Publications

23 Oct 2000
Research & Ideas

The Strategy-Focused Organization

strategy. Heads of shared service units—marketing, human resources, and information technology, among others—were included in the membership of the leadership team to ensure that information about customers, people, and technology were... View Details

Keywords: by Robert S. Kaplan & David P. Norton

Web

Becoming a Board Member - Alumni

board. A board bio is typically one page including a headshot and four to five paragraphs that highlight your accomplishments, skills, and credibility. Interpersonal skills Ability to handle complexity and ambiguity Integrity Independent mindedness Collaboration View Details

January 2020 (Revised July 2020)
Case

BlackRock: Linking Purpose to Profit

By: Aiyesha Dey

The case revolves around the actions that Barbara Novick, co-founder and Vice-Chair of Blackrock, and Michelle Edkins, Global Head of Investment Stewardship, would need to take in response to the controversial CEO letters from Laurence (Larry) Fink, Chairman and CEO of... View Details

November 2016 (Revised February 2017)
Case

Square, Inc. IPO

By: Ramana Nanda, Robert White and Lauren G. Pickle

In November 2015, Square, Inc. launched its initial public offering (IPO). The IPO had an offering price of $9 per share, lower than the $11 to $13 estimate that had been outlined in the preliminary prospectus and 42% below the $15.50 share price in its most recent... View Details

Keywords: Business Finance; Initial Public Offering; Equity; Capital Markets; Public Equity; Stocks; Venture Capital; Financial Services Industry; United States

Web

FAQ - Alumni

your company's human resources office to find out if your employer matches charitable gifts and to learn about associated policies and procedures. If you have questions, call Harvard Alumni and Development Services at 617.495.1750 or... View Details

October 2021 (Revised December 2021)
Case

PhonePe: Democratizing Payments in India

By: Michael Chu and Rachna Tahilyani

The co-founders of PhonePe, India’s leading digital payment platform are considering pursuing various growth opportunities in a huge country just entering the digital age. In a highly competitive industry, the founders are keenly aware that making the right choices is... View Details

Keywords: Digital Platform; Digital Banking; Business Strategy; Growth and Development Strategy; Decision Choices and Conditions; Corporate Entrepreneurship; Digital Platforms; Financial Services Industry; Asia; India

September 2020
Teaching Plan

Harlem Capital: Changing the Face of Entrepreneurship

By: George Serafeim

Jarrid Tingle and Henri Pierre-Jacques had spent the summer between their first and second years of their MBA program fund raising for their start-up venture capital (VC) firm, Harlem Capital Partners. Harlem Capital was founded upon the principle that addressing the... View Details

Keywords: Venture Capital Firm Compensation; Entrepreneurial Finance; Entrepreneurial Financing; Black Entrepreneurs; Black Leadership; Black Inventors; Inclusion; Minority-owned Businesses; Race And Ethnicity; Race Characteristics; Entrepreneurship; Venture Capital; Diversity; Race; Gender; Mission and Purpose; Social Enterprise; Financial Services Industry; United States

Web

Technology & Innovation - Faculty & Research

data start-ups on the other—offering data-intensive, analytics-based services that could connect to any industrial device. So GE launched a multibillion-dollar initiative focused on what it calls the industrial internet: adding digital... View Details

01 Mar 2024
News

Game On

supply management, retail operations, a post office, and a food service operation that served 900 meals a day underway. He also saw combat as a boat officer for a squadron of six PBRs in the Mekong Delta. Over the next 30 years, while he... View Details

Keywords: Jen McFarland Flint; photographed by Edward Linsmier; Amusement, Gambling, and Recreation Industries; Arts, Entertainment

August 2024 (Revised October 2024)
Case

Discerene Group: Long-Term Public-Markets Investing

By: Luis M. Viceira and Brent Schwarz

This case discusses active investing based on fundamental valuations and price distortions created by market events, and whether contractual terms between investment managers and their investors can help align incentives between long-term investors and active managers.... View Details

Keywords: Financial Strategy; Investment Funds; Valuation; Financial Markets; Financial Services Industry; Connecticut

September 2022 (Revised January 2023)
Case

DBS: Purpose-Driven Transformation

By: Ranjay Gulati, Adina Wong, Dawn H. Lau and Joseph Mesfin

Singapore-based bank DBS went through three waves of purpose-driven transformation, overhauling the bank’s systems, upgrading employee skills, and re-centering its customer focus, with the bank’s purpose growing bolder with each key milestone achieved. Find out how the... View Details

Keywords: Transformation; Alignment; Business Strategy; Balanced Scorecard; Technology Adoption; Mission and Purpose; Change Management; Financial Services Industry; Financial Services Industry; Asia; Singapore

April 2007
Case

Microfinance in Bolivia: A Meeting with the President of the Republic

By: Michael Chu

Herbert Muller, chair of leading microfinance bank BancoSol, has met with Evo Morales one year after the populist leader's inauguration as president of Bolivia and proceeds to write an email to his fellow board directors. The bank is world famous for pioneering... View Details

Keywords: Risk and Uncertainty; Race; Government Administration; Business and Government Relations; Microfinance; Poverty; Interest Rates; Banks and Banking; Financial Services Industry; Bolivia; South America

Find at Harvard

01 Nov 2020
Research & Ideas

Good Leadership Is an Act of Kindness

exhaust themselves attending to a special needs child or ailing parent. Everyone frets over their physical and financial well-being. Who among us isn't anxious, stressed out, and off our game right now? From bolstering remote... View Details

Keywords: by Boris Groysberg and Susan Seligson

May 2013
Case

Bridgewater Associates

By: Jeffrey T. Polzer and Heidi K. Gardner

Bridgewater Associates was the world's largest hedge fund with approximately $120 billion in assets under management in mid-2012, and its leaders attribute its record-beating performance to the firm's culture of "radical transparency." The founder, Ray Dalio, was... View Details

Keywords: Management Style; Motivation and Incentives; Management Practices and Processes; Organizational Culture; Performance; Leadership Style; Investment; Financial Services Industry