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  • All HBS Web  (5,303)
    • People  (37)
    • News  (1,052)
    • Research  (3,575)
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    • Multimedia  (5)
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  • February 2012 (Revised December 2012)
  • Supplement

Sino-Forest (B)

By: David F. Hawkins
Excerpts from a hedge fund's report accusing a Chinese bond company of using fraudulent financial statements. View Details
Keywords: Financial Statements; Crime and Corruption; Accounting Audits; Business Earnings; Financial Services Industry; China
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Hawkins, David F. "Sino-Forest (B)." Harvard Business School Supplement 112-066, February 2012. (Revised December 2012.)
  • 23 Apr 2020
  • Research & Ideas

This Crisis Loan Program Preserved Jobs—and Made Money

As the US Congress prepares to replenish its Paycheck Protection Program for small businesses, questions still linger: Do guaranteed loans for small businesses work in the long term? Who wins? Employees? Businesses? Taxpayers? The answer appears to be yes for all... View Details
Keywords: by Rachel Layne; Financial Services
  • 04 Sep 2007
  • Working Paper Summaries

Why Do Intermediaries Divert Search?

Keywords: by Andrei Hagiu & Bruno Jullien
  • Career Coach

Erika Osterling

services across different businesses and geographies, leading to a global P&L role. In her most recent role as Executive Director at Russell Reynolds, she advised CEO, C-Suite leaders and board of directors of public and private... View Details
Keywords: Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All)
  • 19 Jul 2004
  • Research & Ideas

Your Customers: Use Them or Lose Them

offers free cradle-to-grave service on a financial software product that costs, at most, $50, said Frei. If Intuit fielded the same number of customer service calls as its... View Details
Keywords: by Martha Lagace
  • February 2024
  • Supplement

JTC: Stronger Together with Shared Ownership: What JTC Did and Its Impact

By: Ethan Bernstein
Nigel Le Quesne, CEO of Jersey-based financial services firm JTC, firmly believed that "shared ownership" was at the heart of his company’s successful track record. The firm had seen its revenues, profits, and number of clients and staff grow steadily throughout its... View Details
Keywords: Employee Stock Ownership Plan; Leadership Style; Organizational Culture; Going Public; Employee Ownership; Financial Services Industry
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Bernstein, Ethan. "JTC: Stronger Together with Shared Ownership: What JTC Did and Its Impact." Harvard Business School Multimedia/Video Supplement 424-707, February 2024.
  • 2023
  • Working Paper

ESG: From Process to Product

By: George Serafeim
ESG measurement, analysis, management, and communication is a process that the financial industry has turned into a product, resulting in many investment funds using the ESG label. This has caused confusion, generating demand for a framework that defines... View Details
Keywords: ESG; ESG (Environmental, Social, Governance) Performance; ESG Ratings; ESG Reporting; Investment Fund; Investment; Corporate Social Responsibility and Impact; Financial Services Industry
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Serafeim, George. "ESG: From Process to Product." Harvard Business School Working Paper, No. 23-069, May 2023.
  • December 2022
  • Case

To Feed the Planet: Juan Luciano at ADM

By: Joshua D. Margolis, David E. Bell, Damien McLoughlin, Stacy Straaberg and James Weber
In December 2022, Juan Luciano, Chairman and CEO of agribusiness and nutrition giant ADM, considered the next phase of the historic company’s future. Beginning in 2011 when he joined as COO and moving into his tenure as CEO in 2015, Luciano led a transformation of ADM... View Details
Keywords: Agriculture; Leadership; Agribusiness; Acquisition; Business Units; Customer Focus and Relationships; Customer Value and Value Chain; Forecasting and Prediction; Capital; Cash; Cost of Capital; Cost Management; Profit; Food; Global Range; Innovation Strategy; Leadership Development; Leadership Style; Leading Change; Growth and Development Strategy; Risk Management; Organizational Culture; Organizational Structure; Strategic Planning; Risk and Uncertainty; Adaptation; Business Strategy; Corporate Strategy; Vertical Integration; Value Creation; Transformation; Agriculture and Agribusiness Industry; Energy Industry; United States; Chicago
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Margolis, Joshua D., David E. Bell, Damien McLoughlin, Stacy Straaberg, and James Weber. "To Feed the Planet: Juan Luciano at ADM." Harvard Business School Case 423-060, December 2022.

    Ranjay Gulati

    Ranjay Gulati is the Paul R. Lawrence MBA Class of 1942 Professor of Business Administration and the former Unit Head of the Organizational Behavior Unit at Harvard Business School. His pathbreaking research, which focuses on unlocking organizational and unleashing... View Details

    Keywords: financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services
    • 10 Apr 2013
    • Research & Ideas

    Learning Curve: Making the Most of Outsourcing

    telemedicine and specialized providers of niche services such as retail clinics, single-specialty hospitals, and disease management companies. The research, he says, reflects the traditional pendulum swing... View Details
    Keywords: by Paul Guttry; Health
    • October 2014
    • Supplement

    Quiet Logistics (B)

    By: Robert Simons and Natalie Kindred
    This two-part case focuses on how to identify and manage strategic uncertainties in an innovative, entrepreneurial start-up company. In the (A) case, students learn about Quiet Logistics, an e-commerce fulfillment company working with high-end apparel retailers such as... View Details
    Keywords: Strategy Execution; Strategic Uncertainties; Managing Growth; Disruptive Change; Robotics; Disruptive Technologies; Managing Start-ups; Management Control Systems; Performance Measurement; Business Growth and Maturation; Disruption; Entrepreneurship; Disruptive Innovation; Crisis Management; Risk Management; Organizational Change and Adaptation; Business Strategy; Competitive Strategy; E-commerce; Distribution Industry; Technology Industry; United States
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    Simons, Robert, and Natalie Kindred. "Quiet Logistics (B)." Harvard Business School Supplement 115-003, October 2014.
    • December 2014
    • Article

    Private Equity, Jobs, and Productivity

    By: Steven J. Davis, John Haltiwanger, Kyle Handley, Ron Jarmin, Josh Lerner and Javier Miranda
    Private equity critics claim that leveraged buyouts bring huge job losses. To investigate this claim, we construct and analyze a new dataset that covers U.S. private equity transactions from 1980 to 2005. We track 3,200 target firms and their 150,000 establishments... View Details
    Keywords: Private Equity; Leveraged Buyouts; Performance Productivity; Jobs and Positions; United States
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    Davis, Steven J., John Haltiwanger, Kyle Handley, Ron Jarmin, Josh Lerner, and Javier Miranda. "Private Equity, Jobs, and Productivity." American Economic Review 104, no. 12 (December 2014): 3956–3990. (Earlier versions distributed as National Bureau of Economic Research Working Paper No. 17399 and Harvard Business School Working Paper No. 12-033.) (Originally called "Private Equity and Employment.")
    • 10 Sep 2014
    • HBS Seminar

    Ben Edelman, Harvard Business School

    • Teaching Interest

    Field Course: Social Innovation Lab

    By: Brian L. Trelstad
    Co-taugh with Prof. John Kim
    This course provides students an opportunity to use the discipline of entrepreneurial... View Details
    Keywords: Innovation and Invention; Social Enterprise
    • 2022
    • Working Paper

    Banking on Transparency for the Poor: Experimental Evidence from India

    By: Erica M. Field, Natalia Rigol, Charity M. Troyer Moore, Rohini Pande and Simone G. Schaner
    Do information frictions limit the benefits of financial inclusion drives for the rural poor? We evaluate an experimental intervention among recently banked poor Indian women receiving government cash transfers via direct deposit. Treated women were provided automated... View Details
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    Field, Erica M., Natalia Rigol, Charity M. Troyer Moore, Rohini Pande, and Simone G. Schaner. "Banking on Transparency for the Poor: Experimental Evidence from India." NBER Working Paper Series, No. 30289, July 2022.
    • Article

    Audit Quality and Auditor Reputation: Evidence from Japan

    By: Douglas Skinner and Suraj Srinivasan
    We study events surrounding ChuoAoyama's failed audit of Kanebo, a large Japanese cosmetics company whose management engaged in a massive accounting fraud. ChuoAoyama was PwC's Japanese affiliate and one of Japan's largest audit firms. In May 2006, the Japanese... View Details
    Keywords: Audit Quality; Auditor Reputation; Japan; Accounting Audits; Crime and Corruption; Reputation; Beauty and Cosmetics Industry; Japan
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    Skinner, Douglas, and Suraj Srinivasan. "Audit Quality and Auditor Reputation: Evidence from Japan." Accounting Review 87, no. 5 (September 2012): 1737–1765.
    • February 2025
    • Case

    RedBird Capital Partners

    By: Anita Elberse and David Moreno Vicente
    In July 2024, Gerry Cardinale, the founder and managing partner of RedBird Capital Partners (‘RedBird’) has helped orchestrate a high-profile deal in the world of entertainment: one in which Skydance Media (‘Skydance’), a content production studio led by David Ellison... View Details
    Keywords: Entertainment; Media; Film; Television; Sports; Superstars; Marketing; Strategy; General Management; Investing; Mergers and Acquisitions; Private Equity; Asset Management
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    Elberse, Anita, and David Moreno Vicente. "RedBird Capital Partners." Harvard Business School Case 525-049, February 2025.
    • October 2018 (Revised January 2019)
    • Case

    Social Finance, Inc.

    By: Shawn Cole and Fanele Mashwama
    This case begins in February 2019 as Tracy Palandjian, co-founder and CEO of Social Finance Inc., prepares for a board meeting that will determine the future strategy of the social enterprise. Social Finance is a non-profit in the impact investment space founded in... View Details
    Keywords: Impact Investment; Social Enterprise; Growth and Development Strategy; Decision Choices and Conditions
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    Cole, Shawn, and Fanele Mashwama. "Social Finance, Inc." Harvard Business School Case 219-044, October 2018. (Revised January 2019.)
    • February 2014
    • Article

    Accountability of Independent Directors—Evidence from Firms Subject to Securities Litigation

    By: Francois Brochet and Suraj Srinivasan
    We examine which independent directors are held accountable when investors sue firms for financial- and disclosure-related fraud. Investors can name independent directors as defendants in lawsuits, and they can vote against their re-election to express displeasure over... View Details
    Keywords: Independent Directors; Litigation Risk; Class Action Lawsuits; Director Accountability; Reputation; Boards Of Directors; Corporate Governance; Debt Securities; Corporate Accountability; Lawsuits and Litigation
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    Brochet, Francois, and Suraj Srinivasan. "Accountability of Independent Directors—Evidence from Firms Subject to Securities Litigation." Journal of Financial Economics 111, no. 2 (February 2014): 430–449.
    • October 2014 (Revised June 2015)
    • Case

    Quiet Logistics (A)

    By: Robert Simons and Natalie Kindred
    This two-part case focuses on how to identify and manage strategic uncertainties in an innovative, entrepreneurial start-up company. In the (A) case, students learn about Quiet Logistics, an e-commerce fulfillment company working with high-end apparel retailers such as... View Details
    Keywords: Strategy Execution; Strategic Uncertainty; Disruptive Change; Managing Growth; Robotics; Disruptive Technology; Managing Start-ups; Management Control Systems; Performance Measurement; Business Growth and Maturation; Disruption; Entrepreneurship; Disruptive Innovation; Crisis Management; Risk Management; Organizational Change and Adaptation; Business Strategy; Competitive Strategy; E-commerce; Distribution Industry; Technology Industry; United States
    Citation
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    Simons, Robert, and Natalie Kindred. "Quiet Logistics (A)." Harvard Business School Case 115-001, October 2014. (Revised June 2015.)
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