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Publications

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  • All HBS Web  (1,192)
    • News  (204)
    • Research  (803)
    • Events  (3)
    • Multimedia  (3)
  • Faculty Publications  (515)

Show Results For

  • All HBS Web  (1,192)
    • News  (204)
    • Research  (803)
    • Events  (3)
    • Multimedia  (3)
  • Faculty Publications  (515)
← Page 14 of 1,192 Results →
  • 10 Dec 2012
  • News

Harvard Business School's Robert Eccles to Chair Sustainability Accounting Standards Board

  • November 1992 (Revised December 1994)
  • Case

BEA Associates: Enhanced Equity Index Funds

By: Andre F. Perold
BEA's enhanced index fund product uses derivatives and cash market securities to find the most efficient way to "track an index." The considerations involve transaction costs, custodial fees, withholding taxes on dividends, and fees from securities lending. In this... View Details
Keywords: Credit Derivatives and Swaps; Investment Portfolio; Management; Investment Banking; Competitive Advantage; Cost Management
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Perold, Andre F. "BEA Associates: Enhanced Equity Index Funds." Harvard Business School Case 293-024, November 1992. (Revised December 1994.)
  • June 2009
  • Journal Article

Taxes, Institutions and Foreign Diversification Opportunities

By: Mihir Desai and Dhammika Dharmapala
Investors can access foreign diversification opportunities through either foreign portfolio investment (FPI) or foreign direct investment (FDI). The worldwide tax regime employed by the U.S. potentially distorts this choice by penalizing FDI, relative to FPI, in... View Details
Keywords: International Finance; Foreign Direct Investment; Investment Portfolio; Multinational Firms and Management; Taxation; Diversification; United States
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Desai, Mihir, and Dhammika Dharmapala. "Taxes, Institutions and Foreign Diversification Opportunities." Journal of Public Economics 93, nos. 5-6 (June 2009): 703–714.
  • June 2009 (Revised August 2010)
  • Background Note

How Institutional Investors Think About Real Estate

By: Arthur I Segel
Real estate is an increasingly important component in the portfolios of institutional investors. This note discusses the issues these investors must consider when investing in real estate from the legal forms of ownership, to separate or commingled funds, to property... View Details
Keywords: Investment; Investment Funds; Investment Portfolio; Property; Financial Services Industry
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Segel, Arthur I. "How Institutional Investors Think About Real Estate." Harvard Business School Background Note 209-152, June 2009. (Revised August 2010.)
  • January 2011
  • Supplement

Matrix Capital Management (B)

By: Malcolm P. Baker and David Lane
Ben Balbale, a partner at hedge fund Matrix Capital, must decide whether to exit their investment in Rovi Corporation, a company with a diverse portfolio of patents used primarily for digital interactive guides. Rovi's shares are up over 50% from the time Balbale... View Details
Keywords: Public Ownership; Cash Flow; Management Analysis, Tools, and Techniques; Investment Funds; Financial Strategy; Valuation; Partners and Partnerships; Markets; Performance Efficiency; Patents; Stock Shares; Decisions; Financial Services Industry
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Baker, Malcolm P., and David Lane. "Matrix Capital Management (B)." Harvard Business School Supplement 211-048, January 2011.
  • September 1987
  • Background Note

What Do Venture Capitalists Do?

By: William A. Sahlman
Presents the results derived from 49 responses to a questionnaire mailed to 100 venture capitalists in late 1984. The purpose of the survey was to shed light on the relationship between venture capitalists and their portfolio companies. The survey revealed that the... View Details
Keywords: Borrowing and Debt; Venture Capital; Investment Portfolio; Recruitment; Surveys; Managerial Roles; Service Operations; Relationships; Service Industry
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Sahlman, William A. "What Do Venture Capitalists Do?" Harvard Business School Background Note 288-015, September 1987.
  • January 2011
  • Supplement

Matrix Capital Management (C)

By: Malcolm P. Baker and David Lane
Ben Balbale, a partner at hedge fund Matrix Capital, must decide whether to exit their investment in Rovi Corporation, a company with a diverse portfolio of patents used primarily for digital interactive guides. Rovi's shares are up over 50% from the time Balbale... View Details
Keywords: Public Ownership; Cash Flow; Management Analysis, Tools, and Techniques; Investment Funds; Financial Strategy; Valuation; Partners and Partnerships; Markets; Performance Efficiency; Patents; Stock Shares; Decisions; Financial Services Industry
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Baker, Malcolm P., and David Lane. "Matrix Capital Management (C)." Harvard Business School Supplement 211-060, January 2011.
  • March 2022
  • Article

Gender Gaps in Venture Capital Performance

By: Paul A. Gompers, Vladimir Muhkarlyamov, Emily Weisburst and Yuhai Xuan
We explore gender differences in performance in a comprehensive sample of venture capital investments in the United States. Investments by female venture capital investors have significantly lower success rates than investments by their male colleagues when controlling... View Details
Keywords: Venture Capital; Investment; Performance; Gender
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Gompers, Paul A., Vladimir Muhkarlyamov, Emily Weisburst, and Yuhai Xuan. "Gender Gaps in Venture Capital Performance." Journal of Financial and Quantitative Analysis 57, no. 2 (March 2022): 485–513.

    John D. Dionne

    John D. Dionne has been a Senior Lecturer of Business Administration at the Harvard Business School since 2014 and is a recently retired Senior Managing Director and Senior Advisor to Blackstone. He is also Managing Partner of Franconia Capital, a... View Details

    • November 2002 (Revised June 2003)
    • Case

    Merchant Card Services, Inc. (A)

    By: Constance E. Bagley and David Lane
    Explores the interaction between a venture capital firm that negotiates a good deal for itself and the portfolio company that seeks to extricate itself from its obligations. Exemplifies the potential conflicts between the fiduciary duty of board members and the... View Details
    Keywords: Negotiation Deal; Legal Liability; Conflict and Resolution; Financial Services Industry
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    Bagley, Constance E., and David Lane. "Merchant Card Services, Inc. (A)." Harvard Business School Case 803-042, November 2002. (Revised June 2003.)
    • November 2007
    • Background Note

    Event Arbitrage

    By: Joshua D. Coval and Erik Stafford
    The event arbitrage module includes two simulation sessions. The first simulation focuses on analyzing and evaluating individual merger transactions, while the second simulation emphasizes managing a portfolio of individual positions and the limitations of arbitrage... View Details
    Keywords: Mergers and Acquisitions; Capital Markets; Financial Management; Investment Portfolio; Risk Management
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    Coval, Joshua D., and Erik Stafford. "Event Arbitrage." Harvard Business School Background Note 208-090, November 2007.
    • February 2024 (Revised April 2024)
    • Case

    CPP Investments—The Road to Zero

    By: Vikram Gandhi and Radhika Kak
    In February 2022, Canadian Pension Plan (CPP) Investments, the investment management organization that managed funds for the CPP, one of the biggest pension plans in the world, announced a net-zero commitment for its portfolio by 2050. Under its CEO, John Graham, it... View Details
    Keywords: Environmental Sustainability; Asset Management; Investment Portfolio; Leading Change; Business and Stakeholder Relations; Corporate Social Responsibility and Impact; Financial Services Industry; Canada; California
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    Gandhi, Vikram, and Radhika Kak. "CPP Investments—The Road to Zero." Harvard Business School Case 324-054, February 2024. (Revised April 2024.)
    • April 2019 (Revised July 2019)
    • Case

    Aperture Investors

    By: Krishna G. Palepu, George Serafeim and David Lane
    Aperture Investors is a startup investment firm that seeks to disrupt the asset management industry through competitive differentiation by charging investors primarily when its portfolio managers outperform the marketplace. Headed by Wall Street veteran Peter Kraus and... View Details
    Keywords: Business Model; Talent and Talent Management; Investment; Investment Funds; Asset Management; Recruitment; Selection and Staffing; Marketing Channels; Emerging Markets; Partners and Partnerships; Motivation and Incentives; Financial Services Industry
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    Palepu, Krishna G., George Serafeim, and David Lane. "Aperture Investors." Harvard Business School Case 119-053, April 2019. (Revised July 2019.)
    • October 2011 (Revised March 2012)
    • Case

    AQR's DELTA Strategy

    By: Daniel Bergstresser, Lauren Cohen, Randolph B. Cohen and Christopher Malloy
    In the summer of 2008, AQR Capital Management was considering the launch of a new hedge fund strategy. The proposed DELTA portfolio would offer investors exposure to a basket of nine major hedge fund strategies. The DELTA strategy would be innovative in two ways.... View Details
    Keywords: Investment Portfolio; Investment Funds; Financial Strategy; Financial Services Industry
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    Bergstresser, Daniel, Lauren Cohen, Randolph B. Cohen, and Christopher Malloy. "AQR's DELTA Strategy." Harvard Business School Case 212-038, October 2011. (Revised March 2012.)
    • October 2000 (Revised February 2007)
    • Case

    Harvard Management Company and Inflation-Protected Bonds, The

    By: Luis M. Viceira
    In March 2000, the board of The Harvard Management Co. (HMC) approved significant changes in the policy portfolio determining the long-run allocation policy of the Harvard University endowment. These changes included a sharp reduction of the allocation to U.S. equities... View Details
    Keywords: Bonds; Investment Portfolio; Investment Funds; Asset Management; Corporate Governance; Capital Markets; Financial Services Industry; United States
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    Viceira, Luis M. "Harvard Management Company and Inflation-Protected Bonds, The." Harvard Business School Case 201-053, October 2000. (Revised February 2007.)
    • June 2010 (Revised July 2011)
    • Case

    China Environment Fund: Doing Well by Doing Good

    By: Christopher Marquis and Nancy Dai
    In early 2010, cleantech investment pioneer Tsing Capital was planning for the China Environment Fund IV and considering how to maintain its commitment to social and environmental practices. Tsing Capital embraced its philosophy of "Doing Well by Doing Good" and... View Details
    Keywords: Corporate Social Responsibility and Impact; Business Strategy; Balance and Stability; Environmental Sustainability; Climate Change; Energy Conservation; Business Organization; Organizational Change and Adaptation; Venture Capital; Financial Services Industry; China
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    Marquis, Christopher, and Nancy Dai. "China Environment Fund: Doing Well by Doing Good." Harvard Business School Case 410-142, June 2010. (Revised July 2011.)
    • January 2003 (Revised June 2003)
    • Case

    Adams Capital Management: March 2002

    By: G. Felda Hardymon, Josh Lerner and Ann Leamon
    In March 2002, the five partners of Adams Capital Management (ACM), a venture capital firm investing in information technology telecommunications with $700 million under management, gathered to discuss whether they should change their strategy in view of the prolonged... View Details
    Keywords: Decision Choices and Conditions; Economic Slowdown and Stagnation; Venture Capital; Investment Portfolio; Business or Company Management; Partners and Partnerships; Business Strategy; Financial Services Industry
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    Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Adams Capital Management: March 2002." Harvard Business School Case 803-143, January 2003. (Revised June 2003.)
    • November 2010
    • Case

    Morgan Asset Management

    By: Boris Groysberg, Paul M. Healy and Sarah Abbott
    It is 2010 and Guillermo Araoz, the equity research director at Morgan Asset Management (MAM), is considering his research budget for the year. Due to recent declines in the equity markets and MAM's sale of its mutual funds business, MAM has seen a decline in its... View Details
    Keywords: Budgets and Budgeting; Asset Management; Financial Strategy; Investment; Resource Allocation; Research and Development; Financial Services Industry
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    Groysberg, Boris, Paul M. Healy, and Sarah Abbott. "Morgan Asset Management." Harvard Business School Case 411-058, November 2010.
    • 07 May 2014
    • Video

    Lisa Hall - Making A Difference

    • December 2010 (Revised November 2014)
    • Case

    Steven Carpenter at Cake Financial

    By: Thomas R. Eisenmann and Alison Berkley Wagonfeld
    After investing $9 million of venture capital, Cake Financial had failed to reach critical mass. In early 2010 Cake's assets were sold and the company was dissolved. Founded in 2006, the San Francisco-based Internet company allowed users to monitor their investments... View Details
    Keywords: Corporate Entrepreneurship; Business or Company Management; Business Model; Growth and Development Strategy; Business Strategy; Internet; Financial Services Industry; Web Services Industry
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    Eisenmann, Thomas R., and Alison Berkley Wagonfeld. "Steven Carpenter at Cake Financial." Harvard Business School Case 811-041, December 2010. (Revised November 2014.)
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