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      • May 2023
      • Teaching Note

      Ava Labs: Navigating the Next Blockchain

      By: Marco Di Maggio and Wenyao Sha
      Teaching Note for HBS Case No. 223-027.  View Details
      Keywords: Blockchain; Decentralized Finance; Alternative Assets; Financial Instruments; Assets; Decisions; Financing and Loans; Financial Services Industry; Financial Services Industry
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      Di Maggio, Marco, and Wenyao Sha. "Ava Labs: Navigating the Next Blockchain." Harvard Business School Teaching Note 223-097, May 2023.
      • 2023
      • Working Paper

      Avoiding Idiosyncratic Volatility: Flow Sensitivity to Individual Stock Returns

      By: Marco Di Maggio, Francesco Franzoni, Shimon Kogan and Ran Xing
      Despite positive and significant earnings announcement premia, we find that institutional investors reduce their exposure to stocks before earnings announcements. A novel result on the sensitivity of flows to individual stock returns provides a potential explanation....  View Details
      Keywords: Institutional Investing; Stocks
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      Di Maggio, Marco, Francesco Franzoni, Shimon Kogan, and Ran Xing. "Avoiding Idiosyncratic Volatility: Flow Sensitivity to Individual Stock Returns." Harvard Business School Working Paper.
      • February 2023
      • Teaching Note

      Bear to Bull? An Analyst’s Journey with Netflix

      By: Aiyesha Dey and Joseph Pacelli
      Teaching Note for HBS Case No. 123-001. Wedbush Securities analyst Michael Pachter said “hell freezing over” was more likely than him upgrading the “sell” rating he had maintained on movie and television streaming giant Netflix since 2011, despite meteoric subscriber...  View Details
      Keywords: Equity; Analysis; Stock Shares
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      Dey, Aiyesha, and Joseph Pacelli. "Bear to Bull? An Analyst’s Journey with Netflix." Harvard Business School Teaching Note 123-072, February 2023.
      • February 2023
      • Article

      Disruption and Credit Markets

      By: Bo Becker and Victoria Ivashina
      We show that over the past half century innovative disruptions were central to understanding corporate defaults. In a given year, industries experiencing abnormally high VC or IPO activity subsequently see higher default rates, higher segment exits by conglomerates,...  View Details
      Keywords: Default; Corporate Bonds; Disruption; Corporate Finance; Bonds
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      Becker, Bo, and Victoria Ivashina. "Disruption and Credit Markets." Journal of Finance 78, no. 1 (February 2023): 105–139.
      • February 2023
      • Article

      The Effect of Systems of Management Controls on Honesty in Managerial Reporting

      By: Aishwarrya Deore, Susanna Gallani and Ranjani Krishnan
      While budgetary controls with capital rationing are optimal in theory and widespread in practice, empirical research documents their association with higher employee dishonesty compared to budgetary controls without rationing. In this study, we examine whether...  View Details
      Keywords: Directing Controls; Misreporting; Mission Statements; Participative Budgeting; Stewardship Theory; Systems Of Management Controls; Capital; Budgets and Budgeting; Mission and Purpose
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      Deore, Aishwarrya, Susanna Gallani, and Ranjani Krishnan. "The Effect of Systems of Management Controls on Honesty in Managerial Reporting." Art. 101401. Accounting, Organizations and Society 105 (February 2023).
      • January 2023
      • Case

      The Ford Motor Company Green Bond

      By: Vikram S Gandhi and James Barnett
      In November 2021, Ford Motor Company offered a $2.5 billion green bond to finance investments in electrification. Issuance of green bonds significantly increased into the 2020s, and to date, the Ford Motor Company green bond was the largest such bond offered by a...  View Details
      Keywords: Finance; Bonds; Green Technology; Financial Services Industry; Financial Services Industry; United States
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      Gandhi, Vikram S., and James Barnett. "The Ford Motor Company Green Bond." Harvard Business School Case 823-069, January 2023.
      • December 2022 (Revised February 2023)
      • Case

      Marfrig's Quest for Sustainable Beef

      By: Jose B. Alvarez, Pedro Levindo and Ruth Costas
      Marfrig, one of the world’s leading meatpackers, strived to comply with its commitment to have a deforestation-free value chain in Brazil by 2030. The company also pledged to reduce its emissions of greenhouse gases in accordance with the guidelines set by the...  View Details
      Keywords: Agribusiness; Animal-Based Agribusiness; Plant-Based Agribusiness; Acquisition; Family Business; Communication Strategy; Environmental Management; Climate Change; Environmental Regulation; Environmental Sustainability; Bonds; Food; Global Strategy; Goods and Commodities; Government and Politics; Political Elections; Leading Change; Marketing; Product Marketing; Product Positioning; Supply Chain; Supply Chain Management; Corporate Social Responsibility and Impact; Business and Government Relations; Business and Stakeholder Relations; Partners and Partnerships; Strategy; Adaptation; Business Strategy; Commercialization; Competitive Strategy; Corporate Strategy; Diversification; Expansion; Agriculture and Agribusiness Industry; Food and Beverage Industry; Brazil; Latin America; Argentina; Uruguay; North America; United States; Europe; Asia; China
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      Alvarez, Jose B., Pedro Levindo, and Ruth Costas. "Marfrig's Quest for Sustainable Beef." Harvard Business School Case 523-073, December 2022. (Revised February 2023.)
      • December 2022
      • Article

      Cost Standard Set Program: Moving Forward to Standardization of Cost Assessment Based on Clinical Condition

      By: Anna Paula Beck da Silva Etges, Richard D. Urman, Anne Geubelle, Robert Kaplan and Carisi Anne Polanczyk
      This communication announces the International Cost Standard Set Program. Its goal is to establish global standardized frameworks for measuring the costs of treating specific clinical conditions. A scientific committee, including 16 international healthcare cost...  View Details
      Keywords: Time-Driven Activity-Based Costing; Value-based Health Care; Cost; Health Care and Treatment; Activity Based Costing and Management; Health Industry
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      da Silva Etges, Anna Paula Beck, Richard D. Urman, Anne Geubelle, Robert Kaplan, and Carisi Anne Polanczyk. "Cost Standard Set Program: Moving Forward to Standardization of Cost Assessment Based on Clinical Condition." Journal of Comparative Effectiveness Research 11, no. 17 (December 2022): 1219–1223.
      • 2022
      • Other Article

      Freezeouts in Delaware and Around the World

      By: Guhan Subramanian
      Keywords: Acquisition; Stock Shares
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      Subramanian, Guhan. "Freezeouts in Delaware and Around the World." University of Pennsylvania Journal of Business Law 24, no. 4 (2022): 803–817.
      • 2022
      • Working Paper

      The Disappearing Index Effect

      By: Robin Greenwood and Marco Sammon
      The abnormal return associated with a stock being added to the S&P 500 has fallen from an average of 3.4% in the 1980s and 7.6% in the 1990s to 0.8% over the past decade. This has occurred despite a significant increase in the percentage of stock market assets linked...  View Details
      Keywords: Stocks; Investment Return
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      Greenwood, Robin, and Marco Sammon. "The Disappearing Index Effect." Harvard Business School Working Paper, No. 23-025, December 2022.
      • 2022
      • Article

      The Pricing and Ownership of U.S. Green Bonds

      By: Malcolm Baker, Daniel Bergstresser, George Serafeim and Jeffrey Wurgler
      We study green bonds, which are bonds whose proceeds are used for environmentally sensitive purposes. After an overview of the U.S. corporate and municipal green bonds markets, we study pricing and ownership patterns using a simple framework that incorporates assets...  View Details
      Keywords: Green Bond; Pricing; Climate Finance; ESG; SRI; Sustainable; Municipal; Bonds; Environmental Sustainability; Financial Markets; Price; Ownership; United States
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      Baker, Malcolm, Daniel Bergstresser, George Serafeim, and Jeffrey Wurgler. "The Pricing and Ownership of U.S. Green Bonds." Annual Review of Financial Economics 14 (2022): 415–437.
      • November 2022 (Revised December 2022)
      • Case

      Ava Labs: Navigating the Next Blockchain

      By: Marco Di Maggio and Wenyao Sha
      John Wu, President of Ava Labs, the primary developer of the Avalanche blockchain, and Emin Gün Sirer, the software company’s Founder and CEO, team up to develop a lending and borrowing protocol that would jumpstart the Decentralized finance (DeFi) economy on...  View Details
      Keywords: Blockchain; Decentralized Finance; Alternative Assets; Financial Instruments; Assets; Decisions; Financing and Loans; Financial Services Industry; Financial Services Industry
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      Di Maggio, Marco, and Wenyao Sha. "Ava Labs: Navigating the Next Blockchain." Harvard Business School Case 223-027, November 2022. (Revised December 2022.)
      • October 2022
      • Case

      Sustainable Finance at Itau BBA

      By: George Serafeim, Maria Loumioti and Benjamin Maletta
      As of August 2022, the Itau BBA had structured dozens of sustainability linked bonds, which made future interest payments a function of the borrower meeting a target for a sustainability metric, and had solidified its reputation as a pioneer of sustainable finance in...  View Details
      Keywords: Sustainable Finance; Corporate Social Responsibility; Environmental Sustainability; Growth Strategy; Debt Contracting; Performance Metrics; Risk Assessment; ESG (Environmental, Social, Governance) Performance; Financial Instruments; Risk Management; Debt Securities; Measurement and Metrics; Banking Industry; Pulp and Paper Industry; Latin America
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      Serafeim, George, Maria Loumioti, and Benjamin Maletta. "Sustainable Finance at Itau BBA." Harvard Business School Case 123-036, October 2022.
      • October 2022
      • Case

      Founders First Capital Partners

      By: Brian Trelstad, Mel Martin and Amy Klopfenstein
      In June 2021, Kim T. Folsom, the founder and CEO of revenue-based financing firm Founders First Capital Partners (FFCP), must decide whether to issue another loan to OnShore Technology Group, an up-and-coming software validation company. FFCP provided revenue-based...  View Details
      Keywords: Finance; Financial Instruments; Financing and Loans; Interest Rates; Investment Return; Revenue; Capital; Financial Services Industry; North and Central America; United States
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      Trelstad, Brian, Mel Martin, and Amy Klopfenstein. "Founders First Capital Partners." Harvard Business School Case 323-013, October 2022.
      • October 2022
      • Case

      Star Magnolia Capital: Becoming Experts at Finding Experts

      By: Lauren Cohen, Hao Gao, River Ewing and Grace Headinger
      Shinya Deguchi, Founder and Managing Partner of Star Magnolia Capital, a Shanghai-based multi-family office (MFO), considered how to convince a new prospective family that the MFO’s endowment model approach would best suit their needs. In recent decades, there has been...  View Details
      Keywords: China; Asia; Family Office; Shanghai; Financial Industry; Asset Management; Financial Instruments; Financial Management; Financial Strategy; Investment; Investment Return; Investment Portfolio; Human Capital; Family Business; Financial Services Industry; China; Shanghai
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      Cohen, Lauren, Hao Gao, River Ewing, and Grace Headinger. "Star Magnolia Capital: Becoming Experts at Finding Experts." Harvard Business School Case 223-038, October 2022.
      • September 2022 (Revised January 2023)
      • Case

      York Capital CLOs and WorldStrides International

      By: Victoria Ivashina and William Vrattos
      The case follows the debt restructuring of WorldStrides International, a travel program provider in the education market, after the onset of COVID-19. The pandemic severely impacted the travel industry, creating challenges for many companies like WorldStrides, which...  View Details
      Keywords: COVID-19 Pandemic; Debt Restructuring; CLO; Compliance; Debt Securities; Financing and Loans; Decision Making; Travel Industry; Education Industry
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      Ivashina, Victoria, and William Vrattos. "York Capital CLOs and WorldStrides International." Harvard Business School Case 223-034, September 2022. (Revised January 2023.)
      • September 2022 (Revised January 2023)
      • Case

      Bear to Bull: An Analyst’s Journey with Netflix

      By: Aiyesha Dey, Joseph Pacelli, Jennifer G. Lawson and Tom Quinn
      Wedbush Securities analyst Michael Pachter said “hell freezing over” was more likely than him upgrading the “sell” rating he had maintained on movie and television streaming giant Netflix since 2011, despite meteoric subscriber and share price growth. In 2022, however,...  View Details
      Keywords: Accounting; Asset Pricing; Cash Flow; Investment; Stocks; Equity; Analysis; Attitudes; Financial Services Industry; Financial Services Industry; United States
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      Dey, Aiyesha, Joseph Pacelli, Jennifer G. Lawson, and Tom Quinn. "Bear to Bull: An Analyst’s Journey with Netflix." Harvard Business School Case 123-001, September 2022. (Revised January 2023.)
      • August 2022 (Revised March 2023)
      • Case

      Bajaj Finance: Building an Omnipresent Financial Services Firm

      By: Das Narayandas and Rachna Tahilyani
      Bajaj Finance, India’s largest consumer finance firm with $20.9 billion of assets across 50.5 million customers, is on a journey to transform itself from a traditional firm that sells loans and other financial products through brick-and-mortar outlets to an omnipresent...  View Details
      Keywords: Financial Institutions; Transformation; Financial Instruments; Customer Satisfaction; Internet and the Web; Customer Focus and Relationships; India
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      Narayandas, Das, and Rachna Tahilyani. "Bajaj Finance: Building an Omnipresent Financial Services Firm." Harvard Business School Case 523-040, August 2022. (Revised March 2023.)
      • 2022
      • Article

      Regulatory Treatment of Changes in Fair Value and the Composition of Banks' Investment Portfolios

      By: Michael Iselin, Jung Koo Kang and Joshua Madsen
      In their implementation of Basel III, U.S. bank regulators are again including changes in the fair value of available-for-sale (AFS) debt securities in Tier 1 capital, but only for the largest U.S. banks. This paper investigates a potential impact of expanding this...  View Details
      Keywords: Fair Value Accounting; SFAS 115; Basel III; Governing Rules, Regulations, and Reforms; Banks and Banking; Debt Securities; Credit; Risk and Uncertainty; Investment Portfolio; Decision Making; Banking Industry; United States
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      Iselin, Michael, Jung Koo Kang, and Joshua Madsen. "Regulatory Treatment of Changes in Fair Value and the Composition of Banks' Investment Portfolios." Journal of Financial Reporting 7, no. 1 (2022): 123–143.
      • April 2022
      • Case

      Mastercard: Creating a World Beyond Cash

      By: Sunil Gupta, Linda A. Hill, Julia Kelley and Emily Tedards
      In late 2021, Mastercard CEO Michael Miebach and Chairman and former CEO Ajaypal “Ajay” Banga considered how Mastercard could best position itself for continued success in the years to come. Since Mastercard’s initial public offering in 2006, the company had grown and...  View Details
      Keywords: Technological Innovation; Leadership; Leading Change; Organizational Culture; Business Strategy; Change; Change Management; Money; Cash; Credit; Financial Institutions; Banks and Banking; Central Banking; Financial Instruments; Credit Cards; Financial Markets; Globalization; Innovation and Invention; Innovation and Management; Innovation Strategy; Leadership Style; Competitive Advantage; Corporate Strategy; Diversification; Information Technology; Financial Services Industry; Financial Services Industry; North and Central America; United States; New York (state, US)
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      Gupta, Sunil, Linda A. Hill, Julia Kelley, and Emily Tedards. "Mastercard: Creating a World Beyond Cash." Harvard Business School Case 522-001, April 2022.
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