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October 2011 (Revised July 2012)
Case

ATR KimEng Financial Corporation

By: Li Jin, Michael Shih-ta Chen and Dawn Lau

ATR KimEng is a Philippino asset management business. It is making an important decision on its own strategy going forward: should it stay independent, or be taken over by a large bank in the region. Through this case, we discuss the financial service industry in South... View Details

Keywords: Asset Management; Mergers and Acquisitions; Capital Markets; Investment; Financial Services Industry; Philippines

Forthcoming
Article

You've Got Mail! The Late 19th-Century U.S. Postal Service Expansion, Firm Creation, and Firm Performance

By: Astrid Marinoni and Maria P. Roche

This paper examines the impact of the expansion of the US Postal Service in the late 19th century on firm creation and performance. Utilizing newly digitized archival data on historic business establishments, post office locations, and road networks in California,... View Details

Keywords: Institutional Innovation; Knowledge Exchange; US Postal Service; Firm Performance; Infrastructure; Expansion; Government Administration; Communication; Business History; Entrepreneurship; Public Administration Industry; California

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Web

HBS - Financials | Supplemental Financial Information

fiscal 2022. Controlling IT costs is an important financial priority for the School, and to that end HBS has begun to shift toward software-as-a-service platforms rather than custom-developed applications. The School also is moving toward... View Details

14 Oct 2020
Blog Post

Veteran Financial Aid Outlook

services have, or fulfilling a pre-assignment requirement to teach at one of the Service Academies or to be a strategist, my advice is to brace yourself for some loans. This is not unique to Harvard, though.... View Details

March 2017 (Revised March 2019)
Case

Ant Financial (A)

By: Feng Zhu, Ying Zhang, Krishna G. Palepu, Anthony K. Woo and Nancy Hua Dai

Headquartered in Hangzhou (China), Ant Financial has grown into a fintech “Unicorn.” The fintech empire that the company established spanned verticals such as mobile and online payment (Alipay), money market fund (Yu’e Bao), wealth management (Ant Fortune),... View Details

Keywords: Growth and Development Strategy; Global Strategy; Finance; Opportunities; Financial Services Industry; Financial Services Industry

March 1988 (Revised September 1993)
Case

United Services Automobile Association (USAA)

Under the leadership of Robert F. McDermott, USAA has been transformed from a property and casualty insurance company with $200 million in assets in the late 1960s to a $11 billion financial services empire in 1988. The case illustrates the value of having a CEO drive... View Details

Keywords: Business or Company Management; Leadership; Information Technology; Financial Services Industry; Financial Services Industry; United States

Web

HBS - Financials | Supplemental Financial Information

resumption of on-campus activities in fiscal 2022 and the need for professional services to support the School’s larger revenue base. IT spending represented 11 percent of the School’s total operating expenses in fiscal 2022. Controlling... View Details

February 2008
Supplement

Shinhan Financial Group (B)

By: Rosabeth Moss Kanter and Matthew J. Morgan

By 2007, there were many signs that the merger of Chohung and Shinhan banks to form the Shinhan Financial Group in 2003 had met its goals. Shinhan Financial Group's stock price had increased from $31 a share at its opening on the New York Stock Exchange in September... View Details

Keywords: Mergers and Acquisitions; Global Strategy; Expansion; Markets; Strategic Planning; South Korea

March 2016
Case

M-Pesa: Financial Inclusion in Kenya

By: Rajiv Lal, Lisa Cox and Sarah McAra

M-Pesa, a mobile money transfer service launched in 2007 in Kenya by telecommunications company Safaricom, allowed people to send money via mobile messaging to contacts, such as friends and family, or even to pay for goods and services, such as groceries or a taxi... View Details

Keywords: Mobile Money Transfer; Market Transactions; Emerging Markets; Developing Countries and Economies; Mobile and Wireless Technology; Telecommunications Industry; Kenya

January 2013 (Revised October 2014)
Case

Barclays and the LIBOR Scandal

By: Clayton S. Rose and Aldo Sesia

In June of 2012, Barclays plc admitted that it had manipulated LIBOR—a benchmark interest rate that was fundamental to the operation of international financial markets and that was the basis for trillions of dollars of financial transactions. Between 2005 and 2009... View Details

Keywords: Financial Systems; Financial Services; Corruption; Regulation; General Management; Management; Leadership; Economic Systems; Crime and Corruption; Ethics; Culture; Financial Services Industry; Financial Services Industry; United Kingdom

Web

HBS - Financials | Supplemental Financial Information

Controlling IT costs is an important financial priority for the School, and toward that end HBS has begun to shift toward software-as-a-service platforms rather than custom-developed applications. The School also is moving toward greater... View Details

June 1997
Case

Olympic Financial Ltd.

By: Krishna G. Palepu and Sarayu Srinivasan

Olympic Financial is a sub-prime lender in the auto financing industry. Several other financing companies have been wrought with accounting fraud and business mismanagement. Olympic's debt has been downgraded, and its stock has been denigrated although the company is... View Details

Keywords: Business or Company Management; Crime and Corruption; Valuation; Financial Reporting; Credit; Financial Services Industry

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February 2003 (Revised May 2003)
Case

Mobile Energy Services Company

By: Benjamin C. Esty and Aldo Sesia

When Al "Chainsaw" Dunlap became CEO of the Scott Paper Co., the company owned a large, vertically integrated production facility in Mobile, Alabama. Dunlap sold part of the production facility, a cogeneration power plant (later known as Mobile Energy Services Co.), to... View Details

Keywords: Mergers and Acquisitions; Risk and Uncertainty; Contracts; Agreements and Arrangements; Investment; Projects; Vertical Integration; Energy Sources; Bonds; Ownership; Restructuring; Energy Industry; Alabama

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September 2006 (Revised January 2008)
Case

Providian Financial Corporation

By: John R. Wells

On October 3, 2005, Washington Mutual acquired Providian Financial Corporation, the ninth-largest credit card issuer in the U.S., for $6.5 billion. At the time, Providian had approximately 10 million customer relationships and a balance of $18.6 billion. For some... View Details

Keywords: Mergers and Acquisitions; Restructuring; Customer Relationship Management; Insolvency and Bankruptcy; Credit Cards; Organizational Change and Adaptation; Financial Services Industry; United States

2014
Case

Changhong: Journey to Shared Services

By: F. Warren McFarlan, Haiyan Zhang and Guo Jia

Founded in 1958 and headquartered in Mianyang - an emerging inland science and technology city in Sichuan Province, Changhong Electric Co., Ltd., started from the military industry. It then entered the color TV industry and subsequently expanded to a wide range of... View Details

Keywords: China; Appliances; Finance ＆ Insurance; China

December 2014 (Revised July 2021)
Case

Discovery Limited

By: Michael E. Porter, Mark R. Kramer and Aldo Sesia

Discovery Ltd. is a South Africa-based insurance company. Started in the early 1990s, Discovery used behavioral economics and data collection to innovate in the health care insurance industry. Its founder Adrian Gore believed that the company's products needed to not... View Details

Keywords: Shared Value; Health Care; Financial Services; Strategy; Value Creation; Health Care and Treatment; Insurance; Growth and Development Strategy; Financial Services Industry; Financial Services Industry; Financial Services Industry; South Africa

March 1994
Case

Fremont Financial Corporation (A)

Fremont Financial is an asset-based lender to middle-market companies. This case considers two options for Fremont to raise capital to finance its loan portfolio. Fremont can: 1) extend its existing bank line of credit, or 2) issue commercial paper through a special... View Details

Keywords: Financial Markets; Capital; Corporate Finance; Financial Services Industry

October 2021
Case

Financial Reporting at Mattel

By: Aiyesha Dey, Trung Nguyen, Marshal Herrmann and Julia Kelley

In September 2020, Diana Ferguson was nearing her first Audit Committee meeting as the newly appointed Audit Committee chair of Mattel, Inc. Mattel was just recovering from an accounting scandal which had revealed the company’s poor internal controls and weak board... View Details

December 2004 (Revised April 2006)
Teaching Note

Managing Diversity at Spencer Owens & Co. and Managing Diversity at Cityside Financial Services (TN)

By: Robin J. Ely

Teaching Note to (9-405-047) and (9-405-048). View Details

Keywords: Diversity

04 May 2009
Research & Ideas

What’s Next for the Big Financial Brands

now close to worthless. It drags down Bank of America's brand every time it is mentioned in the same breath. The Merrill Lynch brand is unlikely to ever recover and Bank of America should drop it. Merrill Lynch was one of 25 financial... View Details

Keywords: by John Quelch; Financial Services; Financial Services

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