financial management - Publications - Faculty & Research - Harvard Business School

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August 1998 (Revised December 1998)
Case

Wells Fargo Online Financial Services (B)

By: Robert S. Kaplan and Nicole Tempest

Describes how the Balanced Scorecard built by the Online Financial Services (OFS) group is used to select the highest-priority initiatives for the organization. Currently, initiatives arise continually throughout the organization, and management spends considerable... View Details

Keywords: Balanced Scorecard; Internet and the Web; Corporate Entrepreneurship; Corporate Strategy; Performance Evaluation; Finance; Change; Situation or Environment; Measurement and Metrics; Financial Services Industry; Financial Services Industry

Web

Behavioral Finance & Financial Stability

result, there are meaningful externalities in the mutual fund industry due to cash management. A fund family may coordinate the liquidity management efforts of its funds in order to minimize volatility spillovers from fire sales. Related... View Details

01 Dec 2017
News

2017 in Finance: Helping Consumers Improve Their Financial Life

same from financial services firms. However, consumers understandably have a different bar when it comes to shopping online for clothes versus picking the financial product that’s best for them. Finances... View Details

Keywords: Omer Ismail (MBA 2007), chief commercial officer, Marcus by Goldman Sachs, the firm’s digital consumer financial services business; Finance

April 2011 (Revised June 2014)
Case

Securities Lending After the Financial Crisis

By: Robert C. Pozen and Gayle Hameister

In April 2009, Wendy Jefferson had just returned to her office following a whirlwind day of meetings with her newest client, Star Advisor. Jefferson, a financial services consultant, was eager to dig into the information provided to her and her team about the Star... View Details

Keywords: Business Earnings; Debt Securities; Financing and Loans; Investment Funds; Governing Rules, Regulations, and Reforms; Information

July 2009 (Revised July 2011)
Technical Note

Note on Capital in the U.S. Financial Industry

By: Clayton S. Rose, Scott Waggoner and Sally Canter Ganzfried

This note was created to supplement classroom discussion in the EC course "Managing the Financial Firm" and provides background for exploring issues general managers in financial firms face in considering appropriate capital levels. View Details

Keywords: Capital; Financial Institutions; Management; Financial Services Industry; United States

January 1994
Background Note

Note on Financial Programming Over Long Horizons

By: Timothy A. Luehrman

Introduces students to financial programming as a way to incorporate concepts and tools from modern corporate finance theory into a framework for managing over long horizons. Particular attention is paid to corporate capital budgeting and investment processes. View Details

Keywords: Framework; Theory; Investment; Business Processes; Capital Budgeting; Corporate Finance

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2024
Working Paper

Private Equity Fund Valuation Management during Fundraising

By: Brian K. Baik

I investigate whether and how private equity fund managers (GPs) inflate their interim fund valuations (net asset values or NAVs) during fundraising periods. Specifically, I study the extent to which the GPs inflate NAVs by managing valuation assumptions (e.g.,... View Details

Keywords: Private Equity; Institutional Investors; Valuation Multiples; Earnings Management; Private Firms; Valuation; Investment Funds

Forthcoming
Article

Corporate alignment with the EU taxonomy for sustainable activities: First evidence from financial accounting data

By: Alex Cheema-Fox, Megan Czasonis, Piyush Kontu and George Serafeim

What is sustainable? This question is of paramount importance given the trillions of assets invested according to different sustainability criteria. While until now we have had no standard for answering this question, the European Union's (EU) Taxonomy for sustainable... View Details

Keywords: Financial Accounting; Capital Expenditures; Revenues; Sustainability; Regulation; Accounting; Finance; Climate Change; Europe; European Union

June 2014 (Revised May 2017)
Case

Southeastern Asset Management Challenges Buyout at Dell

By: Paul Healy, Suraj Srinivasan and Aldo Sesia

In late 2012, Michael Dell wants to take Dell Inc., the company he founded, private. Mr. Dell believes that the successful company's transformation from a personal computer (PC) manufacturer to an enterprise solutions and services provider (ESS) is dependent on going... View Details

September 2022
Case

BancoSol: Financial Inclusion in the Perfect Storm

By: Michael Chu and Carla Larangeira

In the pandemic, financial inclusion icon BancoSol faces a government-mandated year-long deferral of all loan payments, followed by the sudden Covid death of its CEO. In a Bolivia mired in political turmoil following a failed presidential election, with clients not... View Details

Keywords: Decision Making; Crisis Management; Management Succession; Business Strategy; Innovation Leadership; Risk and Uncertainty; Financing and Loans; Restructuring; Financial Services Industry; Latin America; Bolivia

February 2003 (Revised March 2007)
Case

Safe to Say at Prudential Financial

By: Amy C. Edmondson and Corey B. Hajim

The CEO initiated a cultural change process at Prudential Financial to support a major business reorientation. Prudential, historically a privately held ("mutual") insurance company, went public in 2001. The cultural change was intended to prepare the organization to... View Details

Keywords: Growth and Development Strategy; Risk and Uncertainty; Private Ownership; Going Public; Transformation; Organizational Culture

June 2014
Teaching Note

Steve Carpenter at Cake Financial

By: Thomas R. Eisenmann

After investing $9 million of venture capital, Cake Financial had failed to reach critical mass. In early 2010 Cake's assets were sold and the company was dissolved. Founded in 2006, the San Francisco-based Internet company allowed users to monitor their investments... View Details

Keywords: Corporate Entrepreneurship; Business or Company Management; Business Model; Growth and Development Strategy; Business Strategy; Internet; Financial Services Industry; Financial Services Industry

December 1998
Case

Retail Financial Services in 1998: First Union

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of First Union's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details

Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry

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March 2011 (Revised February 2018)
Supplement

Wealth Management Crisis at UBS (B)

By: George Serafeim

The case describes the resolution of the U.S. Department of Justice (DOJ) investigation for tax fraud and the increasing pressure on the wealth management business. View Details

September–October 2020
Article

Managing Churn to Maximize Profits

By: Aurelie Lemmens and Sunil Gupta

Customer defection threatens many industries, prompting companies to deploy targeted, proactive customer retention programs and offers. A conventional approach has been to target customers either based on their predicted churn probability or their responsiveness to a... View Details

Keywords: Churn Management; Defection Prediction; Loss Function; Stochastic Gradient Boosting; Customer Relationship Management; Consumer Behavior; Profit

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March 2007 (Revised January 2008)
Case

Korea: After the 1997 Financial Crisis

By: Laura Alfaro, Rafael M. Di Tella and Renee Kim

Examines what happened to Korea after the 1997 financial crisis and the implementation of the IMF-mandated reforms imposed on Korea as conditionalities to the country's emergency loan package. View Details

Keywords: Financial Crisis; Macroeconomics; Financing and Loans; Governing Rules, Regulations, and Reforms; Crisis Management; South Korea

August 1995 (Revised October 1996)
Case

IDS Financial Services (Condensed)

By: John A. Deighton

Highlights the decision that must be made on balancing customer acquisition and retention and de-emphasizing the structural issues involved in administering the independent contractor sales force. View Details

Keywords: Customers; Customer Focus and Relationships; Decisions; Corporate Governance; Salesforce Management; Financial Services Industry

April 2013
Teaching Plan

Barclays and the LIBOR Scandal

By: Clayton S. Rose and Aldo Sesia

In the summer of 2012, Barclays plc, one of the largest banks in the world, agreed to settle with authorities and acknowledged that the firm had manipulated LIBOR (London Inter-Bank Offered Rate)—a benchmark reference rate that was fundamental to the operation of... 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

Mar 18 2015
Testimonial

Aligning Financial Strategy with Business Strategy

March 2014 (Revised February 2015)
Case

Loki Capital Management

By: Joseph B. Fuller, Shikhar Ghosh and Matthew Preble

In December 2013, Michael Kane was preparing to launch his start-up's first hedge fund. While pleased with the development of the business, he wanted to address a few lingering issues before going any further. He debated whether or not to fire the company's chief... View Details

Keywords: Hedge Fund; Hedge Funds; Equity Split; Fundraising; Investor Clientele; Team Building; Human Resource Management; Human Capital; Human Resources; Equity; Financial Services Industry; United States

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