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  • All HBS Web  (13,086)
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  • June 1982 (Revised September 1982)
  • Case

PNC Financial Corp.

By: Dwight B. Crane
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Crane, Dwight B. "PNC Financial Corp." Harvard Business School Case 282-109, June 1982. (Revised September 1982.)
  • January 1989 (Revised September 1991)
  • Background Note

International Financial Data

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Flaherty, Marie-Therese M., and Jill S. Dalby. "International Financial Data." Harvard Business School Background Note 689-039, January 1989. (Revised September 1991.)
  • 2002
  • Book

Reading Financial Reports

By: William J. Bruns, Paul M. Healy, J. H. Hertenstein, Robert S. Kaplan and Sharon M. McKinnon
Keywords: Finance; Reports
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Bruns, William J., Paul M. Healy, J. H. Hertenstein, Robert S. Kaplan, and Sharon M. McKinnon. Reading Financial Reports. 2nd ed. Business Fundamentals . Boston: Harvard Business School Press, 2002.
  • October 1988 (Revised January 1989)
  • Case

Japanese Financial Liberalization

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Rukstad, Michael G. "Japanese Financial Liberalization." Harvard Business School Case 389-035, October 1988. (Revised January 1989.)
  • 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; Environmental Sustainability; Corporate Disclosure; Europe; European Union
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Cheema-Fox, Alex, Megan Czasonis, Piyush Kontu, and George Serafeim. "Corporate Alignment with the EU Taxonomy for Sustainable Activities: First Evidence from Financial Accounting Data." Journal of Applied Corporate Finance (forthcoming). (Pre-published online April 24, 2025.)
  • 26 Feb 2009
  • Research & Ideas

Podcast: Preventing Future Financial Failures

Podcast with: David Moss Interviewer: Jim Aisner Running Time: 21 min., 03 sec. To listen to this interview with professor David Moss, click on the triangular Play button below. The Macromedia Flash plug-in is required to play this video. If you install the Flash... View Details
Keywords: Re: David A. Moss; Banking
  • 14 Jan 2009
  • Working Paper Summaries

Smart Money: The Effect of Education, Cognitive Ability, and Financial Literacy on Financial Market Participation

Keywords: by Shawn Cole & Gauri Kartini Shastry; Financial Services; Financial Services
  • 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
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Eisenmann, Thomas R. "Steve Carpenter at Cake Financial." Harvard Business School Teaching Note 814-121, June 2014.
  • December 2010 (Revised November 2014)
  • Case

Steven Carpenter at Cake Financial

By: Thomas R. Eisenmann and Alison Berkley Wagonfeld
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
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Eisenmann, Thomas R., and Alison Berkley Wagonfeld. "Steven Carpenter at Cake Financial." Harvard Business School Case 811-041, December 2010. (Revised November 2014.)
  • 11 Oct 2016
  • Working Paper Summaries

Corporate Purpose and Financial Performance

Keywords: by Claudine Gartenberg, Andrea Prat, and George Serafeim
  • Research Summary

Financial Markets and Corporate Governance

By: Dwight B. Crane
Corporate scandals beginning in the late 1990s focused renewed attention on corporate governance, but significant cracks in the governance system also contributed to recent problems. Deregulation and growth of financial markets, as well as changes in the competitive... View Details
  • May 2000 (Revised June 2000)
  • Case

German Financial System in 2000, The

Describes the evolution and current situation of Germany's financial system. Based on a discussion of the German economy in the postwar period, the case highlights the impact of financial globalization and EU policies on Germany's domestic system of banking and... View Details
Keywords: Globalization; Corporate Governance; Banks and Banking; Germany
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Schaede, Ulrike. "German Financial System in 2000, The." Harvard Business School Case 700-135, May 2000. (Revised June 2000.)
  • Article

Financial Innovation and the Management and Regulation of Financial Institutions

By: Robert C. Merton
Keywords: Finance; Innovation and Invention; Management; Governing Rules, Regulations, and Reforms; Financial Institutions
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Merton, Robert C. "Financial Innovation and the Management and Regulation of Financial Institutions." Journal of Banking & Finance 19, nos. 3-4 (June 1995): 461–481.
  • 1995
  • Book

Cases in Financial Engineering: Applied Studies of Financial Innovation

By: Scott P. Mason, Robert C. Merton, André Perold and Peter Tufano
Keywords: Finance; Innovation and Invention; Cases
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Mason, Scott P., Robert C. Merton, André Perold, and Peter Tufano. Cases in Financial Engineering: Applied Studies of Financial Innovation. Englewood Cliffs: Prentice Hall, 1995.
  • October 2009 (Revised July 2014)
  • Teaching Note

New Century Financial Corporation

By: Suraj Srinivasan and Krishna G. Palepu
Teaching Note for [109034] and [113-002]. View Details
Keywords: Management Practices and Processes; Business Model; Financial Liquidity; Insolvency and Bankruptcy; Managerial Roles; Accounting Audits; Financial Crisis; Financial Services Industry; United States
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Srinivasan, Suraj, and Krishna G. Palepu. "New Century Financial Corporation." Harvard Business School Teaching Note 110-032, October 2009. (Revised July 2014.)
  • November 2010
  • Article

The Litigation of Financial Innovations

By: Josh Lerner
This paper examines the litigation of patents relating to financial products and services. I show that these grants are being litigated at a rate 27 to 39 times greater than that of patents as a whole. The patents being litigated are disproportionately those issued to... View Details
Keywords: Patents; Lawsuits and Litigation; Finance
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Lerner, Josh. "The Litigation of Financial Innovations." Journal of Law & Economics 53, no. 4 (November 2010): 807–831.
  • February 2006
  • Article

The New New Financial Thing: The Origins of Financial Innovations

By: Josh Lerner
Keywords: Finance; Innovation and Invention
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Lerner, Josh. "The New New Financial Thing: The Origins of Financial Innovations." Journal of Financial Economics 79, no. 2 (February 2006): 223–255. (Earlier version distributed as National Bureau of Economic Research Working Paper No. 10223 and Harvard Business School Negotiations Organizations and Markets Working Paper No. 04-20.)
  • October 2008
  • Case

Financial Crisis in Asia: 1997-1998 (Abridged)

By: Huw Pill, Rafael M. Di Tella and Jonathan Schlefer
What caused the 1997-98 Asia Crisis: Asian nations' poor economic management, international financial contagion, close "crony" relations between local politicians and capitalists? This case examines how the crisis erupted in Thailand and spread in a chain of events... View Details
Keywords: Developing Countries and Economies; Financial Crisis; Ethics; Financial Institutions; Financial Management; Governing Rules, Regulations, and Reforms; Business and Government Relations; Asia
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Pill, Huw, Rafael M. Di Tella, and Jonathan Schlefer. "Financial Crisis in Asia: 1997-1998 (Abridged)." Harvard Business School Case 709-004, October 2008.
  • July 2004 (Revised January 2007)
  • Case

H&R Block and "Everyday Financial Services"

By: Peter Tufano and Daniel Schneider
H&R Block, the U.S. market leader in tax preparation services, must decide whether to offer financial services to its low-income clients. H&R Block is facing increased competition from branded and nonbranded tax preparers, and the number of returns prepared by the... View Details
Keywords: Financial Management; Income; Taxation; Product Development; Financial Services Industry; United States
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Tufano, Peter, and Daniel Schneider. H&R Block and "Everyday Financial Services". Harvard Business School Case 205-013, July 2004. (Revised January 2007.)
  • 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
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Alfaro, Laura, Rafael M. Di Tella, and Renee Kim. "Korea: After the 1997 Financial Crisis." Harvard Business School Case 707-042, March 2007. (Revised January 2008.)
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