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Article

Decarbonization Factors

By: Alex Cheema-Fox, Bridget LaPerla, George Serafeim, David Turkington and Hui (Stacie) Wang

In the face of accelerating climate change, investors are making capital allocations seeking to decarbonize portfolios by reducing the carbon emissions of their holdings. To understand the performance of portfolio decarbonization strategies and investor behavior... View Details

Keywords: ESG; Investment Management; Factor Investing; Investor Behavior; Climate Change; Environmental Sustainability; Investment; Management

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October 2018 (Revised February 2018)
Case

Masayoshi Son and the Vision Fund

By: Tom Nicholas, Ramana Nanda and Benjamin N. Roth

In October 2016, SoftBank Group Corp., the Japanese conglomerate giant caused a significant shock to the worldwide market for venture capital and private equity by announcing the Vision Fund, the largest tech investment fund in the world at close to $100 billion. The... View Details

Keywords: Strategy; Venture Capital; Private Equity; Entrepreneurship; Competitive Strategy

09 Jan 2019
Research & Ideas

The UK Needs a Bold Strategy Around Competition to Survive Brexit

slower to recover than other European nations. Government has focused on lowering taxes, decreasing regulation, and imposing fiscal austerity, but not really addressed deeper weaknesses such as overstretched infrastructure and limited View Details

Keywords: by Michael Blanding

June 2011
Article

Watch What I Do, Not What I Say: The Unintended Consequences of the Homeland Investment Act

By: Dhammika Dharmapala, C. Fritz Foley and Kristin J. Forbes

This paper analyzes the impact of the Homeland Investment Act of 2004, which provided a one-time tax holiday for the repatriation of foreign earnings and thereby reduced the cost to U.S. multinationals of accessing a source of internal capital. Lawmakers and lobbyists... View Details

Keywords: Investment; Performance Effectiveness; Code Law; Taxation; Cost; Capital; Financial Strategy; Research and Development; Governing Rules, Regulations, and Reforms; Business and Shareholder Relations; United States

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July–September 2014
Article

Investing in Superstars: Lessons from the World of Football [¿Cómo Invertir en Superestrellas? Lecciones del Mundo del Fútbol]

By: Anita Elberse

Markets for soccer players are winner-take-all markets in which a select few top players earn extremely high rewards. The search for effective talent strategies in these conditions has led clubs to pursue a superstar-acquisition model, a talent-development model, or a... View Details

Keywords: Sports Management; Talent Management; Talent and Talent Management; Sports; Sports Industry; Europe; Latin America

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

June 2009 (Revised March 2010)
Supplement

Hansson Private Label, Inc.: Evaluating an Investment in Expansion, Student Spreadsheet (Brief Case)

By: Erik Stafford and Joel L. Heilprin

Keywords: Present Value; Forecasting; Expansion; Valuation; Forecasting and Prediction; Capital Budgeting

2011
Teaching Note

UFIDA (D) (TN)

By: F. Warren McFarlan, Ping He, Xiohua Wu and Lijuan Liu

This case describes the financing decisions of a software company at difference stages of its development. Started from 1988 as an individual business, along with the "Reform and Open" policy of China, the firm has experienced tremendous growth, and has become a... View Details

Keywords: Accounting; Computer Software; Emerging Markets; Financial Strategy; IPO; Investments; China; Applications and Software; China

May 2022 (Revised December 2023)
Case

Founder Collective

By: Jo Tango and Alys Ferragamo

Founder Collective ("FC") launched in 2009 with a clear mission: to be the most aligned fund for founders at the seed stage. In keeping with its mission, FC maintained smaller fund sizes and was not a lifecycle investor. By November of 2021, the seed market had become... View Details

Keywords: Seed Investing; Business Startups; Mission and Purpose; Investment; Competitive Strategy; Venture Capital

February 2015
Case

Longbow Capital Partners

By: Malcolm Baker, Samuel G. Hanson and James Weber

Longbow Capital Partners is a value-oriented long/short hedge fund focused on stocks in the energy sector. In January 2011, Longbow had invested in NiSource, a Fortune 500 company that owns a diverse portfolio of regulated energy businesses. In late 2014, Longbow was... View Details

Keywords: Value Investing; Investment Strategy; Dividend Yield; Intrinsic Value; Dividend Discount Model; Master Limited Partnership; Hedge Fund; Energy Industry; Regulation; Utilities; Finance; Financial Services Industry; United States

February 2018 (Revised August 2018)
Case

OpenInvest

By: Shawn Cole, Boris Vallée and Nicole Tempest Keller

Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolios to their personal values in an automated way, for instance by screening out weapons manufacturers stocks or overweighting... View Details

Keywords: Fintech; Impact Investing; Investment Portfolio; Customization and Personalization; Technological Innovation; Social Issues; Growth and Development Strategy; Business Model; Financial Services Industry

January 2006
Teaching Note

Foreign Exchange Hedging Strategies at General Motors: Transactional and Translational Exposures (TN)

By: Mihir A. Desai and Kathleen Luchs

Keywords: Currency Exchange Rate; Investment Funds; Auto Industry

March 2015
Case

Pearson Affordable Learning Fund

By: Michael Chu, Vincent Dessain and Kristina Maslauskaite

An in-house venture capital fund for affordable private schools at the base of the pyramid established by Pearson, the world's largest education company, PALF sought to invest in business models providing superior educational outcomes in emerging markets on a... View Details

Keywords: Impact Investment; Low Cost Private Schools; Investment Fund; Business At The Base Of The Pyramid; Transition; Investment; Development Economics; Business Growth and Maturation; Social Entrepreneurship; Emerging Markets; Private Sector; Education; Education Industry; Asia; Africa

January 2023 (Revised June 2024)
Supplement

Zaoui & Co. (B): Executing the Odyssey SPAC Transaction

By: Ashish Nanda, Alex Kitsberg and Zack Kurtovich

In September 2019, founding partners Michael and Yoel Zaoui decided to add principal investing to Zaoui & Co.’s offerings. The case outlines how, over the next two years, Zaoui & Co. pursued the formation of a SPAC, Odyssey Acquisitions, followed by the identification... View Details

Keywords: Finance; Investment Banking; SPACs; M＆A; Strategy; Entrepreneurship; Europe; United Kingdom

2021
Working Paper

Studying the U.S.-Based Portfolio Companies of U.S. Impact Investors

By: M. Diane Burton, Gurveen Chadha, Shawn A. Cole, Abhishek Dev, Christina Jarymowycz, Leslie Jeng, Laura Kelley, Josh Lerner, Jaime R. Diaz Palacios, Yue (Cynthia) Xu and T. Robert Zochowski

Recent years have seen a dramatic increase in the reliance on market-based solutions to social and environmental problems around the world (Barman 2016; Horvath and Powell 2020). The growth of impact investing is a vivid example of this trend and, although there have... View Details

Keywords: Impact Investing; Impact Portfolio Companies; Investment; Social Issues; Environmental Sustainability; Investment Portfolio; Business Ventures; Analytics and Data Science; Performance; United States

September 2022
Case

ROI vs. ROI: The Grupo Baobá Family Office

By: Lauren Cohen, Hao Gao, Jiawei Ye and Grace Headinger

Fernando Scodro, a third-generation member of his family, mulled over the next step in integrating an ESG strategy into his family office’s investment portfolio. While his family office, Grupo Baobá, had made excellent progress in incorporating his family’s values into... View Details

Keywords: Impact Investing; ESG; Green Building; Family; Partnership; Latin America; Brazil; Buildings and Facilities; Green Buildings; Family Business; Family and Family Relationships; Financial Management; Partners and Partnerships; Financial Services Industry; Brazil; Latin America

March 2018 (Revised March 2018)
Teaching Note

OpenInvest

By: Boris Vallee and Caitlin Reimers Brumme

Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolio to their personal values in an automated way, for instance by screening out weapon manufacturers stocks or overweighting LGBTQ... View Details

Keywords: Socially Responsible Investing; Investing For Impact; Robo-advisors; Investment; Values and Beliefs; Customization and Personalization; Technology; Financial Services Industry

October 2016 (Revised October 2017)
Case

Misaki Capital and Sangetsu Corporation

By: Ian Gow, Charles C.Y. Wang, Naoko Jinjo and Nobuo Sato

Japan’s corporate culture has traditionally prioritized the interests of stakeholders such as customers, employees, and suppliers over those of shareholders. After a decades-long economic slump, Japan’s government has revitalized efforts to improve corporate governance... View Details

Keywords: Activist Investing; Constructivist Investing; Japan; Valuation; Stock Screens; Return On Equity; Investment; Business and Stakeholder Relations; Corporate Governance; Financial Strategy; Business and Shareholder Relations; Japan

Forthcoming
Article

The Allocation of Socially Responsible Capital

By: Daniel Green and Benjamin N. Roth

Portfolio allocation decisions increasingly incorporate social values. We develop a tractable framework to study how competition between investors to own socially valuable assets affects social welfare. Relative to the most common social-investing strategies, we... View Details

Keywords: Socially Responsible Investing; Investment Portfolio; Welfare; Social Issues; Investment Return

20 Mar 2017
Book

Why Companies Are Placing Users at the Core of Their Innovation Strategies

and functional and novel ideas, a company has to find ways to bring those to market. They have to have programs that allow them to systematically work with those sources, invest in those programs. And, secondly, it’s creating the... View Details

Keywords: by Dina Gerdeman

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