Filter Results:
(2,403)
Show Results For
- All HBS Web
(5,165)
- People (25)
- News (1,634)
- Research (2,403)
- Events (12)
- Multimedia (50)
- Faculty Publications (1,606)
Show Results For
- All HBS Web
(5,165)
- People (25)
- News (1,634)
- Research (2,403)
- Events (12)
- Multimedia (50)
- Faculty Publications (1,606)
Sort by
- Editorial
How Index Funds Can Be a Positive Force for Change
By: George Serafeim
Keywords: Indexing; Stock Market; Engagement; Activism; Sustainability; Collaboration; Tragedy Of The Commons
Serafeim, George. "How Index Funds Can Be a Positive Force for Change." Barron's (October 12, 2018).
- 24 Feb 2020
- Working Paper Summaries
Recovering Investor Expectations from Demand for Index Funds
- 2014
- Working Paper
Friends with Close Ties: Asset or Liability? Evidence from the Investment Decisions of Mutual Funds in China
By: Xinzi Gao, T.J. Wong, Lijun Xia and Gwen Yu
When fund managers have close ties to their investees, it can facilitate efficient information sharing but can also increase the possibility of favoritism. Using the investment choices of mutual funds in China, we test whether funds with close ties to their investees... View Details
Keywords: Social Ties; Conflict of Interests; Asset Management; Investment Portfolio; Networks; Financial Services Industry; China
Gao, Xinzi, T.J. Wong, Lijun Xia, and Gwen Yu. "Friends with Close Ties: Asset or Liability? Evidence from the Investment Decisions of Mutual Funds in China." Harvard Business School Working Paper, No. 14-086, March 2014.
- January 2014
- Technical Note
A Note on Funding Digital Innovation Startups
By: Karim Lakhani, Michael Norris and Andrew Otazo
This note provides information on the state of startup financing in Silicon Valley in 2013. It details different avenues startups have to raise funding, including venture capital, corporate venture capital, angel investors, incubators, and crowdfunding. View Details
Keywords: Startup; Innovation ＆ Entrepreneurship; Angel Investors; Accelerator; Crowdfunding; Silicon Valley; Venture Capital; Entrepreneurship; California
Lakhani, Karim, Michael Norris, and Andrew Otazo. "A Note on Funding Digital Innovation Startups." Harvard Business School Technical Note 614-039, January 2014.
- Article
Wisdom or Madness? Comparing Crowds with Expert Evaluation in Funding the Arts
By: Ethan Mollick and Ramana Nanda
In fields as diverse as technology entrepreneurship and the arts, crowds of interested stakeholders are increasingly responsible for deciding which innovations to fund, a privilege that was previously reserved for a few experts, such as venture capitalists and... View Details
Keywords: Crowdfunding; Arts; Decision Choices and Conditions; Entrepreneurship; Investment; Fine Arts Industry; Technology Industry
Mollick, Ethan, and Ramana Nanda. "Wisdom or Madness? Comparing Crowds with Expert Evaluation in Funding the Arts." Management Science 62, no. 6 (June 2016): 1533–1553.
- October 2017
- Case
Quantopian: A New Model for Active Management
Keywords: Big Data; Hedge Fund; Crowdsourcing; Investment Fund; Quantitative Hedge Fun; Algorithmic Data; Analytics and Data Science
Fleiss, Sara, Adi Sunderam, Luis M. Viceira, and Caitlin Carmichael. "Quantopian: A New Model for Active Management." Harvard Business School Case 218-046, October 2017.
- July 2014
- Teaching Note
Homestrings, Inc.: Diaspora-Based Financing and the Crowd Funding of Development
By: William R. Kerr and Penelope Rossano
- 2015
- Case
Advanced Leadership Pathways: John Dubinsky and the St. Louis Contractor Loan Fund
By: Rosabeth M. Kanter and Ai-Ling Jamila Malone
In May 2015 prominent leaders in St. Louis were celebrating the launch of the Contractor Loan Fund (CLF), a $10 million revolving loan fund meant to help area minority and women-owned construction contractors grow their businesses. John Dubinsky, the leader behind the... View Details
Keywords: Minority-owned Businesses; Women-owned Businesses; Financing and Loans; Growth and Development; Leadership; Construction Industry; Banking Industry
Kanter, Rosabeth M., and Ai-Ling Jamila Malone. "Advanced Leadership Pathways: John Dubinsky and the St. Louis Contractor Loan Fund." Harvard Business Publishing Case 316-041, 2015.
- September 2021
- Case
Pacific Lake and the Rise of Professional Capital in Search Funds
Pananos, Jason, Jay Davis, Richard Ruback, and Royce Yudkoff. "Pacific Lake and the Rise of Professional Capital in Search Funds." Harvard Business School Case 222-015, September 2021.
- October 2005 (Revised December 2006)
- Background Note
Funding New Ventures: Valuation, Financing, and Capitalization Tables
Explains the concept of implied valuation--i.e., the valuation that can be inferred from a financing event--and how such valuations and financings are represented in a "cap" or capitalization table for a new venture. View Details
Roberts, Michael J. "Funding New Ventures: Valuation, Financing, and Capitalization Tables." Harvard Business School Background Note 806-058, October 2005. (Revised December 2006.)
- September 2004 (Revised February 2007)
- Case
Hedging Currency Risks at AIFS
By: Mihir A. Desai, Vincent Dessain and Anders Sjoman
The American Institute for Foreign Studies (AIFS) organizes study abroad programs and cultural exchanges for American students. The firm's revenues are mainly in U.S. dollars, but most of its costs are in eurodollars and British pounds. The company's controllers review... View Details
Keywords: Foreign Direct Investment; Investment Funds; Financial Strategy; Forecasting and Prediction; Revenue; Credit Derivatives and Swaps; Currency; Currency Exchange Rate; Education Industry; North and Central America
Desai, Mihir A., Vincent Dessain, and Anders Sjoman. "Hedging Currency Risks at AIFS." Harvard Business School Case 205-026, September 2004. (Revised February 2007.)
- Article
The Unintended Consequences of the Zero Lower Bound Policy
By: Marco Di Maggio and Marcin Kacperczyk
We study the impact of the zero lower bound interest rate policy on the industrial organization of the U.S. money fund industry. We find that in response to policies that maintain low interest rates, money funds change their product offerings by investing in riskier... View Details
Keywords: Quantitative Easing; Money Market Funds; Reaching For Yield; Risk Taking; Fund Exit; Unconventional Monetary Policy; Investment Funds; Interest Rates
Di Maggio, Marco, and Marcin Kacperczyk. "The Unintended Consequences of the Zero Lower Bound Policy." Journal of Financial Economics 123, no. 1 (January 2017): 59–80.
- Research Summary
Fixed NAVs and Costly Puts: US Money Market Mutual Funds (with Peter Tufano)
US money market mutual fund investors have been granted an implicit put option that allows them to sell or redeem their shares at a fixed price of $1.00, regardless of the market value of the portfolio. We describe the institutional features that give rise... View Details
- 20 Aug 2019
- Cold Call Podcast
Should a Pension Fund Try to Change the World?
- May 2009
- Case
Ceres Gardening Company: Funding Growth in Organic Products
By: John H. McArthur and Sunru Yong
Ceres is a leading player in the growing organic gardening industry, selling seeds, small plants, and related items. Their distribution depends heavily on retail sales through independent nurseries and garden centers. Because these small dealers are unable to finance... View Details
Keywords: Accounting Procedures; Marketing; Business Growth; Plant-Based Agribusiness; Marketing Strategy; Expansion; Business Growth and Maturation; Marketing Channels; Credit; Financial Statements; Sales; Retail Industry; Agriculture and Agribusiness Industry
McArthur, John H., and Sunru Yong. "Ceres Gardening Company: Funding Growth in Organic Products." Harvard Business School Brief Case 094-017, May 2009.
- December 2020
- Teaching Plan
George Soros: The Stateless Statesman
By: Geoffrey Jones and Grace Ballor
- 2005
- Working Paper
Can Mutual Fund Managers Pick Stocks? Evidence from Their Trades Prior to Earnings Announcements
By: Malcolm Baker, Lubomir Litov, Jessica Wachter and Jeffrey Wurgler
We consider measures of stock-picking skill of mutual fund managers based on the earnings announcement returns of the stocks that they hold and trade. Relative to standard approaches, this approach focuses on an especially informative subset of the returns data,... View Details
Keywords: Stocks; Asset Management; Business Earnings; Forecasting and Prediction; Competency and Skills
Baker, Malcolm, Lubomir Litov, Jessica Wachter, and Jeffrey Wurgler. "Can Mutual Fund Managers Pick Stocks? Evidence from Their Trades Prior to Earnings Announcements." NBER Working Paper Series, No. w10685, February 2005. (First Draft in 2004.)
- November 2012
- Teaching Note
Brink's Company: Activists Push for a Spin-off (TN)
By: Suraj Srinivasan
The case this Teaching Note addresses studies the decision of the security services company Brink's Corporation to spin off its home security division from the rest of the company. The decision followed intense pressure on the company by three activist hedge funds that... View Details
- August 2015 (Revised September 2015)
- Case
Shareholder Activists and Corporate Strategy
By: David Collis and Ashley Hartman
By 2015, there had been an upsurge in activist shareholders arguing for radical changes in companies' corporate strategies. Personalities like Carl Icahn, Bill Ackman, and Daniel Loeb were feared and loathed in some quarters, celebrated in others. With nearly $120... View Details
Keywords: Scope; Activist Investors; Spin-offs; Synergy; Diversification; Consolidation; Hedge Fund; Corporate Strategy
Collis, David, and Ashley Hartman. "Shareholder Activists and Corporate Strategy." Harvard Business School Case 716-403, August 2015. (Revised September 2015.)
- Article
Can Mutual Fund Managers Pick Stocks? Evidence from Their Trades Prior to Earnings Announcements
By: Malcolm Baker, Lubomir Litov, Jessica Wachter and Jeffrey Wurgler
We consider measures of stock-picking skill of mutual fund managers based on the earnings announcement returns of the stocks that they hold and trade. Relative to standard approaches, this approach focuses on an especially informative subset of the returns data,... View Details
Baker, Malcolm, Lubomir Litov, Jessica Wachter, and Jeffrey Wurgler. "Can Mutual Fund Managers Pick Stocks? Evidence from Their Trades Prior to Earnings Announcements." Journal of Financial and Quantitative Analysis 45, no. 5 (October 2010): 1111 –1131.