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  • All HBS Web  (234)
    • News  (51)
    • Research  (149)
    • Multimedia  (7)
  • Faculty Publications  (142)

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  • All HBS Web  (234)
    • News  (51)
    • Research  (149)
    • Multimedia  (7)
  • Faculty Publications  (142)
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  • March 1994 (Revised February 2001)
  • Background Note

Why Manage Risk?

By: Peter Tufano
Conventional finance theory demonstrates that, under simplistic assumptions, firms cannot add to shareholder value through the use of risk management activities. Modern finance theory has begun to carefully consider and examine those circumstances under which firms can... View Details
Keywords: Risk Management
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Tufano, Peter, and Jon Headley. "Why Manage Risk?" Harvard Business School Background Note 294-107, March 1994. (Revised February 2001.)
  • January 1994 (Revised July 1994)
  • Case

Dell Computer Corporation

By: Peter Tufano
Tina Chen, chief investment officer of a large insurance company, hears accusations by a Kidder Peabody equity research analyst that Dell Computer Corp. might be improperly accounting for what he suspects are large foreign exchange losses resulting from speculation.... View Details
Keywords: International Accounting; Financial Instruments; Ethics; Financial Statements; Computer Industry; United States
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Tufano, Peter, and Jon Headley. "Dell Computer Corporation." Harvard Business School Case 294-051, January 1994. (Revised July 1994.)
  • October 18, 2017
  • Editorial

Why We Must Embrace, Not Fear, the Technology That Is Revolutionising Education and Jobs

By: Peter Tufano
Keywords: Technological Innovation; Technology Adoption; Job Cuts and Outsourcing; Change
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Tufano, Peter. "Why We Must Embrace, Not Fear, the Technology That Is Revolutionising Education and Jobs." International Business Times (October 18, 2017).
  • August 20, 2019
  • Other Article

An Encouraging Step to Reorient Corporate Purpose

By: Peter Tufano
Keywords: Mission and Purpose; Business Education
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Tufano, Peter. "An Encouraging Step to Reorient Corporate Purpose." LinkedIn Pulse (August 20, 2019).
  • July 2009
  • Supplement

Spreadsheet Supplement to Blue Ocean or Stormy Waters? Buying Nix Check Cashing (CW)

By: Peter Tufano
These spreadsheets will allow students to analyze financials for Kinecta Federal Credit Union and Nix Check Cashing. They also provide insight into the banking and AFS markets in which both organizations operate. View Details
Keywords: Financial Statements; Financial Institutions; Banking Industry; Financial Services Industry
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Tufano, Peter, and Andrea Ryan. "Spreadsheet Supplement to Blue Ocean or Stormy Waters? Buying Nix Check Cashing (CW)." Harvard Business School Spreadsheet Supplement 210-701, July 2009.
  • April 2001
  • Supplement

HBS Inc.

By: Peter Tufano
Spreadsheet to (9-201-095). Download only. View Details
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Tufano, Peter, and Joshua Musher. "HBS Inc." Harvard Business School Spreadsheet Supplement 201-723, April 2001.
  • October 2009
  • Article

Managing Risk in the New World

By: Robert S. Kaplan, Anette Mikes, Robert Simons, Peter Tufano and Michael Hofmann Jr.
Five experts gathered recently to discuss the future of enterprise risk management: Kaplan, the Baker Foundation Professor at Harvard Business School, who with his colleague David Norton developed the balanced scorecard; Mikes, an assistant professor at HBS who studies... View Details
Keywords: Forecasting and Prediction; Financial Crisis; Capital Structure; Job Cuts and Outsourcing; Risk Management
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Kaplan, Robert S., Anette Mikes, Robert Simons, Peter Tufano, and Michael Hofmann Jr. "Managing Risk in the New World." Harvard Business Review 87, no. 10 (October 2009): 68–75.
  • September 2012
  • Case

BASIX (Abridged)

By: Shawn Cole and Peter Tufano
BASIX, an Indian microfinance corporation, must decide whether to continue to sell weather insurance to its clients. A brand-new financial product, weather insurance pays if measured rainfall during the growing season falls below a pre-specified limit. Mr. Sattaiah,... View Details
Keywords: Cost vs Benefits; Microfinance; Household; Risk Management; Insurance; Banking Industry; India
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Cole, Shawn, and Peter Tufano. "BASIX (Abridged)." Harvard Business School Case 213-035, September 2012.
  • July 2008 (Revised October 2012)
  • Case

Affinity Plus (A)

By: Dennis Campbell and Peter Tufano
The executive team at Affinity Plus Federal Credit Union has pushed the concept of members first deeply throughout the organization, empowering employees to put member-owners' interests ahead of either the organization's interests or their own interests. As a result of... View Details
Keywords: Customer Relationship Management; Financial Institutions; Financing and Loans; Profit; Cooperative Ownership; Conflict of Interests; Strategy
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Campbell, Dennis, and Peter Tufano. "Affinity Plus (A)." Harvard Business School Case 209-026, July 2008. (Revised October 2012.)
  • August 13, 2021
  • Other Article

New Child Tax Credit Should Be a Call to Action for Banks

By: Bob Neuhaus, Daniel Schneider and Peter Tufano
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Neuhaus, Bob, Daniel Schneider, and Peter Tufano. "New Child Tax Credit Should Be a Call to Action for Banks." American Banker (August 13, 2021).
  • 2010
  • Working Paper

The Economic Crisis and Medical Care Usage

By: Annamaria Lusardi, Daniel Schneider and Peter Tufano
We use a unique, nationally representative cross-national dataset to document the reduction in individuals' usage of routine non-emergency medical care in the midst of the economic crisis. A substantially larger fraction of Americans have reduced medical care than have... View Details
Keywords: Financial Crisis; Health Care and Treatment; France; Germany; Great Britain; Canada; United States
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Lusardi, Annamaria, Daniel Schneider, and Peter Tufano. "The Economic Crisis and Medical Care Usage." Harvard Business School Working Paper, No. 10-079, March 2010.
  • 18 Mar 2008
  • First Look

First Look: March 18, 2008

  Working PapersWhere Does It Go? Spending by the Financially Constrained Authors:Shawn A. Cole, John Thompson, and Peter Tufano Abstract In this paper, we analyze the spending decisions of over 1.5 million... View Details
Keywords: Martha Lagace
  • 2005
  • Manual

Teaching Manual to accompany Case Problems in Finance

By: W. Carl Kester, Richard Ruback and Peter Tufano
Keywords: Problems and Challenges; Finance; Teaching; Books
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Kester, W. Carl, Richard Ruback, and Peter Tufano, eds. Teaching Manual to accompany Case Problems in Finance. 12th ed. Chicago: McGraw-Hill, 2005.
  • 2004
  • Casebook

Case Problems in Finance

By: W. Carl Kester, Richard Ruback and Peter Tufano
Keywords: Problems and Challenges; Finance
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Kester, W. Carl, Richard Ruback, and Peter Tufano, eds. Case Problems in Finance. 12th ed. Chicago: McGraw-Hill, 2004.
  • February 2007
  • Background Note

BASIX Simulation Model

By: Peter Tufano and Shawn A. Cole
Explains how to use Crystal Ball to simulate the insurance decision in the BASIX case. View Details
Keywords: Insurance; Business Model; Valuation; Decisions; Finance; Insurance Industry
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Tufano, Peter, and Shawn A. Cole. "BASIX Simulation Model." Harvard Business School Background Note 207-108, February 2007.
  • April 2012
  • Article

Bouncing Out of the Banking System: An Empirical Analysis of Involuntary Bank Account Closures

By: Dennis Campbell, F. Asis Martinez-Jerez and Peter Tufano
Using a new database, we document the factors that relate to the extent of involuntary consumer bank account closure resulting from excessive overdraft activity. Consumers who have accounts involuntarily closed for overdraft activity may have limited or no access to... View Details
Keywords: Mathematical Methods; Customers; Social Issues; Outcome or Result; Budgets and Budgeting; Forecasting and Prediction; Competition; Banks and Banking; Policy; Personal Characteristics; Credit; Employment; United States
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Campbell, Dennis, F. Asis Martinez-Jerez, and Peter Tufano. "Bouncing Out of the Banking System: An Empirical Analysis of Involuntary Bank Account Closures." Journal of Banking & Finance 36, no. 4 (April 2012): 1224–1235.
  • December 2002 (Revised January 2004)
  • Background Note

Note on Credit Markets

By: Joshua D. Coval, Peter Tufano and Ivo Welch
Covers various aspects of credit markets, including discounting and pricing, team structure, and default. View Details
Keywords: Financial Markets; Marketing Strategy; Price; Groups and Teams; Organizational Structure; Credit
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Coval, Joshua D., Peter Tufano, and Ivo Welch. "Note on Credit Markets." Harvard Business School Background Note 203-069, December 2002. (Revised January 2004.)
  • 2020
  • Guest Column

Learning from Lehman: Lessons for Today

By: Laura Comstock, Michael Holland and Peter Tufano
Keywords: COVID-19 Pandemic; Financial Crisis; Financial Markets; Financial Instruments
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Comstock, Laura, Michael Holland, and Peter Tufano. "Learning from Lehman: Lessons for Today." Analysis Group Forum (2020), 9–14.
  • December 2002 (Revised October 2013)
  • Case

Williams, 2002

By: Joshua Coval, Robin Greenwood and Peter Tufano
Williams, a Tulsa, Oklahoma-based firm in various energy businesses, must decide whether to accept a financing package offered by Berkshire Hathaway and Lehman Brothers. The proposed one-year credit facility would provide the firm with financial resources in a... View Details
Keywords: Financial Management; Crisis Management; Credit; Capital Structure; Financial Strategy; Financing and Loans; Financial Instruments; Energy Industry; United States
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Coval, Joshua, Robin Greenwood, and Peter Tufano. "Williams, 2002." Harvard Business School Case 203-068, December 2002. (Revised October 2013.)
  • July 2007 (Revised May 2008)
  • Case

Central Bank: The ChexSystemsSM QualiFile® Decision

By: Dennis Campbell, Francisco de Asis Martinez-Jerez, Peter Tufano and Emily McClintock
The "Central Bank" series analyzes the use of information and product design for managing the counterparty risk of newly acquired customers. Central Bank, a mid-sized regional U.S. bank, was attempting to grow its customer base by increasing the number of new checking... View Details
Keywords: Central Banking; Knowledge Management; Customer Satisfaction; Risk Management; Risk and Uncertainty; Decision Making; Banking Industry; United States
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Campbell, Dennis, Francisco de Asis Martinez-Jerez, Peter Tufano, and Emily McClintock. "Central Bank: The ChexSystemsSM QualiFile® Decision." Harvard Business School Case 208-029, July 2007. (Revised May 2008.)
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