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  • All HBS Web  (8,062)
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    • News  (1,452)
    • Research  (5,232)
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  • June 2018 (Revised June 2018)
  • Teaching Note

Prudential Financial and Asset-Liability Management

By: Mark S. Seasholes, Adi Sunderam, Luis Viceira and Shawn O'Brien
Teaching Note for HBS No. 216-076. View Details
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Seasholes, Mark S., Adi Sunderam, Luis Viceira, and Shawn O'Brien. "Prudential Financial and Asset-Liability Management." Harvard Business School Teaching Note 218-121, June 2018. (Revised June 2018.)
  • 2002
  • Chapter

Management Turnover and Financial Distress

By: S. C. Gilson
Keywords: Management Succession; Management Teams; Financial Condition; Financial Crisis
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Gilson, S. C. "Management Turnover and Financial Distress." In Bankruptcy Anthology, edited by Charles Tabb. Cincinnati: Anderson Publishing Company, 2002.
  • August 2015 (Revised February 2019)
  • Case

Clare College: Seeking Investment Opportunity in a Financial Crisis

By: David Chambers, Elroy Dimson and Luis M. Viceira
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Chambers, David, Elroy Dimson, and Luis M. Viceira. "Clare College: Seeking Investment Opportunity in a Financial Crisis." Harvard Business School Case 216-015, August 2015. (Revised February 2019.)
  • December 1989
  • Article

Management Turnover and Financial Distress

By: S. C. Gilson
Keywords: Management; Finance
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Gilson, S. C. "Management Turnover and Financial Distress." Journal of Financial Economics 25 (December 1989): 241–262.
  • September 2016
  • Case

Financial Services at Falabella (A)

By: C. Fritz Foley and Agustin M. Hurtado
In 2010, the board and senior management team of Falabella, a leading retailer with operations throughout Latin America, faced choices about what to do with its financial services division. More than 4.5 million customers had CMR credit cards that could be used in... View Details
Keywords: Consumer Credit; Financial Institutions; Personal Finance; Financial Management; Financial Strategy; Corporate Strategy; Banking Industry; Retail Industry; Latin America; Chile; Argentina; Colombia; Peru
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Foley, C. Fritz, and Agustin M. Hurtado. "Financial Services at Falabella (A)." Harvard Business School Case 217-016, September 2016.
  • November 2004 (Revised January 2005)
  • Teaching Note

Bahtulism, Collapse, Resurrection? Financial Crisis in Asia: 1997-1998 (TN)

By: Rafael M. Di Tella and Ingrid Vogel
Teaching Note to (9-798-089). View Details
Keywords: Financial Crisis; Asia
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Di Tella, Rafael M., and Ingrid Vogel. "Bahtulism, Collapse, Resurrection? Financial Crisis in Asia: 1997-1998 (TN)." Harvard Business School Teaching Note 705-014, November 2004. (Revised January 2005.)
  • June 2016 (Revised March 2017)
  • Case

Prudential Financial and Asset-Liability Management

By: Mark S. Seasholes, Adi Sunderam, Luis M. Viceira and Emily A. Chien
Citation
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Seasholes, Mark S., Adi Sunderam, Luis M. Viceira, and Emily A. Chien. "Prudential Financial and Asset-Liability Management." Harvard Business School Case 216-076, June 2016. (Revised March 2017.)
  • March 1995
  • Case

E. F. Hutton: Cash Management Crisis (A)

By: Lynn S. Paine and Jane Palley Katz
Keywords: Financial Institutions; Cash; Crisis Management; Financial Services Industry
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Paine, Lynn S., and Jane Palley Katz. "E. F. Hutton: Cash Management Crisis (A)." Harvard Business School Case 395-177, March 1995.
  • September 2018
  • Supplement

Prudential Financial and Asset-Liability Management

By: Aditya Vikram Sunderam and Luis M. Viceira
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Sunderam, Aditya Vikram, and Luis M. Viceira. "Prudential Financial and Asset-Liability Management." Harvard Business School Spreadsheet Supplement 219-726, September 2018.
  • January 2011 (Revised June 2011)
  • Case

Fixed Income Arbitrage in a Financial Crisis (A): US Treasuries in November 2008

Investment manager James Franey confronts an apparent arbitrage opportunity during the global financial crisis of 2008 when he notices a wide yield spread between two U.S. Treasury bonds that mature on the same date. Franey must decide if there is an opportunity, how... View Details
Keywords: Bonds; Valuation; Interest Rates; Financial Crisis; Financial Services Industry; United States
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Taliaferro, Ryan D., and Stephen Blyth. "Fixed Income Arbitrage in a Financial Crisis (A): US Treasuries in November 2008." Harvard Business School Case 211-049, January 2011. (Revised June 2011.)
  • May 1995 (Revised June 1995)
  • Case

E. F. Hutton: Cash Management Crisis (C)

By: Lynn S. Paine
Keywords: Financial Institutions; Cash; Crisis Management; Financial Services Industry
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Paine, Lynn S. "E. F. Hutton: Cash Management Crisis (C)." Harvard Business School Case 395-175, May 1995. (Revised June 1995.)
  • 1992
  • Book

Managing Financial Institutions: Cases within the Financial Services Industry

By: Samuel L. Hayes III and David M Meerschwam
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Hayes, Samuel L., III and David M Meerschwam, eds. Managing Financial Institutions: Cases within the Financial Services Industry. Fort Worth: Dryden Press, 1992.
  • October 2007
  • Teaching Note

Transforming Korea Inc: Financial Crisis and Institutional Reform (TN)

By: Laura Alfaro and Renee Kim
Teaching Note for 708007. View Details
Keywords: Financial Crisis; Governing Rules, Regulations, and Reforms; Transformation; Policy; Development Economics; Investment Funds; International Finance; Financing and Loans; South Korea
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Alfaro, Laura, and Renee Kim. "Transforming Korea Inc: Financial Crisis and Institutional Reform (TN)." Harvard Business School Teaching Note 708-027, October 2007.
  • 2011
  • Chapter

Asset Allocation by Institutional Investors after the Recent Financial Crisis

By: Robert C. Pozen, Betsy Palmer and Natalie Shapiro
Keywords: History; Assets; Resource Allocation; Investment Portfolio; Financial Crisis
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Pozen, Robert C., Betsy Palmer, and Natalie Shapiro. "Asset Allocation by Institutional Investors after the Recent Financial Crisis." In Growing Old: Paying for Retirement and Institutional Money Management after the Financial Crisis, edited by Y. Fuchita, R. Herring, and R. Litan. Brookings Institution Press, 2011.
  • Article

Financial Innovation and the Management and Regulation of Financial Institutions

By: Robert C. Merton
Keywords: Finance; Innovation and Invention; Management; Governing Rules, Regulations, and Reforms; Financial Institutions
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Merton, Robert C. "Financial Innovation and the Management and Regulation of Financial Institutions." Journal of Banking & Finance 19, nos. 3-4 (June 1995): 461–481.
  • March 2009
  • Case

The Home Depot: Leadership in Crisis Management

By: Herman B. Leonard, Marc J. Epstein and Melissa Tritter
Examines the challenges The Home Depot faced in the aftermath of natural disasters such as Hurricanes Katrina, Rita, and Andrew. By providing 40,000 to 50,000 items sold by knowledgeable associates, The Home Depot became a destination place for customers in need of... View Details
Keywords: Disruption; Customer Focus and Relationships; Leadership; Crisis Management; Logistics; Natural Disasters; Retail Industry
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Leonard, Herman B., Marc J. Epstein, and Melissa Tritter. "The Home Depot: Leadership in Crisis Management." Harvard Business School Case 309-055, March 2009.
  • Article

Corporate Brand Reputation and Brand Crisis Management

By: Stephen A. Greyser
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Greyser, Stephen A. "Corporate Brand Reputation and Brand Crisis Management." Management Decision 47, no. 4 (2009): 590–602.
  • Article

On the Management of Financial Guarantees

By: Robert C. Merton and Z. Bodie
Keywords: Management; Finance
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Merton, Robert C., and Z. Bodie. "On the Management of Financial Guarantees." Financial Management 21, no. 4 (Winter 1992): 87–109.
  • 2010
  • Casebook

Global Capital and National Institutions: Crisis and Choice in the International Financial Architecture

By: Laura Alfaro
All managers face a business environment in which international and macroeconomic phenomena matter. International capital flows can significantly affect countries' development efforts and provide clear investment opportunities for businesses. During the 1990s and early... View Details
Keywords: Financial Crisis; Capital; International Finance; Globalized Economies and Regions; Policy; Government and Politics; Business and Government Relations
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Alfaro, Laura. Global Capital and National Institutions: Crisis and Choice in the International Financial Architecture. Singapore: World Scientific Publishing, 2010.
  • 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
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Iyer, Lakshmi, and David Lane. "Indonesia's OJK: Building Financial Stability." Harvard Business School Case 713-003, March 2013. (Revised August 2014.)
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