Publications

2017
Article

A Brief Money Management Scale and Its Associations with Personality, Financial Health, and Hypothetical Debt Repayment

By: Masha Ksendzova, Grant Edward Donnelly and Ryan Howell

Money management is essential for financial health, and more research is needed to better assess people’s money management practices. Therefore, we factor-analyzed 205 scaled questions from previous money management measures to select the best items and examined their... View Details

Keywords: Budgeting; Debt; Money Management; Financial Health; Scale Development; Budgets and Budgeting; Personal Finance; Behavior; Decision Making

June 2009 (Revised May 2010)
Case

BlackRock Money Market Management in September 2008 (A)

By: Kenneth A. Froot and David Lane

This case highlights the issues around money market mutual funds in the financial crisis of 2008. View Details

Keywords: BlackRock; Mutual Funds; Money Market; Investment Management; Bank Runs; 2008 Financial Crisis; Government Intervention In The Markets; GRG; Financial Management; Investment Funds; Crisis Management; Government and Politics; Financial Crisis; Financial Services Industry

Educators

18 May 2023
News

India's New Money Managers

conditioning: the idea that men simply manage money better than women. "This is not just an India problem but rather a global problem," she says. Gupta did, in fact, take the idea back to India, officially... View Details

Keywords: Maureen Harmon

August 2020 (Revised October 2020)
Exercise

To Prioritize Money or Time? The P-Mot Exercise (Student)

By: Ashley Whillans and Liz Goldenberg

Working professionals are often in the predicament of needing to make a choice between activities that will grant them more money or more time. Indeed, in large-scale representative panels of working adults, most respondents report feeling pressed for both time and... View Details

Keywords: Time; Time-as Money; Money; Time Management; Decision Making

August 2020 (Revised October 2020)
Teaching Note

To Prioritize Money or Time? The P-Mot Exercise (Instructor)

By: Ashley Whillans and Liz Goldenberg

Teaching Note for HBS Case No. 921-012. Working professionals are often in the predicament of needing to make a choice between activities that will grant them more money or more time. Indeed, in large-scale representative panels of working adults, most respondents... View Details

Keywords: Time; Time As Money; Trade-offs; Money; Time Management; Decision Making

15 Feb 2022
News

2022’s Best & Worst Cities at Money Management

17 Feb 2011
News

The Fund Industry: How Your Money is Managed

2011
Other Teaching and Training Material

The Fund Industry: How Your Money Is Managed

By: Robert C. Pozen

This is the teaching manual for the third edition of the fund industry: how your money is managed. It contains review and discussion questions and answers for every chapter. It also contains business-school quality cases for most chapters, including assignment... View Details

Keywords: Financial Management; Investment Funds; Money; Financial Services Industry

March 1991 (Revised October 1991)
Background Note

Manage Orders, Satisfy Customers, Make Money

By: Benson P. Shapiro and John J. Sviokla

Keywords: Customer Satisfaction; Order Taking and Fulfillment

2015
Working Paper

Service Quality, Inventory and Competition: An Empirical Analysis of Mobile Money Agents in Africa

By: Karthik Balasubramanian and David F. Drake

The use of electronic money transfer through cellular networks ("mobile money") is rapidly increasing in the developing world. The resulting electronic currency ecosystem could improve the lives of the estimated 2 billion people who live on less than $2 a day by... View Details

Keywords: Operations Strategy; Base Of The Pyramid; Mobile Money; Inventory Management; Competition; Currency; Service Operations; Mobile and Wireless Technology

SSRN

26 Jun 2017
Working Paper Summaries

Inventory Management for Mobile Money Agents in the Developing World

Keywords: by Karthik Balasubramanian, David F. Drake, and Douglas Fearing; Financial Services; Banking

fall 2001
Article

Managing Money Risk in Antebellum New York

By: David A. Moss and Sarah A. Brennan

Keywords: Money; Risk and Uncertainty; Management

Article

The Big Five Personality Traits, Material Values, and Financial Well-being of Self-described Money Managers

By: Grant Edward Donnelly, Ravi Iyer and Ryan Howell

Previous research has linked personality traits, material values, and money management to savings, debt, and compulsive buying. To extend previous research, four online surveys examined the Big Five personality traits and material values of those who manage their money... View Details

Keywords: Values; Personality; Well-being; Personal Characteristics; Values and Beliefs; Personal Finance; Money

2017
Working Paper

Inventory Management for Mobile Money Agents in the Developing World

By: Karthik Balasubramanian, David F. Drake and Douglas Fearing

Mobile money systems, platforms built and managed by mobile network operators to allow money to be stored as digital currency, have burgeoned in the developing world as a mechanism to transfer money electronically. Mobile money agents exchange cash for electronic value... View Details

Keywords: Currency; Mobile Technology; Market Platforms; Developing Countries and Economies

SSRN

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2011
Book

The Fund Industry: How Your Money Is Managed

By: Robert Pozen and Theresa Hamacher

The Fund Industry explains to students and investors how to evaluate mutual funds and other collective investment vehicles. It discusses how different types of funds are managed, marketed, and regulated. It also reviews how funds invest and gather assets in countries... View Details

Keywords: Money; Financial Management; International Finance; Investment Funds; Governing Rules, Regulations, and Reforms; Financial Services Industry

28 Feb 2024
News

Cities Where People Have the Best Money Management Skills

12 Jan 2023
News

Could You Be Losing Money with a Manager Title?

July 2010 (Revised December 2011)
Case

Controlling Hot Money

By: Robert C. Pozen

The manager of the Japan Equities Fund is faced with an increase in "hot money" moving quickly in and out of the Fund. This short-term trading is an attempt to take advantage of the difference between the closing times of the Tokyo and New York Stock Exchanges. The CFO... View Details

Keywords: Stocks; International Finance; Investment Funds; Governing Rules, Regulations, and Reforms; Market Timing; Market Transactions; Financial Services Industry; New York (city, NY)

Educators