Financial Planning - Publications - Faculty & Research

05 Feb 2008
First Look

First Look: February 5, 2008

Financial Studies (forthcoming) Abstract I evaluate the effect of loyalty on individuals' portfolio choice using a unique dataset of retirement contributions. I exploit the statutory difference that in 401(k) View Details

Keywords: Martha Lagace

Profile

Jolie Chow

financial hub, inspired another perspective as well. "I wondered what business might mean to governance, to sovereignty, to ordinary lives." That curiosity led to an undergraduate education in the United States. "In Hong... View Details

01 Mar 2018
News

3-Minute Briefing: Lisandra Rickards (MBA 2010)

still have a number of manual processes here, so we see a lot of scope for more and more businesses in Jamaica to become technology-enabled, particularly in health care, financial services, and agriculture. There’s been some growth in the... View Details

Keywords: Julia Hanna

01 Feb 1998
News

Kicking Off a Startup: Jennifer Rottenberg (MBA '96)

way, the league is planning to debut in 2000. "The gold medal performance of the U.S. women's soccer team at the 1996 Olympics showcased our talented players to the nation and the world," says the NSA's development consultant, Jennifer... View Details

Keywords: Nancy O. Perry

18 Jun 2014
News

Robert (MBA 1964) and Lynn Burt

financial aid for MBA students, with a preference for US Marine Corps veterans. “My two biggest influences have been the Marines and Harvard,” says Burt, who after attending Princeton on an NROTC scholarship served three years in the... View Details

Career Coach

Mark Hardie

Mark (MIT Sloan ’93) is a serial entrepreneur and start-up veteran with a knack for finding innovation roles in any size company. He is a career-long mentor who loves working with start-up teams, founders and would-be entrepreneurs. Mark is currently the Director of... View Details

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

01 Dec 2013
News

Faculty Opinion: Making It Better

health-care innovations that offer good value for the money. It was in Africa that we first saw sensible, low-cost health-insurance plans that protect people against financially catastrophic expenses and... View Details

Keywords: Herzlinger, Regina; Colleges, Universities, and Professional Schools; Educational Services; Ambulatory Health Care Services; Health, Social Assistance

Web

Past Projects | Social Enterprise | Harvard Business School

central planning tool for the project and guides the early development of the project. Research on financial distribution channels for Enterprise solutions to Poverty Spring 2014 | Focus: View Details

13 May 2014
News

Willing Hands

June. With roots dating back to 1717, 40,000 members, and approximately $9.1 billion of assets under management, it is one of the oldest benefit plans in the United States, providing ministers and teachers of the church with pensions,... View Details

Keywords: Julia Hanna; Construction; Real Estate

30 Apr 2019
News

Leading Schools That Change Lives

restoring the school’s fiscal health, but also its reputation for serving those with less. The urgency of the school’s financial problems gave Kennealey leverage to move quickly on some key initiatives while building relationships and... View Details

Keywords: Deborah Blagg; Educational Support Services; Educational Services

29 Apr 2008
First Look

First Look: April 29, 2008

products 'on the shelf.' In 2000, they create Lincoln Financial Distributors (LFD) which will be responsible for the wholesaling of all of these products. The case ends by asking the students to (a) react to this idea and (b) formulate a... View Details

Keywords: Martha Lagace

01 Dec 2020
News

In Review

Nitin Nohria planned to step down as dean of Harvard Business School on June 30. But in March, as the University shifted to remote learning in the face of the coronavirus pandemic, President Lawrence Bacow asked Nohria to extend his term... View Details

01 Jun 1997
News

Blockbuster Deals

investment banking, also invokes the 1960s as a point of reference, specifically with regard to that era's conglomerate-building mania. "We saw huge companies of ill-fitting parts all held together by financial glue and the belief that... View Details

Keywords: Garry Emmons and Nancy O. Perry

01 Dec 2019
News

What’s Behind the Explosive Growth of Sustainable Investing?

means measuring impact, in other words? VG: A lot of our research is around measurement: how to think about it, how to track impact over a period of time, how to compare the impact of different investments just as you would compare View Details

Keywords: Jen McFarland Flint

Web

Bibliography - Option Pricing in Theory & Practice: The Nobel Prize Research of Robert C. Merton - Exhibits - Historical Collections

Introduction Prelude to the Option Pricing Model The Formula The Spread and Adoption of Option Pricing Models The Significance and Consequences of Financial Models Selected Bibliography Lenders to the Exhibit Additional Information About... View Details

01 Aug 2001
News

HBS Alumni Association Board of Directors: President's Report

Transitioning Students into Alumni Ted Fischer (71st PMD) galvanized his committee to focus on improving students' understanding of the resources available to them as alumni as well as the School's financial needs and organization. The... View Details

Keywords: John Hoffman

01 Sep 2016
News

The Untold Story of the US Auto Bailout

Courtesy Argos Pictures; iStock “Because Congress failed to make funds available for these loans, the plan I’m announcing today will be drawn from the financial rescue package Congress approved earlier this... View Details

Keywords: Julia Hanna; Transportation Equipment Manufacturing; Manufacturing

01 Dec 2015
News

Giving Advice

Record-keeping? Control?) —S.B. Master (MBA 1980) DITKOFF: Your first stop is probably a lawyer or tax advisor to analyze the financial impact on your specific portfolio. Your next goal is to find high-impact organizations that you care... View Details

21 Jul 2015
First Look

First Look: July 21, 2015

https://www.hbs.edu/faculty/Pages/item.aspx?num=49375 Enabling Versus Controlling-Online Appendix By: Hagiu, Andrei, and Julian Wright Abstract—No abstract available. Download working paper: https://www.hbs.edu/faculty/Pages/item.aspx?num=49378 Mobile Money... View Details

Keywords: Sean Silverthorne

February 2025
Case

Ingersoll Rand: Broadening Employee Ownership

By: Ethan Rouen and Jenyfeer Martinez Buitrago

Set in 2024, this case examines how Ingersoll Rand—a global leader in air, liquid, and gas handling technologies—approached broadening employee ownership. The company granted restricted stock units (RSUs) to all employees on their one-year anniversary, reinforcing a... View Details