Publications

May 2012
Technical Note

Frameworks for Dialogue and Research about Social Impact Investing

By: Herman B. "Dutch" Leonard

Social Impact Investment is a rapidly expanding field, but terminology in the field is poorly defined and imprecise. This note suggests frameworks that help to clarify important dimensions of SII projects, distinguishing and clarifying key differences in approaches to... View Details

Keywords: Development Stage Enterprises; Entrepreneurial Management; Entrepreneurs; Entrepreneurial Finance; Financial Instruments; Performance Measurement; Balanced Scorecard; Investment Funds; Corporate Social Responsibility and Impact; Research; Framework; Entrepreneurship; Financial Services Industry

Profile

Daniel Sheyner

destination," says Sheyner. And Sheyner estimates that the industry counts only about 20,000 strong nationwide and hires just a couple thousand annually from a pool of tens of thousands, meaning that... View Details

Keywords: Investment Management / Hedge Fund; Investment Management / Hedge Fund; Investment Management / Hedge Fund

August 2020 (Revised December 2020)
Case

Satrix: Competing in the Passive Asset Management Industry in South Africa

By: Mark Egan, Pippa Tubman Armerding and Dilyana Karadzhova Botha

In late 2017, Satrix, one of the largest passive asset management firms in South Africa and a pioneer in the industry since 2000, had to decide its strategy going forward in a market where passive asset management had become increasingly commoditized and... View Details

Keywords: Asset Management; Investment Funds; Competition; Competitive Strategy; Financial Services Industry; South Africa; Africa

23 Mar 2015
News

Eric Sonnier: Making A Difference

Clubs

Investment Club

Keywords: Investment Management / Hedge Fund; Investment Management / Hedge Fund

November 1984
Background Note

Black-Scholes Option Pricing Program for the HP 12C Calculator

By: Andre F. Perold

Contains a program that can be used on the HP12C pocket calculator to compute the Black-Scholes option price and the associated hedge ratio. The program must be given the following parameters: the exercise price, the risk-free rate, the time to expiration, and the... View Details

Keywords: Stock Options; Investment Funds; Price; Management; Software

September 2009 (Revised September 2012)
Case

United Way

By: Allen S. Grossman and Cathy Ross

After United Way CEO Brian Gallagher began shifting the organization's focus from old-school fundraising to community impact, Gallagher and local leaders like Elise Bulk, CEO of the United Way of Greater Los Angeles, faced a series of challenges regarding how to best... View Details

Keywords: Investment Funds; Business or Company Management; Problems and Challenges; Civil Society or Community; Social Issues; Alignment; Los Angeles

April 2008
Case

The Energy Foundation

By: Jane Wei-Skillern and Alison Berkley Wagonfeld

The Energy Foundation, a philanthropic foundation established through a partnership among major donors with a mission to promote clean energy technology, is the largest funder in the U.S. focusing on the energy sector. The $60 million foundation operates through a... View Details

Keywords: Entrepreneurship; Investment Funds; Philanthropy and Charitable Giving; Corporate Social Responsibility and Impact; Networks; Expansion; Energy Industry; Green Technology Industry; United States

September 1983 (Revised October 1985)
Case

Lehman Management Co., Inc.

By: Andre F. Perold

Keywords: Investment Funds; Management; Financial Services Industry

09 Aug 2024
Blog Post

Addressing Inequities in Education: Social Enterprise Summer Fellow Amal Tariq (MBA 2025)

organizations driving systemic changes in public education. City Fund partners with local leaders across the country to build innovative public school systems aimed at moving children out of poverty and into... View Details

November 2006 (Revised October 2007)
Case

Artisan Entertainment Inc.

Geoff Rehnert and Marc Wolpow have left Bain Capital to launch Audax Group. As part of their separation, they have been granted 90-day options to purchase Bain Capital's stake in a number of portfolio companies at Fair Market Value. As they conside whether to exercise... View Details

Keywords: Leveraged Buyouts; Private Equity; Financing and Loans; Investment Funds

20 Sep 2014
News

Finding Returns in the Information Gap

March 2006
Teaching Note

Investment Policy at New England Healthcare (TN)

By: Luis M. Viceira

Keywords: Investment Funds; Health Industry

February 2006 (Revised November 2008)
Teaching Note

Banco Real: Banking on Sustainability (TN)

By: Rosabeth M. Kanter and Ryan Raffaelli

Keywords: Investment Funds; Banking Industry

August 1998
Supplement

New York City Investment Fund, Video

By: James E. Austin and Rosabeth M. Kanter

Keywords: Investment Funds; New York (city, NY)

01 Jun 2015
News

Rebooting Europe

Europe are crippling startups that are increasingly looking outside the EU for both funding and a safe haven to launch their businesses. “The United States is a country where you are able to transform knowledge into products, and I think... View Details

Keywords: Janelle Nanos; European Union; Government; Health, Social Assistance

01 Jun 2014
News

Early Impact

By its launch at the end of April, The Harvard Business School Campaign had achieved $600 million toward its $1 billion goal. This early success was made possible by the thousands of alumni and friends who... View Details

Keywords: Construction of Buildings; Construction of Buildings; Construction of Buildings; Construction of Buildings

January 1995
Case

Keller Fund's Option Investment Strategies, The

By: W. Carl Kester

A closed-end mutual fund's decision to study option trading provides an opportunity to study the profit profile and pricing of multiple option investment strategies (e.g., buy a call, buy a put, write a call, buy stock-write call, etc.). This case is designed to... View Details

Keywords: Investment Funds; Stock Options; Profit; Price; Strategy; Financial Services Industry