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  • All HBS Web  (2,981)
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    • News  (814)
    • Research  (1,591)
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    • Multimedia  (11)
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  • December 1998
  • Case

Retail Financial Services in 1998: Merrill Lynch

By: Stephen P. Bradley and Takia Mahmood
Provides an overview of Merrill Lynch's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
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Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Merrill Lynch." Harvard Business School Case 799-055, December 1998.
  • December 1998
  • Case

Retail Financial Services in 1998: Charles Schwab

By: Stephen P. Bradley and Takia Mahmood
Provides an overview of Charles Schwab's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
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Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Charles Schwab." Harvard Business School Case 799-052, December 1998.
  • August 2011
  • Teaching Note

Before the Fall: Lehman Brothers 2008 (TN)

By: Clayton Rose and Sally Canter Ganzfried
Teaching Note for 309-093. View Details
Keywords: Resignation and Termination; Problems and Challenges; Management; Change; Performance; Rank and Position; Business and Stakeholder Relations; Investment Funds; Capital Structure; Service Industry
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Rose, Clayton, and Sally Canter Ganzfried. "Before the Fall: Lehman Brothers 2008 (TN)." Harvard Business School Teaching Note 312-044, August 2011.
  • 20 Nov 2012
  • First Look

First Look: November 20

challengers to United. The newest rival can be found closer to home: since Manchester City, United's "noisy neighbors," has switched owners, the club has invested unprecedented amounts of money in new players, resulting in its... View Details
Keywords: Sean Silverthorne
  • October 2007
  • Teaching Note

Transforming Korea Inc: Financial Crisis and Institutional Reform (TN)

By: Laura Alfaro and Renee Kim
Teaching Note for 708007. View Details
Keywords: Financial Crisis; Governing Rules, Regulations, and Reforms; Transformation; Policy; Development Economics; Investment Funds; International Finance; Financing and Loans; South Korea
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Alfaro, Laura, and Renee Kim. "Transforming Korea Inc: Financial Crisis and Institutional Reform (TN)." Harvard Business School Teaching Note 708-027, October 2007.
  • 15 Jul 2014
  • First Look

First Look: July 15

multi-billion-dollar investments through a customized fund structure that had fewer allocation mandates than traditional fund structures and guarantees to reinvest 50% of any... View Details
Keywords: Carmen Nobel
  • 2010
  • Chapter

The Impact of Employer Matching on Savings Plan Participation under Automatic Enrollment

By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian
Existing research has documented the large impact that automatic enrollment has on savings plan participation. All the companies examined in these studies, however, have combined automatic enrollment with an employer match. This raises a question about how effective... View Details
Keywords: Motivation and Incentives; Consumer Behavior; Personal Finance; Investment Funds; Microeconomics; Compensation and Benefits
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Beshears, John, James J. Choi, David Laibson, and Brigitte C. Madrian. "The Impact of Employer Matching on Savings Plan Participation under Automatic Enrollment." In Research Findings in the Economics of Aging, edited by David A. Wise, 311–327. Chicago: University of Chicago Press, 2010.
  • 02 May 2008
  • What Do You Think?

What is the Future of State Capitalism?

state's sovereign fund investors) when his competitor is able to arrange to have state aid or investment provided or withheld in large quantities to a potential customer's country of origin depending on... View Details
Keywords: by Jim Heskett
  • 09 Dec 2008
  • First Look

First Look: December 9, 2008

generate significant returns? This case provides students with an opportunity to analyze Perry's decision to invest in NEC Electronics. In doing so, it asks for the reasons that NEC might take actions that destroy value and shift value... View Details
Keywords: Martha Lagace
  • August 2001
  • Case

Strategic Capital Management, LLC (C)

By: Mark L. Mitchell, Erik Stafford and Todd Pulvino
Supplements the (A) case. View Details
Keywords: Risk and Uncertainty; Business Subsidiaries; Internet and the Web; Investment Funds; Price; Performance Efficiency; Capital Markets; Auctions; Investment Return; Equity; Planning; Financial Services Industry
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Mitchell, Mark L., Erik Stafford, and Todd Pulvino. "Strategic Capital Management, LLC (C)." Harvard Business School Case 202-026, August 2001.
  • August 2001
  • Case

Strategic Capital Management, LLC (B)

By: Mark L. Mitchell, Erik Stafford and Todd Pulvino
Supplements the (A) case. View Details
Keywords: Risk and Uncertainty; Business Subsidiaries; Internet and the Web; Investment Funds; Price; Performance Efficiency; Capital Markets; Auctions; Investment Return; Equity; Planning; Financial Services Industry
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Mitchell, Mark L., Erik Stafford, and Todd Pulvino. "Strategic Capital Management, LLC (B)." Harvard Business School Case 202-025, August 2001.
  • 12 Aug 2002
  • Research & Ideas

‘Let the Buyer Beware’ Doesn’t Protect Investors

recognized as a result of the bubble—have been those of the analysts who worked in the investment banks. The banks employ two kinds of analysts: Those who issue recommendations about individual firms, and those who try to get investors to... View Details
Keywords: by D. Quinn Mills
  • 12 Dec 2012
  • Research & Ideas

Book Excerpt: Strength in Numbers

Gerald Marwell and Ruth Ames. In their 1979 study, groups of high school students were given funds to invest. Participants could opt to invest individually, at a relatively low rate of return, or to add some... View Details
Keywords: Re: Gunnar Trumbull
  • 13 Sep 2004
  • Research & Ideas

Cash and the Woman-Owned Business

fund the launch of nearly all start-ups. The founders' current income, cash reserves, credit card capacity, and "mortgagable" assets account for most of the early stage capital in the United States.2 Other forms of non-cash... View Details
Keywords: by Candida Brush, Nancy M. Carter, Elizabeth Gatewood, Patricia G. Greene & Myra M. Hart
  • 24 Jul 2000
  • Research & Ideas

Something Ventured, Something Gained: A European View of Venture Capital

established its initial offices in London, Paris, and Chicago, concentrating on placements for entrepreneurial ventures for almost a decade before setting up its first fund in Great Britain in 1981 to invest... View Details
Keywords: by James E. Aisner; Financial Services
  • 18 Jan 2012
  • Research & Ideas

Beyond Heroic Entrepreneurs

almighty dollar in the pursuit of curing societal ills. Supporting entrepreneurs who blur these traditional lines will require the investment community to broaden its view. For those who traditionally fund... View Details
Keywords: by Carmen Nobel
  • 21 Feb 2005
  • Research & Ideas

The VC Quandary: Too Much Money

School. Intel Capital, the chipmaker's venture division, has scaled back somewhat from the hyper investment levels of 2000, "but I've always thought it was really important in the venture market to stay in the market, be in the... View Details
Keywords: by Julie Jette; Financial Services
  • March 2009
  • Supplement

Groupe Eurotunnel S.A. (B): Restructuring Under the Procedure de Sauvegarde

By: Stuart C. Gilson, Vincent Marie Dessain and Sarah Abbott
In mid-2007 the chairman and CEO of Eurotunnel Group, having elected to file for bankruptcy under a newly-enacted French insolvency law, awaits the outcome of a vote by creditors and shareholders. At least 50% of the shareholders must approve the plan, however they... View Details
Keywords: Restructuring; Capital Structure; Insolvency and Bankruptcy; Law; Valuation; Assets; Investment Funds; Voting; Business and Shareholder Relations; Ownership; Outcome or Result; France
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Gilson, Stuart C., Vincent Marie Dessain, and Sarah Abbott. "Groupe Eurotunnel S.A. (B): Restructuring Under the Procedure de Sauvegarde." Harvard Business School Supplement 209-113, March 2009.
  • June 2008
  • Teaching Note

Transparent Value LLC (TN)

By: Sharon P. Katz and Krishna G. Palepu
Teaching Note for [108098]. View Details
Keywords: Agreements and Arrangements; Valuation; Stocks; Price; Performance Expectations; Cash Flow; Revenue; Business Startups; Investment Funds; Product Launch; Financial Services Industry
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Katz, Sharon P., and Krishna G. Palepu. "Transparent Value LLC (TN)." Harvard Business School Teaching Note 108-098, June 2008.
  • 19 May 2009
  • First Look

First Look: May 19, 2009

California Public Employees' Retirement System (CaIPERS)—the largest public pension fund in the U.S.—had adopted a new principles-based approach to investing in emerging market equities in November 2007.... View Details
Keywords: Martha Lagace
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