Publications

July 2010
Technical Note

Note on the Asset Management Industry

By: Clayton S. Rose and Scott Waggoner

This note provides an overview of the structure and function of the asset management industry, with a primary focus on the U.S. It was designed to support the HBS MBA course "Managing the Financial Firm." View Details

Keywords: Asset Management; Business or Company Management; Industry Structures; Financial Services Industry; United States

2015
Working Paper

The Integrity of Private Third-party Compliance Monitoring

By: Jodi L. Short and Michael W. Toffel

Government agencies are increasingly turning to private, third-party monitors to inspect and assess regulated entities’ compliance with law. The integrity of these regulatory regimes rests on the validity of the information third-party monitors provide to regulators.... View Details

SSRN

15 Nov 2020
News

Global Outposts Expand HBS’s Intellectual Footprint

of online events marking its 20th anniversary. In May, Senior Lecturer Michael Chu moderated an event that addressed financing small and medium-sized businesses during the pandemic, managing through crisis, and understanding the new... View Details

25 Feb 2020
News

Alumni and Faculty Books for March 2020

in an Omnichannel World, Vol. 8 edited by Santiago Gallino and Antonio Moreno, Sicupira Family Associate Professor, Technology and Operations Management Unit Springer Series in Supply Chain Management The... View Details

December 1998
Case

Retail Financial Services in 1998: Travelers

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Travelers Group'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... View Details

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

December 1998
Case

Retail Financial Services in 1998: Merrill Lynch

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Merrill Lynch'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

Find at Harvard

December 1998
Case

Retail Financial Services in 1998: Fidelity Investments

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Fidelity Investment'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... View Details

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

Find at Harvard

December 1998
Case

Retail Financial Services in 1998: Charles Schwab

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Charles Schwab'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

03 Nov 2008
HBS Case

Economics of the Ethanol Business

down again, and they did," he remarks. "Will demand from India and China change the equation? Maybe. Ordinarily when the price of something goes up, people figure out ways to make more of it and use less of it. So the assumption that we're not going to have... View Details

Keywords: by Julia Hanna; Agriculture & Agribusiness; Energy

01 Sep 2008
News

Farming for Fuel

out ways to make more of it and use less of it. So the assumption that we’re not going to have supply and demand responses to this is an audacious one.” MME completed construction of its plant in February 2005 and quickly ramped up... View Details

Keywords: Julia Hanna; Animal Production and Aquaculture; Agriculture; Colleges, Universities, and Professional Schools; Educational Services

18 Mar 2014
First Look

First Look: March 18

the supply of capital create the need for increased upfront financing, but this protection lowers the real option value of the new venture. In equilibrium, financing risk disproportionately impacts... View Details

Keywords: Sean Silverthorne

13 Mar 2014
Research & Ideas

Can We Get To Where We Need To Go?

making sure improvements are made, since infrastructure is "extraordinarily powerful," with connectivity needed to support competition and the supply chain and transportation keeping our workforce... View Details

Keywords: by Dina Gerdeman; Transportation; Air Transportation; Auto

06 Feb 2012
Research & Ideas

Kodak: A Parable of American Competitiveness

list" of strategic capabilities for the country to focus on, with great success. Today China has captured the supply chain in the electronics industry and will be a dominant player for years to come.... View Details

Keywords: by Dina Gerdeman; Manufacturing

April 1996 (Revised June 2000)
Case

Boston Beer Company, Inc., The

Capital markets may have overcapitalized the craft brewing industry during a flurry of new IPOs. In the context of this "hot" IPO market each individual company's valuation may seem reasonable. However, after careful analysis of each company's financial statement and... View Details

Keywords: Initial Public Offering; Analysis; Valuation; Industry Growth; Food and Beverage Industry; Boston

January 1990 (Revised February 1993)
Case

Selling Durable Goods

Examines the pricing policy for a firm that is a monopoly supplier of a durable good. Lowering price over time in an attempt to increase market penetration seems desirable. But doing so may also cause some buyers to postpone their purchases. Describes these... View Details

Keywords: Price; Consumer Behavior; Monopoly

October 2006 (Revised August 2008)
Background Note

Performing Industry Research to Inform Investment Decisions

Conducting thorough research about an industry is often an important component of investment analysis. Written specifically for HBS MBA students, provides guidance on how to perform industry research to inform investment decisions. Provides detailed information about... View Details

Keywords: Decision Choices and Conditions; Investment; Supply and Industry; Research