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  • All HBS Web  (3,379)
    • People  (14)
    • News  (824)
    • Research  (1,588)
    • Events  (11)
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  • 2014
  • Working Paper

Contraceptive Access and Fertility: The Impact of Supply-Side Interventions

By: Nava Ashraf, Erica Field and Jessica Leight
Declining fertility in both the developed and developing world has led to large and potentially welfare-enhancing changes in women's labor supply, education and investment in children in recent decades. However, it has been widely noted that the pace of this decline... View Details
Keywords: Fertility; Contraceptive Access; Zambia
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Ashraf, Nava, Erica Field, and Jessica Leight. "Contraceptive Access and Fertility: The Impact of Supply-Side Interventions." Working Paper, September 2014. (Under review.)
  • 2001
  • Working Paper

When Does the Market Matter? Stock Prices and the Investment of Equity Dependent Firms

By: Malcolm Baker, Jeremy Stein and Jeffrey Wurgler
We use a simple model of corporate investment to determine when investment will be sensitive to non-fundamental movements in stock prices. The key cross-sectional prediction of the model is that stock prices will have a stronger impact on the investment of firms that... View Details
Keywords: Investment; Equity; Stocks; Price; Mathematical Methods; Forecasting and Prediction
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Baker, Malcolm, Jeremy Stein, and Jeffrey Wurgler. "When Does the Market Matter? Stock Prices and the Investment of Equity Dependent Firms." NBER Working Paper Series, No. 8750, December 2001. (First draft in 2001.)
  • February 2009 (Revised September 2009)
  • Case

Investing in Early Learning as Economic Development at the Minneapolis Federal Reserve Bank

By: Stacey M. Childress and Geoff Eckman Marietta
In his role as Senior Vice President and Director of Research at the Federal Reserve Bank of Minneapolis (Minneapolis Fed), Art Rolnick and his colleague, Rob Grunewald, had written "Early Childhood Development: Economic Development with a High Public Return." The... View Details
Keywords: Development Economics; Early Childhood Education; Investment Return; Demand and Consumers; Supply and Industry; Performance Effectiveness; Nonprofit Organizations; Minneapolis; Saint Paul
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Childress, Stacey M., and Geoff Eckman Marietta. "Investing in Early Learning as Economic Development at the Minneapolis Federal Reserve Bank." Harvard Business School Case 309-090, February 2009. (Revised September 2009.)
  • 2014
  • Working Paper

Cleaning House: The Impact of Information Technology on Employee Corruption and Performance

By: Lamar Pierce, Daniel Snow and Andrew McAfee
This paper examines how firm investments in technology-based employee monitoring impact both misconduct and productivity. We use unique and detailed theft and sales data from 392 restaurant locations from five firms that adopt a theft monitoring information technology... View Details
Keywords: Management Practices and Processes; Information Technology; Ethics; Performance Productivity; Employees
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Pierce, Lamar, Daniel Snow, and Andrew McAfee. "Cleaning House: The Impact of Information Technology on Employee Corruption and Performance." MIT Sloan Research Paper, No. 5029-13, October 2014.
  • 2020
  • Working Paper

A Preliminary Framework for Product Impact-Weighted Accounts

By: George Serafeim and Katie Trinh
While there has been significant progress in the measurement of an organization’s environmental and social impacts from its operations, metrics to evaluate the impact of products once they come to market lag far behind. In this paper, we provide a framework for... View Details
Keywords: Social Impact; Product Life Cycle; Environment; Sustainability; Measurement; Metrics; Impact Investing; ESG; ESG (Environmental, Social, Governance) Performance; ESG Reporting; Product; Environmental Sustainability; Measurement and Metrics; Framework; Financial Statements
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Serafeim, George, and Katie Trinh. "A Framework for Product Impact-Weighted Accounts." Harvard Business School Working Paper, No. 20-076, January 2020. (Revised October 2020.)
  • 2019
  • Working Paper

Why Does Business Invest in Education in Emerging Markets? Why Does It Matter?

By: Valeria Giacomin, G. Jones and Erica Salvaj
This working paper examines why a significant number of businesses have made non-profit investments in education in emerging markets between the 1960s and the present day. Using a sample of 110 interviews with business leaders from an oral history database at the... View Details
Keywords: Philanthropy; CSR; Oral History; Emerging Markets; Education; Reputation; Philanthropy and Charitable Giving; Corporate Social Responsibility and Impact; Business History
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Giacomin, Valeria, G. Jones, and Erica Salvaj. "Why Does Business Invest in Education in Emerging Markets? Why Does It Matter?" Harvard Business School Working Paper, No. 20-039, October 2019.
  • January 2016 (Revised April 2017)
  • Case

The Galaxy Dividend Income Growth Fund's Option Investment Strategies

By: W. Carl Kester
This case is designed to provide an elementary introduction to options and option pricing for beginning finance students. Analysis of the case requires students to compare the prices of put and call options with various exercise prices and maturity dates on two... View Details
Keywords: Options; Option Contract; Option Pricing; Derivatives; Mutual Funds; Call Options; Put Options; Stock Options; Risk and Uncertainty; Volatility; Financial Services Industry; United States
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Kester, W. Carl. "The Galaxy Dividend Income Growth Fund's Option Investment Strategies." Harvard Business School Case 216-041, January 2016. (Revised April 2017.)
  • September 2008
  • Article

What T. R. Took: The Economic Impact of the Panama Canal, 1903-1937

By: Noel Maurer and Carlos Yu
The Panama Canal was one of the largest public investments of its time. In the first decade of its operation, the canal produced significant social returns for the United States. Most of these returns were due to the transportation of petroleum from California to the... View Details
Keywords: History; Development Economics; International Relations; Investment Return; Negotiation Deal; Panama; United States
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Maurer, Noel, and Carlos Yu. "What T. R. Took: The Economic Impact of the Panama Canal, 1903-1937." Journal of Economic History 68, no. 3 (September 2008).
  • January 2020
  • Case

SK Group: Social Progress Credits

By: George Serafeim, Ethan Rouen and David Freiberg
SK Group was one of the largest companies South Korea. A family-run conglomerate consisting of around 120 subsidiaries and employing more than 100,000, SK was tightly knit into the fabric of Korean society. SK viewed their future success as contingent upon the strength... View Details
Keywords: Impact; Impact Investing; Impact Measurement; Social Value; Social Development; Conglomerates; Measurement Of Purpose; ESG; ESG (Environmental, Social, Governance) Performance; Capital Markets; Innovation; Environmental Impact; Collaboration; Social Enterprise; Social and Collaborative Networks; Social Issues; Measurement and Metrics; Value Creation; Cooperation; Environmental Sustainability; Employment; Accounting; Energy Industry; Telecommunications Industry; Chemical Industry; South Korea
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Serafeim, George, Ethan Rouen, and David Freiberg. "SK Group: Social Progress Credits." Harvard Business School Case 120-071, January 2020.
  • March 2021
  • Case

Dasra: From Strategic Philanthropy to Field Building

By: V. Kasturi Rangan and Tanya Bijlani
Dasra, a pioneer in the Indian Strategic Philanthropy space founded by a husband and wife team, had grown and evolved with the fast changing philanthropy scene in India. By 2017 it had managed to raise nearly $100 million of new capital for NGOs and Nonprofits in... View Details
Keywords: Philanthropy; Impact Investing; Corporate Social Responsibility; Social Sector; Philanthropy and Charitable Giving; Corporate Social Responsibility and Impact; Social Entrepreneurship; Strategy; India
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Rangan, V. Kasturi, and Tanya Bijlani. "Dasra: From Strategic Philanthropy to Field Building." Harvard Business School Case 521-071, March 2021.
  • 2010
  • Chapter

The Impact of Employer Matching on Savings Plan Participation under Automatic Enrollment

By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian
Existing research has documented the large impact that automatic enrollment has on savings plan participation. All the companies examined in these studies, however, have combined automatic enrollment with an employer match. This raises a question about how effective... View Details
Keywords: Motivation and Incentives; Consumer Behavior; Personal Finance; Investment Funds; Microeconomics; Compensation and Benefits
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Beshears, John, James J. Choi, David Laibson, and Brigitte C. Madrian. "The Impact of Employer Matching on Savings Plan Participation under Automatic Enrollment." In Research Findings in the Economics of Aging, edited by David A. Wise, 311–327. Chicago: University of Chicago Press, 2010.
  • 2022
  • Article

Regulatory Treatment of Changes in Fair Value and the Composition of Banks' Investment Portfolios

By: Michael Iselin, Jung Koo Kang and Joshua Madsen
In their implementation of Basel III, U.S. bank regulators are again including changes in the fair value of available-for-sale (AFS) debt securities in Tier 1 capital, but only for the largest U.S. banks. This paper investigates a potential impact of expanding this... View Details
Keywords: Fair Value Accounting; SFAS 115; Basel III; Governing Rules, Regulations, and Reforms; Banks and Banking; Debt Securities; Credit; Risk and Uncertainty; Investment Portfolio; Decision Making; Banking Industry; United States
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Iselin, Michael, Jung Koo Kang, and Joshua Madsen. "Regulatory Treatment of Changes in Fair Value and the Composition of Banks' Investment Portfolios." Journal of Financial Reporting 7, no. 1 (2022): 123–143.
  • October 2019
  • Supplement

Harlem Capital: Changing the Face of Entrepreneurship (B)

By: George Serafeim
The (B) case describes Tingle and Pierre-Jacques’ decision to commit fully to Harlem Capital as their post-graduation job. The case explores the results of their fundraising efforts, new strategic partnerships, and how they plan to “build the market” in order to... View Details
Keywords: Impact Investing; Gender Bias; Gender Inequality; Minority Representation; Entrepreneurial Finance; Investment Management; Investing; Inequality; Venture Capital; Entrepreneurship; Diversity; Gender; Equality and Inequality; Equity; Mission and Purpose; Investment Funds; Financial Services Industry
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Serafeim, George, and David Freiberg. "Harlem Capital: Changing the Face of Entrepreneurship (B)." Harvard Business School Supplement 120-041, October 2019.
  • 2021
  • Article

Decarbonizing Everything

By: Alex Cheema-Fox, Bridget LaPerla, George Serafeim, David Turkington and Hui (Stacie) Wang
We analyze how the use of different climate risk measures leads to different portfolio carbon outcomes and risk-adjusted returns. Our findings are synthesized in a rules-based investment framework, which selects a different type of climate metric across industries and... View Details
Keywords: Climate Risk; ESG; ESG (Environmental, Social, Governance) Performance; ESG Disclosure; ESG Disclosure Metrics; ESG Ratings; Investing; Investing For Impact; Investment Strategy; Environment; Decarbonization; Climate Change; Environmental Sustainability; Environmental Management; Environmental Accounting; Investment; Strategy; Investment Portfolio; Investment Return
Citation
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Cheema-Fox, Alex, Bridget LaPerla, George Serafeim, David Turkington, and Hui (Stacie) Wang. "Decarbonizing Everything." Financial Analysts Journal 77, no. 3 (2021): 93–108.
  • Teaching Interest

Overview

Chu's teaching focuses on businesses providing goods and services to the emerging middle class and low-income sectors that constitute the market below the well-served top of the socio-economic pyramid. In developed countries such as the USA, this may be 40-50% of the... View Details
Keywords: Business At The Base Of The Pyramid; Emerging Markets; Low-income; Social Impact; Microfinance; Inclusive Finance; Impact Investing
  • 06 Nov 2019
  • Working Paper Summaries

Why Does Business Invest in Education in Emerging Markets? Why Does It Matter?

Keywords: by Valeria Giacomin, Geoffrey Jones, and Erica Salvaj
  • Research Summary

Overview

Chu's research is focused on business and low income sectors, particularly in the use of commercial platforms to deliver what has traditionally been considered public responsibilities. In the last three decades, business models have emerged to meet the underserved... View Details
Keywords: Impact Investing; Microfinance; Base Of The Pyramid; Role Of Profit And Social Impact; Private Sector Development; Emerging Markets; Business Ventures; Health Care and Treatment; Management; Social Enterprise; Strategy; Financial Services Industry; Banking Industry; Health Industry; Latin America; North and Central America; Asia; Africa
  • February 2022 (Revised April 2022)
  • Case

BUA Group

By: John D. Macomber, Pippa Tubman Armerding and Wale Lawal
BUA Group must decide between investments in cement, road building, power generation, or sugar. Private businesses are important to economic development in Africa. Students must assess the competitive nature of each of these industries, the magnitude of capital... View Details
Keywords: Investing; Transportation; Strategy; Project Finance; Agribusiness; Construction; Infrastructure; Governing Rules, Regulations, and Reforms; Agriculture and Agribusiness Industry; Nigeria; Africa
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Macomber, John D., Pippa Tubman Armerding, and Wale Lawal. "BUA Group." Harvard Business School Case 222-062, February 2022. (Revised April 2022.)
  • August 2024
  • Article

Not a One-Trick Pony: Price Impact of Rating Agency Information

By: Michael Machokoto and Anywhere Sikochi
Prior literature on the informational role of credit rating agencies has largely focused on announcements by the rating agencies regarding rating actions. We take a tangent in this paper and examine the relevance of rating agencies' other information disclosures beyond... View Details
Keywords: Credit; Investment Return; Financial Reporting
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Machokoto, Michael, and Anywhere Sikochi. "Not a One-Trick Pony: Price Impact of Rating Agency Information." Art. 111837. Economics Letters 241 (August 2024).
  • 1995
  • Chapter

Investment in Pollution Compliance Options: The Case of Georgia Power

By: F. L. Reinhardt and M. Edleson
Keywords: Pollutants; Investment; Environmental Sustainability; Corporate Social Responsibility and Impact; Energy Industry; Georgia (state, US)
Citation
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Reinhardt, F. L., and M. Edleson. "Investment in Pollution Compliance Options: The Case of Georgia Power." In Real Options in Capital Investment: Models, Strategies, and Applications, edited by L. Trigeorgis. Westport, CT: Praeger, 1995.
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