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  • October 2011 (Revised March 2013)
  • Case

Yale University Investments Office: February 2011

By: Josh Lerner and Ann Leamon
David Swensen and the Investments Office staff must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments—hedge funds, private equity, real estate—given the impact of the recent market turmoil. The case explores the risks... View Details
Keywords: Asset Management; Resource Allocation; Investment; Venture Capital; Investment Funds; Property; Private Equity
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Lerner, Josh, and Ann Leamon. "Yale University Investments Office: February 2011." Harvard Business School Case 812-062, October 2011. (Revised March 2013.)
  • April 2017
  • Article

Private Equity and Industry Performance

By: Shai Bernstein, Josh Lerner, Morten Sorensen and Per Stromberg
The growth of the private equity industry has spurred concerns about its potential impact on the economy more generally. This analysis looks across nations and industries to assess the impact of private equity on industry performance. Industries where PE funds have... View Details
Keywords: Private Equity; Markets; Entrepreneurship; Performance; Economy
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Bernstein, Shai, Josh Lerner, Morten Sorensen, and Per Stromberg. "Private Equity and Industry Performance." Management Science 63, no. 4 (April 2017): 1198–1213.
  • January 2007 (Revised October 2007)
  • Case

The Omidyar-Tufts Microfinance Fund: Striving to Reshape the Social Enterprise Capital Markets

By: Michael Chu and Jean Hazell
Seeking to impact global poverty and philanthropy, eBay founder Pierre Omidyar donates $100 million to Tufts University for a trust restricted to investment in microfinance. Explores the origins of the initiative, the perspectives and objectives of the various parties... View Details
Keywords: Capital Markets; Microfinance; Investment Funds; Philanthropy and Charitable Giving; Emerging Markets; Social Enterprise; Financial Services Industry
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Chu, Michael, and Jean Hazell. "The Omidyar-Tufts Microfinance Fund: Striving to Reshape the Social Enterprise Capital Markets." Harvard Business School Case 307-078, January 2007. (Revised October 2007.)
  • 2009
  • Working Paper

Private Equity and Industry Performance

By: Josh Lerner
The growth of the private equity industry has spurred concerns about its potential impact on the economy more generally. This analysis looks across nations and industries to assess the impact of private equity on industry performance. Industries where PE funds have... View Details
Keywords: Private Equity; Investment; Common Law; Industry Growth; Performance Productivity; Europe; United Kingdom; United States
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Lerner, Josh. "Private Equity and Industry Performance." Harvard Business School Working Paper, No. 10-045, December 2009. (NBER Working Paper Series, No. 14861, April 2009.)
  • 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.)
  • June 2007 (Revised December 2007)
  • Case

AFL-CIO: Office of Investment and Home Depot

By: Rakesh Khurana and James Weber
Describes the AFL-CIO: Office of Investments activities in their campaign to improve governance at Home Depot by calling attention to Home Depot CEO Robert Nardelli's compensation package and the company's poor performance. The AFL-CIO Office of Investments advocates... View Details
Keywords: Investment; Corporate Governance; Governing and Advisory Boards; Executive Compensation; Labor Unions; Organizational Change and Adaptation; Business and Shareholder Relations
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Khurana, Rakesh, and James Weber. "AFL-CIO: Office of Investment and Home Depot." Harvard Business School Case 407-097, June 2007. (Revised December 2007.)
  • 19 Mar 2006
  • Research & Ideas

Unlocking Your Investment Capital

down. In this e-mail Q&A, Merton discusses the non-financial executive as risk manager, value-added versus passive risks, and the effective use of credit-default swaps. Ann Cullen: What are the dangers of managers delegating and not taking an View Details
Keywords: by Ann Cullen; Financial Services
  • Article

The Ownership and Trading of Debt Claims in Chapter 11 Restructurings

By: Victoria Ivashina, Benjamin Iverson and David C. Smith
What is the ownership structure of bankrupt debt claims? How does the ownership evolve though bankruptcy? And how does debt ownership influence Chapter 11 outcomes? To answer these questions, we construct a data set that identifies the entire capital structure for 136... View Details
Keywords: Ownership Structure; Distressed Debt; Trading In Bankruptcy; Restructuring; Capital Structure; Insolvency and Bankruptcy; Ownership; Borrowing and Debt; United States
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Ivashina, Victoria, Benjamin Iverson, and David C. Smith. "The Ownership and Trading of Debt Claims in Chapter 11 Restructurings." Journal of Financial Economics 119, no. 2 (February 2016): 316–335.
  • June 2023
  • Case

Investing in the Climate Transition at Neuberger Berman

By: George Serafeim and Benjamin Maletta
By mid-2023, Neuberger Berman (NB), an active asset manager, had grown its assets under management to about half a trillion dollars and took pride in its client centricity and innovative spirit. Responding to client demand for investment products that integrated... View Details
Keywords: Carbon Emissions; Sustainability; Decarbonization; Performance; Risk Assessment; Opportunities; Environmental Sustainability; Carbon Footprint; Business Analysis; Investing; Regulation; Asset Management; Investment Strategy; Climate Change; Transition; Analysis; Product Positioning; Strategy; Investment Portfolio; Financial Services Industry; Energy Industry
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Serafeim, George, and Benjamin Maletta. "Investing in the Climate Transition at Neuberger Berman." Harvard Business School Case 123-092, June 2023.
  • June 2021
  • Case

Modern Endowment Management: Paula Volent and the Bowdoin Endowment

By: Luis M. Viceira, Emily R. McComb and Dean Xu
This case examines modern endowment investment management through the lens of a leadership transition between Chief Investment Officers (CIOs). In March 2021, Paula Volent is about to step down as the CIO of the endowment of Bowdoin College after twenty-one years, and... View Details
Keywords: Investment Portfolio; Investment Banking; Growth Management; Investment Return; Capital Markets; Interest Rates; Competition; Cost Management; Risk Management; Financial Liquidity; Performance Evaluation
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Viceira, Luis M., Emily R. McComb, and Dean Xu. "Modern Endowment Management: Paula Volent and the Bowdoin Endowment." Harvard Business School Case 221-101, June 2021.
  • September 2022 (Revised June 2025)
  • Case

York Capital CLOs and WorldStrides International

By: Victoria Ivashina and William Vrattos
The case follows the debt restructuring of WorldStrides International, a travel program provider in the education market, after the onset of COVID-19. The pandemic severely impacted the travel industry, creating challenges for many companies like WorldStrides, which... View Details
Keywords: COVID-19 Pandemic; Debt Restructuring; CLO; Compliance; Debt Securities; Financing and Loans; Decision Making; Travel Industry; Education Industry
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Ivashina, Victoria, and William Vrattos. "York Capital CLOs and WorldStrides International." Harvard Business School Case 223-034, September 2022. (Revised June 2025.)
  • 24 Sep 2014
  • Op-Ed

The ABCs of Addressing Climate Change (From a Business Perspective)

It's Climate Week in New York City. The schedule features a UN Climate Summit, a People's Climate March, the Clinton Global Initiative, substantial criticism of the whole endeavor, and plenty of agitated interaction. There is a lot of noise here. How can businesses cut... View Details
Keywords: by John Macomber; Energy; Utilities
  • November – December 2007
  • Article

Fundamentally Flawed Indexing

By: Andre F. Perold
A new theory of finance is being advanced as providing definitive proof that holding stocks in proportion to their market capitalizations is an inferior investment strategy. The claim is that capitalization weighting necessarily invests more in overvalued stocks and... View Details
Keywords: Investment; Capital Markets; Financial Strategy; Stocks; Financial Management; Valuation
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Perold, Andre F. "Fundamentally Flawed Indexing." Financial Analysts Journal 63, no. 6 (November–December 2007). (Winner of Graham and Dodd Best Perspectives Award For excellence in financial writing​.)
  • 2024
  • Working Paper

The Rise of Alternatives

By: Juliane Begenau, Pauline Liang and Emil Siriwardane
Since the 2000s, U.S. public pensions have shifted their risky investments towards alternative assets like private equity and hedge funds, some more aggressively than others. We explore several explanations for these cross-sectional trends, focusing on those implied by... View Details
Keywords: Investment Funds; Investment Return; Risk and Uncertainty
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Begenau, Juliane, Pauline Liang, and Emil Siriwardane. "The Rise of Alternatives." Harvard Business School Working Paper, No. 25-016, August 2024.
  • 12 Oct 1999
  • Research & Ideas

Where Main Street Meets Wall Street

years, the mutual fund would shake up established norms of wealth creation and distribution in the United States. Indeed, it would help reshape America by uniting Wall Street and Main Street, two disparate worlds that previously had... View Details
Keywords: by Garry Emmons; Financial Services
  • 01 Dec 2003
  • What Do You Think?

Is This the Twilight Era for the Managed Mutual Fund?

a shadow over the entire industry. The alleged problems include managers of fund families who allocate investments among individual funds in which they may have a management or ownership stake. This allows... View Details
Keywords: by James Heskett
  • 18 Nov 2014
  • First Look

First Look: November 18

"ground game." Specifically, we look at how different types of advertising―candidates' own ads vs. outside ads―and personal selling―in the form of utilizing field offices―affect voter preferences. Further, we ask how these various campaign View Details
Keywords: Sean Silverthorne
  • 06 May 2014
  • First Look

First Look: May 6

Strategic Management Product Market Strategy By: Menon, Anoop, and Dennis Yao Abstract—Product market strategy is the collection of choices, actions, and activities of a firm that determines how it positions itself in its product markets... View Details
Keywords: Sean Silverthorne
  • 30 Nov 2020
  • Research & Ideas

COVID Not Slowing VC Investment

expect their investments to outperform major equity indexes going forward, and they’re continuing to fund new endeavors. “It’s sort of the opposite of doom and gloom,” Gompers says. “We were surprised by how relatively unaffected the... View Details
Keywords: by Danielle Kost; Financial Services; Banking
  • 12 Jan 2016
  • First Look

January 12, 2016

the funding cutoff and find that these angel investors have a positive impact on the growth, performance, and survival of firms as well as their follow-on fundraising. The positive impact of angel financing is independent of the level of... View Details
Keywords: Carmen Nobel
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