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    Robert C. Merton

    Robert C. Merton is the School of Management Distinguished Professor of Finance at the MIT Sloan School of Management.

    Merton is University Professor Emeritus at Harvard University and was the George Fisher Baker Professor of... View Details

    Keywords: banking; brokerage; financial services; insurance industry; investment banking industry; retail financial services
    • March 2021 (Revised April 2021)
    • Case

    Wirecard: The Downfall of a German Fintech Star

    By: Jonas Heese, Charles C.Y. Wang and Tonia Labruyere
    Wirecard was a German fintech company, member of the DAX30, that provided payment processing and related services. Wirecard had enjoyed large growth rates over the years and most investors and analysts were enthusiastic about the company's prospects. Wirecard's... View Details
    Keywords: Accounting Fraud; Scandal; Accounting Audits; Accounting; Financial Reporting; Financial Institutions; Financial Markets; Corporate Governance; Governance Compliance; Corporate Accountability; Governance Controls; Financial Services Industry; Germany; Singapore; Dubai
    Related
    • January 2018
    • Case

    Trian Partners' Proxy Contest at Procter & Gamble

    By: Suraj Srinivasan and Quinn Pitcher
    In July 2017, activist hedge fund Trian Partners announced that it was launching a proxy fight at U.S. consumer goods giant Procter & Gamble. P&G would be the largest company ever subjected to a proxy fight, as Trian sought to have its CEO, Nelson Peltz, elected to the... View Details
    Keywords: Investment; Corporate Governance; Institutional Investing; Investment Activism; Business and Shareholder Relations; United States
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    • December 2018 (Revised March 2019)
    • Case

    iyzico: Fundraising in Emerging Markets (A)

    By: Marco Di Maggio and Gamze Yucaoglu
    The case opens in 2016 as Barbaros Ozbugutu, co-founder and CEO of the Istanbul-based payment technology start-up iyzico, contemplates the offers the company received for its Series C round. The case then describes iyzico’s origins and provides a detailed overview of... View Details
    Keywords: Iyzico; Fundraising; Business Startups; Venture Capital; Emerging Markets; Private Sector; For-Profit Firms; Management; Information Technology; Growth Management; Corporate Entrepreneurship; Negotiation Offer; Decision Making; Turkey
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    • April 22, 2021
    • Article

    Shareholders Are Pressing for Climate Risk Disclosures. That's Good for Everyone

    By: Caroline Flammer, Michael W. Toffel and Kala Viswanathan
    Does shareholder activism induce firms to voluntarily disclose climate change risks? And how do markets respond to these disclosures? New research finds that the extent of climate-risk disclosure increases by approximately 4.6% for each environment-related proposal... View Details
    Keywords: Reporting; Transparency; Activism; Shareholder Activism; Shareholder Engagement; Climate Change; Corporate Disclosure; Investment Activism; Business and Shareholder Relations
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    • Teaching Interest

    Compensation Committees

    By: Suraj Srinivasan
    Executive compensation has become a flashpoint issue for board members, institutional investors, regulators, and the media. Compensation committees are challenged to design compensation programs that not only tie business or corporate strategies to company performance,... View Details
    • February 2024
    • Case

    Vespucci Partners: The New World of Venture Capital in Hungary

    By: Paul A. Gompers, Tonia Labruyere and Emilie Billaud
    Julia Sohajda was the young, female founding partner of the Hungarian VC firm Vespucci Partners, which focused on investing at seed stage into Hungarian deep tech startups and prepare them for a launch in the U.S market. Vespucci's first fund had largely been comprised... View Details
    Keywords: Venture Capital; Business Startups; Investment Funds; Financing and Loans; Entrepreneurship; Financial Services Industry; Hungary; United States
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    • 10 Jan 2017
    • News

    The Risk And Opportunity For America's Corporate Pension Plans

    • 19 Mar 2014
    • Working Paper Summaries

    The Use of Broker Votes to Reward Brokerage Firms’ and Their Analysts’ Research Activities

    Keywords: by David A. Maber, Boris Groysberg & Paul M. Healy; Financial Services
    • February 2020 (Revised June 2020)
    • Case

    Shaping the Governance Debate at ISS

    By: Suraj Srinivasan, Jonah S. Goldberg and Calvin O. Liou
    ISS is the world’s largest provider of corporate governance research, data, analytics, and voting services. The case uses the effort of the Securities and Exchange Commission (SEC) to impose an array of new regulations that would severely restrict the functioning of... View Details
    Keywords: Proxy Advisory Services; Corporate Governance; Research; Investment; Governing Rules, Regulations, and Reforms; Business and Shareholder Relations; Institutional Investing
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    • 11 Mar 2008
    • First Look

    First Look: March 11, 2008

    at Columbia University, which they had covered together, as all were alumni. They were commiserating about having to submit revised forecasts to their division heads by the end of the week. Alec Hastings, head of Global Institutional... View Details
    Keywords: Martha Lagace
    • January 2019 (Revised November 2019)
    • Case

    Ajeej Capital: Investing in Emerging Markets

    By: Luis M. Viceira and Eren Kuzucu
    In October 2007, Tarek Sakka and Fouad Dajani launched Ajeej Capital, the first independent investment advisory in the MENA region. Fittingly named ajeej, an Arabic word that translates to “growth and propagation in a chaotic setting,” the firm’s AUM grew from $20... View Details
    Keywords: Security Selection; Investments; Growth; Culture; UAE; Finance; Asset Management; Emerging Markets; Capital Markets; Investment; Growth Management; Risk Management; Middle East; Saudi Arabia; Dubai; United Arab Emirates; Egypt; North Africa
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    • 10 Feb 2009
    • First Look

    First Look: February 10, 2009

    2005, the U.S. dollar (particularly in relation to the Canadian dollar) and the euro and Swiss franc (particularly in the second half of the period) have moved against world equity markets. Thus these currencies should be attractive to risk-minimizing global equity... View Details
    Keywords: Martha Lagace
    • 21 Feb 2013
    • HBS Seminar

    Rodrigo Wagner, Tufts University

      Malcolm P. Baker

      Malcolm Baker is the Robert G. Kirby Professor of Business Administration at the Harvard Business School, where he teaches the required course in finance and a short immersive program on investing in life sciences.

      His research is in the... View Details

      Keywords: asset management; biotechnology; financial services; high technology; investment banking industry; pharmaceuticals; private equity (LBO funds); shipping; transportation
      • December 2017 (Revised June 2021)
      • Case

      Tesla's Bid for SolarCity

      By: Charles C.Y. Wang and Raaj Zutshi
      In October 2016, Tesla asked its shareholders to ratify their $2.4 billion bid for SolarCity. Tesla had announced a series of large projects in the preceding months including the unveiling of the Model 3, the new Solar Roof, and pushing forward the opening of the... View Details
      Keywords: Mergers and Acquisitions; Business and Shareholder Relations; Project Finance
      Related
      • January 2022 (Revised February 2022)
      • Case

      Introducing EVA at ISS: A Better Way to Evaluate CEO Performance and Compensation?

      By: Jonas Heese, Charles C.Y. Wang and James Weber
      In early 2019, Anthony Campagna, the global director of fundamental research at ISS EVA, a unit of the proxy advisory firm Institutional Shareholder Services (ISS), was preparing to release ISS's analyses of public company performance and CEO compensation ahead of Say... View Details
      Keywords: Jobs and Positions; Compensation and Benefits; Performance; Performance Productivity; Measurement and Metrics; Analytics and Data Science; Value; Business or Company Management; Performance Evaluation; Business and Shareholder Relations
      Related
      • October 1999 (Revised January 2000)
      • Case

      W. R. Hambrecht & Co: OpenIPO

      By: Andre F. Perold and Gunjan D. Bhow
      OpenIPO is a new mechanism for pricing and distributing initial public offerings. The system, which is based on a Dutch auction, represents an attempt by the investment bank W.R. Hambrecht + Co. to change the manner in which IPOs are underwritten. The case provides a... View Details
      Keywords: Investment Banking; Debt Securities; Stocks; Initial Public Offering; Price; Information; Auctions; Agreements and Arrangements; Distribution; Internet; Netherlands
      Related
      • September 2016 (Revised April 2018)
      • Case

      Western Technology Investment

      By: Ramana Nanda, William A. Sahlman and Nicole Keller
      Based in Portola Valley, California, Western Technology Investment (WTI) specialized in a hybrid form of debt and equity financing for early-stage companies. Like traditional venture capital and private equity firms, WTI raised funds from institutional investors and... View Details
      Keywords: Entrepreneurial Finance; Equity; Finance; Venture Capital; Entrepreneurship; Financing and Loans; California
      Related
      • February 2007
      • Case

      Behavioral Finance at JP Morgan

      By: Malcolm P. Baker and Aldo Sesia
      Following a successful model in Europe, JP Morgan has introduced a set of five U.S. retail mutual funds with an investment philosophy and marketing strategy grounded in behavioral finance. The asset management group believes that understanding investor biases like... View Details
      Keywords: Banks and Banking; Investment Funds; Behavioral Finance; Competitive Advantage; Asset Management; Marketing Strategy; Product Marketing; Customer Focus and Relationships; Banking Industry; Financial Services Industry; United States; Europe
      Related