Financial Services Referrals - Publications - Faculty & Research

25 Jul 2011
Research & Ideas

How Disruptive Innovation is Remaking the University

Editor's note: It has been more than a decade since the publication of The Innovator's Dilemma, in which Clayton M. Christensen introduced the idea of disruptive technologies—those unexpected products and services that shake up the market... View Details

Keywords: by Clayton M. Christensen & Henry J. Eyring; Education

19 May 2015
First Look

First Look: May 19

the conventional financial system and the real economy. Publisher's link: http://pubs.aeaweb.org/doi/pdfplus/10.1257/jep.29.2.213 May 2015 Journal of Public Economics De Gustibus non est Taxandum: Heterogeneity in Preferences and Optimal... View Details

Keywords: Sean Silverthorne

2010
Chapter

Cost Structure Patterns in the Asset Management Industry

By: Dennis Campbell and Frances X. Frei

This chapter examines patterns in the cost structure of asset management firms and establishes two important trends in cost behavior. First, when revenues are growing, "indirect" costs related to sales, distribution, marketing, personnel, technology, and occupancy are... View Details

Keywords: Financial Crisis; Asset Management; Cost Management; Financial Services Industry

Citation

Web

Help - Alumni

alumni, the card offers cash back and travel rewards, plus no annual or foreign transaction fees. In turn, revenue from the card supports financial aid. Lenovo Direct for Harvard Alumni Association Zipcar Enjoy a group discount on... View Details

Web

Lehman Brothers Timeline | Baker Library | Bloomberg Center | Harvard Business School

Shearson Division of American Express acquires Lehman Brothers. 1987, October 19 Global financial markets plunge on Black Monday. 1994 Lehman Brothers is spun off from American Express into Lehman Brothers Holdings, Inc. Richard Fuld... View Details

Web

Managing the Future of Work

into an AI-enabled expansion into new markets while improving productivity and service delivery? CIO Nitin Tandon explains the global workforce strategy underpinning the effort. Can the shareholder-owned discount brokerage giant parlay... View Details

22 Apr 2010
Working Paper Summaries

Audit Quality and Auditor Reputation: Evidence from Japan

Keywords: by Douglas J. Skinner & Suraj Srinivasan

21 Apr 2008
Research & Ideas

The New Math of Customer Relationships

organization's strategic focus. This is typically not something that an organization advertises. But it is standard practice in a number of organizations today. For example, at ING DIRECT, the fastest-growing financial View Details

Keywords: by Sean Silverthorne

September 2000 (Revised March 2001)
Case

Old Mutual

By: Tarun Khanna, Krishna G. Palepu and Kirsty O'Neil-Massaro

Designed to explore the demutualization and listing overseas of one of Africa's largest financial institutions, Old Mutual, and the effects that these actions have on South Africa's domestic capital markets. Explores the particular difficulties that arise as a result... View Details

Keywords: Financial Institutions; Growth and Development Strategy; Organizational Structure; Global Strategy; Corporate Strategy; Capital Markets; Corporate Social Responsibility and Impact; Business Education; Financial Strategy; Business or Company Management; Financial Services Industry; Financial Services Industry; South Africa

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Program

Competing in the Age of Digital Platforms

platform, if you are a traditional product or service business Reinvigorate a struggling platform Explore options for responding to platform competitors Know the steps to take to "buy" a platform to accelerate time to market Expand your... View Details

19 Jul 2010
Research & Ideas

How Mercadona Fixes Retail’s ’Last 10 Yards’ Problem

Carrefour, and more than twice that of an average U.S. supermarket. Sales per employee were 18 percent higher than that of other Spanish supermarkets that disclosed financial information that year and more than 50 percent higher than U.S.... View Details

Keywords: by Julia Hanna; Retail; Food & Beverage

September–October 2013
Article

The Role of Organizational Scope and Governance in Strengthening Private Monitoring

By: Lamar Pierce and Michael W. Toffel

Governments and other organizations often outsource activities to achieve cost savings from market competition. Yet such benefits are often accompanied by poor quality resulting from moral hazard, which can be particularly onerous when outsourcing the monitoring and... View Details

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01 Jun 2021
Cold Call Podcast

Running a Consumer Fintech Startup within Goldman Sachs

Keywords: Financial Services

March 2005
Case

Chicago Board Options Exchange (CBOE), The

By: George C. Chacko, Anders Sjoman, Daniela Beyersdorfer and George Robert Nelson

The Chicago Board Options Exchange (CBEO) must decide how to respond to new competition in the market for financial options. Options have typically been a very liquid asset class, despite the fact that many single-name options are listed on the CBOE, the second largest... View Details

Keywords: Internet and the Web; Financial Liquidity; Financial Markets; Financial Services Industry; Chicago

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Career Coach

Meredith Hamilton

Meredith [she/her] has served as a mentor and coach to innumerable mid-career staff as well as several CEOs in the social sector. She is committed to creating a safe space for students and alumni to explore questions of professional identity and career progression... View Details

Keywords: Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All); Financial Services (All)

February 1994 (Revised September 1995)
Case

Leland O'Brien Rubinstein Associates, Inc.: Portfolio Insurance

By: Peter Tufano

Leland O'Brien Rubinstein Associates, a small financial advisory firm founded in 1980, has created a successful business by selling a product commonly known as portfolio insurance. Portfolio insurance is a trading strategy that institutional investors use to establish... View Details

Keywords: Investment Portfolio; Insurance; Product; Financial Services Industry

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Technology & Operations Management - Faculty & Research

Social Issues ; Sustainable Cities ; Financial Services Industry ; Minnesota ; United States Citation Educators Related Cohen, Lauren, Christina R. Wing, and Sophia Pan. "'Net Zero in Action': Impact... View Details

21 Dec 2009
Research & Ideas

Good Banks, Bad Banks, and Government’s Role as Fixer

Treasury has proposed that systemic risks be monitored by a newly formed Financial Services Oversight Council, with the Fed becoming the primary regulator of all institutions posing such risks. I disagree... View Details

Keywords: by Roger Thompson; Financial Services; Financial Services

November 2003 (Revised December 2003)
Case

Enabling Business Strategy with IT at the World Bank

By: F. Warren McFarlan and Brian DeLacey

World Bank IT provides services (communications, applications, video conferencing, knowledge sharing, distance learning, information sharing, client commerce, crisis management, etc.) on a global basis to the poorest countries in the globe via satellites. This case... View Details

Keywords: Information Infrastructure; Globalized Economies and Regions; Information Technology; Global Strategy; Business Strategy; Banks and Banking; Banking Industry

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January 2025
Case

Ontra: Embracing GenAI in the Legal Technology Industry

By: Christopher Stanton and George Gonzalez

Ontra built a network of legal professionals to enable financial institutions to outsource contract negotiations. The rise of generative AI inspired the company to build software solutions to streamline its processes through automation. Now company leadership must... View Details