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      • Faculty Publications  (51)

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      • October 2021
      • Case

      Financial Reporting at Mattel

      By: Aiyesha Dey, Trung Nguyen, Marshal Herrmann and Julia Kelley
      In September 2020, Diana Ferguson was nearing her first Audit Committee meeting as the newly appointed Audit Committee chair of Mattel, Inc. Mattel was just recovering from an accounting scandal which had revealed the company’s poor internal controls and weak board...  View Details
      Keywords: Accounting; Accounting Audits; Financial Reporting; Financial Statements; Governance; Corporate Accountability; Corporate Disclosure; Corporate Governance; Governance Compliance; Governance Controls; Governing Rules, Regulations, and Reforms; Governing and Advisory Boards; Lawsuits and Litigation; Business and Shareholder Relations; Consumer Products Industry; Entertainment and Recreation Industry; Financial Services Industry; North and Central America; United States; California
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      Dey, Aiyesha, Trung Nguyen, Marshal Herrmann, and Julia Kelley. "Financial Reporting at Mattel." Harvard Business School Case 122-006, October 2021.
      • 2021
      • Working Paper

      The Changing Role of Business in Society

      By: Michael E. Porter
      Business interaction with the U.S. government, historically based on securing industry or company special interests at the expense of the public good, has enabled and furthered government dysfunction. Gridlock within the American political system has precluded the...  View Details
      Keywords: Politics; Shared Value; Social Progress Index; Competitiveness; Walmart; BlackRock; ESG (Environmental, Social, Governance) Performance; ESG; Transparency; Campaign Contributions; Campaign Finance; Lobbying; Revolving Door; Political Ideology; Political Parties; Political Partisanship; Government And Business; Government Innovation; Elections; Democracy; Capitalism; Stakeholder Capitalism; Shareholder Engagement; Competition; Strategy; Government and Politics; Society; Social Issues; Human Needs; Wealth and Poverty; Business and Community Relations; Business and Government Relations; Corporate Accountability; Financial Services Industry; Banking Industry; United States
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      Porter, Michael E. "The Changing Role of Business in Society." Working Paper, July 2021.
      • April 2021 (Revised July 2021)
      • Case

      Public Equities Impact Investing at BlackRock

      By: Shawn A. Cole, Vikram S. Gandhi, Michael Norris and John Masko
      In early 2021, BlackRock—the world’s largest asset manager with $9 trillion in assets under management (AUM)—sought to become a leader in promoting environmental and social sustainability. Over the previous ten years, CEO Larry Fink had written an annual open letter to...  View Details
      Keywords: Impact Investing; Renewable Energy; Climate Change; Environmental Sustainability; Equity; Corporate Social Responsibility and Impact; Financial Management; Investment Funds; Investment Return; Mission and Purpose; Organizational Change and Adaptation; Financial Services Industry; United States
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      Cole, Shawn A., Vikram S. Gandhi, Michael Norris, and John Masko. "Public Equities Impact Investing at BlackRock." Harvard Business School Case 221-066, April 2021. (Revised July 2021.)
      • December 2020 (Revised September 2021)
      • Case

      PG&E and the First Climate Change Bankruptcy

      By: Stuart C. Gilson and Sarah L. Abbott
      In early 2020, the California-based utility PG&E filed a second amended plan of reorganization. PG&E had filed for Chapter 11 bankruptcy in the face of more than $30 billion of legal claims brought against it for its alleged role in causing California wildfires. The...  View Details
      Keywords: Chapter 11; Utilities; Liabilities; Restructuring; Insolvency and Bankruptcy; Debt Securities; Legal Liability; Climate Change; Utilities Industry; United States
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      Gilson, Stuart C., and Sarah L. Abbott. "PG&E and the First Climate Change Bankruptcy." Harvard Business School Case 221-057, December 2020. (Revised September 2021.)
      • October 2020 (Revised November 2021)
      • Case

      Divesting Harvard's Endowment

      By: Daniel Green, Luis M. Viceira and Holly Fetter
      By early 2020 Harvard University was facing growing pressure from students, faculty, and alumni to divest its $40 billion endowment of financial stakes in fossil fuel producers. Its previous policy of avoiding the issue was quickly becoming outdated—$21 trillion of...  View Details
      Keywords: Divestment; Harvard University; ESG; Higher Education; Investment Portfolio; Environmental Sustainability; Strategy; Corporate Social Responsibility and Impact
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      Green, Daniel, Luis M. Viceira, and Holly Fetter. "Divesting Harvard's Endowment." Harvard Business School Case 221-009, October 2020. (Revised November 2021.)
      • September 2020 (Revised December 2020)
      • Case

      Hot Wheels at Mattel: Reinventing the Wheel

      By: Elie Ofek, Andres Terech and Nicole Tempest Keller
      In 2017, Chris Down, Global Brand General Manager for Hot Wheels, and his team from the Advanced Play Group within Mattel, Inc., were considering which innovation path to pursue in order to "future proof" the Hot Wheels franchise going forward. Hot Wheels was the...  View Details
      Keywords: Toys; Industry Evolution; Innovation Strategy; Product Development; Growth and Development Strategy; Technological Innovation; Organizational Change and Adaptation; Decision Making; Digital Transformation
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      Ofek, Elie, Andres Terech, and Nicole Tempest Keller. "Hot Wheels at Mattel: Reinventing the Wheel." Harvard Business School Case 521-015, September 2020. (Revised December 2020.)
      • September 2020
      • Case

      Keeping It in the Family at the Hayden Saw Company

      By: V.G. Narayanan and John Masko
      In 2019, Board Chair and third-generation shareholder Helen Fullerton was preparing for a meeting to discuss Ohio-based Hayden Saw Company’s (Hayden) future as a family business. As the company entered its fifth decade, the Hayden family was dealing with three distinct...  View Details
      Keywords: Family Business; Corporate Governance; Family Ownership; Business and Shareholder Relations; Family and Family Relationships; Governing and Advisory Boards; Construction Industry; Ohio; United States
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      Narayanan, V.G., and John Masko. "Keeping It in the Family at the Hayden Saw Company." Harvard Business School Case 121-026, September 2020.
      • 2020
      • Working Paper

      Iterative Coordination and Innovation

      By: Sourobh Ghosh and Andy Wu
      Agile management practices from the software industry continue to transform the way organizations innovate across industries, yet they remain understudied in the organizations literature. We investigate the widespread Agile practice of iterative coordination: frequent...  View Details
      Keywords: Innovation; Goals; Specialization; Coordination; Field Experiment; Software Development; Organizations; Collaborative Innovation and Invention; Goals and Objectives; Integration; Software
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      Ghosh, Sourobh, and Andy Wu. "Iterative Coordination and Innovation." Harvard Business School Working Paper, No. 20-121, January 2020.
      • 2018
      • Article

      What Can Managers Privately Disclose to Investors?

      By: Eugene F. Soltes
      Regulators have long been aware that differential access to information can undermine the efficiency and fairness of financial markets. In an effort to place investors on equal footing, the Securities and Exchange Commission in 2000 created Regulation Fair Disclosure...  View Details
      Keywords: Disclosure Regulation; Information; Communication; Business and Shareholder Relations; Governing Rules, Regulations, and Reforms
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      Soltes, Eugene F. "What Can Managers Privately Disclose to Investors?" Yale Journal on Regulation Bulletin 36 (2018): 148–169.
      • November 2018 (Revised January 2019)
      • Case

      The Weir Group: Reforming Executive Pay (A)

      By: Lynn S. Paine and Federica Gabrieli
      In February 2018, the Remuneration Committee together with the full Board of Directors of the Scotland-based engineering company The Weir Group had to decide whether to seek a shareholder vote at the upcoming Annual General Meeting in April on a proposal to reform the...  View Details
      Keywords: General Management; Board Of Directors; Executive Committees; Human Resource Management; Compensation; Pay For Performance; Incentives; Bonuses; Incentive Programs; Employee Stock Ownership Plans; Performance Measurement; Corporate Governance; Governing and Advisory Boards; Human Resources; Management; Executive Compensation; Change; Performance Evaluation; Employee Stock Ownership Plan; Europe; United Kingdom; Scotland
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      Paine, Lynn S., and Federica Gabrieli. "The Weir Group: Reforming Executive Pay (A)." Harvard Business School Case 319-046, November 2018. (Revised January 2019.)
      • October 2018
      • Case

      The Proxy Fight at ADP

      By: Robin Greenwood and E. Scott Mayfield
      In July 2017, shares of Automatic Data Processing, Inc. (ADP) surged 12% following a report that the activist investor Bill Ackman had acquired a sizable stake in the company and planned to nominate his own slate of directors at the company’s annual meeting in...  View Details
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      Greenwood, Robin, and E. Scott Mayfield. "The Proxy Fight at ADP." Harvard Business School Case 219-052, October 2018.
      • September 2018 (Revised May 2021)
      • Teaching Plan

      Eastern Bank: Innovating Through Eastern Labs

      By: Karen Mills, Dennis Campbell and Aaron Mukerjee
      Eastern Bank is a 200-year-old New England mutual bank with a community focus. Eastern specializes in small business lending, having made strategic investments to become the top SBA lender in New England in the midst of the Great Recession, when other banks were...  View Details
      Keywords: Banks; Fintech; Innovation; Innovation & Entrepreneurship; Innovation And Strategy; Technological Change; Technology And Innovation Management; Entrepreneurial Management; Intrapreneurship; Banks and Banking; Innovation and Invention; Entrepreneurship; Innovation Strategy; Technological Innovation; Information Technology; Management
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      Mills, Karen, Dennis Campbell, and Aaron Mukerjee. "Eastern Bank: Innovating Through Eastern Labs." Harvard Business School Teaching Plan 319-037, September 2018. (Revised May 2021.)
      • March 2018 (Revised March 2018)
      • Teaching Note

      OpenInvest

      By: Boris Vallee and Caitlin Reimers Brumme
      Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolio to their personal values in an automated way, for instance by screening out weapon manufacturers stocks or overweighting LGBTQ...  View Details
      Keywords: Socially Responsible Investing; Investing For Impact; Robo-advisors; Investment; Values and Beliefs; Customization and Personalization; Technology; Financial Services Industry
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      Vallee, Boris, and Caitlin Reimers Brumme. "OpenInvest." Harvard Business School Teaching Note 218-089, March 2018. (Revised March 2018.)
      • February 2018 (Revised August 2018)
      • Case

      OpenInvest

      By: Shawn Cole, Boris Vallée and Nicole Tempest Keller
      Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolios to their personal values in an automated way, for instance by screening out weapons manufacturers stocks or overweighting...  View Details
      Keywords: Fintech; Impact Investing; Investment Portfolio; Customization and Personalization; Technological Innovation; Social Issues; Growth and Development Strategy; Business Model; Financial Services Industry
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      Cole, Shawn, Boris Vallée, and Nicole Tempest Keller. "OpenInvest." Harvard Business School Case 218-064, February 2018. (Revised August 2018.)
      • October 2017 (Revised April 2019)
      • Case

      Eastern Bank: Innovating Through Eastern Labs

      By: Karen Mills, Dennis Campbell and Aaron Mukerjee
      Eastern Bank is a 200-year-old New England mutual bank with a community focus. Eastern specializes in small business lending, having made strategic investments to become the top SBA lender in New England in the midst of the Great Recession, when other banks were...  View Details
      Keywords: Banks and Banking; Technological Innovation; Entrepreneurship; Management
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      Mills, Karen, Dennis Campbell, and Aaron Mukerjee. "Eastern Bank: Innovating Through Eastern Labs." Harvard Business School Case 318-068, October 2017. (Revised April 2019.)
      • December 2016
      • Article

      Deal Process Design in Management Buyouts

      By: Guhan Subramanian
      Management buyouts (MBOs) are an economically and legally significant class of transaction: not only do they account for more than $10 billion in deal volume per year, on average, but they also play an important role in defining the relationship between inside and...  View Details
      Keywords: Management Buyout; Deal Structuring; Acquisition; Design; Fairness
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      Subramanian, Guhan. "Deal Process Design in Management Buyouts." Harvard Law Review 130, no. 2 (December 2016): 590–658.
      • Article

      ESG Integration in Investment Management: Myths and Realities

      By: Sakis Kotsantonis, Christopher Pinney and George Serafeim
      The authors’ aim in this article is to set the record straight on the financial performance of sustainable investing while also correcting a number of other widespread misconceptions about this rapidly growing set of principles and methods. Myth Number 1:...  View Details
      Keywords: ESG; Sustainability; Investment Management; Finance; Corporate Social Responsibility; Integrated Corporate Reporting; Corporate Social Responsibility and Impact; Investment; Environmental Sustainability; Corporate Governance
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      Kotsantonis, Sakis, Christopher Pinney, and George Serafeim. "ESG Integration in Investment Management: Myths and Realities." Journal of Applied Corporate Finance 28, no. 2 (Spring 2016): 10–16.
      • January 2016 (Revised January 2019)
      • Case

      The Allergan Board Under Fire (A)

      By: Lynn S. Paine, Suraj Srinivasan, John C. Coates and David Lane
      In 2014, the Allergan Inc. board of directors received a surprise takeover offer from Valeant Pharmaceuticals in alliance with hedge fund activist Bill Ackman's Pershing Square Capital Management. In the unprecedented arrangement between an acquirer and a hedge fund...  View Details
      Keywords: Allergan, Inc.; Valeant; Ackman; Pershing Square; Tender Offer; Activist Investors; Business Models; R&D; Board Of Directors; Securities Litigation; Acquisition Strategy; Takeover Defenses; Hedge Funds; Shareholder Rights; Proxy Contest; Shareholder Special Meetings; Legal Issues In Contested Takeovers; Governing and Advisory Boards; Mergers and Acquisitions; Corporate Governance; Management Teams; Business and Shareholder Relations; Pharmaceutical Industry
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      Paine, Lynn S., Suraj Srinivasan, John C. Coates, and David Lane. "The Allergan Board Under Fire (A)." Harvard Business School Case 316-010, January 2016. (Revised January 2019.)
      • January 2016 (Revised January 2019)
      • Supplement

      The Allergan Board Under Fire (B)

      By: Lynn S. Paine, Suraj Srinivasan, John C. Coates and David Lane
      In 2014, the Allergan Inc. board of directors received a surprise takeover offer from Valeant Pharmaceuticals in alliance with hedge fund activist Bill Ackman's Pershing Square Capital Management. In the unprecedented arrangement between an acquirer and a hedge fund...  View Details
      Keywords: Allergan, Inc.; Valeant; Ackman; Pershing Square; Tender Offer; Activist Investors; Business Models; R&D; Board Of Directors; Securities Litigation; Acquisition Strategy; Takeover Defenses; Hedge Funds; Shareholder Rights; Proxy Contest; Shareholder Special Meetings; Legal Issues In Contested Takeovers; Corporate Governance; Investment Activism; Business and Stakeholder Relations; Business Model; Business and Shareholder Relations; Valuation; Pharmaceutical Industry
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      Paine, Lynn S., Suraj Srinivasan, John C. Coates, and David Lane. "The Allergan Board Under Fire (B)." Harvard Business School Supplement 316-029, January 2016. (Revised January 2019.)
      • Article

      Professionalism, Fiduciary Duty, and Health-Related Business Leadership

      By: Joshua D. Margolis
      Expanding fiduciary duty to leaders of health-related businesses can help leaders meet the challenges of caring for not only the corporation and shareholders but also the patients and medical professionals. How should leaders of health-related businesses weigh the...  View Details
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      Margolis, Joshua D. "Professionalism, Fiduciary Duty, and Health-Related Business Leadership." JAMA, the Journal of the American Medical Association 313, no. 18 (May 12, 2015): 1819–1820.
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