Publications

Educators

12 May 2021
Working Paper Summaries

Accounting for Product Impact in the Water Utilities Industry

Keywords: by George Serafeim and Katie Trinh

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

Educators

16 Jul 2020
Research & Ideas

Restaurant Revolution: How the Industry Is Fighting to Stay Alive

association as well as the food and beverage brands that supply them. We’ve invested in the industry and served as corporate board members and leaders of industry coalitions,... View Details

Keywords: by Michael S. Kaufman, Lena G. Goldberg, and Jill Avery; Food & Beverage

March 2013 (Revised August 2014)
Case

Indonesia's OJK: Building Financial Stability

By: Lakshmi Iyer and David Lane

In 2013, a new financial services authority, the Otoritas Jasa Keuangan (OJK), took over responsibility for regulating capital markets and non-bank financial institutions in Indonesia. OJK was scheduled to take over bank regulation and supervision from the central... View Details

Keywords: Monetary Policy; Bank Regulation; Financial Market Regulation; Corruption; Bureaucracy; Central Bank Independence; Indonesia; Crime and Corruption; Central Banking; Ethics; Emerging Markets; Financial Markets; Corporate Governance; Financial Crisis; Financial Strategy; Financial Services Industry; Indonesia

Educators

Fast Answer

Managing & Investing in a Fast-Growing Emerging Market: India

Library and related resources for Managing & Investing in a Fast-Growing Emerging Market: India View Details

November 2019
Teaching Note

Actera Group: Investing in Mars Cinema Group (A) and (B)

By: Victoria Ivashina and Jeffrey Boyar

In summer of 2010, Murat Çavuşoğlu (HBS MBA 1994) led private equity firm Actera Group’s investment in Mars Cinema Group (Mars), the leading movie exhibitor in Turkey. Immediately after acquiring Mars and merging it with the second larger player in the market, AFM,... View Details

Keywords: Private Equity; Value Creation; Transformation; Valuation; Entertainment and Recreation Industry; Entertainment and Recreation Industry; Turkey

09 Oct 2015
Blog Post

Students, Alumni, and Colleagues Gather to Discuss Leadership in the Energy Industry

The energy industry has been shaken over the last year as oil prices have dropped from over $110 to below $50, with OPEC (Organization of the Petroleum Exporting Countries) promising no relief to the supply glut and American producers... View Details

Web

Field Course: Public Markets Investing Seminar - Course Catalog

seminars supplement the project work and allow the class to come together to engage with industry leaders, protagonists, and asset allocators. Students will learn first-hand the challenges and issues surrounding the diligence of an View Details

February 2015 (Revised September 2017)
Supplement

Omar Selim: Building a Values-Based Asset Management Firm (B)

By: George Serafeim, Rebecca Henderson and Shannon Gombos

The case describes the decision of Omar Selim to set up Arabesque as an independent organization and how he organized Arabesque to use both financial and environmental, social and governance (ESG) data in order to deliver performance for its clients. View Details

Keywords: Social Entrepreneurship; Investing; Investment Management; ESG; Sustainability; Investment Banking; Leadership; Leadership & Corporate Accountability; Leadership Style; Business Model; Asset Management; Business Startups; Social Enterprise

10 Jan 2022
Research & Ideas

How to Get Companies to Make Investments That Benefit Everyone

does not currently exist,” he writes. “Thus, by writing this code, they obtain a direct benefit while creating a positive externality: Anyone else can also have access to this feature for no (or little) cost.” And this is done on a global platform that’s maintained by... View Details

Keywords: by Lane Lambert

Fast Answer

PE & VC investors by investment criteria (industry, stage and geography)

How can I screen for private equity or venture capital firms investing in a particular industry, stage of investment, and/or geography? LSEG Workspace Click on the Search Tools tab and select Private Equity/VC. Choose a Deal Type... View Details

15 Mar 2021
Blog Post

Be Unapologetically Yourself: Interview with Singer-Songwriter and Banking Strategist Andrea Mendoza

Be Just One Thing.” Growing up in Peru, Mendoza developed a love of music alongside the quantitative skills that made her succeed in the classroom. She completed her undergraduate degree in Industrial Engineering and found a fit for her... View Details

Article

Unraveling the Process of Creative Destruction: Complementary Assets and Incumbent Survival in the Typesetter Industry

By: M. Tripsas

When radical technological change transforms an industry established firms sometimes fail drastically and are displaced by new entrants, yet other times survive and prosper. Drawing upon an unusually rich data set that covers the technological and competitive... View Details

Keywords: Technology; Transformation; Market Entry and Exit; Competition; History; Management Analysis, Tools, and Techniques; Business Processes; Competency and Skills; Assets; Perspective; Disruptive Innovation

August 2007
Article

Vive La Resistance: Competing Logics and the Consolidation of U.S. Community Banking

By: Christopher Marquis and Michael Lounsbury

Keywords: Banks and Banking; Competition; Consolidation; Banking Industry; United States

Read Now

April 2011
Teaching Note

The Euro in Crisis: Decision Time at the European Central Bank (TN)

By: J. Gunnar Trumbull, Dante Roscini and Diane Choi

Teaching Note for 711049. View Details

Keywords: Currency; Central Banking; Borrowing and Debt; Decisions; Banking Industry

16 May 2018
News

Spotify's 'Hateful Conduct' Policy Drags The Music Industry Into The #MeToo Moment

January 2022
Article

Pushed into a Crowd: Repositioning Costs, Resources, and Competition in the RTE Cereal Industry

By: Young Hou and Dennis Yao

This paper exploits a natural experiment involving self-regulation in the ready-to-eat (RTE) breakfast cereal industry to evaluate the performance impact of product repositioning. It then examines how a product's brand equity value declines with repositioning distance... View Details

Keywords: Positioning; Resources; Brand Equity; Competitive Dynamics; Non-market Strategy; Regulation; Repositioning; Product Positioning; Performance Evaluation; Brands and Branding; Competitive Strategy; Consumer Products Industry

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

Read Now

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