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  • All HBS Web  (157)
    • News  (7)
    • Research  (131)
  • Faculty Publications  (55)

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  • All HBS Web  (157)
    • News  (7)
    • Research  (131)
  • Faculty Publications  (55)
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  • July 2011
  • Background Note

Just an MOU or a Real Deal?

By: Lena G. Goldberg and Mary Beth Findlay
Notwithstanding the professed intention of a party to an MOU, a "preliminary" agreement can have binding effect. This note explores the circumstances under which MOUs may give rise to binding and enforceable agreements. View Details
Keywords: Curriculum and Courses; Contracts; Legal Liability; Management; Risk Management
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Goldberg, Lena G., and Mary Beth Findlay. "Just an MOU or a Real Deal?" Harvard Business School Background Note 312-018, July 2011.
  • 17 Feb 2014
  • Research & Ideas

Companies Detangle from Legacy Pensions

numbers will work out. The second is to work a deal with employees for a lump-sum payment covering the value of their pension, walking away without further obligations. That number can be large, however, and few companies can afford to pay out all that money at once.... View Details
Keywords: by Michael Blanding; Aerospace; Financial Services
  • 20 Jul 2020
  • Op-Ed

It's Time for a Bipartisan Health Plan for Employers and Employees

trillions of unfunded liabilities, our version of the Public Option would be pay-as-you-go. It would also broaden the risk pool and thus reduce Medicare’s expenses because non-seniors are healthier and consume fewer health services. This... View Details
Keywords: by Regina E. Herzlinger and Richard J. Boxer; Health; Insurance
  • July 2002 (Revised August 2003)
  • Case

Unilever Superannuation Fund vs. Merrill Lynch, The

By: Andre F. Perold and Joshua Musher
In 2001, the Unilever Superannuation Fund sued Merrill Lynch for damages of 130 million British pounds. Over the period 1977 to 1998, the Unilever Fund had significantly underperformed the benchmark, and its trustees contended that the poor returns resulted from... View Details
Keywords: Investment; Lawsuits and Litigation; Performance Evaluation; Agreements and Arrangements; Customer Relationship Management; Risk and Uncertainty; Asset Management; Risk Management; Legal Liability; Financial Services Industry; United Kingdom
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Perold, Andre F., and Joshua Musher. "Unilever Superannuation Fund vs. Merrill Lynch, The." Harvard Business School Case 203-034, July 2002. (Revised August 2003.)
  • 02 Oct 2018
  • First Look

New Research and Ideas, October 2, 2018

innovation after the anti-corruption campaign and the departure of government innovation officials. Download working paper: https://www.hbs.edu/faculty/Pages/item.aspx?num=55038 When Does Product Liability View Details
Keywords: Dina Gerdeman
  • 22 Dec 2009
  • First Look

First Look: Dec. 22

liabilities to external "shocks." At the national level, the sectors of an economy are viewed as interconnected portfolios of assets, liabilities, and guarantees—some explicit and others implicit. Traditional approaches have... View Details
Keywords: Martha Lagace
  • 30 Jun 2008
  • Research & Ideas

Rethinking Retirement Planning

trust was no doubt engendered in an earlier day when defined benefit (DB) pension plans were offered by lifelong employers like IBM and General Motors. Today, that system is all but extinct. Merton explains that employers underestimated the cost and View Details
Keywords: by Julia Hanna; Banking; Financial Services
  • 26 Mar 2008
  • First Look

First Look: March 26, 2008

http://www.hbsp.harvard.edu/b01/en/common/item_detail.jhtml?id=508038 Ruling the Modern Corporation: The Debate over Limited Liability in Massachusetts Harvard Business School Case 708-016 In 1830, Governor Levi Lincoln, Jr. urged the... View Details
Keywords: Martha Lagace
  • 12 Jul 2016
  • First Look

July 12, 2016

internalize the social costs of higher leverage in the form of greater bankruptcy losses (moral hazard) and are subject to a regulatory capital requirement. In contrast, shadow bank liabilities are subject to runs and credit View Details
Keywords: Sean Silverthorne
  • 09 Sep 2009
  • First Look

First Look: September 9

failures are likely to spur problem solving. We hypothesize that problem solving activities are especially likely to follow reported operational failures that provoke financial and legal liability risks. We also hypothesize that... View Details
Keywords: Martha Lagace
  • 19 Jul 2011
  • First Look

First Look: July 19

Abstract Revenue recognition and measurement principles can conflict with liability recognition and measurement principles. We explore here under different market conditions when the two measurement approaches coincide and when they... View Details
Keywords: Sean Silverthorne
  • 28 Jul 2014
  • Research & Ideas

Eyes Shut: The Consequences of Not Noticing

In their contracts with Walmart, suppliers must agree to accept any financial or criminal liability resulting from the sale of their products. Elmburg felt that Walmart, given its size and as the point of purchase, had an ability to... View Details
Keywords: by Max H. Bazerman; Retail
  • 02 Jun 2011
  • What Do You Think?

Is it Time for a National Bankruptcy?

question this raises is which lenders, nations or commercial institutions? Shann Turnbull, citing some of his own work on the subject, argued that the risks of allowing insolvency "can no longer be reliably managed because they have... View Details
Keywords: by Jim Heskett
  • 10 Aug 2011
  • Research & Ideas

HBS Faculty Views on Debt Crisis

and take risks on hiring. The US economy was already slowing, and this downgrade is likely to reinforce that trend. Unfortunately, slower growth makes deleveraging dramatically more difficult. Reducing debt results in deleveraging only if... View Details
Keywords: by Staff
  • 15 Jan 2013
  • First Look

First Look: January 15

designers must think about how to distribute property rights, people, and activities across numerous self-governing enterprises in ways that are advantageous for the group (ecosystem) as well as for the designer's own firm or community. Paper:... View Details
Keywords: Sean Silverthorne
  • 27 Mar 2018
  • First Look

First Look at New Research, March 27, 2018

risks for physicians on innovation may be positive or negative, depending on the characteristics of the technology. Empirically, we find that, on average, laws that limit the liability exposure of healthcare... View Details
Keywords: Sean Silverthorne
  • 05 Jul 2016
  • First Look

July 5, 2016

conservation for climate risk reduction. Although more comprehensive research programs to answer these questions are needed, some insights are emerging. Integrating two or more behavior change approaches that target multiple,... View Details
Keywords: Sean Silverthorne
  • 07 Aug 2009
  • What Do You Think?

Why Can’t Americans Get Health Care Right?

Freyd); profit-oriented risk managers and payment processors such as insurers (R. MacKenzey, Emre Erkut, and others); specialized service providers (including malpractice lawyers) at various points in the channel (C. J. Cullinane, Michael... View Details
Keywords: by Jim Heskett; Health
  • 03 Oct 2013
  • Research & Ideas

Lehman Brothers Plus Five: Have We Learned from Our Mistakes?

is yes. The safety of the financial system depends on financial institutions' risk exposure, their ability to absorb losses, their reliance on short-term wholesale funding, transparency, and understanding the interconnectedness between... View Details
Keywords: Re: Multiple Faculty; Banking; Financial Services; Construction; Real Estate
  • 01 Dec 2015
  • First Look

December 1, 2015

liabilities for the firm. We explore a large novel dataset of over 50,000 workers across 11 different firms to document a variety of workers’ characteristics and circumstances that lead them to engage in what we call "toxic"... View Details
Keywords: Sean Silverthorne
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