Publications

Keywords: Harvard; alumni; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

Web

The Challenges Ahead in the field of impact investing | Social Enterprise | Harvard Business School

The Challenges Ahead in the field of impact investing Multiple Alumni Topics Business for Social Impact Impact View Details

02 Nov 2020
Working Paper Summaries

Accounting for Organizational Employment Impact

Keywords: by David Freiberg, Katie Panella, George Serafeim, and T. Robert Zochowski

08 Dec 2015
News

Harvard’s Alumni Impact

November 2005 (Revised August 2006)
Background Note

When Investing and Social Objectives Meet

By: Gregory S. Miller, Vincent Marie Dessain and Anders Sjoman

Introduces students to a group of investors and stakeholders who evaluate firms at least partially on factors other than eventual investment payoff. Focuses on investors who evaluate and attempt to impact firms' ethical, corporate governance, or other "societal"... View Details

Keywords: Consumer Behavior; Investment; Business and Stakeholder Relations; Business and Shareholder Relations

21 Sep 2017
Cold Call Podcast

State Street’s SHE: Investing in Women Leaders

Keywords: Re: Vikram Gandhi; Financial Services

September 2011
Case

AXA Private Equity: The Diana Investment

By: Michael J. Roberts and William A. Sahlman

The case focuses on an investment made by AXA Private Equity, a French manufacturer of food ingredients. The investment is made at the height of the financial markets, and financed with significant debt. Soon thereafter, the financial crisis impacted the company's... View Details

Keywords: Private Equity; Ethics; Investment; Financial Crisis

21 Jul 2020
News

Risk, Reward, and Impact

Web

Reflecting on the Inaugural Investing for Impact Elective Course | Social Enterprise | Harvard Business School

TeachingInterests

Investing: Risk, Return and Impact (MBA)

By: Shawn A. Cole

This is an investing/finance course, designed to build on skills introduced in the RC finance course, but with an emphasis on how and whether investors should incorporate what have traditionally been considered “non-financial” criteria in their decisions: for... View Details

February 2009 (Revised August 2012)
Background Note

Note on Socially Responsible Investing

By: Sandra J. Sucher, Daniela Beyersdorfer and Ian McKown Cornell

This note describes Socially Responsible Investing, providing a brief history, description of different socially responsible investing approaches, and overview of selected players and institutions involved in the socially responsible investing field. It has been... View Details

Keywords: Investment; Corporate Governance; Corporate Social Responsibility and Impact; Environmental Sustainability

01 Jun 2016
News

Fellowships Have Impact

fellowships discuss the impact of that support as they strive to make a difference in the world. (8 min. video) Investing in Fellowships Gifts in any amount to the HBS Fund for Leadership and Innovation help... View Details

June 2024 (Revised January 2025)
Background Note

Politics Comes to ESG Investing

By: Shawn Cole and Jonah Zahnd

While the past decade has seen a dramatic increase in the incorporation of Environmental, Social and Governance (ESG) standards into investor practices, this momentum has shifted recently in the United States, as some politicians argued that ESG investing practices... View Details

Keywords: Investment; Corporate Social Responsibility and Impact; United States

October 1999
Case

CIBC Corporate and Investment Banking (B): 1992-1997

By: Joseph L. Bower and Michael Raynor

From 1992 to 1997, CIBC CEO Al Flood and head of investment banking John Hunkin integrate the struggling investment bank, Wood Gundy, with CIBC's corporate bank. The impact and interaction of organization design, compensation schemes, and communication initiatives are... View Details

Keywords: Investment Banking; Banks and Banking; Mergers and Acquisitions; Organizational Design; Business Plan; Communication; Banking Industry

March 2019 (Revised March 2023)
Case

Accion's Fintech Strategy

By: V. Kasturi Rangan, Michael Chu and Tricia Gregg

Accion, an NGO, had been a pioneer in microfinance since its entry into that sector in the early 1970s. Its investments in Banco Compartamos paid off, when the microfinance bank went IPO in 2007, leaving an influx of $138 million for Accion. Under a new CEO, Michael... View Details

Keywords: Fintech; Impact Investing; Financial Inclusion; Technological Innovation; Strategy; Strategic Planning; Performance Effectiveness; Non-Governmental Organizations; Microfinance; Financial Institutions; Business Growth and Maturation; Customer Focus and Relationships; Industry Growth

03 Oct 2019
News

At Harvard B-School, lessons for impact investors

22 Sep 2017
News

State Street’s SHE: Investing in Women Leaders

Research Summary

Managing International Trade and Investment

By: Debora L. Spar

Introduced by Debora Spar in 1995, Managing International Trade and Investment is an elective course that prepares students to deal with the distinct set of management challenges that face cross-border businesses. Building on experience that suggests that what works... View Details

Article

The Payoff of Pay-for-Success

By: V. Kasturi Rangan and Lisa Chase

Pay-for-success contracts also known as social impact bonds, have been widely touted as a clever way to fill the funding gap plaguing social programs by attracting a tranche of the trillions of dollars in private return-seeking capital. This article takes an in-depth... View Details

Keywords: Impact Investing; Social Impact Bonds; Public Innovation; Social Enterprise; Investment; Innovation and Invention