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      • October 1990 (Revised July 1991)
      • Case

      T. Rowe Price Associates, Inc.

      By: Andre F. Perold
      Keywords: Financial Services Industry
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      Perold, Andre F. "T. Rowe Price Associates, Inc." Harvard Business School Case 291-006, October 1990. (Revised July 1991.)
      • October 1990
      • Article

      Consequences of Leveraged Buyouts

      By: Krishna G. Palepu
      Keywords: Finance; Investment; Financial Services Industry
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      Palepu, Krishna G. "Consequences of Leveraged Buyouts." Journal of Financial Economics 27, no. 2 (October 1990): 247–262.
      • September 1990 (Revised May 1991)
      • Case

      Global Fund

      By: William J. Poorvu
      Keywords: Financial Services Industry
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      Poorvu, William J. "Global Fund." Harvard Business School Case 391-057, September 1990. (Revised May 1991.)
      • July 1990 (Revised February 1992)
      • Case

      Meiwa/Citicorp

      By: William E. Fruhan Jr.
      Keywords: Financial Services Industry
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      Fruhan, William E., Jr. "Meiwa/Citicorp." Harvard Business School Case 291-004, July 1990. (Revised February 1992.)
      • June 1990 (Revised August 1992)
      • Case

      H. Ross Perot

      By: Joseph L. Badaracco Jr.
      Keywords: Financial Services Industry; Financial Services Industry
      Citation
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      Badaracco, Joseph L., Jr. "H. Ross Perot." Harvard Business School Case 390-210, June 1990. (Revised August 1992.)
      • April 1990
      • Case

      What Is Done Is Dun . . . & Bradstreet

      By: Stephen A. Greyser and Norman Klein
      Keywords: Crisis Management; Financial Services Industry
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      Greyser, Stephen A., and Norman Klein. "What Is Done Is Dun . . . & Bradstreet." Harvard Business School Case 590-103, April 1990.
      • February 1990
      • Case

      Retail Financial Services Industry in 1988

      By: Dwight B. Crane
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      Crane, Dwight B. "Retail Financial Services Industry in 1988." Harvard Business School Case 290-047, February 1990.
      • January 1990 (Revised March 1994)
      • Case

      Royal Ahold NV

      By: Richard F. Meyer
      Contains a general description of a large international retailer. Focus is on the major financial risks facing the company: exchange rate risk and commodity price risk. This case is an introduction to financial risk management. It poses some of the major problem areas. View Details
      Keywords: Risk Management; Currency Exchange Rate; Futures and Commodity Futures; Trade; Distribution; Financial Services Industry
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      Meyer, Richard F. "Royal Ahold NV." Harvard Business School Case 190-113, January 1990. (Revised March 1994.)
      • October 1989
      • Case

      PaineWebber: Institutional Equity Division

      By: Joseph L. Bower
      Keywords: Financial Services Industry
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      Bower, Joseph L. "PaineWebber: Institutional Equity Division." Harvard Business School Case 390-065, October 1989.
      • September 1989 (Revised December 1989)
      • Background Note

      Note on the Credit Bureau Industry and the Fair Credit Reporting Act (FCRA)

      By: F. Warren McFarlan and H. Jeff Smith
      Keywords: Financial Services Industry
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      McFarlan, F. Warren, and H. Jeff Smith. "Note on the Credit Bureau Industry and the Fair Credit Reporting Act (FCRA)." Harvard Business School Background Note 190-044, September 1989. (Revised December 1989.)
      • January 1989
      • Case

      Primerica Corp. (B)

      By: Stephen A. Greyser and Norman Klein
      Keywords: Financial Services Industry
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      Greyser, Stephen A., and Norman Klein. "Primerica Corp. (B)." Harvard Business School Case 589-088, January 1989.
      • September 1988 (Revised January 1992)
      • Case

      JMB Growth Fund XXV

      By: William J. Poorvu
      Keywords: Financial Services Industry
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      Poorvu, William J. "JMB Growth Fund XXV." Harvard Business School Case 389-026, September 1988. (Revised January 1992.)
      • August 1988 (Revised December 1989)
      • Case

      Golden Gate Bank Pension Fund

      By: David E. Bell
      Keywords: Investment Funds; Financial Services Industry; Financial Services Industry
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      Bell, David E. "Golden Gate Bank Pension Fund." Harvard Business School Case 189-039, August 1988. (Revised December 1989.)
      • June 1988 (Revised May 1989)
      • Case

      Primerica Corp. (A): How American Can Discovered Primerica

      By: Stephen A. Greyser and Norman Klein
      Keywords: Financial Services Industry
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      Greyser, Stephen A., and Norman Klein. "Primerica Corp. (A): How American Can Discovered Primerica." Harvard Business School Case 588-066, June 1988. (Revised May 1989.)
      • May 1988
      • Article

      Management Dilemmas in Securities Firms

      By: Robert G. Eccles Jr. and Dwight B. Crane
      Keywords: Problems and Challenges; Management; Business Ventures; Financial Instruments; Financial Services Industry
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      Eccles, Robert G., Jr., and Dwight B. Crane. "Management Dilemmas in Securities Firms." Issue 726 International Financing Review (May 1988): 13–14.
      • December 1987
      • Case

      John Hancock Financial Services: Sports Sponsorship

      By: Stephen A. Greyser
      Senior corporate communications executives of a major financial services firm are reviewing the company's sports sponsorship program and are considering expanding it. Hancock already is the corporate sponsor of the Boston Marathon and has the opportunity to sponsor the... View Details
      Keywords: Communication Strategy; Brands and Branding; Marketing Strategy; Performance Evaluation
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      Greyser, Stephen A. "John Hancock Financial Services: Sports Sponsorship." Harvard Business School Case 588-051, December 1987.
      • September 1987 (Revised July 1991)
      • Case

      Primerica Corp.

      By: Samuel L. Hayes III
      Keywords: Financial Services Industry
      Citation
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      Hayes, Samuel L., III. "Primerica Corp." Harvard Business School Case 288-019, September 1987. (Revised July 1991.)
      • July 1987 (Revised May 1991)
      • Case

      Merrill Lynch Capital Partners, Inc.

      By: Samuel L. Hayes III
      Keywords: Financial Services Industry
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      Hayes, Samuel L., III. "Merrill Lynch Capital Partners, Inc." Harvard Business School Case 288-009, July 1987. (Revised May 1991.)
      • June 1987 (Revised September 1997)
      • Case

      Mebel, Doran & Co.

      By: Samuel L. Hayes III
      Puts the student in the position of a senior official of a major New York investment bank who discovers that information has leaked to the market on a confidential takeover plan that was being developed by a corporate client. The official has to decide how to deal with... View Details
      Keywords: Ethics; Decision Choices and Conditions; Investment Banking; Mergers and Acquisitions; Crisis Management; Financial Services Industry; Financial Services Industry
      Citation
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      Hayes, Samuel L., III. "Mebel, Doran & Co." Harvard Business School Case 287-001, June 1987. (Revised September 1997.)
      • May 1987 (Revised February 2000)
      • Case

      Codman & Shurtleff, Inc.: Planning and Control System

      By: Robert L. Simons
      Detailed description of the planning and control systems in use at Johnson & Johnson. Focuses on the actions of managers in one subsidiary in revising budget targets. Illustrates intensive strategic planning and financial planning process in a large, decentralized... View Details
      Keywords: Strategic Planning; Planning; Forecasting and Prediction; Accounting Audits; Budgets and Budgeting; Business Strategy; Financial Management; Business or Company Management; Management Systems; Financial Services Industry; Financial Services Industry
      Citation
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      Simons, Robert L. "Codman & Shurtleff, Inc.: Planning and Control System." Harvard Business School Case 187-081, May 1987. (Revised February 2000.)
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