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      • February 1984 (Revised January 1994)
      • Teaching Note

      Golden Gate Bank Retirement Fund, Teaching Note

      By: David E. Bell
      Keywords: Investment Funds
      Citation
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      Bell, David E. "Golden Gate Bank Retirement Fund, Teaching Note." Harvard Business School Teaching Note 184-136, February 1984. (Revised January 1994.)
      • January–February 1984
      • Article

      Manage Beyond Portfolio Analysis

      By: Richard G. Hamermesh and Roderick E. White
      Keywords: Investment; Theory; Management
      Citation
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      Hamermesh, Richard G., and Roderick E. White. "Manage Beyond Portfolio Analysis." Harvard Business Review 62, no. 1 (January–February 1984): 103–109.
      • 1984
      • Article

      Return to Nursing Home Investment: Issues for Public Policy

      By: Carliss Y. Baldwin and Christine E. Bishop
      Keywords: Health; Investment; Policy; Health Industry
      Citation
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      Baldwin, Carliss Y., and Christine E. Bishop. "Return to Nursing Home Investment: Issues for Public Policy." Health Care Financing Review 5, no. 4 (1984).
      • December 1983 (Revised August 1986)
      • Case

      Investment Partners 100

      By: William J. Poorvu
      Keywords: Investment
      Citation
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      Poorvu, William J. "Investment Partners 100." Harvard Business School Case 384-173, December 1983. (Revised August 1986.)
      • September 1983 (Revised October 1985)
      • Case

      Lehman Management Co., Inc.

      By: Andre F. Perold
      Keywords: Investment Funds; Management; Financial Services Industry
      Citation
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      Perold, Andre F. "Lehman Management Co., Inc." Harvard Business School Case 284-027, September 1983. (Revised October 1985.)
      • September 1983 (Revised July 1998)
      • Case

      Heather Evans

      By: Howard H. Stevenson and Michael J. Roberts
      Focuses on the efforts of Heather Evans, a second-year MBA student, and her attempts to start her own dress business. Examines the business plan and the process of acquiring control over the financial and human resources necessary to implement the plan. View Details
      Keywords: Business Plan; Business Startups; Investment; Human Resources; Strategic Planning; Apparel and Accessories Industry
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      Stevenson, Howard H., and Michael J. Roberts. "Heather Evans." Harvard Business School Case 384-079, September 1983. (Revised July 1998.)
      • May 1983 (Revised November 1987)
      • Case

      Technical Data Corp.: Business Plan

      By: William A. Sahlman
      Contains materials extracted from a business plan developed by the company in 1980. The purpose of the business plan was to raise $100,000 to finance the commencement of operations. The firm intended to provide analytical services to bond market traders. The product... View Details
      Keywords: Business Plan
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      Sahlman, William A. "Technical Data Corp.: Business Plan." Harvard Business School Case 283-073, May 1983. (Revised November 1987.)
      • 1983
      • Book

      Competition in the Investment Banking Industry

      By: Samuel Hayes, A. Michael Spence and David Van Praag Marks
      Citation
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      Hayes, Samuel, A. Michael Spence, and David Van Praag Marks. Competition in the Investment Banking Industry. Cambridge, MA: Harvard University Press, 1983.
      • October 1982 (Revised September 1988)
      • Case

      Steven B. Belkin

      By: Howard H. Stevenson and Richard O. von Werssowetz
      Steven Belkin, 26 years old and 2 1/2 years out of HBS, has decided to leave a group travel company he has run for the last year to start his own similar business. In the course of several months he has written a business plan, attracted several partners and employees,... View Details
      Keywords: Business Plan; Business Startups; Decisions; Equity; Investment; Personal Finance; Recruitment; Resignation and Termination; Failure; Partners and Partnerships
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      Stevenson, Howard H., and Richard O. von Werssowetz. "Steven B. Belkin." Harvard Business School Case 383-042, October 1982. (Revised September 1988.)
      • June 1982
      • Article

      Optimal Sequential Investment When Capital is Not Readily Reversible

      By: Carliss Y. Baldwin
      Keywords: Capital
      Citation
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      Baldwin, Carliss Y. "Optimal Sequential Investment When Capital is Not Readily Reversible." Journal of Finance 37, no. 3 (June 1982).
      • March 1982
      • Background Note

      Discounting Concept and Industrial Disinvestment

      By: Robert H. Hayes and David A. Garvin
      Keywords: Investment
      Citation
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      Hayes, Robert H., and David A. Garvin. "Discounting Concept and Industrial Disinvestment." Harvard Business School Background Note 682-077, March 1982.
      • February 1982 (Revised March 1984)
      • Teaching Note

      Travelers Investment Management Co., Teaching Note

      By: David E. Bell
      Keywords: Financial Management; Investment
      Citation
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      Bell, David E. "Travelers Investment Management Co., Teaching Note." Harvard Business School Teaching Note 184-144, February 1982. (Revised March 1984.)
      • February 1982 (Revised March 1984)
      • Case

      Travelers Investment Management Co.

      By: David E. Bell
      Keywords: Investment Portfolio; Management; Risk Management; Financial Services Industry
      Citation
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      Bell, David E. "Travelers Investment Management Co." Harvard Business School Case 182-210, February 1982. (Revised March 1984.)
      • 1982
      • Chapter

      On the Microeconomic Theory of Investment under Uncertainty

      By: Robert C. Merton
      Keywords: Microeconomics; Investment; Risk and Uncertainty; Risk Management
      Citation
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      Merton, Robert C. "On the Microeconomic Theory of Investment under Uncertainty." In Handbook of Mathematical Economics. Vol. 2, edited by K. Arrow and M. Intriligator. Amsterdam: North-Holland Publishing Company, 1982.
      • January 1982
      • Article

      The Returns and Risk of Alternative Put Option Portfolio Investment Strategies

      By: Robert C. Merton, Myron S. Scholes and Matthew L. Gladstein
      Keywords: Risk and Uncertainty; Investment; Strategy
      Citation
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      Merton, Robert C., Myron S. Scholes, and Matthew L. Gladstein. "The Returns and Risk of Alternative Put Option Portfolio Investment Strategies." Journal of Business 55 (January 1982): 183–242.
      • October 1981 (Revised January 1994)
      • Case

      Golden Gate Bank Retirement Fund

      By: David E. Bell
      Keywords: Retirement; Investment Funds; Financial Services Industry; Banking Industry
      Citation
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      Bell, David E. "Golden Gate Bank Retirement Fund." Harvard Business School Case 182-086, October 1981. (Revised January 1994.)
      • Article

      On Market Timing and Investment Performance Part II: Statistical Procedures for Evaluating Forecasting Skills

      By: Robert C. Merton and Roy D. Henriksson
      Keywords: Investment; Performance; Mathematical Methods; Forecasting and Prediction
      Citation
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      Merton, Robert C., and Roy D. Henriksson. "On Market Timing and Investment Performance Part II: Statistical Procedures for Evaluating Forecasting Skills." Journal of Business 54, no. 4 (October 1981): 513–533.
      • 1981
      • Working Paper

      Competitive Structure in Investment Banking

      By: S. L. Hayes III, Michael A. Spence and David van P. Marks
      Citation
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      Hayes, S. L., III, Michael A. Spence, and David van P. Marks. "Competitive Structure in Investment Banking." Harvard Business School Working Paper, No. 82-66, September 1981.
      • 1981
      • Chapter

      Sparsity and Piecewise Linearity in Large Portfolio Optimization Problems

      By: André Perold and Harry M. Markowitz
      Keywords: Investment Portfolio; Mathematical Methods
      Citation
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      Perold, André, and Harry M. Markowitz. "Sparsity and Piecewise Linearity in Large Portfolio Optimization Problems." In Sparse Matricies and Their Uses, edited by I. S. Duff. Academic Press, 1981.
      • July 1981 (Revised August 1982)
      • Background Note

      Financial Evaluation of Proposed Investments

      By: Robert H. Hayes
      Citation
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      Hayes, Robert H. "Financial Evaluation of Proposed Investments." Harvard Business School Background Note 682-002, July 1981. (Revised August 1982.)
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