: Chiara Farronato and Elena Corsi
      Lexoo, a UK-based online marketplace for legal services, was facing the strategic choice of how to grow from early start-up to mature platform. Daniel van Binsbergen, Lexoo's CEO, and web developer Chris O'Sullivan, CTO, had set up Lexoo to help Small and Medium-Sized... View Details
      Keywords: Marketplaces; Legal Services; Growth Strategy; Technology Ventures; Pivot; Service Operations; Digital Platforms; Growth and Development Strategy; Small Business; Decision Making; Legal Services Industry
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      Farronato, Chiara, and Elena Corsi. "Lexoo: Building a Long-Lasting Platform." Harvard Business School Spreadsheet Supplement 619-701, September 2018. (Revised October 2018.)
      • August 2018 (Revised February 2022)
      • Case

      Lexoo: Building a Long-Lasting Platform

      By: Chiara Farronato and Elena Corsi
      Daniel van Binsbergen, Lexoo’s CEO, and web developer Chris O’Sullivan, CTO, had set up Lexoo, a UK legal marketplace, to help small and medium enterprises (SME) find legal advice at low prices. Lexoo had recently invested in a new vertical focused on larger companies.... View Details
      Keywords: Marketplaces; Legal Services; Growth Strategy; Technology Ventures; Service Operations; Digital Platforms; Marketplace Matching; Growth and Development Strategy; Legal Services Industry; United Kingdom
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      Farronato, Chiara, and Elena Corsi. "Lexoo: Building a Long-Lasting Platform." Harvard Business School Case 619-019, August 2018. (Revised February 2022.)
      • August 2018
      • Case

      Performance Improvement Consulting and Hi-R-Me: Making Sales Calls

      By: Frank V. Cespedes and David Mattson
      This case study focuses on a professional services firm (“Performance Improvement Consulting”) and its sales calls on Hi-R-Me, a potential client. The case is supplemented by videos showing the initial contact call, a follow-up discovery call, and a face-to-face... View Details
      Keywords: Sales Calls; Sales; Competency and Skills
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      Cespedes, Frank V., and David Mattson. "Performance Improvement Consulting and Hi-R-Me: Making Sales Calls." Harvard Business School Case 819-043, August 2018.
      • June 2018
      • Article

      Personal and Social Usage: The Origins of Active Customers and Ways to Keep Them Engaged

      By: Clarence Lee, Elie Ofek and Thomas Steenburgh
      We study how digital service firms can develop an active customer base, focusing on two questions. First, how does the way that customers use the service postadoption to meet their own needs (personal usage) and to interact with one another (social usage) vary across... View Details
      Keywords: Customer Engagement; Adoption Routes; Word-of-Mouth; Digital Marketing; Bayesian Estimation; Customers; Communication; Consumer Behavior; Marketing; Internet and the Web; Analytics and Data Science
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      Lee, Clarence, Elie Ofek, and Thomas Steenburgh. "Personal and Social Usage: The Origins of Active Customers and Ways to Keep Them Engaged." Management Science 64, no. 6 (June 2018): 2473–2495. (Lead Article.)
      • March 2018 (Revised March 2018)
      • Teaching Note

      OpenInvest

      By: Boris Vallee and Caitlin Reimers Brumme
      Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolio to their personal values in an automated way, for instance by screening out weapon manufacturers stocks or overweighting LGBTQ... View Details
      Keywords: Socially Responsible Investing; Investing For Impact; Robo-advisors; Investment; Values and Beliefs; Customization and Personalization; Technology; Financial Services Industry
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      Vallee, Boris, and Caitlin Reimers Brumme. "OpenInvest." Harvard Business School Teaching Note 218-089, March 2018. (Revised March 2018.)
      • Article

      Beating the Odds: Leadership Lessons from Senior African-American Women

      By: Laura Morgan Roberts, Anthony Mayo, Robin Ely and David Thomas
      Any list of top CEOs reveals a stunning lack of diversity. Among the leaders of Fortune 500 companies, for example, just 32 are women, three are African-American, and not one is an African-American woman. What’s going on? The authors studied the careers of the roughly... View Details
      Keywords: Leadership; Diversity; Race; Gender; Personal Characteristics; Relationships; Success
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      Roberts, Laura Morgan, Anthony Mayo, Robin Ely, and David Thomas. "Beating the Odds: Leadership Lessons from Senior African-American Women." Harvard Business Review 96, no. 2 (March–April 2018): 126–131.
      • February 2018 (Revised August 2018)
      • Case

      OpenInvest

      By: Shawn Cole, Boris Vallée and Nicole Tempest Keller
      Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolios to their personal values in an automated way, for instance by screening out weapons manufacturers stocks or overweighting... View Details
      Keywords: Fintech; Impact Investing; Investment Portfolio; Customization and Personalization; Technological Innovation; Social Issues; Growth and Development Strategy; Business Model; Financial Services Industry
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      Cole, Shawn, Boris Vallée, and Nicole Tempest Keller. "OpenInvest." Harvard Business School Case 218-064, February 2018. (Revised August 2018.)
      • February 2018
      • Teaching Note

      Still Leading Series—Issues in Transitioning to New Forms of Service Later in Life

      By: Rosabeth Moss Kanter, Rakesh Khurana, James Honan and Ai-Ling Jamila Malone
      The Still Leading case series includes an introductory note, “Still Leading (A): Issues in Transitioning to New Forms of Service Later in Life” and 10 supplementary cases that cover the transition of highly accomplished and prolific leaders (Hon. Robert McDonald, Hon.... View Details
      Keywords: Leadership; Personal Development and Career; Transition
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      Kanter, Rosabeth Moss, Rakesh Khurana, James Honan, and Ai-Ling Jamila Malone. "Still Leading Series—Issues in Transitioning to New Forms of Service Later in Life." Harvard Business School Teaching Note 318-101, February 2018.
      • January 2018 (Revised January 2019)
      • Case

      ZappRx

      By: Jeffrey J. Bussgang and Olivia Hull
      In October 2015, ZappRx founder Zoe Barry is deciding between two business models for her health technology start-up. Her product, a software application that aims to expedite the prescription fulfillment process for patients with rare diseases, has attracted interest... View Details
      Keywords: Speciality Drugs; Hub Services; Pivot; Speciality Prescriptions; Health Care and Treatment; Customization and Personalization; Internet and the Web; Business Model; Decision Choices and Conditions; Pharmaceutical Industry; Massachusetts
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      Bussgang, Jeffrey J., and Olivia Hull. "ZappRx." Harvard Business School Case 818-001, January 2018. (Revised January 2019.)
      • November 2017
      • Article

      A Retrospective Analysis of Hypertension Screening at a Mass Gathering in India: Implications for Non-communicable Disease Control Strategies

      By: S. Balsari, P. Vemulapalli, M. Gofine, K. Oswal, R. Merchant, S. Saunik, G. Greenough and T. Khanna
      Cardiovascular disease is the leading cause of mortality from noncommunicable diseases (NCD) in India. The government’s National Programme for Prevention and Control of Cancer, Diabetes, Cardiovascular Diseases and Stroke seeks to increase capacity building, screening,... View Details
      Keywords: Health Disorders; Health Care and Treatment; Problems and Challenges; India
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      Balsari, S., P. Vemulapalli, M. Gofine, K. Oswal, R. Merchant, S. Saunik, G. Greenough, and T. Khanna. "A Retrospective Analysis of Hypertension Screening at a Mass Gathering in India: Implications for Non-communicable Disease Control Strategies." Journal of Human Hypertension 31, no. 11 (November 2017): 750–753.
      • October 2017
      • Case

      Still Leading (B1): Hon. Bob McDonald – Profiting from Purpose

      By: Rosabeth Moss Kanter and Marcus Millen
      Robert (Bob) A. McDonald just completed his service as the 8th United States Secretary of Veterans Affairs (VA), successfully leading the beginnings of a transformation for one of the nation’s most scrutinized departments. Reflecting back, McDonald looked to the... View Details
      Keywords: Leadership; Personal Development and Career; Transition
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      Kanter, Rosabeth Moss, and Marcus Millen. "Still Leading (B1): Hon. Bob McDonald – Profiting from Purpose." Harvard Business School Case 318-050, October 2017.
      • September 2017
      • Case

      Blackstone's Julia Kahr at the Summit

      By: Paul A. Gompers, John D. Dionne and Amram Migdal
      In 2009, Blackstone, the New York-based alternative asset and financial services firm, committed to invest up to $750 million into Summit Materials, a new company in the aggregates sector (i.e., construction materials, such as crushed stone, sand, gravel, cement,... View Details
      Keywords: Roll Up; Private Equity Roll Up; Aggregates; Aggregates Materials; Construction Materials; Business Ventures; Acquisition; Leveraged Buyouts; Business Growth and Maturation; Engineering; Construction; Finance; Capital; Equity; Private Equity; Financial Instruments; Investment; Housing; Management; Goals and Objectives; Growth and Development Strategy; Growth Management; Personal Development and Career; Management Teams; Planning; Problems and Challenges; Value; Valuation; Value Creation; Financial Services Industry; Financial Services Industry; United States
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      Gompers, Paul A., John D. Dionne, and Amram Migdal. "Blackstone's Julia Kahr at the Summit." Harvard Business School Case 218-002, September 2017.
      • August 2017 (Revised July 2019)
      • Case

      GROW: Using Artificial Intelligence to Screen Human Intelligence

      By: Ethan Bernstein, Paul McKinnon and Paul Yarabe
      Over 10% of all 2017 university graduates in Japan used GROW, an artificial intelligence platform and mobile app developed by Tokyo-based people analytics startup IGS, to recruit for a job. This case puts participants in the shoes of IGS founder and CEO Masahiro... View Details
      Keywords: Big Data; Artificial Intelligence; Talent and Talent Management; Recruitment; Selection and Staffing; Human Resources; Information Technology; AI and Machine Learning; Analytics and Data Science; Financial Services Industry; Financial Services Industry; Financial Services Industry; Financial Services Industry; Financial Services Industry; Japan
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      Bernstein, Ethan, Paul McKinnon, and Paul Yarabe. "GROW: Using Artificial Intelligence to Screen Human Intelligence." Harvard Business School Case 418-020, August 2017. (Revised July 2019.)
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