Publications
Publications
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- All HBS Web
(6,422)
- Faculty Publications (1,923)
- 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
- July 2007 (Revised July 2008)
- Case
The Beijing Dream
By: Arthur I Segel, Voon Siang Lee, Jialei Tian and Ying Laura Wang
The purchase of a single-family home is generally the major investment for most young couples in China. Shows in detail the process that a young couple goes through in late April 2007 to find, finance, and close on an apartment in Beijing within what they believe to be... View Details
- 2007
- Working Paper
Optimal Reserve Management and Sovereign Debt
By: Laura Alfaro and Fabio Kanczuk
Most models currently used to determine optimal foreign reserve holdings take the level of international debt as given. However, given the sovereign's willingness-to-pay incentive problems, reserve accumulation may reduce sustainable debt levels. In addition, assuming... View Details
- June 2007 (Revised January 2008)
- Background Note
The U.S. Retirement Savings Market and the Pension Protection Act of 2006
By: Luis M. Viceira and Helen Tung
Provides an overview of the evolution of the private retirement savings market in the U.S. since 1990; the management and administration of defined-contribution (DC) plans; the existing evidence about the investment and savings decisions of participants in DC plans;... View Details
- June 2007 (Revised January 2008)
- Case
The Vanguard Group, Inc. in 2006 and Target Retirement Funds
By: Luis M. Viceira
The Vanguard Group is one of the largest asset managers in the U.S., with over $1 trillion in assets, ninety percent of which are mutual fund assets, and more than 12,000 employees at year-end 2006. Vanguard has built a strong reputation as the manager of reference for... View Details
- June 2007 (Revised March 2008)
- Case
Zoots - Financing Growth (A)
By: Michael J. Roberts, William A. Sahlman and Todd Krasnow
Traces the genesis and founding of Zoots, the largest chain of dry cleaning establishments in the U.S. Founded by some of the founders of the very successful Staples chain, the company raises a very large amount of capital without fully proving its business model, and... View Details
- June 2007 (Revised March 2008)
- Case
Lazard LLC
By: Guhan Subramanian and Eliot Sherman
Describes Lazard's situation in 2001, and supplies context for the subsequent negotiation between its Chairman and his hand-picked successor. In 2001 Lazard, the last of the great investment houses to remain both private and in the control of its founding family, is in... View Details
- 2007
- Chapter
Behavioral Corporate Finance: A Survey
By: Malcolm Baker, Richard Ruback and Jeffrey Wurgler
Research in behavioral corporate finance takes two distinct approaches. The first emphasizes that investors are less than fully rational. It views managerial financing and investment decisions as rational responses to securities market mispricing. The second approach... View Details
- April 2007
- Case
ABN AMRO Bank N.V.: Global Change Agents
By: Rosabeth M. Kanter, Lance P. Pierce and Ryan Leo Raffaelli
ABN AMRO Global Banking Group developed its risk management function in response to expansion, and increasingly focused on environmental and social risks. The head of the function needed to influence policies and business decisions in a highly decentralized context in... View Details
- March 2007 (Revised January 2008)
- Case
Korea: After the 1997 Financial Crisis
By: Laura Alfaro, Rafael M. Di Tella and Renee Kim
Examines what happened to Korea after the 1997 financial crisis and the implementation of the IMF-mandated reforms imposed on Korea as conditionalities to the country's emergency loan package. View Details
- March 2007 (Revised May 2012)
- Case
PRG-Schultz International
By: Paul W. Marshall and James Weber
PRG-Schultz will run out of cash within a couple of months unless the new CEO can reduce costs and restructure the company's debt. PRG was the dominant market leader in the audit recovery industry. The industry consisted of firms which employed accounting professionals... View Details
- March 2007 (Revised June 2007)
- Case
Wal-Mart, 2007
By: David B. Yoffie and Michael Slind
In 2007, Wal-Mart faced challenges to its historically high growth rate. Lagging same-store sales and setbacks overseas led the company to consider strategic shifts. Wal-Mart was the world's largest retailer, but competition had become particularly acute as the company... View Details
- February 2007
- Case
Behavioral Finance at JP Morgan
By: Malcolm P. Baker and Aldo Sesia
Following a successful model in Europe, JP Morgan has introduced a set of five U.S. retail mutual funds with an investment philosophy and marketing strategy grounded in behavioral finance. The asset management group believes that understanding investor biases like... View Details
- February 2007 (Revised October 2007)
- Case
BASIX
By: Shawn A. 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
- February 2007 (Revised March 2007)
- Case
UBS and Climate Change--Warming Up to Global Action?
By: Felix Oberholzer-Gee, Forest L. Reinhardt and Elizabeth Raabe
Marco Suter, Executive Vice-Chairman, UBS Board of Directors, carefully studied the chart on his desk. It showed the public commitment of major financial institutions to help mitigate global warming. Evidently, UBS lagged behind its competitors. The graph was part of a... View Details
- February 2007 (Revised February 2007)
- Module Note
The International Financial Architecture
By: Rawi E. Abdelal
The International Financial Architecture is one of the core modules of Managing International Trade and Investment, an elective course at Harvard Business School. Provides instructors with an overview of the module, the cases and readings, and the teaching notes. View Details
Keywords: International Finance
- January 2007 (Revised January 2008)
- Case
Amanco: Developing the Sustainability Scorecard
By: Robert S. Kaplan and Ricardo Reisen de Pinho
Describes the challenges of using the Balanced Scorecard to implement a triple-bottom-line strategy for delivering excellent economic, environmental, and social performance. The owners and senior executive team of Amanco, a producer of plastic pipe and complete water... View Details
- January 2007 (Revised January 2008)
- Case
Charles Schwab & Co., Inc.: The "Talk to Chuck" Advertising Campaign
By: John A. Quelch
Schwab management is evaluating the success of the recently launched "Talk to Chuck" advertising campaign. This campaign aims to differentiate Schwab in the cluttered financial services marketplace. Test market results facilitate discussion of advertising objectives,... View Details
- January 2007 (Revised April 2008)
- Case
The Case of the Unidentified Industries - 2006
Helps students to understand how the characteristics of a business are reflected in its financial statements. View Details
- January 2007 (Revised March 2011)
- Case
Yale University Investments Office: August 2006
By: Josh Lerner
The Yale Investments Office must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments--hedge funds, private equity, real estate, and so forth. Considers the risks and benefits of a different asset allocation strategy.... View Details