Publications

19 Jan 2023
Research & Ideas

What Makes Employees Trust (vs. Second-Guess) AI?

about how an algorithm works—but following its advice based on trusting the people who designed and tested it—can lead to better decision-making and financial results for businesses, say researchers affiliated with the Laboratory for... View Details

Keywords: by Rachel Layne

June 2024
Supplement

Zeswitz Music (B)

By: Richard S. Ruback and Royce Yudkoff

Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.
Abstract: In July of 2013, Randy Shayler (HBS, 2012) acquired Zeswitz Music, a musical instrument rental company based in Reading,... View Details

Keywords: Acquisition; Customer Focus and Relationships; Business Strategy; Revenue; Marketing; Music Industry; Retail Industry

July 1997 (Revised August 1997)
Case

numeric investors l.p.

By: Andre F. Perold and Brian J. Tierney

Numeric Investors manages equity portfolios with the use of a momentum model and a value model. The momentum model is based on earnings surprise and analysts' revisions of their earnings estimates. The firm offers long-short as well as long-only strategies, and its... View Details

Keywords: Asset Management; Cost; Equity; Financial Strategy; Investment; Investment Portfolio; Management; Product Development; Performance Efficiency; Business Strategy

06 Mar 2007
First Look

First Look: March 6, 2007

growth without undermining the progress achieved in reducing inequality and poverty. Can the Brazilian government reverse inequality and grow at the same time? What development strategy should Lula follow in his second term? Does Brazil... View Details

Keywords: Martha Lagace

Web

Faculty & Researchers - Managing the Future of Work

past, he has served as Senior Associate Dean for Research, chair of the MBA Program, and head of the Strategy Unit. His research, course development, and teaching focus on two topics: business strategy and... View Details

May 2024
Article

Production Complementarity and Information Transmission Across Industries

By: Charles M.C. Lee, Terrence Tianshuo Shi, Stephen Teng Sun and Ran Zhang

Economic theory suggests that production complementarity is an important driver of sectoral co-movements and business cycle fluctuations. We operationalize this concept using a measure of production complementarity proximity (COMPL) between any two companies. We show... View Details

Keywords: Financial Markets; Networks; Investment Return; Business Cycles

Read Now

July 2014
Article

Winners in the Spotlight: Media Coverage of Fund Holdings as a Driver of Flows

By: David H. Solomon, Eugene F. Soltes and Denis Sosyura

We show that media coverage of mutual fund holdings affects how investors allocate money across funds. Controlling for fund performance, fund holdings with high past returns attract extra flows only if these stocks were recently featured in major newspapers. In... View Details

Keywords: Prejudice and Bias; Media; Investment Funds; Financial Services Industry

SSRN

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August 2020
Background Note

US Private Equity Firms: ESG and Impact (B)

By: Lynn S. Paine and Holly Fetter

This is the second part of a two-part note. The first part (A) explores how US private equity firms are incorporating ESG (Environmental, Social, & Governance) factors and impact objectives into their investment strategies and firm practices. It is based on publicly... View Details

Keywords: Private Equity; Corporate Social Responsibility and Impact; Social Issues; Financial Services Industry; United States

August 1993
Case

Applichem (A) (Abridged)

By: Janice H. Hammond and Gary P. Pisano

Applichem manufactures the same chemical product in four plants, each of which is located in a different country. The company has completed a major study comparing the productivity and performance of these plants. Using the data from the study, students must decide... View Details

Keywords: Business or Company Management; Management Practices and Processes; Performance Productivity; Performance Efficiency; Performance Evaluation; Strategy; Judgments; Factories, Labs, and Plants; Business Exit or Shutdown; Chemical Industry

Web

Faculty - Creating Emerging Markets

Research Interests : diasporas , economic development , emerging markets , globalization , strategy Interviews Adib AlZamil Dr. R.S. Sodhi Dr. Raghunath Anant Mashelkar Muhammad Musa Mohamed Jaffer Naina Lal Kidwai Kiran Mazumdar-Shaw... View Details

Web

Bankruptcy | Baker Library | Bloomberg Center | Harvard Business School

Lehman Brothers Timeline Sept-Oct 2008 Video-Coverage of the Financial Crisis Download the Exhibition Catalog (PDF) Lehman Brothers Archives Lehman Brothers Deal Books Search Exhibition Lehman Brothers - Introduction 1840s – 1880s General... View Details

09 Jan 2024
Blog Post

Insights From Harvard Business School’s Peek Program

students to learn about the HBS community and student experience, and hear about MBA admissions and financial aid. We spoke with Yue Yu, a graduate of Connecticut College and a current master's student at Vanderbilt University, originally... View Details

Web

Rigorous research, rooted in practice | About

Race, Gender & Equity Social Enterprise Behavioral Finance & Financial Stability Case Method Project Creating Emerging Markets Digital Data Design Institute at Harvard Foundry Impact-Weighted Accounts Institute for View Details

08 Aug 2011
Research & Ideas

The Death of the Global Manager

coauthored the textbook and its updates with the late Sumantra Ghoshal (HBS DBA '86) and Paul W. Beamish of the University of Western Ontario. "The Japanese juggernaut had just come driving through the United States, challenging the international View Details

Keywords: by Julia Hanna

October 2015
Teaching Note

Molycorp: Financing the Production of Rare Earth Minerals (A)

By: Benjamin C. Esty and E. Scott Mayfield

Molycorp, the western hemisphere's only producer of rare earth minerals, was in the middle of a $1 billion capital expenditure project in its effort to become a vertically integrated supplier of rare earth minerals, oxides, and metals. Yet it had just reported lower... View Details

January 2009 (Revised April 2009)
Case

The Carlyle Group

By: Robert G. Eccles and Carin-Isabel Knoop

This case describes the investment philosophy, organizational structure, management processes and culture of the largest private equity firm in the world measured in terms of assets under management ($89 billion). The Carlyle Group is distinctive in several ways,... View Details

Keywords: Financial Crisis; Assets; Private Equity; Investment; Global Strategy; Innovation and Invention; Knowledge Use and Leverage; Management Practices and Processes; Organizational Structure; Information Technology; Asia; Washington (state, US)

August 2020 (Revised December 2020)
Case

Satrix: Competing in the Passive Asset Management Industry in South Africa

By: Mark Egan, Pippa Tubman Armerding and Dilyana Karadzhova Botha

In late 2017, Satrix, one of the largest passive asset management firms in South Africa and a pioneer in the industry since 2000, had to decide its strategy going forward in a market where passive asset management had become increasingly commoditized and... View Details

Keywords: Asset Management; Investment Funds; Competition; Competitive Strategy; Financial Services Industry; South Africa; Africa

March 2008 (Revised May 2008)
Case

Carlyle Japan (A)

By: David B. Godes, Masako Egawa and Mayuka Yamazaki

Tamotsu Adachi, Managing Director of Carlyle Japan, wants to formulate a strategy to improve his firm's ability to source high-quality deals at competitive valuations, or prices. Buyout funds like Carlyle typically have two deal phases: sourcing and monitoring. These... View Details

Keywords: Financial Instruments; Leveraged Buyouts; Supply Chain Management; Marketing Channels; Sales; Financial Services Industry; Japan