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  • All HBS Web  (5,604)
    • People  (25)
    • News  (1,804)
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  • 2012
  • Government Testimony

Perspectives on Money Market Mutual Fund Reforms

By: David S. Scharfstein
Citation
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Scharfstein, David S. "Perspectives on Money Market Mutual Fund Reforms." Government Testimony, Washington, DC, June 2012.
  • September – October 2011
  • Article

The Return Experience of Hedge Fund Investors

By: Ilia Dichev and Gwen Yu
Keywords: Investment
Citation
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Dichev, Ilia, and Gwen Yu. "The Return Experience of Hedge Fund Investors." World Financial Review (September–October 2011).
  • 21 Jul 2022
  • Research & Ideas

Did Pandemic Stimulus Funds Spur the Rise of 'Meme Stocks'?

speculation. How to follow the ‘stimmy’ money There’s no direct way to track how stimulus funds went from American pockets into the market, so researchers looked at a wide range of signals, including surveys, US Census and Treasury data,... View Details
Keywords: by Rachel Layne; Financial Services
  • 1972
  • Chapter

The Performance of Mutual Funds in the Period 1945-1964

By: Michael Jensen
Keywords: Investment Funds; Performance; Financial Services Industry
Citation
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Jensen, Michael. "The Performance of Mutual Funds in the Period 1945-1964." In Investment Management: Some Readings, edited by J. Lorie and R. Brealey. Praeger, 1972. (Previously published in Journal of Finance (May, 1968))
  • March 2025
  • Supplement

Nashton Partners and Its Search Fund Process (B)

By: Richard S. Ruback and Royce Yudkoff
Pre-abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details. View Details
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Ruback, Richard S., and Royce Yudkoff. "Nashton Partners and Its Search Fund Process (B)." Harvard Business School Multimedia/Video Supplement 225-725, March 2025.
  • June 2011
  • Teaching Note

Exchange-Traded Funds at Vanguard (TN) (A) & (B)

By: Robert C. Pozen and Steven Vickers
Teaching Note for 311-134 and 311-135. View Details
Keywords: Financial Services Industry; United States
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Pozen, Robert C., and Steven Vickers. "Exchange-Traded Funds at Vanguard (TN) (A) & (B)." Harvard Business School Teaching Note 311-136, June 2011.
  • Research Summary

Fixed NAVs and Costly Puts: US Money Market Mutual Funds (with Peter Tufano)

US money market mutual fund investors have been granted an implicit put option that allows them to sell or redeem their shares at a fixed price of $1.00, regardless of the market value of the portfolio.   We describe the institutional features that give rise... View Details
  • April 1998
  • Teaching Note

Schroder Ventures: Launch of the Euro Fund TN

By: Josh Lerner
Keywords: Currency; European Union
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Lerner, Josh. "Schroder Ventures: Launch of the Euro Fund TN." Harvard Business School Teaching Note 298-137, April 1998.
  • December 2019
  • Case

modum.io: Funding a Blockchain-Based Start-Up's Supply Chain Solution

By: Laura Huang, Dominik Roeck, Alex Murray and Erik Hofmann
Citation
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Huang, Laura, Dominik Roeck, Alex Murray, and Erik Hofmann. "modum.io: Funding a Blockchain-Based Start-Up's Supply Chain Solution." Harvard Business School Case 420-006, December 2019.
  • December 2018
  • Supplement

Asset Allocation at the Cook County Pension Fund

By: Emil Nuwan Siriwardane
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Siriwardane, Emil Nuwan. "Asset Allocation at the Cook County Pension Fund." Harvard Business School Spreadsheet Supplement 219-729, December 2018.
  • March 10, 2011
  • Article

Why Balanced Funds Trump Target-Dates in Retirement Plans

By: Robert C. Pozen
Keywords: Compensation and Benefits; Money
Citation
Related
Pozen, Robert C. "Why Balanced Funds Trump Target-Dates in Retirement Plans." Ignites (March 10, 2011).
  • July 1989
  • Case

Fidelity Management Research Co.: The Mortgage Securities Fund

Citation
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Hiller, Randall S. "Fidelity Management Research Co.: The Mortgage Securities Fund." Harvard Business School Case 190-024, July 1989.
  • June 2005
  • Article

Judging Fund Managers by the Company They Keep

By: Randolph B. Cohen, Joshua Coval and Lubos Pastor
Keywords: Management; Capital
Citation
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Cohen, Randolph B., Joshua Coval, and Lubos Pastor. "Judging Fund Managers by the Company They Keep." Journal of Finance 60, no. 3 (June 2005).
  • 2008
  • Working Paper

Attracting Flows by Attracting Big Clients: Conflicts of Interest and Mutual Fund Portfolio Choice

By: Lauren Cohen and Breno Schmidt
We explore a new channel for attracting inflows using a unique dataset of corporate 401(k) retirement plans and their mutual fund family trustees. Families secure substantial inflows by being named trustee of a 401(k) plan. This affords the plan sponsor potential... View Details
Keywords: Investment Funds; Investment Portfolio; Conflict of Interests; Financial Services Industry
Citation
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Cohen, Lauren, and Breno Schmidt. "Attracting Flows by Attracting Big Clients: Conflicts of Interest and Mutual Fund Portfolio Choice." Harvard Business School Working Paper, No. 08-054, January 2008. (Winner of the Barclays Global Investors Best Paper Prize, Asset Allocation Symposium, European Finance Association 2006. Winner of the Society of Quantitative Analysts Award, Best Paper in Quantitative Investments, Western Finance Association 2007.)
  • 24 Feb 2020
  • Working Paper Summaries

Recovering Investor Expectations from Demand for Index Funds

Keywords: by Mark Egan, Alexander J. MacKay, and Hanbin Yang
  • September 30, 2020
  • Article

How Nonprofit Foundations Can Sustainably Fund Disease Research

By: Richard G. Hamermesh and Kathy Giusti
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Hamermesh, Richard G., and Kathy Giusti. "How Nonprofit Foundations Can Sustainably Fund Disease Research." Harvard Business Review Digital Articles (September 30, 2020).
  • December 2018 (Revised March 2020)
  • Teaching Note

Asset Allocation at the Cook County Pension Fund

By: Emil Nuwan Siriwardane
Teaching Note for HBS No. 218-030. View Details
Citation
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Siriwardane, Emil Nuwan. "Asset Allocation at the Cook County Pension Fund." Harvard Business School Teaching Note 219-074, December 2018. (Revised March 2020.)
  • August 2015
  • Case

Novantas and Deposit Funding at First Regional Bank

By: David Scharfstein
Keywords: Financial Services Industry
Citation
Educators
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Scharfstein, David. "Novantas and Deposit Funding at First Regional Bank." Harvard Business School Case 216-013, August 2015.
  • June 2011 (Revised January 2012)
  • Teaching Note

Two Key Decisions for China's Sovereign Fund (TN)

By: Robert C. Pozen and Xiaoyu Gu
Teaching Note for 311137. View Details
Keywords: Financial Services Industry; China; United States
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Pozen, Robert C., and Xiaoyu Gu. "Two Key Decisions for China's Sovereign Fund (TN)." Harvard Business School Teaching Note 311-138, June 2011. (Revised January 2012.)
  • July 2017
  • Teaching Note

Eve Hall: The African American Investment Fund in Milwaukee

By: Steven Rogers and Alterrell Mills
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Rogers, Steven, and Alterrell Mills. "Eve Hall: The African American Investment Fund in Milwaukee." Harvard Business School Teaching Note 318-008, July 2017.
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