This case traces the history of Goldman Sachs from its origins as it grows from a partnership to one of the most valuable franchises in the global securities industry and ultimately a listed corporation, and its transformation into a bank holding company under the regulatory oversight of the Federal Reserve.

Microfinance investment opportunities have been well received by Credit Suisse clients seeking socially responsible investments. They provide a "double bottom line": a positive financial return (despite the global financial crisis), and a social impact by offering first-time access to financial services to the poor.