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      • 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
      Citation
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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
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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
      Citation
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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
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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
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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
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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
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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.)
      • autumn 1976
      • Article

      A Study of Interest Rate Spreads in the 1974 CD Market

      By: D. B. Crane
      Keywords: Markets; Interest Rates; Financial Services Industry
      Citation
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      Crane, D. B. "A Study of Interest Rate Spreads in the 1974 CD Market." Journal of Bank Research 7, no. 3 (autumn 1976).
      • September 1976 (Revised January 1977)
      • Case

      Del Norte Paper Co. (C)

      By: William A. Sahlman
      Designed to serve two roles: first, it provides a reasonably comprehensive description of an ongoing capital budgeting system for the international operations of a large American company. Second, it allows the student to focus upon and critically analyze a series of... View Details
      Keywords: Capital Budgeting; International Relations; Globalized Markets and Industries; Goals and Objectives; Service Delivery; Business Subsidiaries; Performance Evaluation; Performance Expectations; Financial Services Industry; Financial Services Industry
      Citation
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      Sahlman, William A. "Del Norte Paper Co. (C)." Harvard Business School Case 177-036, September 1976. (Revised January 1977.)
      • January 1976
      • Case

      Weightman, Lawson & Frank (The Underwriting Decision)

      By: Samuel L. Hayes III
      Keywords: Financial Institutions; Financial Services Industry
      Citation
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      Hayes, Samuel L., III. "Weightman, Lawson & Frank (The Underwriting Decision)." Harvard Business School Case 276-159, January 1976.
      • December 1975
      • Supplement

      E.F. Hutton and Co. (C)

      By: Samuel L. Hayes III
      Keywords: Financial Services Industry
      Citation
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      Hayes, Samuel L., III. "E.F. Hutton and Co. (C)." Harvard Business School Supplement 276-110, December 1975.
      • November–December 1975
      • Article

      Lessons from the 1974 CD Market

      By: D. B. Crane
      Keywords: Markets; Financial Services Industry
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      Crane, D. B. "Lessons from the 1974 CD Market." Harvard Business Review 53, no. 6 (November–December 1975).
      • October 1975
      • Case

      E.F. Hutton and Co. (B)

      By: Samuel L. Hayes III
      Keywords: Financial Services Industry
      Citation
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      Hayes, Samuel L., III. "E.F. Hutton and Co. (B)." Harvard Business School Case 276-109, October 1975.
      • summer 1970
      • Article

      Marketing Strategy and Bank Service Interaction: A Probability Model

      By: D. B. Crane
      Keywords: Marketing; Strategy; Banks and Banking
      Citation
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      Crane, D. B. "Marketing Strategy and Bank Service Interaction: A Probability Model." Journal of Bank Research 1 (summer 1970).
      • Forthcoming
      • Article

      Achieving Epilepsy Care for All: Ecosystem-Based Transformation

      By: Susanna Gallani, Bernice Martin Lee and Lidia M. V. R. Moura
      Epilepsy exemplifies many of the systemic challenges of modern health care— fragmented care delivery, inequitable access, financial strain, and so on. The current “system of systems” (SoS) structure of U.S. health care fosters siloed operations among its member systems... View Details
      Keywords: Healthcare Delivery; Epilepsy; Seizures; Health Care and Treatment; Health Disorders; Equality and Inequality; Framework; Service Delivery
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      Gallani, Susanna, Bernice Martin Lee, and Lidia M. V. R. Moura. "Achieving Epilepsy Care for All: Ecosystem-Based Transformation." Epilepsia (forthcoming). (Pre-published online April 4, 2025.)
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