Publications

SSRN

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01 Jan 2005
News

Nancy M. Barry, MBA 1975

communities." Today, the WWB network provides financial services in more than forty countries in Africa, Asia, the Caribbean, Europe, Latin America, and the Middle East. At the same time, this global organization helps microfinance View Details

01 May 2013
News

Catherine E. Kuehn Price, MBA 1986 & Malcolm K. Price, MBA 1987

institution they believe in without compromising their family’s financial security. “Harvard is great at providing vehicles that allow you to achieve your philanthropic goals,” he says. “I also would argue... View Details

March 2006 (Revised May 2010)
Case

Banco Hipotecario S.A.

By: Daniel Baird Bergstresser, Arthur I Segel and Alexandra de Royere

In 2003, the chairwoman and controlling shareholder of Argentina's leading residential mortgage lender are considering how to bring the bank's restructuring to a successful conclusion as the country's economy continues to suffer from the impact of the 2001-2002... View Details

Keywords: Restructuring; Currency; Banks and Banking; Mortgages; Crisis Management; Competition; Argentina

December 1993 (Revised March 1997)
Case

Recruiting at Bowles Hollowell Conner & Co.

By: John J. Gabarro, Herminia M. Ibarra, John P. Kotter and Andrew P. Burtis

Examines the recruiting process of Bowles Hollowell Conner & Co. (BHC), an investment banking firm known for its work with middle market companies. Specifically, presents a profile of the firm and its recruiting process and then examines that process through the firm's... View Details

Keywords: Investment Banking; Recruitment; Selection and Staffing; Job Interviews; Banking Industry

19 Sep 2011
Research & Ideas

Doomsday Coming for Catastrophic Risk Insurers?

Froot, "all this is interesting and useful because it's a microcosm for the larger financial sector, made up of banks and shadow banks. We have a huge institutional setup for bearing these sorts of... View Details

Keywords: by Maggie Starvish; Financial Services

24 Sep 2013
First Look

First Look: September 24

Publications August 2013 Financial Analysts Journal The Low Beta Anomaly: A Decomposition into Micro and Macro Effects By: Baker, Malcolm, Brendan Bradley, and Ryan Taliaferro Abstract—Low beta stocks have offered a combination of low... View Details

Keywords: Sean Silverthorne

22 Jan 2019
News

Remembering Walter Shipley

foundation for one of the biggest financial institutions in the world with JPMorgan Chase, an acquisition that took place shortly after Shipley’s retirement in 1999. The View Details

Fast Answer

Bloomberg: company information

for dividend/split history. EE for earnings estimates. ERN for earnings. FA for financial analysis. HDS for institutional and insider holdings. HG for historical price graph. HP for historical price table.... View Details

10 Sep 2020
News

Jane Fraser Named CEO of Citi, Breaking Wall Street’s Glass Ceiling

Jane Fraser (MBA 1994) was named the next CEO of Citigroup on Thursday. When she takes the reins in February, she will become the first woman to lead a major American bank. Fraser will replace Michael Corbat, who was named CEO in 2012, when the bank was still reeling... View Details

01 Mar 2010
News

Faculty Books

financial globalization; and the challenges and policies of large economies. The cases, set in Africa, Asia, Europe, Latin America, and the United States, approach these themes by exploring institutional... View Details

Keywords: Colleges, Universities, and Professional Schools; Educational Services; Management

August 2020
Case

Mary Guerrero and the Advancement of Latinx Talent: Developing an Employee Resource Group at a Top Tier Bank (A)

By: Rosabeth Moss Kanter and Amy Hernandez Turcios

Mary Guerrero was a first-generation Latina and an investment banking analyst at a top tier bank on Wall Street—Bulge Bracket Bank (BBB). She was committed to increasing representation of Latinx talent at her firm. She was already doing a lot of individual work to make... View Details

Keywords: Latin America; Bank; Representation; Scale; Inclusion; Coalition; Resources; Latinx; Talent and Talent Management; Diversity; Ethnicity; Banks and Banking; Leadership

September 2010 (Revised January 2012)
Case

Mobile Banking for the Unbanked

By: V. Kasturi Rangan and Katharine Lee

The case describes in detail the workings of two mobile banking operators in Africa—WIZZIT in South Africa and M-PESA in Kenya. It explores the dimensions of strategy that make for success in the market for the unbanked. It raises questions regarding the portability of... View Details

Keywords: Business Model; Financial Institutions; Disruptive Innovation; Marketing Strategy; Corporate Strategy; Banking Industry; Kenya; South Africa

August 2003 (Revised June 2005)
Case

Royal Bank of Scotland, The: Masters of Integration

By: Nitin Nohria and James Weber

Describes the acquisition of Nat West by Royal Bank of Scotland. Describes the strategic rationale for the acquisition and the process by which the integration of the two banks was accomplished. The acquisition is remarkable for how successful it was, given the typical... View Details

Keywords: Mergers and Acquisitions; Integration; Banks and Banking; Success; Banking Industry; Scotland

January 1997 (Revised March 1997)
Background Note

Note on Money and Monetary Policy

By: David A. Moss and Wyatt C. Wells

Offers a brief overview of economic thinking about the nature of money and about how the central bank can affect the economy through monetary policy. View Details

Keywords: Sovereign Finance; Government Administration; Policy; Central Banking; Money; Inflation and Deflation; Financial Crisis

2008
Chapter

The Importance of Default Options for Retirement Saving Outcomes: Evidence from the United States

By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian

This paper summarizes the empirical evidence on how defaults impact retirement savings outcomes. After outlining the salient features of the various sources of retirement income in the U.S., the paper presents the empirical evidence on how defaults impact retirement... View Details

Keywords: Saving; Financial Condition; Retirement; Investment Funds; Microeconomics; Outcome or Result; Government and Politics; Financial Institutions; Macroeconomics; United States

2000
Chapter

Value Creation and Process Management: Evidence from Retail Banking

By: Frances X. Frei and Patrick T. Harker

Keywords: Value Creation; Business Processes; Business or Company Management; Commercial Banking; Banking Industry

Find at Harvard

February 2015 (Revised April 2017)
Case

Edyficar and Mibanco: The Emergence of M&A in Microfinance

By: Michael Chu

Mibanco, a microfinance icon, is for sale, and Edyficar, owned by Banco del Credito (BCP), Peru's largest bank, is evaluating its acquisition. Until recently, such a transaction would have been fanciful given Mibanco's preeminent role in Peruvian microfinance, which... View Details

Keywords: Base Of The Pyramid; Peru; Latin America; Microfinance; Commercial Banking; Mergers and Acquisitions; Banking Industry; Latin America; Peru

2008
Working Paper

The Contingent Nature of Public Policy and Growth Strategies in the Early Twentieth-Century U.S. Banking Industry

By: Christopher Marquis and Zhi Huang

While effects of public policy are one of the foundations of organizational theory, less explored is how these effects may depend on other external environmental factors. We focus on how policy is a necessary, but not sufficient, condition to understand the growth... View Details

Keywords: Banks and Banking; Business History; Growth and Development Strategy; Business and Government Relations; Banking Industry; United States