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Publications

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  • All HBS Web  (2,956)
    • People  (15)
    • News  (891)
    • Research  (1,655)
    • Events  (3)
    • Multimedia  (10)
  • Faculty Publications  (962)

Show Results For

  • All HBS Web  (2,956)
    • People  (15)
    • News  (891)
    • Research  (1,655)
    • Events  (3)
    • Multimedia  (10)
  • Faculty Publications  (962)
← Page 10 of 2,956 Results →

    Enabling Mission Impact: Funding Strategies for High-Risk High-Reward Innovation

    Governments and foundations around the world are urgently seeking strategies to optimize their investments across a range of distinctive missions targeted towards societal challenges. How should such investments be made, from early R&D spending to later-stage... View Details
    • November 2010
    • Case

    Morgan Asset Management

    By: Boris Groysberg, Paul M. Healy and Sarah Abbott
    It is 2010 and Guillermo Araoz, the equity research director at Morgan Asset Management (MAM), is considering his research budget for the year. Due to recent declines in the equity markets and MAM's sale of its mutual funds business, MAM has seen a decline in its... View Details
    Keywords: Budgets and Budgeting; Asset Management; Financial Strategy; Investment; Resource Allocation; Research and Development; Financial Services Industry
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    Groysberg, Boris, Paul M. Healy, and Sarah Abbott. "Morgan Asset Management." Harvard Business School Case 411-058, November 2010.
    • 06 Aug 2018
    • Blog Post

    Parks Management is People Management

    I began my MBA with the goal of utilizing business practices for land management issues. Scouring for applicable insights, I attempted filtering my coursework through the lens of a natural resource specialist. However, even with that... View Details
    Keywords: Nonprofit / Government
    • May 2017
    • Case

    Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund

    By: Steven Rogers and Valerie Mosley
    Vicki Fuller traveled from a four-room tenement bordering Chicago’s infamous Cabrini-Green housing projects to speaking at conferences around the world and typically holding court wherever she went. As a teenager, she helped raise her siblings. As a Wall Street... View Details
    Keywords: Change Management; Transformation; Public Sector; Investment Return; Investment Portfolio; Governance; Government Administration; Employee Relationship Management; Compensation and Benefits; Selection and Staffing; Leading Change; Mission and Purpose; Corporate Social Responsibility and Impact; Organizational Change and Adaptation; Experience and Expertise; Asset Management; Financial Strategy; Financial Management; Investment Funds; Recruitment; Organizational Culture; Performance Improvement; Attitudes; Trust; Financial Services Industry; Public Administration Industry; United States; New York (state, US); New York (city, NY)
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    Rogers, Steven, and Valerie Mosley. "Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund." Harvard Business School Case 317-044, May 2017.
    • July 2014
    • Article

    Winners in the Spotlight: Media Coverage of Fund Holdings as a Driver of Flows

    By: David H. Solomon, Eugene F. Soltes and Denis Sosyura
    We show that media coverage of mutual fund holdings affects how investors allocate money across funds. Controlling for fund performance, fund holdings with high past returns attract extra flows only if these stocks were recently featured in major newspapers. In... View Details
    Keywords: Prejudice and Bias; Media; Investment Funds; Financial Services Industry
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    Solomon, David H., Eugene F. Soltes, and Denis Sosyura. "Winners in the Spotlight: Media Coverage of Fund Holdings as a Driver of Flows." Journal of Financial Economics 113, no. 1 (July 2014): 53–72.
    • January 2011
    • Supplement

    Matrix Capital Management (B)

    By: Malcolm P. Baker and David Lane
    Ben Balbale, a partner at hedge fund Matrix Capital, must decide whether to exit their investment in Rovi Corporation, a company with a diverse portfolio of patents used primarily for digital interactive guides. Rovi's shares are up over 50% from the time Balbale... View Details
    Keywords: Public Ownership; Cash Flow; Management Analysis, Tools, and Techniques; Investment Funds; Financial Strategy; Valuation; Partners and Partnerships; Markets; Performance Efficiency; Patents; Stock Shares; Decisions; Financial Services Industry
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    Baker, Malcolm P., and David Lane. "Matrix Capital Management (B)." Harvard Business School Supplement 211-048, January 2011.
    • March 2020 (Revised May 2020)
    • Case

    Generation Investment Management

    By: Vikram S. Gandhi and Sarah Mehta
    By January 2020, sustainable investment firm Generation Investment Management (Generation), founded in London in 2004, had grown from a shared vision among seven founders to a 90-person firm managing $27 billion in public and private equity. Throughout its history,... View Details
    Keywords: Sustainable Investing; Climate Change; Environmental Sustainability; Finance; Equity; Governance; Private Equity; Public Equity; Financial Markets; Investment; Investment Return; Investment Activism; Investment Funds; Investment Portfolio; Institutional Investing; Corporate Social Responsibility and Impact; Financial Services Industry; United Kingdom; England; London
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    Gandhi, Vikram S., and Sarah Mehta. "Generation Investment Management." Harvard Business School Case 820-033, March 2020. (Revised May 2020.)
    • Program

    Advanced Management Program

    responsibilities, the Advanced Management Program is designed to bring about a full-scale change that empowers executives to create and renew competitive advantage for their organizations. Three highly integrated modules are presented... View Details
    • April 2012 (Revised July 2012)
    • Supplement

    Man Group (B)

    By: Robert C. Pozen and Thomas M. Clay
    The Man Group was a huge and successful UK-based hedge fund and fund of funds manager. Through acquisitions, the company had consciously diversified its portfolio of investment products. In 2007 Man had to decide whether or not to spin off its brokerage business. Man... View Details
    Keywords: Hedge Funds; Asset Management; Governing Rules, Regulations, and Reforms; Investment Funds; Corporate Strategy; Growth and Development Strategy; Financial Services Industry; United Kingdom
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    Pozen, Robert C., and Thomas M. Clay. "Man Group (B)." Harvard Business School Supplement 312-129, April 2012. (Revised July 2012.)
    • 27 May 2015
    • News

    Studies Find Angels Significantly Impact Success Of Funded Companies

    • January 2015 (Revised September 2017)
    • Case

    Omar Selim: Building a Values-Based Asset Management Firm (A)

    By: George Serafeim, Rebecca Henderson and Shannon Gombos
    The sustainable investing market was a recent phenomenon in the first decade of the 21st century. However, an increasing number of investors began to integrated Environmental, Social and Governance (ESG) issues in investment decisions. At Barclays Capital, Omar Selim... View Details
    Keywords: Sustainability; ESG; Social Business; Entrepreneurs; Scaling; Emerging Market Entrepreneurship; Not For Profit; Entrepreneurial Finance; Mentoring; Business Networks; Hybrid Nonprofit Funding; Investing; Investment Management; Asset Management; Values and Beliefs; Religion; Personal Development and Career; Business Startups; Social Enterprise; Social Entrepreneurship; Financial Services Industry; Europe; Germany; United Kingdom
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    Serafeim, George, Rebecca Henderson, and Shannon Gombos. "Omar Selim: Building a Values-Based Asset Management Firm (A)." Harvard Business School Case 115-021, January 2015. (Revised September 2017.)
    • Program

    General Management Program

    Summary Taking your organization and your career to the next level requires going beyond your field of expertise to gain an end-to-end view of the enterprise, an in-depth understanding of business operations, and a multidisciplinary approach to leadership. The General... View Details
    • January 2025
    • Case

    North Forty: Managing Liquidity Through Change

    By: Luis M. Viceira and Brad Towne
    This case explores the interaction between spending and investment decisions at a family office, specifically the family office of Jeff and Tricia Raikes, with special emphasis on the management of spending, portfolio investments, and asset liquidity in the presence of... View Details
    Keywords: Family Office; Forecasting and Prediction; Asset Management; Financial Liquidity; Financial Strategy; Investment Portfolio; Spending; Planning
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    Viceira, Luis M., and Brad Towne. "North Forty: Managing Liquidity Through Change." Harvard Business School Case 225-061, January 2025.
    • 2012
    • Article

    Mutual Fund Trading Pressure: Firm-Level Stock Price Impact and Timing of SEOs

    By: Mozaffar N. Khan, Leonid Kogan and George Serafeim
    In tests of the equity market timing theory of external finance, the prior literature has used overvaluation identifiers such as high market-to-book and high prior returns that are likely correlated with other determinants of SEOs. We use price pressure resulting from... View Details
    Keywords: Equity; Market Transactions; Valuation; Capital Structure; Market Timing; Mathematical Methods; Acquisition
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    Khan, Mozaffar N., Leonid Kogan, and George Serafeim. "Mutual Fund Trading Pressure: Firm-Level Stock Price Impact and Timing of SEOs." Journal of Finance 67, no. 4 (August 2012): 1371–1395.
    • October 2018
    • Case

    Fairview Capital

    By: Steven Rogers and Derrick Collins
    JoAnn Price and Dr. Larry Morse were the first African-Americans to launch a fund of funds in the private equity industry. Their fund, Fairview capital, was created in response to the dearth of capital invested in private equity funds managed by black and other... View Details
    Keywords: Alternative Assets; Fund Of Funds; Private Equity; Venture Capital; Decision Making; Strategy; United States
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    Rogers, Steven, and Derrick Collins. "Fairview Capital." Harvard Business School Case 319-050, October 2018.
    • January 2011
    • Supplement

    Matrix Capital Management (C)

    By: Malcolm P. Baker and David Lane
    Ben Balbale, a partner at hedge fund Matrix Capital, must decide whether to exit their investment in Rovi Corporation, a company with a diverse portfolio of patents used primarily for digital interactive guides. Rovi's shares are up over 50% from the time Balbale... View Details
    Keywords: Public Ownership; Cash Flow; Management Analysis, Tools, and Techniques; Investment Funds; Financial Strategy; Valuation; Partners and Partnerships; Markets; Performance Efficiency; Patents; Stock Shares; Decisions; Financial Services Industry
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    Baker, Malcolm P., and David Lane. "Matrix Capital Management (C)." Harvard Business School Supplement 211-060, January 2011.
    • 30 May 2005
    • Research & Ideas

    Germany’s Pioneering Corporate Managers

    pioneered the vast amount of paperwork required by modern firms, which innovations such as the Hollerith punchcard machine (a predecessor to IBM) only multiplied. At DuPont, a manager was required to submit eight copies of the application... View Details
    Keywords: by Sean Silverthorne
    • June 2012
    • Technical Note

    Foreign vs. Local Funds: A Note on the Dynamics of the Private Equity Industry in China

    By: Li Jin and Benjamin Y. Lee
    Keywords: Fundraising; Investment Management; Foreign Funds; Portfolio Management; Local Funds; Private Equity; Valuation; Investment Portfolio; China
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    Jin, Li, and Benjamin Y. Lee. "Foreign vs. Local Funds: A Note on the Dynamics of the Private Equity Industry in China." Harvard Business School Technical Note 212-108, June 2012.
    • 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
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    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.
    • 25 Mar 2016
    • Video

    David Frankel, Managing Partner, Founder Collective

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