Publications

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November 2018 (Revised June 2019)
Case

JANA Partners: Impact through Activism?

By: Vikram S. Gandhi and Caitlin Reimers Brumme

Jana Partners, a well-known “activist” hedge fund has announced the launch of a new fund Jana Impact. The basic premise is that the fund will be able to generate superior returns by using Jana’s activist approach with companies that are underperforming on ESG metrics.... View Details

Keywords: Hedge Fund; Hedge Funds; ETF; Activist Investing; Activism; Investment Activism; Investment Funds; Asset Management

November 2011 (Revised April 2012)
Case

Quadriserv and the Short Selling Market

By: Lauren Cohen and Christopher Malloy

Keywords: Asset Management; Financial Instruments; Stocks; Financial Services Industry

Keywords: Susan Young; Corporate, Subsidiary, and Regional Managing Offices; Corporate, Subsidiary, and Regional Managing Offices; Corporate, Subsidiary, and Regional Managing Offices; Corporate, Subsidiary, and Regional Managing Offices; Corporate, Subsidiary, and Regional Managing Offices; Corporate, Subsidiary, and Regional Managing Offices; Corporate, Subsidiary, and Regional Managing Offices; Corporate, Subsidiary, and Regional Managing Offices

19 Mar 2006
Research & Ideas

Unlocking Your Investment Capital

Many companies can double or even triple their capacity to invest in strategic assets and competencies by properly managing their "risk balance sheet," argues Harvard Business School professor... View Details

Keywords: by Ann Cullen; Financial Services

17 Feb 2014
Research & Ideas

Companies Detangle from Legacy Pensions

Prudential could manage risk better than the automaker could on its own. That doesn't mean the deal was without its challenges. The two companies had to decide who was going to assume the assets and the... View Details

Keywords: by Michael Blanding; Aerospace; Financial Services

01 Mar 2024
News

What is Web3?

Web3, a new era of the internet, uses blockchains, tokens, and wallets (tools for storing and managing digital assets) to facilitate a wide range of services and functionalities, including the transfer of View Details

01 Sep 2012
News

High Honors

graduated from Palo Alto High School and Stanford—but he helped shepherd in a new era. Considered one of the founding fathers of Silicon Valley, he founded Draper and Johnson in 1962 , with his friend Bill Draper (MBA 1954), and Asset... View Details

17 Apr 2017
HBS Case

This Turkish Debt Collector Is Customer-friendly

consortium of asset management companies (AMCs) that included the Turkish branch of Lehman Brothers. When Lehman went bankrupt, Turkasset acquired a $200 million portfolio of non-performing loans (NPLs).... View Details

Keywords: by Michael Blanding; Financial Services

October 2015 (Revised February 2016)
Technical Note

The Portfolio Improvement Rule and the CAPM

By: Robin Greenwood, Mark S. Seasholes and David Biery

Keywords: CAPM; Asset Management; Investment Portfolio; Investment Return

Web

Sustainable Investing - Course Catalog

Strategies. Course Content and Objectives An increasing share of assets globally are subject to a non-traditional (environmental, social, and governance [“ESG”] and impact screens), including over 30% of all professionally View Details

01 Jan 2010
News

Allan W.B. Gray, MBA 1965

focus on asset management and service would yield superior results. The approach worked so well that the company became the largest privately owned, independent asset View Details

Fast Answer

Sustainability in VCPE & Investing

investment with a focus on the benefits of sustainable investment, best practices, and lessons for the future. Private Equity for the Public Interest: The Evolution of ESG and Considerations for Asset View Details

September 1999
Case

Sally Jameson - 1999

By: George C. Chacko, Henry B. Reiling, Peter Tufano and Matthew Bailey

Sally Jameson has a large block of appreciated stock, which she is contemplating selling to purchase a home. She is comparing an outright sale, borrowing against the stock, shorting against the box, and a stock loan proposed by a small financial services firm. View Details

Keywords: Asset Pricing; Asset Management; Financial Liquidity; Stocks; Stock Options; Financing and Loans; Financial Services Industry

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June 2016
Case

The Wealthfront Generation

By: Luis Viceira and Allison Ciechanover

Keywords: Automated Investment Advisor; Millennials; Fintech; Customers; Asset Management; Internet and the Web; Age; Investment; Business Startups; California