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Show Results For
- All HBS Web
(5,921)
- People (19)
- News (1,259)
- Research (3,339)
- Events (6)
- Multimedia (19)
- Faculty Publications (2,154)
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- March 2009 (Revised April 2011)
- Course Overview Note
Growing, Financing, and Managing Family and Closely Held Firms: Overview of the Course
By: Belen Villalonga
Most companies around the world are controlled by their founding families, including more than half of all public corporations in the U.S. and Europe and more than two thirds of those in Asia. These companies are the subject of the Financial Management of Family and... View Details
Keywords: Family Business; Financial Management; Corporate Governance; Governing and Advisory Boards; Family Ownership; Business and Stakeholder Relations; Valuation
Villalonga, Belen. "Growing, Financing, and Managing Family and Closely Held Firms: Overview of the Course". Harvard Business School Course Overview Note 209-137, March 2009. (Revised April 2011.)
- 1980
- Book
Tax and Investment Policies for Hard Minerals: Public and Multinational Enterprises in Indonesia
By: Malcolm Gillis, Ralph Beals, Glenn Jenkins, L. T. Wells Jr. and Ulrich Peterson
Keywords: Taxation; Investment; Policy; Metals and Minerals; Multinational Firms and Management; Indonesia
Gillis, Malcolm, Ralph Beals, Glenn Jenkins, L. T. Wells Jr., and Ulrich Peterson. Tax and Investment Policies for Hard Minerals: Public and Multinational Enterprises in Indonesia. MA: Ballinger Publishing Company, 1980. (Wells wrote chapter 20.)
- 30 Mar 2015
- Research & Ideas
Managing the Family Business: Preparing to Sell
the family business. The portrait of the business would also typically represent more than 90 percent of the owners' wealth. “If this transition is not managed well, the family has a higher risk of losing its wealth through bad View Details
- 2022
- Working Paper
Why Do Index Funds Have Market Power? Quantifying Frictions in the Index Fund Market
By: Zach Y. Brown, Mark Egan, Jihye Jeon, Chuqing Jin and Alex A. Wu
Index funds are one of the most common ways investors access financial markets and are perceived to be a transparent and low-cost alternative to active investment management. Despite these purported virtues of index fund investing and the introduction of new products... View Details
Keywords: Mutual Funds; Passive Investing; Asset Management; Financial Markets; Investment Funds; Financial Management; Financial Services Industry; United States
Brown, Zach Y., Mark Egan, Jihye Jeon, Chuqing Jin, and Alex A. Wu. "Why Do Index Funds Have Market Power? Quantifying Frictions in the Index Fund Market." Harvard Business School Working Paper, No. 24-019, October 2023. (NBER Working Paper Series, No. 31778, October 2023.)
- 2009
- Working Paper
Watch What I Do, Not What I Say: The Unintended Consequences of the Homeland Investment Act
By: Dhammika Dharmapala, C. Fritz Foley and Kristin J. Forbes
This paper analyzes the impact on firm behavior of the Homeland Investment Act of 2004, which provided a one-time tax holiday for the repatriation of foreign earnings by U.S. multinationals. The analysis controls for endogeneity and omitted variable bias by using... View Details
Keywords: Investment; Multinational Firms and Management; Government Legislation; Taxation; Business and Shareholder Relations; Behavior; United States
Dharmapala, Dhammika, C. Fritz Foley, and Kristin J. Forbes. "Watch What I Do, Not What I Say: The Unintended Consequences of the Homeland Investment Act." NBER Working Paper Series, No. 15023, June 2009.
- January 2002 (Revised February 2002)
- Case
Postgirot Bank and Provment AB: Managing the Cost of IT Operations
By: F. Warren McFarlan and Nancy Bartlett
Describes a specific approach for measuring the efficiency of the groups of computers inside an organization and suggests ways this tool may be used to reduce the company's computing investment while maintaining service. It is a software-enabled industrial engineering... View Details
Keywords: Cost Management; Investment; Management Analysis, Tools, and Techniques; Management Style; Information Technology; Applications and Software
McFarlan, F. Warren, and Nancy Bartlett. "Postgirot Bank and Provment AB: Managing the Cost of IT Operations." Harvard Business School Case 302-061, January 2002. (Revised February 2002.)
- February 2018 (Revised December 2019)
- Case
The Tax Man: Taxes in Private Equity Real Estate
By: Nori Gerardo Lietz, Timothy J. Becker, Ricardo Andrade and Sayiddah F. McCree
In January 2018, Caelan Langan, an associate at KSW Partners LLC (“KSW”), was asked by Katherine Scott, the partner for whom he worked, to recommend a proposed structure to acquire a prominent office building in San Francisco for their most recent fund. Caelan was... View Details
Keywords: Real Estate; Alternative Investment Structures; Property; Acquisition; Private Equity; Investment; Management; Taxation; Policy
Lietz, Nori Gerardo, Timothy J. Becker, Ricardo Andrade, and Sayiddah F. McCree. "The Tax Man: Taxes in Private Equity Real Estate." Harvard Business School Case 218-077, February 2018. (Revised December 2019.)
- March 2016 (Revised November 2020)
- Case
Tableau
By: Boris Vallee
Matrix Capital Management, a long-short equity hedge fund based in Waltham, Massachusetts, is assessing its investment in Tableau, a data visualization company. Tableau, which conducted an IPO a few years ago, has been experiencing substantial growth as it aims at... View Details
Keywords: Hedge Fund; Long-short Equity; Growth Investing; Growth and Development Strategy; Investment; Valuation; Technology; Technology Industry; Waltham
Vallee, Boris. "Tableau." Harvard Business School Case 216-045, March 2016. (Revised November 2020.)
- Spring 2014
- Article
Attracting Long-Term Investors Through Integrated Thinking and Reporting: A Clinical Study of a Biopharmaceutical Company
By: Andrew Knauer and George Serafeim
Faced with a large percentage of investors that chase short-term returns, companies could benefit by attracting investors with longer-term horizons and incentives that are more consistent with the long-term strategy of the company. The managers of most companies take... View Details
Keywords: Investing; Asset Management; Long-term Investing; Short-termism; Sustainability; Integrated Reporting; Leadership & Corporate Accountability; Pharmaceuticals; Leadership; Integrated Corporate Reporting; Investment; Business and Stakeholder Relations; Corporate Finance; Biotechnology Industry; Pharmaceutical Industry
Knauer, Andrew, and George Serafeim. "Attracting Long-Term Investors Through Integrated Thinking and Reporting: A Clinical Study of a Biopharmaceutical Company." Journal of Applied Corporate Finance 26, no. 2 (Spring 2014): 57–64.
- July 2015
- Exercise
An Activist Approach: Confidential Role Assignment for Castle Rock Management
By: Guhan Subramanian and Kait Szydlowski
A three party, multiple-issue negotiation exercise dealing with a potential merger between two leading department stores, called for by an activist investor hedge fund in a letter to both companies. Company management will now attempt to navigate next moves, which are... View Details
Keywords: Negotiation; Activist Investors; Takeover Defense; Negotiation Types; Mergers and Acquisitions; Corporate Governance; Investment Activism; Retail Industry
Subramanian, Guhan, and Kait Szydlowski. "An Activist Approach: Confidential Role Assignment for Castle Rock Management." Harvard Business School Exercise 916-012, July 2015.
- 2011
- Other Teaching and Training Material
The Fund Industry: How Your Money Is Managed
By: Robert C. Pozen
This is the teaching manual for the third edition of the fund industry: how your money is managed. It contains review and discussion questions and answers for every chapter. It also contains business-school quality cases for most chapters, including assignment... View Details
- August 2020 (Revised December 2020)
- Case
Satrix: Competing in the Passive Asset Management Industry in South Africa
By: Mark Egan, Pippa Tubman Armerding and Dilyana Karadzhova Botha
In late 2017, Satrix, one of the largest passive asset management firms in South Africa and a pioneer in the industry since 2000, had to decide its strategy going forward in a market where passive asset management had become increasingly commoditized and... View Details
Keywords: Asset Management; Investment Funds; Competition; Competitive Strategy; Financial Services Industry; South Africa; Africa
Egan, Mark, Pippa Tubman Armerding, and Dilyana Karadzhova Botha. "Satrix: Competing in the Passive Asset Management Industry in South Africa." Harvard Business School Case 221-020, August 2020. (Revised December 2020.)
- January 2020
- Teaching Note
PROOF: Pro Rata Opportunity Fund
By: Josh Lerner, Shai Bernstein and Terrence Shu
This is a teaching note meant to accompany "PROOF: Pro Rata Opportunity Fund," HBS Case No. 820-030. View Details
- 27 Sep 2006
- Working Paper Summaries
How Does Foreign Direct Investment Promote Economic Growth? Exploring the Effects of Financial Markets on Linkages
- April 1999
- Teaching Note
Dimensions of Technology Strategy: Managing Innovation: Overview Teaching Note for Module 5
By: Clayton M. Christensen
Provides instructors with an overview teaching note for the technology strategy module of the course. The cases in the module give students insights about several issues in technology strategy. These include: 1) Whether to be a technological leader or follower; 2)... View Details
- Fourth Quarter 2007
- Article
Contingent Claims Approach to Measuring and Managing Sovereign Credit Risk
By: Dale . F. Gray, Robert C. Merton and Zvi Bodie
This paper proposes a new approach to measure, analyze, and manage sovereign risk based on the theory and practice of modern contingent claims analysis (CCA). The paper provides a new framework for adapting the CCA model to the sovereign balance sheet in a way that can... View Details
Keywords: Credit; Investment; Sovereign Finance; Risk Management; Emerging Markets; Market Transactions; Mathematical Methods; Valuation
Gray, Dale . F., Robert C. Merton, and Zvi Bodie. "Contingent Claims Approach to Measuring and Managing Sovereign Credit Risk." Special Issue on Credit Analysis. Journal of Investment Management 5, no. 4 (Fourth Quarter 2007): 5–28.
- June 2022
- Case
PFA Pensions: The Climate Plus Product
By: Daniel Green, Victoria Ivashina and Alys Ferragamo
The case explores whether alternative investments play a unique role in achieving low carbon dioxide emissions at the portfolio level. This case is set in April of 2020 and follows Kasper Ahrndt Lorenzen, Chief Investment Officer, and Peter Tind Larsen, Head of... View Details
Keywords: Carbon Emissions; Carbon Footprint; Alternative Assets; Alternative Investment Vehicles; Pension Fund Investing; Private Equity; Renewable Energy; Investment Portfolio; Corporate Social Responsibility and Impact; Environmental Sustainability; Denmark
Green, Daniel, Victoria Ivashina, and Alys Ferragamo. "PFA Pensions: The Climate Plus Product." Harvard Business School Case 222-088, June 2022.
- January–February 2020
- Article
Are You Undervaluing Your Customers?: It’s Time to Start Measuring and Managing Their Worth
By: Rob Markey
Leaders recognize that they should manage their businesses to maximize the value of the customer base. But too often, earnings pressures result in cost-cutting measures that hurt customers.
Loyalty-leading companies operate differently. They create systems for... View Details
Keywords: Customer Experience; Customer Value; Customer Centric Initiative; Customer Focused Organization; Customer Lifetime Value; Customer Focus and Relationships; Customer Value and Value Chain; Operations; Business Strategy
Markey, Rob. "Are You Undervaluing Your Customers? It’s Time to Start Measuring and Managing Their Worth." Harvard Business Review 98, no. 1 (January–February 2020): 42–50.
- 2021
- Article
Decarbonizing Everything
By: Alex Cheema-Fox, Bridget LaPerla, George Serafeim, David Turkington and Hui (Stacie) Wang
We analyze how the use of different climate risk measures leads to different portfolio carbon outcomes and risk-adjusted returns. Our findings are synthesized in a rules-based investment framework, which selects a different type of climate metric across industries and... View Details
Keywords: Climate Risk; ESG; ESG (Environmental, Social, Governance) Performance; ESG Disclosure; ESG Disclosure Metrics; ESG Ratings; Investing; Investing For Impact; Investment Strategy; Environment; Decarbonization; Climate Change; Environmental Sustainability; Environmental Management; Environmental Accounting; Investment; Strategy; Investment Portfolio; Investment Return
Cheema-Fox, Alex, Bridget LaPerla, George Serafeim, David Turkington, and Hui (Stacie) Wang. "Decarbonizing Everything." Financial Analysts Journal 77, no. 3 (2021): 93–108.
- 24 Jul 2018
- Op-Ed
4 Ways Managers Can Exercise Their 'Agency' to Change the World
they feel a lack of “agency,” a sense that only the highest rank of management can effect positive social change from within a business. Ironically, an increasing number of C-suite executives, including former Starbucks CEO Howard... View Details
Keywords: by George Serafeim