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  • All HBS Web  (4,326)
    • People  (3)
    • News  (473)
    • Research  (3,372)
    • Events  (6)
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  • 1993
  • Chapter

British Multinational Banking Strategies Over Time

By: G. Jones
Keywords: History; Multinational Firms and Management; Banks and Banking; Banking Industry; United Kingdom
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Jones, G. "British Multinational Banking Strategies Over Time." In The Growth of Global Business, edited by H. Cox, J. Clegg, and G. Ietto-Gillies. London: Routledge, 1993.
  • 17 Apr 2009
  • Working Paper Summaries

The Investment Strategies of Sovereign Wealth Funds

Keywords: by Shai Bernstein, Josh Lerner & Antoinette Schoar; Financial Services
  • fall 1994
  • Article

Commentaries on Banc One's Hedging Strategy

By: B. C. Esty and P. Tufano
Keywords: Strategy; Banks and Banking; Banking Industry
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Esty, B. C., and P. Tufano. "Commentaries on Banc One's Hedging Strategy." Journal of Applied Corporate Finance 7, no. 3 (fall 1994): 63–65.
  • November 1998 (Revised May 1999)
  • Case

Collateralized Loan Obligations and the Bistro Trust

By: Kenneth A. Froot and Ivan G. Farman
This case examines a large bank trying to protect itself from the risks and capital requirement created by its loan portfolio. Considers a variety of ways available to the firm to offload the risks. View Details
Keywords: Banking; Loan Evaluation; Financing Strategy; Credit; Risk Management; Banks and Banking; Financing and Loans; Financial Strategy; Banking Industry
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Froot, Kenneth A., and Ivan G. Farman. "Collateralized Loan Obligations and the Bistro Trust." Harvard Business School Case 299-016, November 1998. (Revised May 1999.)
  • October 2013 (Revised January 2016)
  • Case

J.C. Penney's 'Fair and Square' Strategy (Abridged)

By: Elie Ofek and Jill Avery
As he gets ready to release 2nd quarter 2012 results, Ron Johnson, the new CEO of department store J.C. Penney, is reconsidering the dramatic changes he initiated for the business model and brand image of his company. A new pricing scheme he put in place in February,... View Details
Keywords: Business Model; Change Management; Marketing Strategy; Price; Consumer Behavior; Decision Making; Management Teams; Brands and Branding; Retail Industry; United States
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Ofek, Elie, and Jill Avery. "J.C. Penney's 'Fair and Square' Strategy (Abridged)." Harvard Business School Case 514-063, October 2013. (Revised January 2016.)
  • 04 Jun 2024
  • Cold Call Podcast

How One Insurtech Firm Formulated a Strategy for Climate Change

Keywords: Re: Lauren H. Cohen; Insurance
  • 1977
  • Book

NOW Accounts: Strategies for Financial Institutions

By: D. B. Crane and Michael J. Riley
Keywords: Financial Institutions; Strategy
Citation
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Crane, D. B., and Michael J. Riley. NOW Accounts: Strategies for Financial Institutions. Lexington, MA: Lexington Books, 1977.
  • June 2017
  • Article

The Social Trajectory of a Finance Professor and the Common Sense of Capital

By: Marion Fourcade and Rakesh Khurana
This paper traces the career of Michael Jensen, a Chicago finance PhD turned Harvard Business School professor to reveal the intellectual and social conditions that enabled the emergence and institutionalization of what we call the “neoliberal common sense of capital,”... View Details
Keywords: Executive Pay; The Firm; Michael Jensen; Neo-Liberalism; Shareholder Value; Agency Theory; Corporate Governance; Executive Compensation; Business and Shareholder Relations; Transformation
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Fourcade, Marion, and Rakesh Khurana. "The Social Trajectory of a Finance Professor and the Common Sense of Capital." History of Political Economy 49, no. 2 (June 2017): 347–381.
  • October 1995 (Revised December 1998)
  • Case

Otis Elevator Company (A): China Strategy

By: Michael Y. Yoshino and Thomas W. Malnight
Examines the evolution of Otis's joint venture in China, from inception to the political crisis in 1989. Raises the question of whether or not the company should make an additional investment in the aftermath of the Tiananmen Square incident. View Details
Keywords: Joint Ventures; Decisions; Investment; Globalization; Government Administration; Business and Government Relations; Strategy; China
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Yoshino, Michael Y., and Thomas W. Malnight. "Otis Elevator Company (A): China Strategy." Harvard Business School Case 396-098, October 1995. (Revised December 1998.)
  • February 2015
  • Supplement

The Affordable Care Act (C): Legislative Strategy in the Senate

By: Joseph L. Bower and Michael Norris
In 2009, the Senate begins drafting its health care bills. Jurisdiction in the Senate is shared between two committees, but the more important is the Senate Finance Committee. View Details
Keywords: Health Care; Health Care Policy; Government And Politics; Health; Government Administration; Health Industry; United States
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Bower, Joseph L., and Michael Norris. "The Affordable Care Act (C): Legislative Strategy in the Senate." Harvard Business School Supplement 315-034, February 2015.
  • July 1999
  • Comment

Commentary: Finance Theory and Future Trends: The Shift to Integration

By: Robert C. Merton
Keywords: Theory; Finance; Trends; Change; Integration
Citation
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Merton, Robert C. "Commentary: Finance Theory and Future Trends: The Shift to Integration." Risk (July 1999), 48–50.
  • September 2010
  • Teaching Note

China Mobile's Rural Communications Strategy (TN)

By: William C. Kirby and F. Warren McFarlan
Teaching Note for 309034. View Details
Keywords: Rural Scope; Investment; Communication Strategy; Information Management; Government and Politics; Governance Controls; China
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Kirby, William C., and F. Warren McFarlan. "China Mobile's Rural Communications Strategy (TN)." Harvard Business School Teaching Note 311-060, September 2010.
  • 2004
  • Book

Strategy Maps: Converting Intangible Assets into Tangible Outcomes

By: Robert S. Kaplan and David P. Norton
Keywords: Strategy; Assets; Outcome or Result
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Kaplan, Robert S., and David P. Norton. Strategy Maps: Converting Intangible Assets into Tangible Outcomes. Boston: Harvard Business School Press, 2004.
  • July 1998 (Revised April 2001)
  • Case

Bank of Ireland (BOI): Internet Strategy

Conor O'Toole, Internet business executive, must consider how to take the Bank of Ireland on-line. The bank, and Ireland, and most of continental Europe, lagedlagged behind the United States in adopting Internet techologytechnology. O'Toole wondered how he should... View Details
Keywords: Organizational Change and Adaptation; Leading Change; Internet; Banks and Banking; Banking Industry; Republic of Ireland
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Sviokla, John J., and Michael Quinn. "Bank of Ireland (BOI): Internet Strategy." Harvard Business School Case 399-012, July 1998. (Revised April 2001.)
  • November 1985
  • Case

Paine Webber (B): Implementing a Corporate Strategy

By: Dwight B. Crane and Robert G. Eccles Jr.
Keywords: Corporate Strategy; Management; Finance
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Crane, Dwight B., and Robert G. Eccles Jr. "Paine Webber (B): Implementing a Corporate Strategy." Harvard Business School Case 286-034, November 1985.
  • 1993
  • Chapter

Marketing Strategies to Attract Foreign Investment

By: L. T. Wells Jr.
Keywords: Marketing Strategy; Foreign Direct Investment; Globalized Economies and Regions; Trade
Citation
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Wells, L. T., Jr. "Marketing Strategies to Attract Foreign Investment." In Multinationals in the Global Political Economy, edited by L. Eden and E. Potter, pp. 168–186. New York: St. Martin's Press, 1993.
  • February 2003 (Revised March 2007)
  • Case

Internet Customer Acquisition Strategy at Bankinter

By: Francisco de Asis Martinez-Jerez, V.G. Narayanan and Lisa Brem
Bankinter, a relatively small Spanish bank, has a large presence as an Internet financial services provider. Leading the way to profitability through the Internet will give Bankinter a major competitive advantage over the larger, more established Spanish banks. Ann... View Details
Keywords: Customer Relationship Management; Internet and the Web; Activity Based Costing and Management; Customer Value and Value Chain; Banks and Banking; Banking Industry; Spain
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Martinez-Jerez, Francisco de Asis, V.G. Narayanan, and Lisa Brem. "Internet Customer Acquisition Strategy at Bankinter." Harvard Business School Case 103-021, February 2003. (Revised March 2007.)
  • November – December 2011
  • Article

Competitive Strategy for Open Source Software

By: Vineet Kumar, Brett Gordon and Kannan Srinivasan
Commercial open source software (COSS) products-privately developed software based on publicly available source code-represent a rapidly growing, multibillion-dollar market. A unique aspect of competition in the COSS market is that many open source licenses require... View Details
Keywords: Applications and Software; Competitive Strategy; Product Development; Growth and Development; Markets; Motivation and Incentives; Quality; Policy; Perspective; Profit; Open Source Distribution; Emerging Markets
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Kumar, Vineet, Brett Gordon, and Kannan Srinivasan. "Competitive Strategy for Open Source Software." Marketing Science 30, no. 6 (November–December 2011): 1066–1078.
  • December 2024 (Revised March 2025)
  • Case

Strategy and CEO Succession at Starbucks

By: Krishna G. Palepu and David Lane
On August 13, 2024, Starbucks announced that Laxman Narasimhan who was appointed as the CEO only in September 2023, was stepping down as CEO and board director “with immediate effect.” Laxman would be replaced on September 9 by Brian Niccol, CEO since 2018 of Chipotle... View Details
Keywords: Strategy; Corporate Governance; Leadership; Management Succession; Cost Management; Labor Unions; Working Conditions; Order Taking and Fulfillment; Service Operations; Investment Activism; Governing and Advisory Boards; Resignation and Termination; Food and Beverage Industry; United States
Citation
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Palepu, Krishna G., and David Lane. "Strategy and CEO Succession at Starbucks." Harvard Business School Case 125-040, December 2024. (Revised March 2025.)
  • October 2007 (Revised December 2008)
  • Case

The Royal Bank of Scotland Group: The Human Capital Strategy

By: Boris Groysberg and Eliot Sherman
Describes the development and implementation of one of the world's most advanced human resource management support systems. The Royal Bank of Scotland Group is a global banking leader that began implementing a strategy for measuring the impact of human capital on... View Details
Keywords: Financial Management; Human Resources; Human Capital; Management Systems; Measurement and Metrics; Performance Effectiveness; Strategy; Information Technology; Banking Industry
Citation
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Groysberg, Boris, and Eliot Sherman. "The Royal Bank of Scotland Group: The Human Capital Strategy." Harvard Business School Case 408-060, October 2007. (Revised December 2008.)
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