Asset Markets - Publications - Faculty & Research

July 2003 (Revised April 2005)
Case

Branding Citigroup's Consumer Business

By: Rohit Deshpande and Carin-Isabel Knoop

In Spring 1998, Citicorp and Travelers merged to create a financial powerhouse that united the bank with Travelers' consumer finance and brokerage businesses, including Salomon Smith Barney and Primerica. It was the first U.S. financial services company to combine... View Details

Keywords: Mergers and Acquisitions; Customer Focus and Relationships; Customer Relationship Management; Decisions; Asset Management; Investment Banking; Management Teams; Brands and Branding; Relationships; Business and Shareholder Relations; Banking Industry; United States

Citation

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01 Dec 2019
News

Regional Alumni Events Address Climate Change

these events will lead to meaningful discussions that eventually evolve into real-world impact.” The event also gave Chan the opportunity to connect with panelist Michael Ellis, a managing director at Inherent Group, an ESG (environmental, social, and... View Details

Keywords: Jen Myers

23 Dec 2013
Research & Ideas

Just How Independent are ‘Independent’ Directors?

rock the boat when they are leaving," speculates Ma. By contrast, when Ma and Khanna measured the effects of firm performance on likelihood of dissent, they found a much lower correlation. A one unit increase in the ratio of a firm's View Details

Keywords: by Michael Blanding

05 Nov 2001
Research & Ideas

Venture Capital Goes Boom—or Bust?

Uncertainty about the future Information gaps "Soft" assets Volatility of current market conditions All companies must grapple with these difficulties, but young, emerging enterprises are... View Details

Keywords: by Paul A. Gompers & Josh Lerner

04 Apr 2008
What Do You Think?

Who Owns Intellectual Property?

"Investors should put more emphasis on how brand IP is managed in the environment rather than on the IP asset itself." Paul Jackson adds that "... it's got to be businesses (that defend IP) ... as laws get in the way of... View Details

Keywords: by Jim Heskett

13 May 2014
Op-Ed

The Alibaba Effect

Alibaba is about to make history with the first genuine mega-IPO of a Chinese entrepreneur-founded company in the United States. The numbers are historic as well—an anticipated market capitalization of some $200 billion. It comes to the... View Details

Keywords: by Bill Kirby & Warren McFarlan; Retail

18 Sep 2000
Research & Ideas

Getting It Done: Improving Nonprofit Performance

the nation's 54,000 foundations, whose combined assets total approximately $370 billion. If these foundations are willing to embrace this concept as an important priority and "to dedicate substantial resources to developing new View Details

Keywords: by James E. Aisner

21 Oct 2013
Research & Ideas

Missing the Wave in Ship Transport

Like investing in a mansion when the real-estate market is at its peak, buying a dry bulk ship in a boom time is a terrible long-term investment, according to new research that predicts cycles in the shipping industry. The contrarian... View Details

Keywords: by Kim Girard; Transportation

01 Sep 2021
Blog Post

Investing in Career Switchers - Cyril Straughn-Turner & Invesco US

tours and walking around Dallas to understand the market have been pivotal learning experiences. “We went with asset managers to tour properties where we could hear more about the intricacies of the process.... View Details

Keywords: Real Estate

03 Jan 2017
First Look

January 3, 2017

relocation of resources in affected fund families and in the asset management industry in general, as well as decline in capital of issuers borrowing from money funds. Publisher's link: https://www.hbs.edu/faculty/Pages/item.aspx?num=51404... View Details

Keywords: Carmen Nobel

01 Mar 2018
News

Can a Digital Platform Open Up the Opaque Metals Industry?

them to downsize and slash jobs. “It was a commodity price down cycle across almost all metals. We were obviously expecting a large negative impact,” recalls Chernilovskiy, then an asset manager at Kazakhstani zinc-producer Kazzinc, a... View Details

Keywords: Nicole Torres

01 Sep 2012
News

What’s the Big Idea?

companies (in terms of both stock market and accounting measures) that adopted almost none of these policies. Energized by Eccles’s work, the effort to advance integrated corporate reporting as a vehicle for transforming capitalism is... View Details

Keywords: Garry Emmons;Julia Hanna;Roger Thompson; Corporate Services; Colleges, Universities, and Professional Schools; Educational Services; Management

17 Apr 2014
News

York Street Partners, Busbud Take Top Honors in Alumni New Venture Competition

market transformation in Sri Lanka. The YSP leadership team, comprising entirely of US-trained Sri Lankans, is united by a passion to support the country's post-conflict resurgence. While the investment banking View Details

Keywords: New Venture Competition; Securities, Commodities, and Other Financial Investments; Finance; News, Library, Internet, and Other Services; Information

Web

Investment analyst reports: banks included in library research | Baker Library

LSEG Workspace; Bloomberg CapitalCube North America LSEG Workspace Credit Suisse* Global LSEG Workspace Deutsche Bank* Global LSEG Workspace DNB Markets Norway LSEG Workspace Edelweiss Asia Pacific Bloomberg Evercore ISI North America... View Details

13 Sep 2012
Research & Ideas

Why Public Companies Underinvest in the Future

were to their investment opportunities," Farre-Mensa explains. Investment opportunities are usually measured by market-to-book ratio, the relationship between the market value of a company and the book value of its assets.... View Details

Keywords: by Maggie Starvish

07 Jul 2003
Research & Ideas

The Organizational Model for Open Source

foundations with formal boards and designated roles and responsibilities. Now there is a wide range of foundations that are emerging. At one end of the continuum are nonprofit foundations that act as little more than legal shells to hold a project's View Details

Keywords: by Mallory Stark

08 Jul 2024
Research & Ideas

The Critical Computer Science Principles Every Strategic Leader Needs to Know

platform). Over time, Microsoft has pursued both integration and foreclosure strategies with its Microsoft Windows operating system, Wu says. Companies that are new to a market don’t initially have the same View Details

Keywords: by Ben Rand; Technology; Information Technology

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 happened. In his new book, HBS senior lecturer Robert Pozen tells... View Details

Keywords: Roger Thompson; Finance

01 Jun 2001
News

Teaching for the Ages: the MBA Classroom in the 21st Century

IBM PCs in advance of their market introduction. We used Lotus 1-2-3 for spreadsheets, and we proudly whipped out our HP 12C calculators with their vast array of financial and statistical functions (which we mostly didn’t need but still... View Details

Keywords: Business Schools & Computer & Management Training; Educational Services

30 Jan 2018
First Look

January 30, 2018

Flying J. Flying J owned and operated hundreds of truck stops—which it called Travel Plazas—nationwide and was a growing multi-billion dollar business, but broader problems in the oil and credit markets in late 2008 forced it to declare... View Details

Keywords: Sean Silverthorne

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