Publications

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September 2017 (Revised June 2019)
Case

Dianrong: Marketplace Lending, Blockchain, and 'The New Finance' in China

By: Christopher J. Malloy, Lauren H. Cohen and Anthony K. Woo

This case examines the strategic positioning of Dianrong, one of the largest online peer-to-peer (P2P) lending platforms in China, in its attempt to become a foundational player in the expansion of the FinTech sector in Asia. Dianrong had recently announced the... View Details

Keywords: Financing and Loans; Internet and the Web; Supply Chain; Finance; Innovation and Invention; Competition; Product Positioning; Strategy; Financial Services Industry; China

July 2016 (Revised January 2017)
Case

Banking on Change: Aligning Culture and Compensation at Morgan Stanley

By: Malcolm S. Salter

This case study was prepared as part of a research project on Culture, Conduct, and Governance in Financial Firms. The objective of this project is to compare and contrast the efforts of U.S. and European banks to induce changes in organization culture in the aftermath... View Details

Keywords: Business or Company Management; Corporate Accountability; Ethics; Organizational Culture; Corporate Governance; Banks and Banking; United States; Europe

05 May 2022
HBS Seminar

Caleb Kwon, Harvard Business School

January 2019 (Revised February 2020)
Case

Roush Performance: How to Design a Sales Force Compensation Plan

By: Doug J. Chung

Roush Performance manufactured and marketed factory-modified performance vehicles and high-end aftermarket automotive performance parts. Since its inception, Roush Performance had focused on building its engineering technology competency and diversifying its product... View Details

Keywords: Sales Force Management; Motivation; Compensation; Salary; Commissions; Bonuses; Quotas; Salesforce Management; Compensation and Benefits; Motivation and Incentives

September 2023 (Revised September 2023)
Teaching Note

Roche: Innovation and Access to Healthcare

By: George Serafeim

Teaching Note for HBS Case No. 123-075. In May 2022, Roche Group, one of the largest healthcare companies in the world, hosted its first investor event focused exclusively on its efforts to impact access to healthcare. While Roche had recently set an ambitious goal to... View Details

Keywords: ESG; Access To Care; Healthcare; Healthcare Access; Innovation; Social Impact; Affordable; Health Care and Treatment; Innovation and Invention; Product Development; Resource Allocation; Corporate Social Responsibility and Impact; Health Industry

March 2020
Case

A Tower for the People: 425 Park Avenue

By: John Macomber, Joseph G. Allen and Emily Jones

Healthy buildings and superior air quality are increasingly important since people now spend so much time indoors. Indoor spaces drive performance and productivity. Commercial real estate landlords and investors are responding to the demands of sophisticated tenants... View Details

Keywords: Health And Wellness; Real Estate; Sustainability; Health; Pollution; Buildings and Facilities; Performance Productivity; Finance; Real Estate Industry; New York (city, NY)

Article

Strategies and Tactics in NGO-Government Relations: Insights from Slum Housing in Mumbai

By: Ramya Ramanath and Alnoor Ebrahim

Relationships between nongovernmental organizations (NGOs) and government agencies have been variously described in the nonprofit literature as cooperative, complementary, adversarial, confrontational, or even co-optive. But how do NGO-government relationships emerge... View Details

Keywords: Cooperative Ownership; Housing; Corporate Strategy; Business and Government Relations; Organizational Change and Adaptation; Nonprofit Organizations; Change Management; Business Strategy; Growth and Development; Non-Governmental Organizations; Accommodations Industry; Mumbai

Find at Harvard

28 Jan 2008
Research & Ideas

Billions of Entrepreneurs in China and India

same is true when we look at India with China as a backdrop. That's why I wrote a comparative book." In our interview Khanna outlines the business landscape in both countries. He also describes how indigenous and foreign... View Details

Keywords: by Martha Lagace

January 2009 (Revised October 2009)
Case

GLOBALGAP: Food Safety and Private Standards

By: David E. Bell and Mary Louise Shelman

In response to new laws governing liability and several food safety scares in the 1990s, European retailers drove the creation of a universal production standard based on Good Agricultural Practices (GAP) for fresh fruit and vegetables and a third-party certification... View Details

Keywords: Agribusiness; Food; Governance Compliance; Governing Rules, Regulations, and Reforms; Business and Government Relations; Safety; Agriculture and Agribusiness Industry; Europe

April 1993 (Revised December 1994)
Case

Lehman Brothers and the Securitization of American Express Charge-Card Receivables

By: Andre F. Perold and Kuljot Singh

In early 1992, Lehman Brothers had received a mandate from its affiliate, American Express Travel Related Services (TRS) Co., to securitize a portion of its consumer charge-card receivables portfolio. It is now July 22, and Lehman and TRS have just returned from a... View Details

Keywords: Risk and Uncertainty; Credit Cards; Financial Instruments; Stocks; Asset Pricing

12 Apr 2022
Book

Racism, Colonialism, and Britain's Legacy of Violence

Britain’s 20th century empire was the largest in human history, with a quarter of the world’s land and nearly 700 million people. Yet the empire drew its strength from violence. That’s the conclusion Harvard Business School Professor Caroline Elkins draws in her new... View Details

Keywords: by Avery Forman

June 2007 (Revised September 2021)
Case

Thomas J. Watson, IBM and Nazi Germany

By: Geoffrey Jones, Grace Ballor and Adrian Brown

Considers the strategy of U.S.-owned IBM, then a manufacturer of punch cards, in Nazi Germany before 1937. Opens with IBM CEO Thomas J. Watson meeting Adolf Hitler in his capacity as President of the International Chamber of Commerce. IBM had acquired a German company... View Details

Keywords: Business History; Values and Beliefs; Multinational Firms and Management; Corporate Social Responsibility and Impact; Investment; Business and Government Relations; Germany; United States

06 Jun 2016
Research & Ideas

Skills and Behaviors that Make Entrepreneurs Successful

confident in their financial management skills—especially those related to managing cash flow, raising capital, and board governance—than did... View Details

Keywords: by HBS Working Knowledge

09 May 2017
First Look

New Research and Ideas, May 9

May 2017 Journal of Financial Economics The Value of Trading Relations in Turbulent Times By: Di Maggio, Marco, Amir Kermani, and Zhaogang Song Abstract—This paper investigates how dealers’ trading... View Details

Keywords: Sean Silverthorne

2003
Book

Profits You Can Trust: Spotting and Surviving Accounting Landmines

By: H. David Sherman, S. David Young and Harris Collingwood

Profits You Can Trust gives managers, directors, lenders, audit partners and analysts a clear framework to demystify global financial reporting in a market fraught with danger. Filled with provocative and enlightening examples, it offers a fresh perspective and clear... View Details

Keywords: Accounting; Corporate Finance; Economics; Financial Reporting

Find at Harvard

November 2003 (Revised May 2016)
Case

Weetman Pearson and the Mexican Oil Industry (A)

By: Geoffrey Jones and Lisa Bud-Freirman

Taught in the MBA Evolution of Global Business course, a business history course on the growth of multinationals. Explores the role of the British entrepreneur Weetman Pearson in developing the Mexican oil industry before 1914. Shows this entrepreneur's evolution from... View Details

Keywords: History; Risk and Uncertainty; Non-Renewable Energy; Growth Management; Multinational Firms and Management; Entrepreneurship; Investment; Developing Countries and Economies; Energy Industry; Mexico