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Article

Reaching for Yield in the Bond Market

By: Bo Becker and Victoria Ivashina

Reaching for yield—the propensity to buy riskier assets in order to achieve higher yields—is believed to be an important factor contributing to the credit cycle. This paper analyzes this phenomenon in the corporate bond market. Specifically, we show evidence for... View Details

Keywords: Fixed Income; Reaching For Yield; Financial Intermediation; Insurance Companies; Insurance; Assets; Bonds; Investment Return; Investment Portfolio; Risk Management; Insurance Industry

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October 2013
Article

Corporate Venturing

By: Josh Lerner

For decades, large companies have been wary of corporate venturing. But as R&D organizations face pressure to rein in costs and produce results, companies are investing in promising start-ups to gain knowledge and agility. The logic of corporate venturing is... View Details

Keywords: Venture Capital; Knowledge Acquisition; Corporate Strategy; Research and Development; Business Startups; Innovation and Invention

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23 Jan 2013
Working Paper Summaries

Cost of Capital Dynamics Implied by Firm Fundamentals

Keywords: by Matthew Lyle & Charles C.Y. Wang

Forthcoming
Article

Are ESG Improvements Recognized? Perspectives from the Public Sentiments

By: Shaolong Wu

While Environment, Social, and Governance (ESG) increasingly guides investment management and corporate agendas nowadays, public reactions to firms' ESG performance remain under-studied. This paper fills this gap by investigating whether the public picks up firms' ESG... View Details

Keywords: Corporate Social Responsibility and Impact; Public Opinion; Environmental Sustainability; Corporate Governance; Investment

September 2011 (Revised July 2012)
Case

Khosla Ventures: Biofuels Gain Liquidity

By: Joseph B. Lassiter III, William A. Sahlman, Alison Berkley Wagonfeld and Evan Richardson

Samir Kaul, a Partner at Khosla Ventures, looked out his office window. It was late June, 2011, and like almost every day in Menlo Park, the sun was shining. Kaul was reflecting on what had been a very positive 10 months in the venture capital business. Over that span,... View Details

Keywords: Venture Capital; Financial Strategy; Business or Company Management; Partners and Partnerships; Product Development; Investment Portfolio; Financial Services Industry

September 2008 (Revised September 2010)
Case

Ithmar Capital

By: Josh Lerner and Ann Leamon

The founders of Ithmar Capital, a mid-market private equity fund targeting businesses in and addressing the Gulf Co-operation Council countries, are about to raise their third fund, targeting $1 billion. The firm's current strategy as demonstrated in Funds I ($70... View Details

Keywords: Private Equity; Financial Management; Investment Funds; Investment Portfolio; Financial Services Industry

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May 2006 (Revised June 2006)
Case

Codon Devices

By: Joseph B. Lassiter III and David Kiron

In December 2005, 40-year-old John Danner was about to make his first presentation to the board of directors of Codon Devices, a one-year-old biotechnology start-up based in Cambridge, Massachusetts. After a month as the company's CEO, Danner was prepared to lay out... View Details

Keywords: Strategic Planning; Venture Capital; Intellectual Property; Governing and Advisory Boards; Genetics; Competitive Advantage; Science-Based Business; Business Startups; Growth and Development Strategy; Biotechnology Industry; Cambridge

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30 Jul 2008
Op-Ed

Why the U.S. Should Encourage FDI

as a portfolio investor. In the absence of a unique capability that is a source of value-added expertise on some dimension, making money on direct investing is very difficult. In a relatively unfettered... View Details

Keywords: by Mihir A. Desai

October 1997 (Revised March 1998)
Case

Komatsu Ltd.: Project G's Globalization

By: Christopher A. Bartlett

This case describes the major strategic and organizational transformation at Komatsu aimed at changing it from a Japan-based producer of construction equipment to a truly global company with the ability to leverage its groupwide portfolio of resources and capabilities... View Details

Keywords: Change Management; Construction; Asset Pricing; Investment Portfolio; Global Strategy; Leadership; Resource Allocation; Risk Management; Expansion; Manufacturing Industry; Japan

2021
Working Paper

Once Bitten, Twice Shy: Learning from Corporate Fraud and Corporate Governance Spillovers

By: Trung Nguyen

This paper finds that investors learn from their experience with corporate fraud and financial misconduct and modify their investment behavior to avoid suspicious firms and increase corporate governance efforts. More specially, mutual funds that experienced corporate... View Details

Keywords: Institutional Investors; Investor Experience; Shareholder Voting; Corporate Fraud; Corporate Governance; Institutional Investing; Behavior; Change; Learning

August 2011 (Revised October 2011)
Case

PureTech Ventures in 2011

By: Andrei Hagiu, Cesar Castro and Sarah Murphy

In early May 2011, Daphne Zohar, founder and managing partner of PureTech Ventures, a life science venture creation company in Boston, MA, was reviewing a term sheet she had just received from a venture capital (VC) firm for one of PureTech's portfolio companies. The... View Details

Keywords: Business Ventures; Business Startups; Venture Capital; Investment; Innovation and Invention; Negotiation; Partners and Partnerships; Science-Based Business; Opportunities; Boston

September 2011 (Revised March 2012)
Case

KKR: Leveraging Sustainability

The case describes KKR's Green Portfolio Program, one of the firm's environmental initiatives, which has achieved $160 million in cost savings. While pleased with its progress in achieving greater energy efficiency and reduced carbon emissions, the firm is looking for... View Details

Keywords: Private Equity; Investment Portfolio; Energy Conservation; Cost Management; Supply Chain Management; Risk Management; Social Enterprise; Growth and Development; Performance Efficiency; Financial Services Industry

2014
Working Paper

Private Equity's Diversification Illusion: Economic Comovement and Fair Value Reporting

By: Kyle Travis Welch

This study examines how accounting has informed private equity diversification claims and demand for private equity investments. Despite research showing private equity lacks portfolio diversification benefits, those marketing private equity assets continue to... View Details

August 2005 (Revised April 2014)
Teaching Note

Innocents Abroad: Currencies and International Stock Returns

By: Mihir A. Desai, Kathleen Luchs, Elizabeth A. Meyer and Mark Veblen

What do international stocks contribute to the portfolio of a U.S. investor? How do currencies interact with stock price movements in determining the benefits of international diversification? This case helps students compare the risks and returns of foreign stock... View Details

September 2008
Article

Firm Heterogeneity and Credit Risk Diversification

By: Samuel G. Hanson, M. Hashem Pesaran and Til Schuermann

This paper examines the impact of neglected heterogeneity on credit risk. We show that neglecting heterogeneity in firm returns and/or default thresholds leads to under estimation of expected losses (EL), and its effect on portfolio risk is ambiguous. Once EL is... View Details

Keywords: Volatility; Credit; Investment Return; Outcome or Result; Risk and Uncertainty; Loss; Diversification; Complexity; United States

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December 2024
Case

AC Milan

By: Anita Elberse

In April 2024, Giorgio Furlani is nearing the end of his first full season as chief executive officer of Italian soccer club AC Milan. A Harvard Business School Class of 2007 graduate with a finance background, Furlani was appointed by RedBird Capital Partners’ founder... View Details

Keywords: Sports; Soccer; Football; Entertainment; Media; Talent Management; Superstars; Marketing; Strategy; General Management

December 2020
Article

Sovereign Debt Portfolios, Bond Risks, and the Credibility of Monetary Policy

By: Wenxin Du, Carolin Pflueger and Jesse Schreger

We document that governments whose local currency debt provides them with greater hedging benefits actually borrow more in foreign currency. We introduce two features into a government's debt portfolio choice problem to explain this finding: risk-averse lenders and... View Details

Keywords: Investment Portfolio; Currency; Policy; Risk and Uncertainty

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29 Oct 2018
Working Paper Summaries

Public Sentiment and the Price of Corporate Sustainability

Keywords: by George Serafeim

August 2021
Article

Don't Take Their Word for It: The Misclassification of Bond Mutual Funds

By: Huaizhi Chen, Lauren Cohen and Umit Gurun

We provide evidence that bond fund managers misclassify their holdings, and that these misclassifications have a real and significant impact on investor capital flows. In particular, many funds report more investment grade assets than are actually held in their... View Details

Keywords: Mutual Funds; Economics; Finance; Measurement and Metrics; Risk and Uncertainty; Financial Services Industry

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November 1999
Case

Long-Term Capital Management, L.P. (C)

By: Andre F. Perold

Long-Term Capital Management, L.P. (LTCM) was in the business of engaging in trading strategies to exploit market pricing discrepancies. Because the firm employed strategies designed to make money over long horizons--from six months to two years or more--it adopted a... View Details

Keywords: Fluctuation; Capital; Financial Liquidity; Financing and Loans; Investment Funds; Investment Portfolio; Corporate Governance; Governing Rules, Regulations, and Reforms; Management; Risk Management; Markets; Motivation and Incentives; Financial Services Industry

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