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- All HBS Web
(1,731)
- People (2)
- News (349)
- Research (1,074)
- Events (1)
- Multimedia (3)
- Faculty Publications (637)
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- November 2004 (Revised April 2005)
- Case
Deutsche Bank: Discussing the Equity Risk Premium
Two members of Deutsche Bank's Fixed Income Research Group are discussing how to advise clients on bond vs. equity asset allocation. A critical aspect to this asset allocation decision is the equity risk premium. Discusses a unique way developed by the bank for... View Details
Keywords: Risk Management; Asset Management; Bonds; Capital Markets; Investment Banking; Institutional Investing; Equity; Banking Industry; Germany
Chacko, George C., Peter A. Hecht, Vincent Dessain, and Anders Sjoman. "Deutsche Bank: Discussing the Equity Risk Premium." Harvard Business School Case 205-040, November 2004. (Revised April 2005.)
- October 2008
- Article
The Small World of Investing: Board Connections and Mutual Fund Returns
By: Lauren Cohen, Andrea Frazzini and Christopher J. Malloy
This paper uses social networks to identify information transfer in security markets. We focus on connections between mutual fund managers and corporate board members via shared education networks. We find that portfolio managers place larger bets on firms they are... View Details
Keywords: Financial Markets; Information Management; Social and Collaborative Networks; Announcements; Investment Portfolio; Investment Return; Investment Funds; Asset Pricing; Governing and Advisory Boards
Cohen, Lauren, Andrea Frazzini, and Christopher J. Malloy. "The Small World of Investing: Board Connections and Mutual Fund Returns." Journal of Political Economy 116, no. 5 (October 2008): 951–979. (Winner of the Barclays Global Investors Award, Best Paper in Asset Pricing, European Finance Association 2007.)
- August 2001 (Revised April 2002)
- Case
Strategic Capital Management, LLC (A)
By: Mark L. Mitchell, Erik Stafford and Todd Pulvino
Strategic Capital Management, LLC, is a hedge fund that is planning to make financial investments in Creative Computers and Ubid. Creative Computers recently sold approximately 20% of its Internet auction subsidiary, Ubid, to the public at $15 per share. Ubid's stock... View Details
Keywords: Risk and Uncertainty; Business Subsidiaries; Internet and the Web; Investment Funds; Price; Performance Efficiency; Capital Markets; Auctions; Investment Return; Equity; Planning; Financial Services Industry
Mitchell, Mark L., Erik Stafford, and Todd Pulvino. "Strategic Capital Management, LLC (A)." Harvard Business School Case 202-024, August 2001. (Revised April 2002.)
- April 2005 (Revised January 2007)
- Case
Furman Selz LLC (A): A Tale of Two Acquisitions
By: Nancy D. Beaulieu, Boris Groysberg and Kyle Doherty
Profiles a firm that was reacquired by two companies with different degrees of success. Highlights integration challenges present in acquisition deals when the primary assets of the target are human capital. Focuses on Furman Selz's acquisition by Xerox in 1987; its... View Details
Keywords: Mergers and Acquisitions; Transition; Valuation; Human Capital; Compensation and Benefits; Integration; Organizational Culture; Banking Industry; Financial Services Industry; United States
Beaulieu, Nancy D., Boris Groysberg, and Kyle Doherty. "Furman Selz LLC (A): A Tale of Two Acquisitions." Harvard Business School Case 905-066, April 2005. (Revised January 2007.)
- August 2001 (Revised October 2001)
- Case
Shinsei Bank (A)
By: Michael Y. Yoshino and Perry Fagan
In a deal marking the first acquisition of a domestic Japanese financial institution by foreigners, a consortium of Western investors purchased the assets of the Long Term Credit Bank (LTCB) of Japan in March 2000. The new management renames the bank Shinsei Bank,... View Details
Keywords: Acquisition; Assets; Banks and Banking; Investment; Business or Company Management; Managerial Roles; Organizational Structure; Failure; Adaptation; Banking Industry; Japan
Yoshino, Michael Y., and Perry Fagan. "Shinsei Bank (A)." Harvard Business School Case 302-036, August 2001. (Revised October 2001.)
- October 2009 (Revised February 2010)
- Case
Merger of Equals: The Integration of Mellon Financial and The Bank of New York (A)
By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses—and realizing the $180 million of annual cost savings that they had promised... View Details
Keywords: Mergers and Acquisitions; Asset Management; Financial Institutions; Risk Management; Integration; Information Technology; Financial Services Industry
Taliaferro, Ryan D., Clayton S. Rose, and David Lane. "Merger of Equals: The Integration of Mellon Financial and The Bank of New York (A)." Harvard Business School Case 210-016, October 2009. (Revised February 2010.)
- 2008
- Working Paper
The Small World of Investing: Board Connections and Mutual Fund Returns
By: Lauren Cohen, Andrea Frazzini and Christopher J. Malloy
This paper uses social networks to identify information transfer in security markets. We focus on connections between mutual fund managers and corporate board members via shared education networks. We find that portfolio managers place larger bets on firms they are... View Details
Keywords: Asset Pricing; Investment Portfolio; Governing and Advisory Boards; Knowledge Sharing; Knowledge Use and Leverage; Social and Collaborative Networks; Financial Services Industry
Cohen, Lauren, Andrea Frazzini, and Christopher J. Malloy. "The Small World of Investing: Board Connections and Mutual Fund Returns." Harvard Business School Working Paper, No. 08-055, January 2008. (Winner of the Barclays Global Investors Award, Best Paper in Asset Pricing, European Finance Association 2007.)
- Teaching Interest
Overview
By: Jill J. Avery
Creating Brand Value (MBA elective course)
Overview:
In the consumer/retail space, brands are often companies’ most valuable assets and sources of their sustainable competitive advantage. But, managing brands to achieve their full value potential... View Details
Overview:
In the consumer/retail space, brands are often companies’ most valuable assets and sources of their sustainable competitive advantage. But, managing brands to achieve their full value potential... View Details
- January 2024 (Revised February 2024)
- Case
TPG Rise Climate: Deploying 'Climate Capital'
By: Vikram S. Gandhi, David Allen, Sarah Mehta and Shannon Roche
This case is about TPG Rise Climate, a $7.3 billion climate impact fund launched in 2021 by alternative asset manager TPG. Climate investing is a complex, capital-intensive endeavor; entering it has forced TPG to think and act differently. Relative to other funds, Rise... View Details
Keywords: Energy; Environmental Management; Ownership; Science; Value; Asset Management; Investment Funds; Investment Portfolio; Financial Markets; Financial Services Industry; California; San Francisco; New York (city, NY)
Gandhi, Vikram S., David Allen, Sarah Mehta, and Shannon Roche. "TPG Rise Climate: Deploying 'Climate Capital'." Harvard Business School Case 824-077, January 2024. (Revised February 2024.)
- August 2013 (Revised November 2015)
- Case
Prudential Financial - General Motors Pension Risk Transfer: Back to the Future?
By: Luis M. Viceira and Emily A. Chien
In November 2012, Prudential Financial and General Motors closed on a $25.1B pension risk transfer (PRT) transaction, the largest of its kind to date by an order of magnitude both in the U.S. market and globally. In exchange for an in-kind transfer of $25.1B in... View Details
Keywords: Risk Management; Asset Management; Insurance; Retirement; Financial Services Industry; Insurance Industry
Viceira, Luis M., and Emily A. Chien. "Prudential Financial - General Motors Pension Risk Transfer: Back to the Future?" Harvard Business School Case 213-126, August 2013. (Revised November 2015.)
- May 2021
- Teaching Note
BlackRock: Linking Purpose to Profit
Teaching Note for HBS Case No. 120-042 View Details
- 06 Sep 2005
- Research & Ideas
The Best Place for Retirement Funds
choice of non-pension assets or capital structure. In the late 1990s, as the focus of tax-deferred investing drifted away from defined benefit plans and toward individually managed retirement accounts, a... View Details
Keywords: by Ann Cullen
- March 2024
- Article
Establishing the Foundation for Carbon Trading Markets
By: Robert S. Kaplan, Karthik Ramanna and Marc Roston
Poor measurement practices and inadequate controls have led to extensive trading of carbon offset instruments that do not materially reduce the supply of atmospheric GHG. We introduce five carbon offset accounting principles, built from fundamental financial-accounting... View Details
Keywords: Carbon Offsetting; Accounting; Carbon Accounting; E-liabilities; Measurement; Trading; Environmental Accounting; Environmental Sustainability
Kaplan, Robert S., Karthik Ramanna, and Marc Roston. "Establishing the Foundation for Carbon Trading Markets." Accountability in a Sustainable World Quarterly 2, no. 2 (March 2024): 48–57.
- December 2006 (Revised December 2007)
- Case
The Vanderbilt University Endowment (2006)
By: Andre F. Perold and William T. Spitz
As with many modern-day large pools of capital, the Vanderbilt University endowment is significantly invested in alternative assets such as hedge funds, private equity, real estate, and natural resources. The endowment's investment committee chair is attempting to... View Details
Keywords: Higher Education; Asset Management; Financial Management; Financial Strategy; Investment Portfolio; Risk Management
Perold, Andre F., and William T. Spitz. "The Vanderbilt University Endowment (2006)." Harvard Business School Case 207-062, December 2006. (Revised December 2007.)
- September 2016 (Revised August 2018)
- Case
Pi Investments
By: Vikram S. Gandhi and Tony L. He
Pi was a large family office pioneering the concept of 100% portfolio impact investing. Tasked with preserving capital, generating moderate returns and advancing the family’s social justice goals – Pi’s Managing Directors had to identify appropriate products across... View Details
Gandhi, Vikram S., and Tony L. He. "Pi Investments." Harvard Business School Case 317-039, September 2016. (Revised August 2018.)
- March 2014 (Revised January 2015)
- Case
Ghurka
By: Jose B. Alvarez, Walter J. Salmon and Christine Snively
Ghurka was a 38-year-old luxury leather goods brand that specialized in leather and twill luggage, handbags, and accessories. Brightwork Brand Holdings Corp. acquired it as an asset purchase in 2011. Ghurka, under CEO John Reuter, worked to re-launch the brand with a... View Details
- September 2007
- Exercise
Values Concerning Inheritance Worksheet
By: John A. Davis
Outlines several questions that address core issues in planning for inheritance. Appropriate for all families, no matter what assets they have to pass to heirs. View Details
Keywords: Assets; Management Succession; Family Business; Family and Family Relationships; Planning; Value
Davis, John A. "Values Concerning Inheritance Worksheet." Harvard Business School Exercise 808-071, September 2007.
- December 1997
- Case
American Cyanamid (A) & (B) (Combined)
American Home Products' (AHP) $9 billion hostile takeover of American Cyanamid (Cyanamid) was the largest merger-and-acquistion transaction in 1994, and made AHP the fourth largest pharmaceutical firm in the United States. At the time of AHP's offer, Cyanamid had... View Details
Keywords: Governing and Advisory Boards; Mergers and Acquisitions; Corporate Governance; Conflict and Resolution; Pharmaceutical Industry
Wruck, Karen, and Sherry P. Roper. "American Cyanamid (A) & (B) (Combined)." Harvard Business School Case 898-120, December 1997.
- 12 Feb 2008
- First Look
First Look: February 12, 2007
these conventions, pension assets and liabilities are not included in balance sheet calculations. The modern risk management tools of derivatives technologies can improve both corporate decision making and... View Details
Keywords: Martha Lagace