Investment Management - Publications - Faculty & Research

30 Jan 2019
What Do You Think?

Who Will Measure up to These Two Remarkable Leaders?

Herb Kelleher, respectively. While neither were the first to come up with the basic notion on which their businesses were founded, it is not too much of an overstatement to say that Bogle taught us a new way to invest while Kelleher... View Details

Keywords: by James Heskett; Air Transportation; Financial Services

13 May 2014
News

Willing Hands

just have to be willing to participate with others in the work." "Real estate is the thread that's run through my career," adds Spencer, who most recently served as president of Cogdell Spencer Inc., a publicly traded health care, real estate View Details

Keywords: Julia Hanna; Construction; Real Estate

December 1998
Case

Retail Financial Services in 1998: Travelers

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Travelers Group's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the... View Details

Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry

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December 1998
Case

Retail Financial Services in 1998: Merrill Lynch

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Merrill Lynch's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details

Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry

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December 1998
Case

Retail Financial Services in 1998: Charles Schwab

By: Stephen P. Bradley and Takia Mahmood

Provides an overview of Charles Schwab's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details

Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry

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Profile

Luis Cervantes

internship and employment at UBS, Luis gained exposure first to wealth management then investment banking. “It was military-type training within the financial sector,” Luis says. “I worked with the most... View Details

25 Apr 2014
News

Helping high achievers achieve even more

venture capital firm that has invested in, and provided strategic guidance to, more than 365 businesses across North America, Europe, and Asia. Stamps passed the torch to his management team in 2001 so that... View Details

21 Feb 2005
Research & Ideas

The VC Quandary: Too Much Money

School. Intel Capital, the chipmaker's venture division, has scaled back somewhat from the hyper investment levels of 2000, "but I've always thought it was really important in the venture market to stay in the market, be in the... View Details

Keywords: by Julie Jette; Financial Services

10 Jun 2015
Research & Ideas

The Transparency Revolution in Corporate Reporting

understand which data is relevant. On average, our study found that only about 20 percent of data in any given industry is material from an investment standpoint. That has huge implications in terms of the signal-to-noise ratio. For... View Details

Keywords: Re: George Serafeim

24 Jul 2000
Research & Ideas

Something Ventured, Something Gained: A European View of Venture Capital

young firms, given the uncertainties that were a natural part of the entrepreneurial process," Lerner explained. "General Doriot's idea was to create a new kind of organization that established a selection process, supplied funded companies with View Details

Keywords: by James E. Aisner; Financial Services

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

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01 Feb 2013
News

Growth Strategy Has Double Bottom Line

Hourdequin (MBA 2005), managing directors at the Lyme Timber Company in Hanover, New Hampshire, work hard to make the double bottom line a reality. Founded in 1976, Lyme Timber Company is a timberland View Details

Keywords: Louisa Rigali; Forestry and Logging; Agriculture; Funds, Trusts, and Other Financial Vehicles; Finance

01 Sep 2014
News

The Changing Nature of Research

the globe. As a leader in management education, Harvard Business School has a strong commitment to improving the practice of management and to advancing a world that is more sustainable and inclusive,... View Details

15 Oct 2012
Research & Ideas

Why Business IT Innovation is so Difficult

come together." The first step, she says, is "treating it as an innovative process. Understand that there's uncertainty and put processes in place to manage it." When firms invest in a new product, for... View Details

Keywords: by Maggie Starvish

01 Sep 2004
News

A Market-Based Prescription

The Bulletin caught up with HBS professor Regina E. Herzlinger this summer as she was en route to Nashville to accept the 2004 Healthcare Financial Management Association Board of Directors’ Award. The prestigious honor recognizes thought... View Details

Keywords: Deborah E. Blagg; Colleges, Universities, and Professional Schools; Educational Services; Health, Social Assistance

2007
Working Paper

Facts and Fallacies about U.S. FDI in China

By: Lee Branstetter and C. Fritz Foley

Despite the rapid expansion of U.S.-China trade ties, the increase in U.S. FDI in China, and the expanding amount of economic research exploring these developments, a number of misconceptions distort the popular understanding of U.S. multinationals in China. In this... View Details

Keywords: Macroeconomics; Trade; Foreign Direct Investment; Multinational Firms and Management; Expansion; China; United States

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02 Dec 2020
News

Nine Ways to Have a Better 2021

illustrations by Rose Wong Find Your Maximum Sustainable Goodness Invest in the New Abnormal Bounce Back from a Blunder Hit Pause Kill Groupthink Up Your Time Affluence Advance Racial Equity in the Office Embrace the Corona-Blur Take Time... View Details

October 2003
Case

Financing Biodiversity Conservation by the Global Conservation Fund

By: Mihir A. Desai and Julia Stevens

The Global Conservation Fund is an international nonprofit organization with a $100 million endowment and an exclusive focus on land preservation. The fund and its director must decide which projects to fund over the next year and what financing mechanism to use.... View Details

Keywords: Environmental Protection; Project Evaluation; Environmental Sustainability; Projects; Finance; Decision Making; Financial Instruments; Nonprofit Organizations

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30 Jul 2013
First Look

First Look: July 30

Telecom and Chorus. Purchase this case: http://hbr.org/search/413081-PDF-ENG Harvard Business School Case 913-036 Massachusetts Financial Services (Abridged) This case describes the compensation and performance evaluations at an View Details

Keywords: Anna Secino