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  • All HBS Web  (12,714)
    • People  (39)
    • News  (2,363)
    • Research  (8,208)
    • Events  (23)
    • Multimedia  (127)
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  • Article

ESG Integration in Investment Management: Myths and Realities

By: Sakis Kotsantonis, Christopher Pinney and George Serafeim
The authors’ aim in this article is to set the record straight on the financial performance of sustainable investing while also correcting a number of other widespread misconceptions about this rapidly growing set of principles and methods. Myth Number 1:... View Details
Keywords: ESG; Sustainability; Investment Management; Finance; Corporate Social Responsibility; Integrated Corporate Reporting; Corporate Social Responsibility and Impact; Investment; Environmental Sustainability; Corporate Governance
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Kotsantonis, Sakis, Christopher Pinney, and George Serafeim. "ESG Integration in Investment Management: Myths and Realities." Journal of Applied Corporate Finance 28, no. 2 (Spring 2016): 10–16.
  • May 2010 (Revised January 2012)
  • Case

The Robin Hood Foundation

By: Alnoor Ebrahim and Cathy Ross
Created by hedge fund and financial managers, the Robin Hood Foundation fights poverty through grants to nonprofit organizations. As the global financial crisis continues to impact the poor disproportionately, the Foundation needs to ensure that its funds are being... View Details
Keywords: Nonprofit Organizations; Philanthropy and Charitable Giving; Poverty; Organizational Design; Performance Effectiveness; Financial Crisis; Programs; Measurement and Metrics
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Ebrahim, Alnoor, and Cathy Ross. "The Robin Hood Foundation." Harvard Business School Case 310-031, May 2010. (Revised January 2012.)
  • May 2013
  • Case

Altius Golf and the Fighter Brand

By: Robert J. Dolan and Sunru Yong
Altius Golf is the clear leader in the golf ball market despite a long-term decline in the number of golfers and a drop in sales following the financial crisis. The firm has maintained its position by introducing generations of advanced, super-premium golf balls that... View Details
Keywords: Governing and Advisory Boards; Competitive Advantage; Decision Choices and Conditions; Distribution Channels; Sports; Financial Crisis; Brands and Branding; Segmentation; Sports Industry; Entertainment and Recreation Industry
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Dolan, Robert J., and Sunru Yong. "Altius Golf and the Fighter Brand." Harvard Business School Brief Case 913-578, May 2013.
  • 21 Aug 2015
  • Working Paper Summaries

Banks’ Risk Exposures

Keywords: by Juliane Begenau; Financial Services; Financial Services; Financial Services

    Brian J. Hall

    Brian J. Hall is the Albert H. Gordon Professor of Business Administration at Harvard Business School. He served as the Unit Head for the Negotiation, Organizations and Markets (NOM) Unit for 14 years. Previously, he was an assistant professor of economics in the... View Details

    Keywords: financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services
    • 01 Jan 2003
    • News

    • Video

    How to Read and Understand a Balance Sheet

    • December 2011
    • Case

    PepsiCo India: Performance with Purpose

    By: Rosabeth M. Kanter, Rakesh Khurana, Rajiv Lal and Natalie Kindred
    In 2010, PepsiCo India's management is working to translate PepsiCo's new mission, "Performance with Purpose," into practice in the India market. The mission calls for continued financial performance and market leadership, as well as greater emphasis on healthy... View Details
    Keywords: Corporate Strategy; Mission and Purpose; Food and Beverage Industry; India
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    Kanter, Rosabeth M., Rakesh Khurana, Rajiv Lal, and Natalie Kindred. "PepsiCo India: Performance with Purpose." Harvard Business School Case 512-041, December 2011.
    • March 2011
    • Article

    Do Sell-Side Stock Analysts Exhibit Escalation of Commitment?

    By: John Beshears and Katherine L. Milkman
    This paper presents evidence that when an analyst makes an out-of-consensus forecast of a company's quarterly earnings that turns out to be incorrect, she escalates her commitment to maintaining an out-of-consensus view on the company. Relative to an analyst who was... View Details
    Keywords: Escalation Of Commitment; Stock Market; Updating; Behavioral Economics; Motivation and Incentives; Behavior; Consumer Behavior; Financial Markets; Forecasting and Prediction
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    Beshears, John, and Katherine L. Milkman. "Do Sell-Side Stock Analysts Exhibit Escalation of Commitment?" Journal of Economic Behavior & Organization 77, no. 3 (March 2011): 304–317.
    • June 2006 (Revised June 2007)
    • Background Note

    The Challenge Facing the U.S. Healthcare Delivery System

    By: Richard M.J. Bohmer and Carin-Isabel Knoop
    Discusses the challenges currently facing the U.S. health care delivery system. These challenges frame the problems managers of delivery organizations are currently facing. They include a burgeoning gap between demand and supply. Demand for health care services is... View Details
    Keywords: Health Care and Treatment; Health Industry; United States
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    Bohmer, Richard M.J., and Carin-Isabel Knoop. "The Challenge Facing the U.S. Healthcare Delivery System." Harvard Business School Background Note 606-096, June 2006. (Revised June 2007.)
    • May 2007 (Revised April 2020)
    • Case

    Ernesto Tornquist: Making a Fortune on the Pampas

    By: Geoffrey Jones and Andrea Lluch
    Examines the career of Ernesto Tornquist, a cosmopolitan financier considered to be the most significant entrepreneur in Argentina at the end of the 19th century. Tornquist created a diversified business group, linked to the political elite, which integrated Argentina... View Details
    Keywords: Business History; Development Economics; Partners and Partnerships; Personal Development and Career; Entrepreneurship; Financing and Loans; Trade; Globalized Markets and Industries; Economy; Performance; Argentina
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    Jones, Geoffrey, and Andrea Lluch. "Ernesto Tornquist: Making a Fortune on the Pampas." Harvard Business School Case 807-155, May 2007. (Revised April 2020.)
    • 22 Nov 2012
    • News

    Can entrepreneurship rescue the U.S.?

    • January 2011
    • Case

    Masdar and Tianjin: Eco-Cities

    By: John D. Macomber
    Compares Masdar City and Tianjin Eco-City, two high profile "sustainable cities." Each showcases technological and financial innovation. Is it real? Is it replicable and defensible? The case is intended to introduce main concepts and tradeoffs with respect to rapid... View Details
    Keywords: Technological Innovation; Business Model; Development Economics; Urban Development; Cash Flow; Project Finance; Competitive Advantage; Environmental Sustainability; City; Infrastructure
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    Macomber, John D. "Masdar and Tianjin: Eco-Cities." Harvard Business School Case 211-064, January 2011.
    • February 2010 (Revised September 2011)
    • Case

    Lehman Brothers

    By: Tom Nicholas and David Chen
    In 2008, the U.S. financial system was in a state of crisis and Lehman Brothers went from a major Wall Street investment bank to an insolvent institution. It was a swift end for a firm that had its beginnings over 150 years prior. What would be the firm's legacy? And... View Details
    Keywords: History; Business History; Development Economics; Business Exit or Shutdown; Investment Banking; Insolvency and Bankruptcy; Economic Growth; Financial Crisis; Financial Services Industry; United States
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    Nicholas, Tom, and David Chen. "Lehman Brothers." Harvard Business School Case 810-106, February 2010. (Revised September 2011.)
    • 2020
    • Working Paper

    Corporate Leadership and Creditor Recovery Rates: Evidence from Executive Gender

    By: Clarissa Hauptmann, Syrena Shirley and Anywhere Sikochi
    We examine the relationship between the gender of executives and corporate creditor recovery rates. Using 2,288 defaulted debt instruments, we find that female executives are associated with higher creditor recovery rates. Our findings are robust to tests that correct... View Details
    Keywords: Executive Gender; Default; Recovery Rates; Debt; Corporate Bonds; Conservatism; Leadership; Gender; Borrowing and Debt; Bonds; Risk Management
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    Hauptmann, Clarissa, Syrena Shirley, and Anywhere Sikochi. "Corporate Leadership and Creditor Recovery Rates: Evidence from Executive Gender." Harvard Business School Working Paper, No. 20-087, February 2020.
    • September 2010 (Revised May 2012)
    • Case

    Harvard Management Company (2010)

    By: Andre F. Perold and Erik Stafford
    In February 2010, Jane Mendillo, CEO of Harvard Management Company, was reflecting on the list of issues facing Harvard University's endowment in preparation for the upcoming board meeting. The recent financial crisis had vividly highlighted several key issues... View Details
    Keywords: Financial Crisis; Higher Education; Asset Management; Financial Liquidity; Investment Portfolio; Risk Management; Financial Services Industry; Financial Services Industry; Massachusetts
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    Perold, Andre F., and Erik Stafford. "Harvard Management Company (2010)." Harvard Business School Case 211-004, September 2010. (Revised May 2012.)
    • December 1999 (Revised December 2012)
    • Background Note

    Measuring Interim Period Performance

    By: David F. Hawkins
    Covers interim period accounting objectives, theories, and practices. Special financial analysis concerns related to this topic are discussed. A rewritten version of an earlier note. View Details
    Keywords: Accounting; Business Ventures; Policy; Management Practices and Processes; Measurement and Metrics; Performance Evaluation
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    Hawkins, David F. "Measuring Interim Period Performance." Harvard Business School Background Note 100-002, December 1999. (Revised December 2012.)
    • 02 Mar 2020
    • Video

    Certificate of Finances Form Webinar

    • 15 Aug 2016
    • Working Paper Summaries

    Liquidity Transformation in Asset Management: Evidence from the Cash Holdings of Mutual Funds

    Keywords: by Sergey Chernenko and Adi Sunderam; Financial Services
    • November 2005
    • Background Note

    Deal Structure and Deal Terms

    By: Michael J. Roberts and Howard H. Stevenson
    Describes the general principles of crafting financial deals around the provision of capital to entrepreneurial ventures. Discusses in more detail some of the specific aspects of venture capital term sheets. View Details
    Keywords: Entrepreneurship; Venture Capital; Governance Compliance; Negotiation Deal
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    Roberts, Michael J., and Howard H. Stevenson. "Deal Structure and Deal Terms." Harvard Business School Background Note 806-085, November 2005.
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