Publications

Read Now

Web

Emerging Topics - Institute For Strategy And Competitiveness

strategies with tangible social benefits, is gaining widespread acceptance within the business and nonprofit communities. These are some tools and emerging research topics. Shared Value Measurement An approach to shared value measurement... View Details

14 May 2012
News

Message to Managers: Your Strategy Is Not What You Say It Is

January 2005
Exercise

Hamilton Real Estate: Confidential Role Information for the Executive VP of Pearl Investments (SELLER)

By: Deepak Malhotra

Presents a two-party negotiation between the executive VP of Pearl Investments and the CEO of Estate One for the sale of real estate in the town of Hamilton. View Details

Keywords: Ethics; Price; Information; Contracts; Managerial Roles; Agreements and Arrangements; Strategy; Value; Real Estate Industry

Web

Institute Associates - Institute For Strategy And Competitiveness

as a Senior Institute Associate at the Institute for Strategy and Competitiveness. Dr. Bozic has extensive research and policy experience in the growing field of value-based health care, focused on implementation and evaluation of... View Details

Web

Teaching Cases - Institute For Strategy And Competitiveness

School Case 112-085 Robert S. Kaplan, Mary L. Witkowski, and Jessica A. Hohman The case illustrates how a leading German hospital group has invested deeply in the measurement of patient-level outcomes and costs, the foundations of a... View Details

Web

Online Digital Marketing Strategy Course | HBS Online

This course is part of the Marketing track. Introduction to Digital Marketing Strategy MULTIPLE FORMATS Start anytime in our on-demand format, or select a cohort start date and enroll now! Not sure which experience is best for you? Review... View Details

01 Apr 2001
News

Big Deals: Project Finance Helps Mitigate Risk in Large-Scale Investments

cost something on the order of $5 billion, not the $5 million one might expect for a typical start-up,” Esty explains. And all too often, he adds, they can turn out to be losing propositions. The managerial challenge is to make sure that $150 billion or so of annual... View Details

2021
Article

Decarbonizing Everything

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

We analyze how the use of different climate risk measures leads to different portfolio carbon outcomes and risk-adjusted returns. Our findings are synthesized in a rules-based investment framework, which selects a different type of climate metric across industries and... View Details

Keywords: Climate Risk; ESG; ESG (Environmental, Social, Governance) Performance; ESG Disclosure; ESG Disclosure Metrics; ESG Ratings; Investing; Investing For Impact; Investment Strategy; Environment; Decarbonization; Climate Change; Environmental Sustainability; Environmental Management; Environmental Accounting; Investment; Strategy; Investment Portfolio; Investment Return

SSRN

Web

Innovation & Innovative Capacity - Institute For Strategy And Competitiveness

Innovation also holds the key to solving many of the world’s most pressing social challenges such as health care and improving the quality of the physical environment. The institute works with U.S. and international leaders to assess innovative capacity and develop... View Details

Web

Cases & Teaching Notes - Institute For Strategy And Competitiveness

outcomes for every patient. January 2018 HBS Case Collection Medtronic: Navigating a Shifting Healthcare Landscape by Robert S. Kaplan, Michael E. Porter, Thomas W. Feeley and Alee Hernandez Medtronic is adapting its strategy to changes... View Details

Web

Investing in Change | Social Enterprise | Harvard Business School

Investing in Change Chuck Recorr Job Title Philanthropist Location Raleigh, NC Topics Nonprofit Strategy & Governance More Impact Stories A Pathway to Pursue Aspirations Mizuho Kanai 2018 While Mizuho Kanai... View Details

September 2010
Teaching Note

Acumen Fund: Measurement in Impact Investing (TN) (A) and (B)

By: Alnoor Ebrahim

Teaching Note for 310011 and 310017. View Details

Keywords: Projects; For-Profit Firms; Networks; Health Care and Treatment; Performance Evaluation; Investment Portfolio; Asset Pricing; Competition; Multinational Firms and Management; Venture Capital; Investment Return; Poverty; Financial Services Industry; Kenya

January–February 2021
Article

Cross‐firm Return Predictability and Accounting Quality

By: Wen Chen, Mozaffar Khan, Leonid Kogan and George Serafeim

We test the hypothesis that if poor accounting quality (AQ) is associated with poor investor understanding of firms’ revenue and cost structures, then poor AQ stocks likely respond more slowly than good AQ stocks to new non‐idiosyncratic information that affects both... View Details

Keywords: Accounting Quality; Earnings Quality; Stock Returns; Investment Strategy; Accounting; Business Earnings; Quality; Investment Return; Investment; Strategy

Register to Read

November 2010 (Revised May 2012)
Case

Innovating into Active ETFs: Factor Funds Capital Management LLC

By: Kenneth A. Froot, Lauren Cohen and Scott Waggoner

Kishore Karunakaran, President and COO of FFCM, faces a variety of challenges in launching an innovative investment management business in the rapidly evolving ETF space. View Details

Keywords: Investment Management; Institutional Investments; Entrepreneurial Finance; Financial Management; Innovation Strategy; Corporate Entrepreneurship; Capital Markets; Investment Funds; Financial Strategy; Management Teams; Financial Services Industry; Boston

Educators

2020
Article

Public Sentiment and the Price of Corporate Sustainability

By: George Serafeim

Combining corporate sustainability performance scores based on environmental, social, and governance (ESG) data with big data measuring public sentiment about a company’s sustainability performance, I find that the valuation premium paid for companies with strong... View Details

Keywords: Sustainability; ESG; ESG (Environmental, Social, Governance) Performance; Investment Management; Investment Strategy; Big Data; Machine Learning; Environment; Environmental Sustainability; Corporate Governance; Performance; Asset Pricing; Investment; Management; Strategy; Human Capital; Public Opinion; Value; Analytics and Data Science

SSRN

Web

Economic Development in Inner Cities - Institute For Strategy And Competitiveness

HBS ISC Competitiveness & Economic Development CED Competitiveness & Economic Development Frameworks & Key Concepts Research & Applications Research & Applications Research & Applications National Competitiveness Strategies for... View Details

07 Nov 2016
Research & Ideas

Corporate Tax Strategies Mirror Personal Returns of Top Execs

Tax strategies used by top executives on their own taxes can also show up in the companies they run. Source: Melpomenem New research shows that top executives who prefer to reduce personal taxes appear to also influence the View Details

Keywords: by Roberta Holland

October 2018 (Revised January 2019)
Case

Social Finance, Inc.

By: Shawn Cole and Fanele Mashwama

This case begins in February 2019 as Tracy Palandjian, co-founder and CEO of Social Finance Inc., prepares for a board meeting that will determine the future strategy of the social enterprise. Social Finance is a non-profit in the impact investment space founded in... View Details

Keywords: Impact Investment; Social Enterprise; Growth and Development Strategy; Decision Choices and Conditions

Educators