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Show Results For
- All HBS Web
(5,468)
- People (26)
- News (1,545)
- Research (2,814)
- Events (16)
- Multimedia (34)
- Faculty Publications (1,642)
- January 2018
- Case
John Rogers, Jr.—Ariel Investments Co.
By: Steven Rogers and Greg White
John Rogers Jr., the founder and CEO of Ariel Investments, an enormously successful finance firm with $12 billion of invested capital, is one of the few African Americans in the asset management industry. As one of the high profile leaders in the black business... View Details
Keywords: Advocacy; Diversity; Investment Management; Affirmative Action; Disruption; Cost vs Benefits; Corporate Entrepreneurship; Fairness; Moral Sensibility; Values and Beliefs; Corporate Accountability; Leading Change; Corporate Social Responsibility and Impact; Problems and Challenges; Financial Services Industry; Chicago
Rogers, Steven, and Greg White. "John Rogers, Jr.—Ariel Investments Co." Harvard Business School Case 318-099, January 2018.
- Article
Early Stage Investing in Mexico: The Role of Angel Investors and Seed Capital Funds
By: Roberto Charvel
This articles does a review of newly formed seed capital structures, angel investors and their interaction with venture capital funds in Mexico. View Details
Keywords: Entrepreneurial Finance; Emerging Economies; Venture Capital; Entrepreneurship; Financial Services Industry; Latin America; Mexico
Charvel, Roberto. "Early Stage Investing in Mexico: The Role of Angel Investors and Seed Capital Funds." Venture Equity Latin America 12, no. 15 (September 15, 2013).
- 2012
- Other Unpublished Work
Lost in the Clouds: The Impact of Copyright Scope on Investment in Cloud Computing Ventures
By: Josh Lerner and Greg Rafert
Our analysis seeks to understand the impact of changes in copyright scope on investment in new firms. We begin by analyzing the investment effects of the Cartoon Network, et al. v. Cablevision decision in the U.S. and court rulings in France and Germany on venture... View Details
Keywords: Technological Innovation; Venture Capital; Internet and the Web; Investment; Business Startups; Copyright; France; Germany; United States; European Union
Lerner, Josh, and Greg Rafert. "Lost in the Clouds: The Impact of Copyright Scope on Investment in Cloud Computing Ventures." 2012.
- September 2017 (Revised November 2017)
- Case
John Rogers and Ariel Investments
By: Steven Rogers and Greg White
The strong, public advocacy of a highly successful African American CEO has the potential to negatively impact his company. The CEO is deciding if he should listen to the advice of others who are urging him to “tone it down”. View Details
Keywords: Advocacy; Diversity; Investment Management; Affirmative Action; Disruption; Cost vs Benefits; Corporate Entrepreneurship; Fairness; Moral Sensibility; Values and Beliefs; Corporate Accountability; Leading Change; Corporate Social Responsibility and Impact; Problems and Challenges; Financial Services Industry; Chicago
Rogers, Steven, and Greg White. "John Rogers and Ariel Investments." Harvard Business School Case 318-015, September 2017. (Revised November 2017.)
- December 1994 (Revised December 1995)
- Case
The JKJ Pension Fund
By: William J. Poorvu and John H. Vogel Jr.
The JKJ pension fund currently has $187 million invested in 14 properties. Sarah Griffin, the portfolio manager for real estate, needs to value each of the properties and recommend which ones should be sold and which ones to hold. She further needs to recommend... View Details
Keywords: Property; Investment Portfolio; Valuation; Investment Funds; Financial Management; Real Estate Industry; Financial Services Industry
Poorvu, William J., and John H. Vogel Jr. "The JKJ Pension Fund." Harvard Business School Case 395-133, December 1994. (Revised December 1995.)
- 2021
- Working Paper
Impact Accounting for Product Use: A Framework and Industry-specific Models
By: George Serafeim and Katie Trinh
This handbook provides the first systematic attempt to generate a framework and industry-specific models for the measurement of impacts on customers and the environment from use of products and services, in monetary terms, that can then be reflected in financial... View Details
Keywords: Impact Measurement; Product Impact; Customer Welfare; Environment; ESG; Product; Customers; Well-being; Environmental Sustainability; Measurement and Metrics; Accounting; Financial Statements; Analysis; Framework
Serafeim, George, and Katie Trinh. "Impact Accounting for Product Use: A Framework and Industry-specific Models." Harvard Business School Working Paper, No. 21-141, June 2021.
- May 2022
- Article
Investment as the Opportunity Cost of Dividend Signaling
By: Zach Kaplan and Gerardo Pérez Cavazos
We provide evidence that firms with weak investment opportunities (those whose current earnings justify a greater valuation than firms with strong investment opportunities) signal their permanent earnings level through their dividends. In the cross-section, we show... View Details
Keywords: Dividends; Earnings; Investment Opportunities; Payout Policy; Signaling; Capital Structure; Business Earnings; Investment; Opportunities
Kaplan, Zach, and Gerardo Pérez Cavazos. "Investment as the Opportunity Cost of Dividend Signaling." Accounting Review 97, no. 3 (May 2022): 279–308.
- December 2022 (Revised April 2023)
- Technical Note
Technical Note on ESG and Impact Investing in Real Estate
By: Arthur I Segel, Dwight Angelini, Matt Kelly, Elisha Baker and Miguel Goncalves
Segel, Arthur I., Dwight Angelini, Matt Kelly, Elisha Baker, and Miguel Goncalves. "Technical Note on ESG and Impact Investing in Real Estate." Harvard Business School Technical Note 223-015, December 2022. (Revised April 2023.)
- September 2024
- Article
Investing in the Next Generation: The Long-Run Impacts of a Liquidity Shock
By: Patrick Agte, Arielle Bernhardt, Erica M. Field, Rohini Pande and Natalia Rigol
How do poor entrepreneurs trade off investments in business enterprises versus children's human capital, and how do these choices influence intergenerational socio-economic mobility? To examine this, we exploit experimental variation in household income resulting from... View Details
Agte, Patrick, Arielle Bernhardt, Erica M. Field, Rohini Pande, and Natalia Rigol. "Investing in the Next Generation: The Long-Run Impacts of a Liquidity Shock." American Economic Review 114, no. 9 (September 2024): 2792–2824.
- June 2023
- Case
Investing in the Climate Transition at Neuberger Berman
By: George Serafeim and Benjamin Maletta
By mid-2023, Neuberger Berman (NB), an active asset manager, had grown its assets under management to about half a trillion dollars and took pride in its client centricity and innovative spirit. Responding to client demand for investment products that integrated... View Details
Keywords: Carbon Emissions; Sustainability; Decarbonization; Performance; Risk Assessment; Opportunities; Environmental Sustainability; Carbon Footprint; Business Analysis; Investing; Regulation; Asset Management; Investment Strategy; Climate Change; Transition; Analysis; Product Positioning; Strategy; Investment Portfolio; Financial Services Industry; Energy Industry
Serafeim, George, and Benjamin Maletta. "Investing in the Climate Transition at Neuberger Berman." Harvard Business School Case 123-092, June 2023.
- February 2020 (Revised January 2022)
- Case
Mission Related Investments at the Ford Foundation (A)
By: Shawn Cole, Michael Norris and T. Robert Zochowski
In 2017, Darren Walker, president of the Ford Foundation, one of the largest philanthropic foundations in the world, was preparing to meet with his board of directors to discuss beginning a mission related investments (MRI) program. Walker hoped to devote $1 billion of... View Details
Keywords: Mission-Related Investing; Philanthropy; Foundation; Endowments; Socially Responsible Investing; Investment; Institutional Investing; Investment Activism; Governance; Corporate Social Responsibility and Impact; Mission and Purpose; Social Enterprise; Philanthropy and Charitable Giving; United States; New York (city, NY)
Cole, Shawn, Michael Norris, and T. Robert Zochowski. "Mission Related Investments at the Ford Foundation (A)." Harvard Business School Case 220-026, February 2020. (Revised January 2022.)
- April 2014 (Revised July 2014)
- Case
Aspada: In Search of the Right Structure for Impact Investing
By: Michael Chu and Rachna Tahilyani
Chu, Michael, and Rachna Tahilyani. "Aspada: In Search of the Right Structure for Impact Investing." Harvard Business School Case 314-099, April 2014. (Revised July 2014.)
- May 1998 (Revised February 2007)
- Background Note
Measuring Mutual Fund Performance
By: Andre F. Perold and Markus Mullarkey
Examines various approaches to measuring mutual fund performance. The approaches include the use of risk exposure and the Sharpe Ratio, as well as the Morningstar star system for rating mutual funds. Applies the approaches to a variety of mutual funds to demonstrate... View Details
Perold, Andre F., and Markus Mullarkey. "Measuring Mutual Fund Performance." Harvard Business School Background Note 298-139, May 1998. (Revised February 2007.)
- January 2007
- Case
Gobi Partners: Raising Fund II
By: G. Felda Hardymon and Ann Leamon
The three founding partners of Gobi Partners, a venture capital fund investing in early start IT and digital media companies in China, are planning to raise a second fund. The first $51.75 million fund is close to being entirely invested and the portfolio companies are... View Details
Keywords: Venture Capital; Private Equity; Investment Funds; Financial Strategy; Business or Company Management; China
Hardymon, G. Felda, and Ann Leamon. "Gobi Partners: Raising Fund II." Harvard Business School Case 807-093, January 2007.
- 12 Apr 2013
- News
How to Fund Innovation
- December 2005 (Revised September 2007)
- Case
Canyon Johnson Urban Fund
By: Felix Oberholzer-Gee and Alexa Arena
Basketball star Earvin "Magic" Johnson and K. Robert Turner, managing partner of Canyon Johnson Urban Fund (CJUF), raised $271.7 million for investments in urban real estate. The fund considered two projects, both located in Hollywood, CA. The first was located on... View Details
Keywords: Investment; Projects; Business and Government Relations; Public Opinion; Urban Development; Real Estate Industry; Los Angeles
Oberholzer-Gee, Felix, and Alexa Arena. "Canyon Johnson Urban Fund." Harvard Business School Case 706-442, December 2005. (Revised September 2007.)
- Research Summary
Investment Management
Professor Chacko's research looks into the portfolio choice decisions of individuals and institutions. He is particularly concerned with optimal portfolio choice and consumption decisions in a dynamic framework. His work looks at how economic agents make these... View Details
- 2015
- Working Paper
Lost in the Clouds: The Impact of Changing Property Rights on Investment in Cloud Computing Ventures
By: Josh Lerner and Greg Rafert
Our analysis seeks to understand the impact of changing allocations of property rights on investment in new firms. We focus on the Cartoon Network, et al. v. Cablevision decision in the U.S., which narrowed the protection enjoyed by content creators (e.g., movie... View Details
Keywords: Technological Innovation; Venture Capital; Internet and the Web; Entrepreneurship; Investment; Copyright
Lerner, Josh, and Greg Rafert. "Lost in the Clouds: The Impact of Changing Property Rights on Investment in Cloud Computing Ventures." Harvard Business School Working Paper, No. 15-082, April 2015.