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  • All HBS Web  (5,355)
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  • November 1992
  • Background Note

The Mutual Fund Industry 1992

By: Jay O. Light
Keywords: Investment Funds; Supply and Industry; Financial Services Industry
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Light, Jay O. "The Mutual Fund Industry 1992." Harvard Business School Background Note 293-075, November 1992.
  • October 1995
  • Case

State Street Bank Retirement Fund

By: Richard F. Meyer
Keywords: Retirement; Investment Funds; Banking Industry
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Meyer, Richard F. "State Street Bank Retirement Fund." Harvard Business School Case 296-026, October 1995.
  • October 1981 (Revised January 1994)
  • Case

Golden Gate Bank Retirement Fund

By: David E. Bell
Keywords: Retirement; Investment Funds; Financial Services Industry; Banking Industry
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Bell, David E. "Golden Gate Bank Retirement Fund." Harvard Business School Case 182-086, October 1981. (Revised January 1994.)
  • 16 Jun 2015
  • News

Huge growth in China’s money funds poses risk

  • July 2021
  • Case

Bessemer Venture Partners: Century Fund

By: Jo Tango and Alys Ferragamo
In July of 2021, Bessemer Venture Partners (BVP) contemplated the future of its growth investing practice, known as “Century.” While still relatively new as a focused initiative, BVP’s growth investing already had significant momentum. The fund’s investment pace had... View Details
Keywords: Leveraged Buyouts; Financial Institutions; Growth and Development Strategy; Investment Banking; Competitive Strategy; Public Sector; Venture Capital; Private Equity; Acquisition
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Tango, Jo, and Alys Ferragamo. "Bessemer Venture Partners: Century Fund." Harvard Business School Case 822-009, July 2021.
  • 13 Apr 2011
  • News

Why European funds are outgunning US rivals

  • June 2011
  • Case

Shelley Capital and the Hedge Fund Secondary Market

By: Luis Viceira, Elena Corsi and Ruth Dittrich
An advisory company has to decide how to sell their client's hedge fund holdings in the secondary market, and thinks about their future. Shelley Capital was a a European advisory company operating in the hedge fund secondary market, a market that boosted in 2008 with... View Details
Keywords: Insolvency and Bankruptcy; Investment Funds; Marketing Strategy; Financial Crisis; Sales; Leadership Development; Financial Markets; Crisis Management; Business Processes; Risk and Uncertainty; Globalized Economies and Regions; Financial Services Industry; Service Industry; Europe
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Viceira, Luis, Elena Corsi, and Ruth Dittrich. "Shelley Capital and the Hedge Fund Secondary Market." Harvard Business School Case 211-112, June 2011.
  • 14 Jun 2024
  • News

Hot Funds and the Curse of ‘Self-Inflated Returns’

  • 07 Feb 2019
  • HBS Seminar

Davide Malacrino, International Monetary Fund

  • 17 May 2011
  • News

Why I Won’t Invest in Hedge Funds

  • 17 Feb 2011
  • News

The Fund Industry: How Your Money is Managed

  • 22 Sep 2020
  • News

Hedge Funds Reject Central Banker Criticism on Volatility

  • 01 Sep 2005
  • News

Gifts Create Frist Financial Aid Fund

TOMMY, JULIE, AND BILLY FRIST: New fund supports fellowships and innovation in financial aid. Photo Courtesy Frist family Financial aid at HBS has received a $10 million boost, thanks to a $9 million gift from the Thomas F. Frist Jr.... View Details
Keywords: Business Schools & Computer & Management Training; Educational Services
  • 30 Jan 2017
  • Research & Ideas

Vanguard, Trian And The Problem With 'Passive' Index Funds

in index funds while $310 billion exited actively managed funds. But have they become too popular? Researchers and analysts are increasingly concerned that managers in companies with a large number of... View Details
Keywords: by Michael Blanding; Financial Services
  • 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
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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 2023
  • Case

Partners Capital: Evaluating Fund Performance

By: Luis M. Viceira and Ryan Gilland
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Viceira, Luis M., and Ryan Gilland. "Partners Capital: Evaluating Fund Performance." Harvard Business School Case 224-017, August 2023.
  • August 2019
  • Case

PROOF: Pro Rata Opportunity Fund

By: Josh Lerner, Shai Bernstein and Terrence Shu
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Lerner, Josh, Shai Bernstein, and Terrence Shu. "PROOF: Pro Rata Opportunity Fund." Harvard Business School Case 820-030, August 2019.
  • February 2013
  • Supplement

AQR's Momentum Funds (A) (CW)

By: Lauren Cohen and Christopher J. Malloy
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Cohen, Lauren, and Christopher J. Malloy. "AQR's Momentum Funds (A) (CW)." Harvard Business School Spreadsheet Supplement 213-722, February 2013.
  • June 2011 (Revised October 2011)
  • Supplement

Exchange-Traded Funds at Vanguard (B)

By: Robert C. Pozen and Steven Vickers
Supplementary material for 311-134 View Details
Keywords: Financial Services Industry
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Pozen, Robert C., and Steven Vickers. "Exchange-Traded Funds at Vanguard (B)." Harvard Business School Supplement 311-135, June 2011. (Revised October 2011.)
  • 17 Sep 2024
  • News

Is Startup Funding Coming Back?

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