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      • September 1985
      • Case

      Citicorp Investment Management

      By: Andre F. Perold
      Keywords: Investment Funds; Management; Financial Services Industry
      Citation
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      Perold, Andre F. "Citicorp Investment Management." Harvard Business School Case 286-002, September 1985.
      • January 1985
      • Case

      Business Research Corp. (A)

      By: William A. Sahlman
      Contains a description of a decision confronting an entrepreneur: which of two investment proposals should he accept to fund the creation and marketing of a database that comprises the full text of research reports produced by Wall Street investment banking firms? The... View Details
      Keywords: Strategy; Cost vs Benefits; Valuation; Investment Banking; Negotiation Participants; Negotiation Deal; Financing and Loans; Financial Strategy; Corporate Finance; Service Industry
      Citation
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      Sahlman, William A. "Business Research Corp. (A)." Harvard Business School Case 285-089, January 1985.
      • October 1984 (Revised July 2003)
      • Case

      At the T. Rowe Price Trading Desk (A)

      By: Andre F. Perold
      Describes the events surrounding the sale of a particular large block of a thinly traded stock. Brings the situation to the point at which the seller has received an offer, and must now decide what to do. View Details
      Keywords: Asset Management; Stocks; Financial Services Industry
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      Perold, Andre F. "At the T. Rowe Price Trading Desk (A)." Harvard Business School Case 285-041, October 1984. (Revised July 2003.)
      • October 1984 (Revised July 2003)
      • Supplement

      At the T. Rowe Price Trading Desk (B)

      By: Andre F. Perold
      Supplements the (A) case. View Details
      Keywords: Financial Services Industry
      Citation
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      Perold, Andre F. "At the T. Rowe Price Trading Desk (B)." Harvard Business School Supplement 285-042, October 1984. (Revised July 2003.)
      • October 1984 (Revised July 1988)
      • Case

      Mark Twain Bancshares, Inc.

      By: Joseph L. Badaracco Jr.
      Describes the history, management, and organization of an extremely successful bank holding company. The company has had a very charismatic chairman, has made MBAs bank presidents at very early ages, and has a long record of innovation. Now deregulation and a coming... View Details
      Keywords: Management Style; Financial Services Industry
      Citation
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      Badaracco, Joseph L., Jr. "Mark Twain Bancshares, Inc." Harvard Business School Case 385-178, October 1984. (Revised July 1988.)
      • June 1984 (Revised June 1987)
      • Case

      Sanford C. Bernstein & Co., Inc.

      By: Andre F. Perold
      Keywords: Financial Management; Investment Portfolio; Management; Financial Services Industry
      Citation
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      Perold, Andre F. "Sanford C. Bernstein & Co., Inc." Harvard Business School Case 184-194, June 1984. (Revised June 1987.)
      • September 1983 (Revised October 1985)
      • Case

      Lehman Management Co., Inc.

      By: Andre F. Perold
      Keywords: Investment Funds; Management; Financial Services Industry
      Citation
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      Perold, Andre F. "Lehman Management Co., Inc." Harvard Business School Case 284-027, September 1983. (Revised October 1985.)
      • May 1983 (Revised December 1987)
      • Case

      Technical Data Corp.

      By: William A. Sahlman
      Describes a decision confronting the president of a small company about selling some or all of the shares in his company to another firm. Technical Data Corp. provides analytical services to professional bond market traders over a system of computer terminals operated... View Details
      Keywords: Stocks; Entrepreneurship; Business Startups; Internet and the Web; Information Infrastructure; Mobile and Wireless Technology; Valuation; Negotiation Tactics; Mergers and Acquisitions; Corporate Strategy; Horizontal Integration; Service Industry; Service Industry
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      Sahlman, William A. "Technical Data Corp." Harvard Business School Case 283-072, May 1983. (Revised December 1987.)
      • April 1983 (Revised June 1993)
      • Case

      Trade In Services and American Express

      By: Joseph L. Badaracco Jr. and David B. Yoffie
      Keywords: Financial Services Industry
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      Badaracco, Joseph L., Jr., and David B. Yoffie. "Trade In Services and American Express." Harvard Business School Case 383-114, April 1983. (Revised June 1993.)
      • spring 1983
      • Article

      A Financial Planning Model for an Analytic Review: The Case of a Savings and Loan Association

      By: Robert S. Kaplan
      Keywords: Finance; Planning; Financing and Loans; Saving; Financial Institutions; Financial Services Industry; Financial Services Industry
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      Kaplan, Robert S. "A Financial Planning Model for an Analytic Review: The Case of a Savings and Loan Association." Auditing (spring 1983): 52–65.
      • February 1982 (Revised March 1984)
      • Case

      Travelers Investment Management Co.

      By: David E. Bell
      Keywords: Investment Portfolio; Management; Risk Management; Financial Services Industry
      Citation
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      Bell, David E. "Travelers Investment Management Co." Harvard Business School Case 182-210, February 1982. (Revised March 1984.)
      • October 1981 (Revised January 1994)
      • Case

      Golden Gate Bank Retirement Fund

      By: David E. Bell
      Keywords: Retirement; Investment Funds; Financial Services Industry; Financial Services Industry
      Citation
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      Bell, David E. "Golden Gate Bank Retirement Fund." Harvard Business School Case 182-086, October 1981. (Revised January 1994.)
      • March 1981 (Revised October 1984)
      • Case

      Corning Glass Works: Indonesia

      By: Michael Y. Yoshino
      Evaluates the market opportunities and risks by Corning and International Finance Corporation in Indonesia. View Details
      Keywords: Globalized Markets and Industries; Risk and Uncertainty; Opportunities; Financial Services Industry; Indonesia
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      Yoshino, Michael Y. "Corning Glass Works: Indonesia." Harvard Business School Case 381-119, March 1981. (Revised October 1984.)
      • December 1980 (Revised January 1994)
      • Case

      International Foodstuffs

      By: David E. Bell
      Describes three fairly routine instances in which considerations of risk exposure in foreign exchange are necessary. The three are a delayed payment for a grain shipment, a foreign subsidiary facing devaluation of its domestic currency, and a foreign acquisition. The... View Details
      Keywords: Currency Exchange Rate; Risk and Uncertainty; International Relations; Mergers and Acquisitions; Money; International Finance; Financial Services Industry
      Citation
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      Bell, David E. "International Foodstuffs." Harvard Business School Case 181-049, December 1980. (Revised January 1994.)
      • 1980
      • Chapter

      Measuring Consumer Satisfaction and Complaint Behavior: A Study of Financial Services and Insurance

      By: J. Quelch and S. Ash
      Citation
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      Quelch, J., and S. Ash. "Measuring Consumer Satisfaction and Complaint Behavior: A Study of Financial Services and Insurance." In Marketing into the Eighties, edited by H. Baker and M. Saren, 30–47. Strathclyde, Scotland: University of Strathclyde, 1980.
      • September 1980 (Revised January 1981)
      • Case

      Bay Financial Corp.

      By: William J. Poorvu and John H. Vogel Jr.
      Keywords: Financial Services Industry
      Citation
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      Poorvu, William J., and John H. Vogel Jr. "Bay Financial Corp." Harvard Business School Case 381-032, September 1980. (Revised January 1981.)
      • February 1980
      • Case

      Profiles of Selected U.S. Securities Firms in 1979

      By: Michael E. Porter
      Keywords: Investment Banking; Financial Services Industry; United States
      Citation
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      Porter, Michael E. "Profiles of Selected U.S. Securities Firms in 1979." Harvard Business School Case 380-140, February 1980.
      • 1979
      • Chapter

      Capital Requirements in the Regulation of Financial Intermediaries: A Discussion

      By: Robert C. Merton
      Keywords: Capital; Financial Markets; Financial Institutions; Governing Rules, Regulations, and Reforms; Policy; Business and Government Relations; Financial Services Industry
      Citation
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      Merton, Robert C. "Capital Requirements in the Regulation of Financial Intermediaries: A Discussion." In Proceedings: The Regulation of Financial Institutions.Federal Reserve Bank of Boston Conference Series. Federal Reserve Bank of Boston, 1979.
      • May 1979 (Revised August 2013)
      • Background Note

      Financial Analysis of Real Property Investments

      By: William J. Poorvu
      Develops a conceptual framework for financial analysis of real estate investments, taking into consideration the necessity for baseline data, project trends, and forecast discontinuities. View Details
      Keywords: Forecasting and Prediction; Investment Return; Trends; Financial Services Industry; Financial Services Industry
      Citation
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      Poorvu, William J. "Financial Analysis of Real Property Investments." Harvard Business School Background Note 379-193, May 1979. (Revised August 2013.)
      • April 1979 (Revised October 1983)
      • Case

      U.S. Securities Industry in 1979

      By: Michael E. Porter
      Keywords: Competitive Strategy; Financial Services Industry; United States
      Citation
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      Porter, Michael E. "U.S. Securities Industry in 1979." Harvard Business School Case 379-190, April 1979. (Revised October 1983.)
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