• September 2007
• Exercise

Values Concerning Inheritance Worksheet

By: John A. Davis

Outlines several questions that address core issues in planning for inheritance. Appropriate for all families, no matter what assets they have to pass to heirs. View Details

Keywords: Assets; Management Succession; Family Business; Family and Family Relationships; Planning; Value

Citation

Find at Harvard

Related

Davis, John A. "Values Concerning Inheritance Worksheet." Harvard Business School Exercise 808-071, September 2007.

• October 2007 (Revised November 2007)
• Case

Barclays Global Investors and Exchange Traded Funds

By: Luis M. Viceira and Alison Berkley Wagonfeld

Provides an overview of the Exchange Traded Funds (EFT) industry and highlights the leadership role that Barclays Global Investors (BGI) has played in this developing asset class. BGI launched its first ETFs under the iShares brand name in 2000, and by mid-2007 BGI was... View Details

Keywords: History; Venture Capital; Asset Management; Stocks; Investment Funds; Leading Change; Expansion; Competitive Strategy; Capital Markets; Global Strategy; Financial Strategy; Banking Industry; Financial Services Industry; Asia; Europe

Citation

Educators

Purchase

Related

Viceira, Luis M., and Alison Berkley Wagonfeld. "Barclays Global Investors and Exchange Traded Funds." Harvard Business School Case 208-033, October 2007. (Revised November 2007.)

Malcolm P. Baker

Malcolm Baker is the Robert G. Kirby Professor of Business Administration at the Harvard Business School, where he teaches the required course in finance and a short immersive program on investing in life sciences.

His research is in the... View Details

Keywords: asset management; asset management; asset management; asset management; asset management; asset management; asset management; asset management; asset management

• 22 Jul 2014
• Working Paper Summaries

Banks as Patient Fixed-Income Investors

Keywords: by Samuel G. Hanson, Andrei Shleifer, Jeremy C. Stein & Robert W. Vishny; Banking

• 27 Oct 2009
• Working Paper Summaries

Stock Price Fragility

Keywords: by Robin Greenwood & David Thesmar

• September 1998
• Case

Vanguard Group, Inc. (1998), The

By: Andre F. Perold

Since the beginning of 1997, Vanguard's assets under management have increased more than 60% from $240 billion to almost $400 billion, making it second in market share only to Fidelity. Vanguard views this success as another vindication of its low-cost strategy of... View Details

Keywords: Asset Management; Cost Management; Investment Funds; Product; Service Operations; Performance Expectations; Competition; Consolidation; Expansion; Internet; Financial Services Industry

Citation

Educators

Purchase

Related

Perold, Andre F. "Vanguard Group, Inc. (1998), The." Harvard Business School Case 299-002, September 1998.

Brian K. Baik

Brian Baik is an assistant professor in the Accounting and Management Unit at Harvard Business School. He teaches the Financial Reporting and Control course in the MBA required curriculum.

Professor Baik studies how information, financial reporting, and... View Details

Keywords: private equity (LBO funds); venture capital industry

• May 2005 (Revised May 2006)
• Background Note

Accounting for Asset-Backed Securitization

Introduces the basic concept of asset securitization and the accounting for these transactions. View Details

Keywords: Accounting; Investment

Citation

Educators

Purchase

Related

Miller, Gregory S., and Jacob Cohen. "Accounting for Asset-Backed Securitization." Harvard Business School Background Note 105-077, May 2005. (Revised May 2006.)

• January 2019 (Revised January 2022)
• Case

Chinese Infrastructure Investments in Sri Lanka: A Pearl or a Teardrop on the Belt and Road?

By: Meg Rithmire and Yihao Li

In 2015, a surprise presidential election result seemed to imperil Chinese investments in Sri Lanka, which were associated with China’s Belt and Road Initiative to build global infrastructure. In the previous decade, China had undertaken two major projects in the... View Details

Keywords: Belt And Road Initiative; Investment; Infrastructure; China; Sri Lanka

Citation

Educators

Purchase

Related

Rithmire, Meg, and Yihao Li. "Chinese Infrastructure Investments in Sri Lanka: A Pearl or a Teardrop on the Belt and Road?" Harvard Business School Case 719-046, January 2019. (Revised January 2022.)

• June 2012 (Revised August 2012)
• Case

MF Global: Where's the Money?

By: Clayton S. Rose, Pamela Chan and Raghav Chopra

When MF Global failed in October of 2011, it was discovered that $1.6 billion of segregated customer assets was missing. Safeguarding these assets was the firm's responsibility, and in the words of one SEC official, its "sacred obligation." What is known about the... View Details

Keywords: Financial Firms; Customer Obligations; Bankruptcy; Regulation; Financial Crisis; Brokerage; Asset Management; Ethics; Governing Rules, Regulations, and Reforms; Financial Management; Crisis Management; Insolvency and Bankruptcy; Financial Services Industry

Citation

Educators

Purchase

Related

Rose, Clayton S., Pamela Chan, and Raghav Chopra. "MF Global: Where's the Money?" Harvard Business School Case 312-106, June 2012. (Revised August 2012.)

• 04 Oct 2022
• Cold Call Podcast

Cold Call: Corporate Governance and Growth Strategy at Capital SAFI

Keywords: Re: V.G. Narayanan; Financial Services

• 1987
• Working Paper

Tests of Excess Forecast Volatility in the Foreign Exchange and Stock Markets

By: K. A. Froot

Simple regression tests that have power against the alternatives that asset prices and expected future asset returns are excessively volatile are developed and performed for the foreign exchange and stock markets. These tests have a number of advantages over... View Details

Keywords: Risk Aversion; Risk; International Investing; International Finance; Risk and Uncertainty; Asset Pricing; Financial Markets; Investment; Behavioral Finance; Volatility

Citation

Related

Froot, K. A. "Tests of Excess Forecast Volatility in the Foreign Exchange and Stock Markets." NBER Working Paper Series, No. 2362, August 1987.

• 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

• March 27, 2017
• Article

How the Water Industry Learned to Embrace Data

By: Frank V. Cespedes and Amir Peleg

Most current talk about “big data” seems to assume the disintermediation or replacement of physical assets by digital technologies. But a bigger and more impactful trend is the use of online tools to improve physical asset utilization in many traditional off-line... View Details

Keywords: Information Technology; Analytics and Data Science; Organizational Change and Adaptation; Utilities Industry

Citation

Register to Read

Related

Cespedes, Frank V., and Amir Peleg. "How the Water Industry Learned to Embrace Data." Harvard Business Review (website) (March 27, 2017).

• 2012
• Chapter

Is Private Equity in Emerging Markets Coming of Age?: Evidence of the Mexican Private Equity Market

By: Roberto Charvel and Darek Klonowski

This chapters reviews the potential of the private equity and alternative assets industry in Mexico. View Details

Keywords: Private Equity; Emerging Markets; Latin America; Mexico; Entrepreneurial Finance; Business Ventures; Economics; Finance; Market Design; Financial Services Industry; Latin America; Mexico

Citation

Related

Charvel, Roberto, and Darek Klonowski. "Is Private Equity in Emerging Markets Coming of Age? Evidence of the Mexican Private Equity Market." Chap. 22 in Private Equity in Emerging Markets: The New Frontiers of International Markets, edited by Darek Klonowski. Palgrave Macmillan, 2012.