Filter Results
:
(152)
Show Results For
-
All HBS Web
(729)
- Faculty Publications (152)
Show Results For
-
All HBS Web
(729)
- Faculty Publications (152)
- May 2010 (Revised November 2010)
- Case
Investment Technology Group
By: Clayton S. Rose and David Lane
Investment Technology Group (ITG) CEO Robert Gasser wondered if the financial crisis had permanently affected the firm's business model. A leader in trade analytics and execution for institutional equity investors, ITG had grown since its establishment in 1987 in step...
View Details
Keywords:
Customer Relationship Management;
Financial Crisis;
Investment;
Resignation and Termination;
Crisis Management;
Product Positioning;
Organizational Change and Adaptation;
Financial Services Industry;
Financial Services Industry;
New York (city, NY)
Rose, Clayton S., and David Lane. "Investment Technology Group." Harvard Business School Case 310-064, May 2010. (Revised November 2010.)
- March 2010 (Revised April 2013)
- Case
Equitas Microfinance: The Fastest-Growing MFI on the Planet
By: V.G. Narayanan and V. Kasturi Rangan
Founded as a for-profit microfinance company, Equitas had acquired nearly a million clients in the short two years since it was founded. The founder, Vasu, and his management team wished to accelerate the already impressive spurt to three million clients in the next...
View Details
Keywords:
Business Model;
For-Profit Firms;
Microfinance;
Growth and Development Strategy;
Corporate Social Responsibility and Impact;
Social Enterprise;
Financial Services Industry;
India
Narayanan, V.G., and V. Kasturi Rangan. "Equitas Microfinance: The Fastest-Growing MFI on the Planet." Harvard Business School Case 510-104, March 2010. (Revised April 2013.)
- December 2009 (Revised February 2010)
- Case
The Investment Fund for Foundations (TIFF) in 2009
By: Luis M. Viceira and Brendon Christopher Parry
In late June 2009, management at The Investment Fund for Foundations (TIFF) was considering expanding the footprint of the TIFF Diversified Fund (TDF), the first truly comprehensive endowment management vehicle offered under the TIFF banner. The recent large capital...
View Details
Keywords:
Financial Crisis;
Asset Management;
Financial Strategy;
Investment Funds;
Risk Management;
Product Marketing;
Financial Services Industry;
United States
Viceira, Luis M., and Brendon Christopher Parry. "The Investment Fund for Foundations (TIFF) in 2009." Harvard Business School Case 210-008, December 2009. (Revised February 2010.)
- October 2009 (Revised January 2010)
- Case
The University of Notre Dame Endowment
By: Andre F. Perold and Paul Michael Buser
The Endowment Model of Investing, which was based on creating high risk-adjusted performance through diversification, a long time horizon, top-notch outside managers, and illiquid investments, had served Notre Dame and other large universities well over the past...
View Details
Keywords:
Financial Crisis;
Higher Education;
Asset Management;
Private Equity;
Financial Liquidity;
Investment;
Risk Management;
Performance Evaluation;
Financial Services Industry;
Financial Services Industry
Perold, Andre F., and Paul Michael Buser. "The University of Notre Dame Endowment." Harvard Business School Case 210-007, October 2009. (Revised January 2010.)
- October 2009
- Article
Attracting Flows by Attracting Big Clients
By: Lauren Cohen and Breno Schmidt
We explore a new channel for attracting inflows using a unique dataset of corporate 401(k) retirement plans and their mutual fund family trustees. Families secure substantial inflows by being named the trustee of a 401(k) plan. We find that family trustees...
View Details
Cohen, Lauren, and Breno Schmidt. "Attracting Flows by Attracting Big Clients." Journal of Finance 64, no. 5 (October 2009): 2125–2151. (Winner of the Barclays Global Investors Best Paper Prize, Asset Allocation Symposium, European Finance Association 2006. Winner of the Society of Quantitative Analysts Award, Best Paper in Quantitative Investments, Western Finance Association 2007.)
- October 2009
- Article
Making Time Off Predictable—and Required
By: Leslie Perlow and Jessica L. Porter
People in professional services believe a 24/7 work ethic is essential for getting ahead—and so they work 60-plus hours a week and stay tethered to their BlackBerrys. This perpetuates a vicious cycle: Responsiveness breeds the need for more responsiveness. When people...
View Details
Keywords:
Management Practices and Processes;
Performance Expectations;
Performance Productivity;
Work-Life Balance;
Service Industry
Perlow, Leslie, and Jessica L. Porter. "Making Time Off Predictable—and Required." Harvard Business Review 87, no. 10 (October 2009).
- September 2009 (Revised April 2011)
- Case
Integrated Project Delivery at Autodesk, Inc. (A)
By: Amy C. Edmondson and Faaiza Rashid
Describes Autodesk's engagement in Integrated Project Delivery—a new model of risk management, inter-firm teamwork, and multi-objective (aesthetic, cost, and sustainability) optimization in building projects. In 2008, Autodesk, Inc., the world's largest design software...
View Details
Keywords:
Buildings and Facilities;
Business Headquarters;
Design;
Risk Management;
Business Processes;
Projects;
Groups and Teams;
Partners and Partnerships;
Cooperation;
Service Industry;
Service Industry
Edmondson, Amy C., and Faaiza Rashid. "Integrated Project Delivery at Autodesk, Inc. (A)." Harvard Business School Case 610-016, September 2009. (Revised April 2011.)
- 2009
- Working Paper
Principles that Matter: Sustaining Software Innovation from the Client to the Web
By: Marco Iansiti
Economic analysis often reviews the role of principles—such as respect for intellectual property rights—in driving innovation. Given the interdependent nature of innovation in information technology, three core principles have emerged that work together to ensure that...
View Details
Keywords:
Decision Choices and Conditions;
Technological Innovation;
Intellectual Property;
Partners and Partnerships;
Competition;
Information Technology;
Internet and the Web
Iansiti, Marco. "Principles that Matter: Sustaining Software Innovation from the Client to the Web." Harvard Business School Working Paper, No. 09-142, June 2009.
- May 2009 (Revised June 2011)
- Case
Going to the Oracle: Goldman Sachs, September 2008
By: Clayton S. Rose and David Lane
On September 23, 2008, in the midst of an historic crisis in the U.S. financial markets, Warren Buffet's Berkshire Hathaway invested $5 billion in Goldman Sachs. Goldman CEO, Lloyd Blankfein, said: "We are pleased that given our longstanding relationship, Warren...
View Details
Keywords:
Decision Choices and Conditions;
Financial Crisis;
Capital Structure;
Financial Liquidity;
Financial Markets;
Investment;
Performance Capacity;
Financial Services Industry;
United States
Rose, Clayton S., and David Lane. "Going to the Oracle: Goldman Sachs, September 2008." Harvard Business School Case 309-069, May 2009. (Revised June 2011.)
- April 2009 (Revised July 2010)
- Case
Corporate Solutions at Jones Lang LaSalle (2001)
By: Ranjay Gulati and Lucia Menzer Marshall
Peter Barge, CEO of the newly created Corporate Solutions Group of Jones Lang LaSalle (JLL), is executing a restructuring of the U.S. corporate real estate services division that will enable the company to offer its clients integrated solutions. Barge has created an...
View Details
Keywords:
Business Divisions;
Restructuring;
Customer Relationship Management;
Organizational Design;
Organizational Structure;
Corporate Strategy;
Integration
Gulati, Ranjay, and Lucia Menzer Marshall. "Corporate Solutions at Jones Lang LaSalle (2001)." Harvard Business School Case 409-111, April 2009. (Revised July 2010.)
- March 2009 (Revised September 2011)
- Case
UBS and Auction Rate Securities (A)
By: Daniel Baird Bergstresser, Shawn A. Cole and Siddharth Bhaskar Shenai
UBS, a global financial services company, must decide whether to continue to support the market for Auction Rate Securities in the face of a growing financial crisis. These instruments, underwritten by UBS, were marketed to clients as highly liquid and safe...
View Details
Keywords:
Cost vs Benefits;
Financial Crisis;
Asset Pricing;
Financial Liquidity;
Financial Instruments;
Government Legislation;
Risk and Uncertainty;
Financial Services Industry
Bergstresser, Daniel Baird, Shawn A. Cole, and Siddharth Bhaskar Shenai. "UBS and Auction Rate Securities (A)." Harvard Business School Case 209-119, March 2009. (Revised September 2011.)
- March 2009 (Revised May 2011)
- Case
Addleshaw-Goddard LLP
By: Robert G. Eccles, Amy C. Edmondson and James Weber
Addleshaw-Goddard (AG), the 15th largest law firm in the U.K., is seeking ways to serve larger clients on more important legal matters. Part of this strategy involves its "Client Development Centre (CDC)," an innovative idea and set of services launched by Dr. Jim...
View Details
Keywords:
Price;
Innovation and Invention;
Service Operations;
Partners and Partnerships;
Competitive Advantage;
Diversification;
Legal Services Industry;
United Kingdom
Eccles, Robert G., Amy C. Edmondson, and James Weber. "Addleshaw-Goddard LLP." Harvard Business School Case 409-056, March 2009. (Revised May 2011.)
- February 2009 (Revised February 2012)
- Case
Exeter Group, Inc. (A)
By: Robert G. Eccles, Das Narayandas and Kerry Herman
Jonathan Kutchins and Mark Cullen, managing partners of IT consulting firm Exeter Group, Inc., are considering four potential client engagements. Three of them involve prominent universities, an area of market strength for the firm, and one involves a top-tier strategy...
View Details
Keywords:
Decision Choices and Conditions;
Resource Allocation;
Market Entry and Exit;
Service Operations;
Performance Capacity;
Business Strategy;
Information Technology;
Consulting Industry
Eccles, Robert G., Das Narayandas, and Kerry Herman. "Exeter Group, Inc. (A)." Harvard Business School Case 409-001, February 2009. (Revised February 2012.)
- 2008
- Working Paper
Attracting Flows by Attracting Big Clients: Conflicts of Interest and Mutual Fund Portfolio Choice
By: Lauren Cohen and Breno Schmidt
We explore a new channel for attracting inflows using a unique dataset of corporate 401(k) retirement plans and their mutual fund family trustees. Families secure substantial inflows by being named trustee of a 401(k) plan. This affords the plan sponsor potential...
View Details
Keywords:
Investment Funds;
Investment Portfolio;
Conflict of Interests;
Financial Services Industry
Cohen, Lauren, and Breno Schmidt. "Attracting Flows by Attracting Big Clients: Conflicts of Interest and Mutual Fund Portfolio Choice." Harvard Business School Working Paper, No. 08-054, January 2008. (Winner of the Barclays Global Investors Best Paper Prize, Asset Allocation Symposium, European Finance Association 2006. Winner of the Society of Quantitative Analysts Award, Best Paper in Quantitative Investments, Western Finance Association 2007.)
- July 2007 (Revised April 2008)
- Teaching Note
Dell Computers: Field Service for Corporate Clients (A) and Transition (B) (TN)
By: Frances X. Frei
Teaching Note to (603-067) and (607-081).
View Details
- June 2007 (Revised January 2008)
- Case
The Vanguard Group, Inc. in 2006 and Target Retirement Funds
By: Luis M. Viceira
The Vanguard Group is one of the largest asset managers in the U.S., with over $1 trillion in assets, ninety percent of which are mutual fund assets, and more than 12,000 employees at year-end 2006. Vanguard has built a strong reputation as the manager of reference for...
View Details
Keywords:
Asset Management;
Investment Funds;
Personal Finance;
Brands and Branding;
Retirement;
Trust;
Financial Services Industry;
United States
Viceira, Luis M. "The Vanguard Group, Inc. in 2006 and Target Retirement Funds." Harvard Business School Case 207-129, June 2007. (Revised January 2008.)
- March 2007 (Revised April 2007)
- Case
Micro Insurance Agency: Helping the Poor Manage Risk
By: Michael Chu and Jean Hazell
The notable success of insurance products for low-income clients of its microfinance network leads Opportunity International to launch the first global specialized microinsurance company, the Micro Insurance Agency (MIA). Building on the experience in 10 countries...
View Details
Keywords:
Developing Countries and Economies;
Cost Management;
Microfinance;
Globalization;
Growth and Development Strategy;
Risk Management;
Infrastructure;
Nonprofit Organizations;
Competition;
Financial Services Industry;
Africa;
Asia;
Latin America
Chu, Michael, and Jean Hazell. "Micro Insurance Agency: Helping the Poor Manage Risk." Harvard Business School Case 307-089, March 2007. (Revised April 2007.)
- February 2007
- Case
Behavioral Finance at JP Morgan
By: Malcolm P. Baker and Aldo Sesia
Following a successful model in Europe, JP Morgan has introduced a set of five U.S. retail mutual funds with an investment philosophy and marketing strategy grounded in behavioral finance. The asset management group believes that understanding investor biases like...
View Details
Keywords:
Banks and Banking;
Investment Funds;
Behavioral Finance;
Competitive Advantage;
Asset Management;
Marketing Strategy;
Product Marketing;
Customer Focus and Relationships;
Financial Services Industry;
Financial Services Industry;
United States;
Europe
Baker, Malcolm P., and Aldo Sesia. "Behavioral Finance at JP Morgan." Harvard Business School Case 207-084, February 2007.
- September 2006 (Revised November 2006)
- Case
Cathy Benko: WINning at Deloitte (A)
By: Kathleen L. McGinn, Deborah M. Kolb and Cailin B. Hammer
Jim Quigley, CEO of Deloitte and Touche's consulting practice, asks senior partner Cathy Benko to lead Deloitte & Touche's much publicized Initiative for the Retention and Advancement of Women (WIN). Benko, already the Lead Client Service Partner on one of Deloitte's...
View Details
Keywords:
Motivation and Incentives;
Leadership Development;
Talent and Talent Management;
Personal Development and Career;
Gender;
Consulting Industry;
United States
McGinn, Kathleen L., Deborah M. Kolb, and Cailin B. Hammer. "Cathy Benko: WINning at Deloitte (A)." Harvard Business School Case 907-026, September 2006. (Revised November 2006.)
- March 2006 (Revised August 2006)
- Case
Putnam Investments: Rebuilding the Culture
By: Nitin Nohria and Charles Nichols
Charles "Ed" Haldeman Jr. is promoted CEO of Putnam Investments after the firm was badly damaged by a series of improper trading practices. He is charged with the task of managing the crisis, repairing the company culture, and putting the firm back into a pattern of...
View Details
Keywords:
Crime and Corruption;
Organizational Culture;
Organizational Change and Adaptation;
Ethics;
Investment Funds;
Investment;
Leading Change;
Decision Choices and Conditions;
Financial Services Industry;
United States
Nohria, Nitin, and Charles Nichols. "Putnam Investments: Rebuilding the Culture." Harvard Business School Case 406-009, March 2006. (Revised August 2006.)