Filter Results:
(1,615)
Show Results For
- All HBS Web
(3,085)
- People (15)
- News (874)
- Research (1,615)
- Events (3)
- Multimedia (10)
- Faculty Publications (934)
Show Results For
- All HBS Web
(3,085)
- People (15)
- News (874)
- Research (1,615)
- Events (3)
- Multimedia (10)
- Faculty Publications (934)
Sort by
- 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
Chen, Huaizhi, Lauren Cohen, and Umit Gurun. "Don't Take Their Word for It: The Misclassification of Bond Mutual Funds." Journal of Finance 76, no. 4 (August 2021): 1699–1730. (Winner of the Best Paper Prize at the University of Cambridge Consortium on Asset Management, 2020; Winner of the Financial Management Association Best Paper Prize in Quantitative Investments, 2020.)
- 2008
- Chapter
Life-Cycle Funds
By: Luis M. Viceira
The U.S. retirement system has experienced a substantial transformation in recent years. It has evolved from a system in which employees relied mainly on Social Security and professionally managed defined benefit (DB) pension plans sponsored by their employers to... View Details
Viceira, Luis M. "Life-Cycle Funds." Chap. 5 in Overcoming the Saving Slump: How to Increase the Effectiveness of Financial Education and Saving Programs, edited by Annamaria Lusardi. University of Chicago Press, 2008.
- August 2021
- Case
Andreessen Horowitz’s Cultural Leadership Fund (A)
By: Anita Elberse, Briana Richardson and Cydni Williams
In May 2020, Chris Lyons, a partner at leading venture capital firm Andreessen Horowitz receives the news that his company has reached a verbal agreement with one of Silicon Valley’s hottest social-media startups to lead its ‘Series A’ funding round, in a deal that... View Details
Keywords: Entertainment; Talent Management; General Management; Inclusion; Talent and Talent Management; Diversity; Venture Capital; Entrepreneurship; Networks; Nonprofit Organizations
Elberse, Anita, Briana Richardson, and Cydni Williams. "Andreessen Horowitz’s Cultural Leadership Fund (A)." Harvard Business School Case 522-020, August 2021.
- 2008
- Chapter
A New Generation of Pension Fund Management
By: Robert C. Merton
In talking about pension plans at this point in American economic and corporate history, we need to discuss three linked issues: the defined-benefit (DB) corporate plans that worked for our parents; the defined-contribution (DC) plans we're getting today because... View Details
- June 2022
- Teaching Plan
GreenLight Fund
By: Brian Trelstad and Mel Martin
Teaching Note for HBS Case No. 320-053. As Tara Noland, the Executive Director (ED) of GreenLight Cincinnati, reflected on her first few years on the job. Noland had delivered on what she had been hired to do in the city: work with leading philanthropists and nonprofit... View Details
- March 2014 (Revised February 2015)
- Case
Loki Capital Management
By: Joseph B. Fuller, Shikhar Ghosh and Matthew Preble
In December 2013, Michael Kane was preparing to launch his start-up's first hedge fund. While pleased with the development of the business, he wanted to address a few lingering issues before going any further. He debated whether or not to fire the company's chief... View Details
- March 2020 (Revised June 2022)
- Case
GreenLight Fund
By: Brian Trelstad, Julia Kelley and Mel Martin
As Tara Noland, the Executive Director (ED) of GreenLight Cincinnati, reflected on her first few years on the job. Noland had delivered on what she had been hired to do in the city: work with leading philanthropists and nonprofit executives to use data and evidence to... View Details
Keywords: Philanthropy; Venture Philanthropy; Replication; Philanthropy and Charitable Giving; Venture Capital; Social Issues; Decision Making; Analytics and Data Science; Cincinnati
Trelstad, Brian, Julia Kelley, and Mel Martin. "GreenLight Fund." Harvard Business School Case 320-053, March 2020. (Revised June 2022.)
- 2003
- Working Paper
Judging Fund Managers by the Company They Keep
By: Randolph Cohen, Joshua Coval and Luboš Pástor
Cohen, Randolph, Joshua Coval, and Lubo Pástor. "Judging Fund Managers by the Company They Keep." Harvard Business School Working Paper, No. 04-023, November 2003.
- June 2005
- Article
Judging Fund Managers by the Company They Keep
By: Randolph B. Cohen, Joshua Coval and Lubos Pastor
Cohen, Randolph B., Joshua Coval, and Lubos Pastor. "Judging Fund Managers by the Company They Keep." Journal of Finance 60, no. 3 (June 2005).
- September 2019
- Case
Dementia Discovery Fund
By: Richard G. Hamermesh, Kathy Giusti and Sarah Gulick
The case is set in March 2019, and tells the story of the founding of the Dementia Discovery Fund (DDF). The idea for the fund began in 2015, when then-Prime Minister David Cameron spoke about the importance of making breakthroughs in dementia research, and pledged... View Details
Keywords: Venture Capital; Investment Funds; Mission and Purpose; Recruitment; Health Care and Treatment; Pharmaceutical Industry; Financial Services Industry; Boston; Massachusetts; London; England
Hamermesh, Richard G., Kathy Giusti, and Sarah Gulick. "Dementia Discovery Fund." Harvard Business School Case 820-045, September 2019.
- July 1989
- Case
Fidelity Management Research Co.: The Mortgage Securities Fund
Hiller, Randall S. "Fidelity Management Research Co.: The Mortgage Securities Fund." Harvard Business School Case 190-024, July 1989.
- 2020
- Working Paper
Anchors Aweigh: Analysis of Anchor Limited Partner Investors in Impact Investment Funds
By: Shawn A. Cole, T. Robert Zochowski, Fanele Mashwama and Heather McPherson
This note describes results from a survey of “anchor investors” in impact funds. Anchor investors
are described as “generally the first investor to make a substantial capital commitment to a fund,”
(according to the Global Impact Investing Network, “GIIN”) and their... View Details
- July 2005 (Revised August 2006)
- Case
Amagansett Funds (A)
Amagansett Funds has had a troubled history with its customer relationship management (CRM) system. Sales agents feel that they derive no value from it and that it is a "tax on their jobs." Amagansett is investigating whether CRM can be improved by making its data... View Details
Keywords: Management; Customer Relationship Management; Information Technology; Financial Services Industry
McAfee, Andrew P. "Amagansett Funds (A)." Harvard Business School Case 606-005, July 2005. (Revised August 2006.)
- May 2000
- Case
Intel 64 Fund
By: G. Felda Hardymon and Ann Leamon
Laila Partridge of Intel's Corporate Business Development group has been charged to create a special investment fund to speed the adoption of a new chip architecture. The last architecture upgrade, from 16 to 32 bits, had needed almost a decade to become fully adopted.... View Details
Keywords: Venture Capital; Investment; Technology Adoption; Innovation and Management; Computer Industry
Hardymon, G. Felda, and Ann Leamon. "Intel 64 Fund." Harvard Business School Case 800-351, May 2000.
- February 2022 (Revised April 2022)
- Case
Pushing Past the Boundaries of ESG Investing: AQR Capital Management
By: Lauren H. Cohen, Richard B. Evans, Umit G. Gurun and Quoc H. Nguyen
Cliff Asness was facing a dilemma into how he would plunge his hedge fund into the hottest investment area worldwide—ESG Investing. Founder and managing principal of AQR—one the most storied quantitative hedge funds in the world—Asness knew anything less than a big... View Details
Cohen, Lauren H., Richard B. Evans, Umit G. Gurun, and Quoc H. Nguyen. "Pushing Past the Boundaries of ESG Investing: AQR Capital Management." Harvard Business School Case 222-058, February 2022. (Revised April 2022.)
- March 2024 (Revised June 2024)
- Case
The Annenberg Foundation: Promoting Diversity in the Investment Management Industry
By: Randolph B. Cohen and Johnson Elugbadebo
Keywords: Investment Management; Investing; Foundations; Fund Management; Diversity; Investment; Investment Funds; Financial Services Industry
Cohen, Randolph B., and Johnson Elugbadebo. "The Annenberg Foundation: Promoting Diversity in the Investment Management Industry." Harvard Business School Case 224-065, March 2024. (Revised June 2024.)
- January 2024
- Technical Note
Venture Capital and Private Equity Funds: A Primer
By: Jo Tango and Christina Wallace
How do venture capital and private equity funds actually work? This Technical Note covers the "when, who, and how" details:
- "When": fund length, extensions, and when investors can no longer initiate new investments.
- "Who": who is in the General... View Details
Tango, Jo, and Christina Wallace. "Venture Capital and Private Equity Funds: A Primer." Harvard Business School Technical Note 824-123, January 2024.
- December 2005 (Revised September 2007)
- Case
Canyon Johnson Urban Fund
By: Felix Oberholzer-Gee and Alexa Arena
Basketball star Earvin "Magic" Johnson and K. Robert Turner, managing partner of Canyon Johnson Urban Fund (CJUF), raised $271.7 million for investments in urban real estate. The fund considered two projects, both located in Hollywood, CA. The first was located on... View Details
Keywords: Investment; Projects; Business and Government Relations; Public Opinion; Urban Development; Real Estate Industry; Los Angeles
Oberholzer-Gee, Felix, and Alexa Arena. "Canyon Johnson Urban Fund." Harvard Business School Case 706-442, December 2005. (Revised September 2007.)
- August 2021
- Supplement
Andreessen Horowitz’s Cultural Leadership Fund (B): Kevin Hart and Clubhouse
By: Anita Elberse, Briana Richardson and Cydni Williams
In May 2020, Andreessen Horowitz secures an agreement with Clubhouse, one of Silicon Valley’s hottest startups, to lead its ‘Series A’ funding round. One of the factors that insiders saw as pivotal in the race to be Clubhouse’s VC firm of choice was Andreessen... View Details
Keywords: Entertainment; Talent Management; General Management; Inclusion; Talent and Talent Management; Diversity; Venture Capital; Entrepreneurship; Networks; Nonprofit Organizations
Elberse, Anita, Briana Richardson, and Cydni Williams. "Andreessen Horowitz’s Cultural Leadership Fund (B): Kevin Hart and Clubhouse." Harvard Business School Supplement 522-021, August 2021.
- August 2017 (Revised September 2023)
- Case
Altoona State Investment Board & Bain Capital Fund XI
By: Josh Lerner and Ted Berk
Considers the decision faced by state pension fund manager Rod Calhoun as he decides whether to invest $200 million in Bain Capital's eleventh global buyout fund: Bain Capital Fund XI. For the fund, Bain was offering its limited partners a choice among three different... View Details
Keywords: Equity Method; Leveraged Buyout; Management Buyout; Capital; Design; Entrepreneurship; Finance; Leveraged Buyouts; Management; Private Equity; Venture Capital; Banking Industry; Massachusetts
Lerner, Josh, and Ted Berk. "Altoona State Investment Board & Bain Capital Fund XI." Harvard Business School Case 218-022, August 2017. (Revised September 2023.)