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  • All HBS Web  (2,162)
    • People  (1)
    • News  (376)
    • Research  (1,538)
    • Events  (4)
    • Multimedia  (3)
  • Faculty Publications  (792)
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  • 01 Mar 2023
  • News

Step Change

joined venture capital firm 500 Global as partner in its newly opened offices in a renovated factory near Cairo University. Founded in Silicon Valley in 2010, with $2.8 billion in assets under management,... View Details
Keywords: Julia Hanna; photographed by Abdelrahman Gabr – Koree; entrepreneurship; women; venture capital; Egypt; developing economies; Finance
  • February 2011
  • Article

Dividend Taxes and International Portfolio Choice

By: Mihir Desai and Dhammika Dharmapala
This paper investigates how dividend taxes influence portfolio choices, using the response to the distinctive treatment of a subset of foreign dividends in the Jobs and Growth Tax Relief Reconciliation Act (JGTRRA) of 2003. An open-economy after-tax capital asset... View Details
Keywords: Dividends; Portfolio Choice; Taxes; Tax Treaties; Foreign Portfolio Investment; Taxation; Lawfulness; Economy; Price; Equity; Stocks; Investment Portfolio; Opportunities; Behavior; United States
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Desai, Mihir, and Dhammika Dharmapala. "Dividend Taxes and International Portfolio Choice." Review of Economics and Statistics 93, no. 1 (February 2011): 266–284.
  • February 2013 (Revised June 2017)
  • Case

Project Sun Devil and Project Paris

By: Nori Gerardo Lietz
Tony Lee is preparing to present a project to the investment committee of Howard Street Capital. He will be recommending an investment in Project Sun Devil, a high-quality 225-unit student housing rental property near Tempe, Arizona. Tony Lee will compete for capital... View Details
Keywords: General Management; Financial Analysis; Return On Assets; Accounting; Performance Measurement; Financial Ratios; Return On Equity; Financial Statements; Profitability Analysis; Portfolio Investment; Portfolio Management; Real Estate; Property; Investment Portfolio; Investment Return; Real Estate Industry; United States
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Lietz, Nori Gerardo. "Project Sun Devil and Project Paris." Harvard Business School Case 213-078, February 2013. (Revised June 2017.)
  • Working Paper Summaries

How do Private Equity Fees Vary Across Public Pensions?

Keywords: by Juliane Begenau and Emil Siriwardane; Financial Services

    Philippe van der Beck

    Philippe van der Beck is an Assistant Professor in the Finance Unit at Harvard Business School. He teaches the Finance I course in the MBA required curriculum. Philippe’s research interests are in empirical asset pricing, sustainable finance, and structural estimation.... View Details
    • 2025
    • Working Paper

    Rethinking Volume

    By: Philippe van der Beck, Lorenzo Bretscher and Zhiyu Julie Fu
    Gross trading volumes in financial markets are large and far exceed return volatility. In contrast, “net volume”—trading from persistent portfolio reallocations—is substantially lower, as it excludes transitory round-trip trades. This observation reveals a fundamental... View Details
    Keywords: Financial Markets; Investment Return; Asset Pricing; Volatility
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    van der Beck, Philippe, Lorenzo Bretscher, and Zhiyu Julie Fu. "Rethinking Volume." Harvard Business School Working Paper, No. 26-003, July 2025.
    • April 2017 (Revised November 2017)
    • Case

    BlackRock (B): Acquire MLIM? (with video links)

    By: Ranjay Gulati, Jan W. Rivkin, Stuart C. Gilson and Aldo Sesia
    In early 2006, BlackRock, Inc. is considering acquiring Merrill Lynch’s asset management business. The asset management industry was in a state of transition. In the prior year, more than 130 mergers and acquisitions had taken place. The proposed deal between BlackRock... View Details
    Keywords: Strategy; Competition; Information Technology; Asset Management; Mergers and Acquisitions; Decision Choices and Conditions; United States
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    Gulati, Ranjay, Jan W. Rivkin, Stuart C. Gilson, and Aldo Sesia. "BlackRock (B): Acquire MLIM? (with video links)." Harvard Business School Multimedia/Video Case 717-485, April 2017. (Revised November 2017.)
    • September 2009 (Revised June 2011)
    • Supplement

    Citigroup's Exchange Offer (B)

    By: Robin Greenwood and James Quinn
    Citigroup faced considerable distress in early 2009. In late 2008, the bank had accepted $45 billion in preferred equity from the United States government via the Troubled Assets Relief Program (TARP). Yet, the stock had continued to slide in early 2009. In late... View Details
    Keywords: Financial Instruments; Financial Services Industry
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    Greenwood, Robin, and James Quinn. "Citigroup's Exchange Offer (B)." Harvard Business School Supplement 210-004, September 2009. (Revised June 2011.)
    • 07 Jul 2020
    • Working Paper Summaries

    Predictable Financial Crises

    Keywords: by Robin Greenwood, Samuel G. Hanson, Andrei Shleifer, and Jakob Ahm Sørensen
    • September 2009 (Revised June 2011)
    • Supplement

    Citigroup's Exchange Offer (C)

    By: Robin Greenwood and James Quinn
    Citigroup faced considerable distress in early 2009. In late 2008, the bank had accepted $45 billion in preferred equity from the United States government via the Troubled Assets Relief Program (TARP). Yet, the stock had continued to slide in early 2009. In late... View Details
    Keywords: Financial Instruments; Financial Services Industry
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    Greenwood, Robin, and James Quinn. "Citigroup's Exchange Offer (C)." Harvard Business School Supplement 210-015, September 2009. (Revised June 2011.)

      Samuel G. Hanson

      Samuel G. Hanson is the William L. White Professor of Business Administration at Harvard Business School, a Research Associate at the National Bureau of Economic Research, and a Faculty Affiliate of the Harvard Economics department. He teaches Finance 1... View Details

      Keywords: asset management; asset management; asset management; asset management; asset management; asset management
      • Research Summary

      Rare Consumption Disasters

      By: Emil N. Siriwardane

      Another defining feature of financial crises is consumption disasters, or large drops in aggregate consumption. Rather than taking the standard approach of seeking implications of such rare disasters for asset pricing in consumption data, Professor Siriwardane asks... View Details

      • Research Summary

      Overview

      By: Emil N. Siriwardane
      In his research, Professor Siriwardane seeks to develop a quantitative understanding of how the financial sector affects asset prices and macroeconomic stability, particularly relevant in the wake of the financial crisis of the last decade. View Details
      • 15 Jul 2020
      • News

      Predictable financial crises

      • September 2016 (Revised August 2018)
      • Case

      State Street—The Development and Growth of SHE

      By: Vikram Gandhi
      State Street Global Advisors was the investment arm of State Street Corporation, one of the largest custodians and asset managers in the world with over $2.3 trillion in assets under management. Inspired by demand from a large pension fund client for better gender... View Details
      Keywords: ETF; Asset Management; Financial Services Industry
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      Gandhi, Vikram. "State Street—The Development and Growth of SHE." Harvard Business School Case 317-040, September 2016. (Revised August 2018.)
      • August 2018
      • Article

      Extrapolation and Bubbles

      By: Nicholas Barberis, Robin Greenwood, Lawrence Jin and Andrei Shleifer
      We present an extrapolative model of bubbles. In the model, many investors form their demand for a risky asset by weighing two signals: an average of the asset’s past price changes and the asset’s degree of overvaluation. The two signals are in conflict, and investors... View Details
      Keywords: Bubble; Extrapolation; Volume; Price Bubble; Mathematical Methods
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      Barberis, Nicholas, Robin Greenwood, Lawrence Jin, and Andrei Shleifer. "Extrapolation and Bubbles." Journal of Financial Economics 129, no. 2 (August 2018): 203–227.
      • 2015
      • Working Paper

      What Do Private Equity Firms Say They Do?

      By: Paul A. Gompers, Steven N. Kaplan and Vladimir Mukharlyamov
      We survey 79 private equity investors with combined assets under management (AUM) of over $750 billion about their practices in firm valuation, capital structure, governance, and value creation. Investors rely primarily on internal rate of return (IRR) and multiples to... View Details
      Keywords: Governance; Value Creation; Private Equity; Capital Structure; Valuation; Management Practices and Processes
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      Gompers, Paul A., Steven N. Kaplan, and Vladimir Mukharlyamov. "What Do Private Equity Firms Say They Do?" Harvard Business School Working Paper, No. 15-081, April 2015.
      • September 2021
      • Article

      Diagnostic Bubbles

      By: Pedro Bordalo, Nicola Gennaioli, Spencer Yongwook Kwon and Andrei Shleifer
      We introduce diagnostic expectations into a standard setting of price formation in which investors learn about the fundamental value of an asset and trade it. We study the interaction of diagnostic expectations with two well-known mechanisms: learning from prices and... View Details
      Keywords: Bubble; Speculation; Diagnostic Expectations; Price Bubble; Mathematical Methods
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      Bordalo, Pedro, Nicola Gennaioli, Spencer Yongwook Kwon, and Andrei Shleifer. "Diagnostic Bubbles." Journal of Financial Economics 141, no. 3 (September 2021).
      • 2018
      • Working Paper

      Diagnostic Bubbles

      By: Pedro Bordalo, Nicola Gennaioli, Spencer Yongwook Kwon and Andrei Shleifer
      We introduce diagnostic expectations into a standard setting of price formation in which investors learn about the fundamental value of an asset and trade it. We study the interaction of diagnostic expectations with two well-known mechanisms: learning from prices and... View Details
      Keywords: Bubbles; Price Bubble; Mathematical Methods
      Citation
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      Bordalo, Pedro, Nicola Gennaioli, Spencer Yongwook Kwon, and Andrei Shleifer. "Diagnostic Bubbles." NBER Working Paper Series, No. 25399, December 2018.
      • November–December 1994
      • Article

      A Framework for Risk Management

      By: K. Froot, David S. Scharfstein and J. Stein
      Keywords: Catastrophe Risk; Cost Of Capital; Banking And Insurance; Hedging; Banking; Decision Choice And Uncertainty; Framework; Risk Management; Corporate Finance; Asset Pricing; Financial Markets; Insurance; Policy; Natural Disasters; Insurance Industry
      Citation
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      Froot, K., David S. Scharfstein, and J. Stein. "A Framework for Risk Management." Harvard Business Review 72, no. 6 (November–December 1994): 59–71. (Revised from "Developing a Risk Management Strategy," Harvard Business School Working Paper No. 95-021. Reprinted in Bank of America Journal of Applied Corporate Finance 7, no. 3 (fall 1994): 22-33; Marsh & McLennan Companies' Viewpoint 24 (spring 1995): 21-37; and in Corporate Risk: Strategies and Management, edited by Greg Brown and Don Chew, London: Risk Books, December 1999.)
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