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  • 18 Oct 2004
  • Research & Ideas

The Bias of Wall Street Analysts

companies their firms are issuing securities for—or hope to do business with. The research, "Playing Favorites: Financing Options Sway Analysts' Thinking," was published in the June 2004 edition of Investor Relations Quarterly.... View Details
Keywords: by Ann Cullen; Financial Services
  • 02 Dec 2013
  • Research & Ideas

Companies Choreograph Earnings Calls to Hide Bad News

than a few pleasantries and in one case, a softball question that the company knew was coming. "That made us wonder if this was true more generally across firms-that they choreograph conference calls when they don't want to talk about something." “Nearly every View Details
Keywords: by Julia Hanna; Financial Services
  • 02 Aug 2011
  • First Look

First Look: August 2

maximize their people's performance. Publisher's Link: http://cb.hbsp.harvard.edu/cb/web/product_detail.seam?E=79788&R=10106-HBK-ENG&conversationId=323988 Surviving the Global Financial Crisis: Foreign Ownership and Establishment... View Details
Keywords: Sean Silverthorne
  • July 2010
  • Case

Fidelity Retires in Canada

By: Robert C. Pozen and Edward Warren Scott
The head of Fidelity Canada was faced with a decision about what to do with its retirement business there. Although Fidelity as a fund manager has made some headway in Canada, the competition has been very tough for the administration of retirement plans—a separate... View Details
Keywords: Business Exit or Shutdown; Investment Funds; Globalized Firms and Management; Growth and Development Strategy; Retirement; Competition; Financial Services Industry; Canada; United States
Citation
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Pozen, Robert C., and Edward Warren Scott. "Fidelity Retires in Canada." Harvard Business School Case 311-023, July 2010.
  • 18 Jul 2016
  • Research & Ideas

Is Greed Ruining Private Equity Firms?

impression that a private equity firm is unstable. That perception creates a wariness to invest, which means a PE firm often struggles in its attempts to raise the next fund. So in essence, founding partners... View Details
Keywords: by Dina Gerdeman; Financial Services; Financial Services
  • April 2009
  • Teaching Note

SKS Microfinance (TN)

By: Shawn A. Cole
Teaching Note for [208137]. View Details
Keywords: Venture Capital; Investment; Financing and Loans; Valuation; Social Enterprise; Equity; Financial Markets; Microfinance; For-Profit Firms; Financial Services Industry; India
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Cole, Shawn A. "SKS Microfinance (TN)." Harvard Business School Teaching Note 209-132, April 2009.
  • 16 Jun 2003
  • Research & Ideas

Surveying the VC Landscape

venture capitalists might be more comfortable in investing in truly early-stage technologies. Q: What is the role of the buyout firm in the VC investing cycle, given the activity they and restructuring firms... View Details
Keywords: by Ann Cullen; Financial Services
  • 18 Aug 2009
  • First Look

First Look: August 18

Authors:Mihir Desai and Li Jin Publication:Journal of Financial Economics (forthcoming) Abstract This paper employs heterogeneity in institutional shareholder tax characteristics to identify the relation between View Details
Keywords: Martha Lagace
  • 1992
  • Chapter

The Legacy of the Past: British Multinational Banking Strategies since the Nineteenth Century

By: G. Jones
Keywords: History; Multinational Firms and Management; Corporate Strategy; Banks and Banking; Banking Industry; United Kingdom
Citation
Related
Jones, G. "The Legacy of the Past: British Multinational Banking Strategies since the Nineteenth Century." In Multinational Enterprises in the World Economy, edited by Peter J. Buckley and Mark Casson. Aldershot: Edward Elgar Publishing, 1992.
  • 19 Sep 2012
  • Research & Ideas

Book Excerpt: “The Architecture of Innovation”

level. Yet the corporation's senior management and human resource professionals resisted changing the scheme, pointing out the high quality of junior hires that the firm was making. It was not until 2009 that the firm's management agreed... View Details
Keywords: by Josh Lerner; Financial Services
  • 12 Jun 2018
  • First Look

New Research and Ideas, June 12, 2018

practices is important for understanding financial decision-making of households in dire circumstances as well as for setting appropriate consumer protection policies. We conduct a simple experiment in three sites in which we paid off... View Details
Keywords: Dina Gerdeman
  • 27 May 2009
  • First Look

First Look: May 27, 2009

Finally, the long-run risks model implies extremely low yields and negative-term premia on inflation-indexed bonds. Download the paper from SSRN ($5): http://papers.nber.org/papers/W14788 Measuring the Financial Sophistication of... View Details
Keywords: Martha Lagace
  • 20 Dec 2006
  • Op-Ed

Investors Hurt by Dual-Track Tax Reporting

mortgage application differently. Indeed, research shows just that: Corporate tax avoidance is not valued by the market unless the firms are well-governed. The actors in various corporate scandals, including Enron, Tyco, and Parmalat,... View Details
Keywords: by Mihir Desai
  • 20 Jul 2010
  • First Look

First Look: July 20

contained in the mandatory transitional documents required by International Financial Reporting Standards (IFRS) 1 (2005). We find significant negative abnormal returns for firms reporting negative earnings... View Details
Keywords: Martha Lagace
  • 15 Nov 2001
  • Research & Ideas

Five Questions for Paul Gompers and Josh Lerner

companies have been financed during previous downturns in the venture capital market. Entrepreneurs should not necessarily abandon all hope. Venture capitalists still have many, many billions to invest, so well crafted business plans can get funded. Moreover, new View Details
Keywords: by Carol Elsen; Financial Services
  • 10 Jan 2005
  • Research & Ideas

Professors Introduce Valuation Software

elements of the firm's accounting if they believe that reported data do not capture the economic performance of the company. The model then provides standardized financial statements and financial ratios for... View Details
Keywords: by Sean Silverthorne
  • 10 May 2017
  • Research & Ideas

Amazon Web Services Changed the Way VCs Fund Startups

to recent research. Enter the era of “spray and pray,” where venture firms over the last decade have seeded more firms than previously, but with less upfront investment of time and money. As someone who... View Details
Keywords: by Michael Blanding; Financial Services; Financial Services; Financial Services
  • 18 Jun 2001
  • Research & Ideas

Tech Investment the Wise Way

Press, 2001. This excerpt is taken with permission from a contributed essay in Taking Technical Risks: How Innovators, Executives And Investors Manage High-Tech Risks, edited by Lewis M. Branscomb and Phillip E. Auerswald. Chesbrough and Rosenbloom discuss the... View Details
Keywords: by Henry Chesbrough & Richard S. Rosenbloom
  • 26 Sep 2017
  • First Look

First Look at New Research and Ideas, September 26, 2017

stylized facts about leverage and financial fragility for emerging market firms following the Global Financial Crisis (GFC). Corporate debt vulnerability indicators during the... View Details
Keywords: Sean Silverthorne
  • April 1995
  • Case

Montague Corporation (A)

By: Norman A. Berg and James Weber
The Montague Corp. is a small company started in 1987 and owned by David Montague, age 31, and his father. The company designs, manufactures in Taiwan, and sells through distributors worldwide a high-quality "bicycle that folds." The company offices are located in... View Details
Keywords: Business Strategy; Financial Strategy; Financial Management; Job Cuts and Outsourcing; Globalized Firms and Management; Family Business; Bicycle Industry; Taiwan; Cambridge
Citation
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Berg, Norman A., and James Weber. "Montague Corporation (A)." Harvard Business School Case 395-037, April 1995.
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