Publications

01 Mar 2018
News

Case Study: On the Record

Cleary (MBA 2010) and the leadership of investment management startup Alpha Architect were considering launching an affordable, actively managed robo-advisor. They asked... View Details

Keywords: April White

01 Jun 2022
News

Making It Count

by 2025, which would amount to a third of all assets under management around the world. But sandwiched somewhere between the high hopes and higher stakes of sustainable investing looms the big question: Will... View Details

Keywords: Jen McFarland Flint

2017
Article

Inflation Bets or Deflation Hedges? The Changing Risks of Nominal Bonds

By: John Y. Campbell, Adi Sunderam and Luis M. Viceira

The covariance between U.S. Treasury bond returns and stock returns has moved considerably over time. While it was slightly positive on average in the period 1953–2009, it was unusually high in the early 1980s and negative in the 2000s, particularly in the downturns of... View Details

Keywords: Inflation and Deflation; Bonds; Interest Rates; Investment Return; Risk Management

Read Now

May 2008 (Revised August 2010)
Case

ScriptLogic®: Point, Click, Done!™

ScriptLogic is a software company that has built a product portfolio that fits under a 'Point, Click, Done!' umbrella; its products are easy to download, easy to install, and easy to use. The company's online marketing program and inside sales force have been very... View Details

Keywords: Investment Return; Growth and Development Strategy; Product Marketing; Product Development; Salesforce Management; Software; Information Technology Industry

Keywords: Business Schools & Computer & Management Training; Business Schools & Computer & Management Training; Business Schools & Computer & Management Training; Business Schools & Computer & Management Training

29 Jun 2009
Sharpening Your Skills

Sharpening Your Skills: Leading Change

there is a danger that commitment to an organization can undermine work-life balance. Successful CEOs are good role models. In addition to open and honest communication and continued investment in HCHP View Details

Keywords: by Staff

01 Dec 2015
News

Case Study: Bionic Banking

approach for the masses. Investment management startup Alpha Architect, cofounded by COO Patrick Cleary (MBA 2010), is considering the launch of an affordable, active robo-advisor that would seek to... View Details

28 Aug 2017
Research & Ideas

Should Industry Competitors Cooperate More to Solve World Problems?

example, he argues, fashion industry competitors could agree among themselves to collectively manage resources to reduce the water pollution caused by their manufacturing processes. The beef industry could agree to collaborate on... View Details

Keywords: by Sean Silverthorne; Financial Services; Manufacturing; Agriculture & Agribusiness; Mining

26 Jun 2008
News

The First HBS Class Notes

in 1910, it included a page of staff-written "Personal Items" about alumni, reporting job changes, addresses, and marriages. The first item — "M.B.A. '14—Hugh D. Hite is manager of the Chicago office of Priester, Quail & Cundy, Inc.,... View Details

01 Jun 2018
News

Floor It

draw people in, using more social media, employing jargon-free language, and “making everything simple and straightforward, from our registration process to the questions we ask,” says Giusti. Better Data Crunching The investment required... View Details

Keywords: Julia Hanna; illustration by Mengxin Li

June 2009 (Revised May 2013)
Case

Australia: The Riches and Challenges of Commodities

By: Laura Alfaro and Renee Kim

Australia's Prime Minister Kevin Rudd faced a daunting task that he never imagined he would have to face when he was elected two years ago. Australia at that time was poised to enter its 17th year of uninterrupted growth. Commodity exports were booming, largely driven... View Details

Keywords: Financial Crisis; Trade; Foreign Direct Investment; Policy; Crisis Management; China; Australia

November 2004 (Revised April 2005)
Case

Deutsche Bank: Discussing the Equity Risk Premium

Two members of Deutsche Bank's Fixed Income Research Group are discussing how to advise clients on bond vs. equity asset allocation. A critical aspect to this asset allocation decision is the equity risk premium. Discusses a unique way developed by the bank for... View Details

Keywords: Risk Management; Asset Management; Bonds; Capital Markets; Investment Banking; Institutional Investing; Equity; Banking Industry; Germany

01 Jun 2005
News

Contrarian and Proud of It

Rogers: Stellar stock picker. Courtesy T. Rowe Price Brian Rogers (MBA ’82) has made a career out of being a contrarian. As manager of the $18.9 billion T. Rowe Price Equity Income Fund, the firm’s largest offering, Rogers has produced... View Details

Keywords: Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

February 2001
Case

California PERS (B)

By: Jay O. Light, Jay W. Lorsch, James O. Sailer and Katharina Pick

The largest state pension fund continues the evolution of its approach to corporate governance contemplating "relationship investing" and other new approaches. View Details

Keywords: Investment; Corporate Governance; Financial Management; Asset Management; Business and Shareholder Relations; Investment Funds; Financial Services Industry; California

March 2013 (Revised July 2014)
Supplement

Bay Partners (B)

By: Josh Lerner and Lauren Barley

In December 2012, Salil Deshpande has rejoined Bay Partners (Bay), which had been restructured following the 2010 departures of three of its general partners. Life was good for Deshpande: his firm had distributed roughly $1 billion to its limited partners (LPs) over... View Details

Keywords: Decision Choices and Conditions; Investment Funds; Growth and Development Strategy; Financial Services Industry