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  • All HBS Web  (4,382)
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  • November 2016 (Revised March 2018)
  • Case

Deutsche Bank: Structured Retail Products

By: Boris Vallée and Jérôme Lenhardt
Describes how Deutsche Bank, a leading European bank, is deciding whether or not to launch a new structured retail product in Germany: an autocallable note. Will this product find a market and how does it fit into the bank’s product portfolio? The case investigates how... View Details
Keywords: Structured Products; Structured Retail Products; Germany; Auto Callable Note; Financial Product; Financial Product Development; Financial Product Marketing; Financial Product Launch; Financial Product Positioning; Finance; Assets; Asset Pricing; Asset Management; Capital Markets; Financial Institutions; Banks and Banking; Commercial Banking; Financial Instruments; Annuities; Bonds; Stocks; Financial Management; Financial Markets; Financial Strategy; Interest Rates; Investment
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Vallée, Boris, and Jérôme Lenhardt. "Deutsche Bank: Structured Retail Products." Harvard Business School Case 217-037, November 2016. (Revised March 2018.)
  • 10 Oct 2018
  • HBS Seminar

Michael Bordo, Rutgers School of Arts and Sciences

  • 13 Apr 2017
  • News

Bros Don’t Let Bros Lend Money

  • April 2007 (Revised November 2007)
  • Case

Bankinter: Growing Through Small and Medium Enterprises

Surveys the overall sequence of processes needed for the success of a strategy based on customer analytics. In particular, it charts the formulation and implementation of this strategy by a Spanish bank that decided to expand into the Small and Medium Enterprises (SME)... View Details
Keywords: Customer Relationship Management; Data and Data Sets; Knowledge Acquisition; Growth and Development Strategy; Organizational Change and Adaptation; Organizational Culture; Segmentation; Banking Industry; Spain
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Martinez-Jerez, Francisco de Asis, and Joshua Bellin. "Bankinter: Growing Through Small and Medium Enterprises." Harvard Business School Case 107-075, April 2007. (Revised November 2007.)
  • January 2004 (Revised November 2006)
  • Case

Fleet Managed Assets Division (A)

By: Paul W. Marshall and Todd H Thedinga
Paul Kennedy, executive director of Fleet's Managed Asset Division, must decide whether to extend further credit to Polaroid Corp. in the fall of 2001. Polaroid's credit rating had been declining rapidly, but it was a major employer in the Boston area with many... View Details
Keywords: Information Technology; Credit; Banks and Banking; Banking Industry; Boston
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Marshall, Paul W., and Todd H Thedinga. "Fleet Managed Assets Division (A)." Harvard Business School Case 804-098, January 2004. (Revised November 2006.)

    Applications or Approvals: What Drives Racial Disparities in the Paycheck Protection Program?

    We use the 2020 Small Business Credit Survey to study the sources of racial disparities in use of the Paycheck Protection Program (PPP). Black-owned firms are 8.9 percentage points less likely to receive PPP loans than observably similar white-owned firms. About... View Details
    • 16 Aug 2010
    • News

    Goldman Undercuts Rivals in GM IPO as It Loses Top Role

    • September 1997 (Revised March 2000)
    • Case

    Adelphia Communications Corporation

    By: Paul M. Healy
    A bank officer must make a loan application decision for a large but financially troubled cable broadcaster. View Details
    Keywords: Financial Condition; Financing and Loans; Decision Choices and Conditions; Contracts; Telecommunications Industry
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    Healy, Paul M. "Adelphia Communications Corporation." Harvard Business School Case 198-031, September 1997. (Revised March 2000.)
    • 13 May 2021
    • News

    Workers Begin Return To A Changed Office Landscape

    • 08 Apr 2020
    • News

    Wells Fargo small business clients miss out on billions in aid due to scandal punishment

    • 2023
    • Working Paper

    Applications or Approvals: What Drives Racial Disparities in the Paycheck Protection Program?

    By: Sergey Chernenko, Nathan Kaplan, Asani Sarkar and David S. Scharfstein
    We use the 2020 Small Business Credit Survey to study the sources of racial disparities in use of the Paycheck Protection Program (PPP). Black-owned firms are 8.9 percentage points less likely than observably similar white-owned firms to receive PPP loans. About 55% of... View Details
    Keywords: Borrowing and Debt; Small Business; Race; Financing and Loans
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    Chernenko, Sergey, Nathan Kaplan, Asani Sarkar, and David S. Scharfstein. "Applications or Approvals: What Drives Racial Disparities in the Paycheck Protection Program?" NBER Working Paper Series, No. 31172, April 2023.
    • 22 Jan 2013
    • First Look

    First Look: Jan. 22

    a premium to accommodate expectations shocks from extrapolative traders, but markets are not efficient. Download the paper: http://papers.nber.org/papers/w18686 These Are the Good Old Days: Foreign Entry and the Mexican Banking System... View Details
    Keywords: Sean Silverthorne
    • 13 May 2015
    • News

    6 Reasons Businesses Are Rejected for Small Business Loans

    • March 1992 (Revised December 1992)
    • Case

    Salomon and the Treasury Securities Auction

    By: Dwight B. Crane
    Set in June 1991, two months prior to Salomon Brothers' announcement that the firm had violated the Treasury Department's rules governing the auctions of new Treasury securities. Salomon Vice Chairman John Meriwether must decide how to address problems that continue to... View Details
    Keywords: Debt Securities; Managerial Roles; Ethics; Market Transactions; Bonds; Investment Banking; Crisis Management; Auctions; Legal Liability; Banking Industry
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    Crane, Dwight B. "Salomon and the Treasury Securities Auction." Harvard Business School Case 292-114, March 1992. (Revised December 1992.)
    • 2019
    • Chapter

    Monetary Policy—‘Whatever It Takes within Our (New?) Mandate’

    By: Huw Pill
    This paper discusses whether the UK's monetary policy framework needs to be reviewed in the light of experience during and in the aftermath of the global financial crisis. It concludes that, while the inflation targeting framework has generally proved robust, the Bank... View Details
    Keywords: Monetary Policy; Money; Policy; United Kingdom
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    Pill, Huw. "Monetary Policy—‘Whatever It Takes within Our (New?) Mandate’." Chap. 3 in Renewing our Monetary Vows: Open Letters to the Governor of the Bank of England, edited by Richard Barwell and Jagjit Chadha, 35–52. London: National Institute of Economic and Social Research (NIESR), 2019.
    • September 2019
    • Article

    Contingent Capital Trigger Effects: Evidence from Liability Management Exercises

    By: Boris Vallée
    This paper investigates the so called liability management exercises by European banks, which bear comparable effects to triggering contingent capital. I first explore the determinants of these exercises. I then study market reactions to these operations as well as... View Details
    Keywords: Contingent Capital; Financial Distress; Regulatory Capital; Financial Institutions; Legal Liability; Management; Banking Industry; Europe
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    Vallée, Boris. "Contingent Capital Trigger Effects: Evidence from Liability Management Exercises." Review of Corporate Finance Studies 8, no. 2 (September 2019): 235–259.

      Kyle Schirmann

      Kyle Schirmann is a doctoral student in the Strategy unit at Harvard Business School. His primary interests are science-based innovation in the Global South and the creative and cultural industries. Before joining HBS, Kyle worked as a software engineer at Bloomberg... View Details
      Keywords: arts; biotechnology; electronics; entertainment; high technology; music; internet
      • Career Coach

      Asher Kinyon

      Asher looks forward to helping students understand and prepare for careers in the Technology and Investment Banking industries. Having spent time as an Investment Banking Analyst, several years across... View Details
      • June 2023
      • Case

      Accounting for Loan Losses at JPMorgan Chase: Predicting Credit Costs

      By: Jonas Heese, Jung Koo Kang and James Weber
      The case examines the accounting for loan losses at a large bank, how a bank sets its Allowance for Loan and Lease Losses (ALLL) on its financial statements. ALLL, and the rules that set them, determine when banks would and would not extend loans, which significantly... View Details
      Keywords: Accounting Standards; Accrual Accounting; Financial Statements; Financial Reporting; Banks and Banking; Financing and Loans; Banking Industry; United States
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      Heese, Jonas, Jung Koo Kang, and James Weber. "Accounting for Loan Losses at JPMorgan Chase: Predicting Credit Costs." Harvard Business School Case 123-042, June 2023.
      • 20 Oct 2008
      • News

      This Bailout Doesn't Pay Dividends

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