Pension - Publications - Faculty & Research

26 Jun 2018
First Look

New Research and Ideas, June 26, 2018

prevalent Download working paper: https://www.hbs.edu/faculty/Pages/item.aspx?num=47648 The Impact of Pensions and Insurance on Global Yield Curves By: Greenwood, Robin, and Annette Vissing-Jorgensen Abstract—We document a strong effect... View Details

Keywords: Dina Gerdeman

01 Dec 2002
News

Secretary of Labor Elaine Chao Advises New MBA Students on Business Values

concern about the current crisis in corporate America. “Safeguarding people's pensions is one of my top priorities as U.S. Secretary of Labor,” she said, lauding the corporate governance reforms signed into law recently by President... View Details

29 Jan 2019
First Look

New Research and Ideas, January 29, 2019

Our results have important implications for understanding how feedback shapes gender gaps in self-assessments. Download working paper: https://www.hbs.edu/faculty/Pages/item.aspx?num=55540 The Impact of Pensions and Insurance on Global... View Details

Keywords: Dina Gerdeman

16 Feb 2021
Research & Ideas

To Fight Climate Change, Should Green Investors Reconsider Big Oil?

allocated to sustainable funds that invest in companies with specific environmental, social, and governance (ESG) factors and goals. Since 2015, when the US Department of Labor began allowing pension fund managers to incorporate ESG... View Details

Keywords: by Kristen Senz; Energy

06 Sep 2005
Research & Ideas

The Best Place for Retirement Funds

decisions, trying to understand how they make decisions now is pretty important. Q: Please describe how the research got started. A: Jim Poterba and I started the project at the end of my time in graduate school. There had been earlier literature on asset allocation... View Details

Keywords: by Ann Cullen

Web

Bibliography - Option Pricing in Theory & Practice: The Nobel Prize Research of Robert C. Merton - Exhibits - Historical Collections

(May 1972): 399-418. Bodie, Zvi. "What the Pension Benefit Guaranty Corporation Can Learn from the Federal Savings-and-Loan Insurance Corporation." Journal of Financial Services Research 10, no. 1 (January 1996): 83-100. Bodie, Zvi, and... View Details

09 Jul 2013
Research & Ideas

Catching Up With Boards--Jay Lorsch

couple of decades, however, there's been growing pressure to separate the two jobs in the interest of more effective checks and balances. This comes mostly from the big state employee pension funds like CalPERS, some of the big union... View Details

Keywords: by Jim Aisner

Career Coach

Phil Wong

operational foundation for running healthcare practices. Prior to pivoting into healthcare, Phil was a portfolio manager at a fund of hedge funds managing $1Bn+ on behalf of pension plans and insurance companies. His investing role... View Details

Keywords: Entrepreneurship; Corporate Finance; Financial Services (All); Investment Banking; Financial Services (All); Investment Management; Financial Services (All); Private Equity; Financial Services (All); Venture Capital; Financial Services (All); Health Care; Startup - Founder; Entrepreneurship

28 Apr 2003
Research & Ideas

Shareholders Key to Corporate Reform

other out and to work in concert on issues on which they share common ground.—Cynthia A. Montgomery and Rhonda Kaufman Reinvigorate Shareholders. As Michael Jensen observed in a 1993 Journal of Finance article, "Financial institutions such as banks, View Details

Keywords: by Cynthia A. Montgomery & Rhonda Kaufman

01 Oct 1998
News

A Zest to Invest

pension fund administration group he would get to know many different kinds of investment outfits. In 1975, he joined one of these companies, New YorkÐbased Century Capital Associates, where he remained for eight years. In 1983, with $2... View Details

Keywords: Dun Gifford, Jr.

01 Jun 2015
News

Rebooting Europe

it easier for researchers to settle throughout Europe while also improving job security and pension options. In the speech, Moedas also lauded the newly launched European Fund for Strategic Investments, an effort that will mobilize 315... View Details

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

01 Sep 2005
News

Trouble in Mouse Land

pension funds, to former and current Disney employees. Taking a page out of Howard Dean’s book, they used the Internet to reach supporters via a Web site, SaveDisney.com. Thousands of e-mails poured in. Beaulieu plans to teach the case... View Details

Keywords: Colleges, Universities, and Professional Schools; Educational Services

21 Dec 2016
Blog Post

Why We Recruit: CPP Investment Board

at approximately $300 billion (CDN), CPPIB is a professional investment management organization that globally invests the funds of the Canada Pension Plan to help ensure its long-term sustainability. CPPIB invests in all major asset... View Details

01 Jan 2006
News

William H. Donaldson, MBA 1958

both saw an opportunity for a new kind of research geared toward the professional investors who were on the rise at mutual and pension funds. At the time, institutions accounted for less than 25 percent of equity ownership, but the way... View Details

Web

Investment Strategies - Course Catalog

pay heed to the signals they are sending. Investment Strategies is most directly applicable to students interested in pursuing careers in finance including mutual funds, hedge funds, pension funds, endowments, wealth management, financial... View Details

Web

Can Private Equity Reach Regular People? One Company’s Mission | Working Knowledge

Business School Professor Victoria Ivashina looks at the digital platform’s “quest” to expand access to PE funds from pensions and endowments to high-net-worth individuals and even less wealthy “retail investors.” There is the desire by... View Details

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Sustainable Investing - Course Catalog

asset managers (e.g., Morgan Stanley, Bain Capital, TPG, Blackrock, State Street) are establishing sustainability investment practices, and developing products to meet the demands of capital owners, including pension funds, endowments,... View Details

01 Mar 2012
News

Social Investing Pioneers

appears to be the first financial instrument that enables social entrepreneurs to raise capital based on social outcomes,” says Cohen. “If we can prove that these approaches deliver social improvement, then we may well get to the day when a View Details

Keywords: Roger Thompson; Funds, Trusts, and Other Financial Vehicles; Finance; Social Assistance; Health, Social Assistance

Web

Women on Boards: How Lara Druyan and Ann Lucena Are Shaping the Future of Corporate Leadership - Blog: RGE Report

into what was happening on the ground,” Lucena says. Similarly, Druyan cautions against hasty reactions to the unexpected. During her time on the City of San Jose Pension Fund board, the CEO and CIO resigned within weeks of each other;... View Details

05 May 2009
First Look

First Look: May 5, 2009

two network surveys supported these hypotheses. Cases & Course MaterialsAFSCME vs. Mozilo...and "Say on Pay" for All! (A) (Abridged) Harvard Business School Case 309-101 Richard Ferlauto, director of pensions and benefits... View Details

Keywords: Martha Lagace

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