Publications

Web

HBS - Financials | Supplemental Financial Information

purposes. This rate applies to HBS and all schools at Harvard. Endowment Distribution (in millions) 162 FY19 173 FY20 184 FY21 191 FY22 208 FY23 Endowment Distribution Components 33% Professorships 24% Financial Aid 17% Unrestricted 8%... View Details

Web

Research Computing Services

Personalized support for the HBS community on topics ranging from AI & advanced statistical analyses to high performance computing. Services Statistical & Data Services RCS provides consulting View Details

03 Feb 2016
Research & Ideas

The State of Customer Service Leadership

Our observations of great service leaders reveal a greater emphasis on those skills demanded for intense personal interaction, engagement with employees at all levels of large people-intensive organizations, the ability to work with the... View Details

Keywords: by Jim Aisner; Retail

October 2011 (Revised July 2012)
Case

ATR KimEng Financial Corporation

By: Li Jin, Michael Shih-ta Chen and Dawn Lau

ATR KimEng is a Philippino asset management business. It is making an important decision on its own strategy going forward: should it stay independent, or be taken over by a large bank in the region. Through this case, we discuss the financial service industry in South... View Details

Keywords: Asset Management; Mergers and Acquisitions; Capital Markets; Investment; Financial Services Industry; Philippines

01 May 2013
News

Health Care’s Service Fanatics

16 Jan 2014
News

Learning from Helping Others

as director in October, leaving a healthy program that now feeds 13,000 people 20,000 meals a year on a modest budget of $100,000. She hopes to pursue a career in public relations and photojournalism, but continues to volunteer at All Souls, and still manages the... View Details

Keywords: Jill Radsken; Health, Social Assistance

January 2013 (Revised October 2014)
Case

Barclays and the LIBOR Scandal

By: Clayton S. Rose and Aldo Sesia

In June of 2012, Barclays plc admitted that it had manipulated LIBOR—a benchmark interest rate that was fundamental to the operation of international financial markets and that was the basis for trillions of dollars of financial transactions. Between 2005 and 2009... View Details

Keywords: Financial Systems; Financial Services; Corruption; Regulation; General Management; Management; Leadership; Economic Systems; Crime and Corruption; Ethics; Culture; Financial Services Industry; Financial Services Industry; United Kingdom

Web

HBS - Financials | Supplemental Financial Information

Harvard. Endowment Distribution (in millions) 150 FY18 162 FY19 173 FY20 184 FY21 191 FY22 Endowment Distribution Components 34% Professorships 24% Financial Aid 16% Unrestricted 8% Other 7% Special... View Details

February 2008
Supplement

Shinhan Financial Group (B)

By: Rosabeth Moss Kanter and Matthew J. Morgan

By 2007, there were many signs that the merger of Chohung and Shinhan banks to form the Shinhan Financial Group in 2003 had met its goals. Shinhan Financial Group's stock price had increased from $31 a share at its opening on the New York Stock Exchange in September... View Details

Keywords: Mergers and Acquisitions; Global Strategy; Expansion; Markets; Strategic Planning; South Korea

Web

HBS - Financials | Financial Highlights

2022 Annual Report From The Dean Key Metrics Financials PDF Downloads Financials From the CFO Financial Highlights Statement of Activity & Cash Flows Consolidated Balance Sheet... View Details

February 2003 (Revised May 2003)
Case

Mobile Energy Services Company

By: Benjamin C. Esty and Aldo Sesia

When Al "Chainsaw" Dunlap became CEO of the Scott Paper Co., the company owned a large, vertically integrated production facility in Mobile, Alabama. Dunlap sold part of the production facility, a cogeneration power plant (later known as Mobile Energy Services Co.), to... View Details

Keywords: Mergers and Acquisitions; Risk and Uncertainty; Contracts; Agreements and Arrangements; Investment; Projects; Vertical Integration; Energy Sources; Bonds; Ownership; Restructuring; Energy Industry; Alabama

Find at Harvard

Research Summary

Understanding Financial Communication Strategy

Greg Miller is investigating financial communication. Financial communication is the process through which managers explain the firm to the external stakeholders. While capital providers are the primary audience for this information, effective financial communication... View Details

March 2016
Case

M-Pesa: Financial Inclusion in Kenya

By: Rajiv Lal, Lisa Cox and Sarah McAra

M-Pesa, a mobile money transfer service launched in 2007 in Kenya by telecommunications company Safaricom, allowed people to send money via mobile messaging to contacts, such as friends and family, or even to pay for goods and services, such as groceries or a taxi... View Details

Keywords: Mobile Money Transfer; Market Transactions; Emerging Markets; Developing Countries and Economies; Mobile and Wireless Technology; Telecommunications Industry; Kenya

February 1997 (Revised April 1997)
Case

Harrington Financial Group

By: Robert C. Merton and Alberto Moel

In early 1997, Harrington Bank, a small Indiana savings and loan (thrift) wondered what its next move should be. Harrington was acquired in 1988 by the principals of Smith Breeden Associates, a money-management and consulting firm specializing in the application of... View Details

Keywords: Banks and Banking; Mergers and Acquisitions; Price; Risk Management; Mortgages; Contracts; Asset Management; Investment; Financial Services Industry

9 AM – 9 AM EDT, 09 Oct 2018

HBX Financial Accounting

Learn how managers, Wall Street analysts, and entrepreneurs use an understanding of accounting to unlock critical insights from financial statements and drive strategic decision making. Program Dates: October 9, 2018 - December 6, 2018 View Details

16 May 2005
Research & Ideas

Confronting the Reality of Web Services

"take it or leave it" proposition. Amazon and eBay don't renegotiate Web services standards with each seller; they simply publish their standards and wait for other companies to adopt them. So far... View Details

Keywords: by Sara Grant

Web

HBS - Financials | Supplemental Financial Information

endowment, along with those of the other Harvard schools, are managed by Harvard Management Company (HMC), a nonprofit, wholly-owned subsidiary of the University. HMC has managed the Harvard endowment portfolio since 1974. Its mission is... View Details

December 2004 (Revised April 2006)
Teaching Note

Managing Diversity at Spencer Owens & Co. and Managing Diversity at Cityside Financial Services (TN)

By: Robin J. Ely

Teaching Note to (9-405-047) and (9-405-048). View Details

Keywords: Diversity