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Show Results For
- All HBS Web
(2,969)
- People (16)
- News (845)
- Research (1,679)
- Events (4)
- Multimedia (12)
- Faculty Publications (1,020)
- December 1995 (Revised April 1996)
- Teaching Note
JKJ Pension Fund TN
By: William J. Poorvu and John H. Vogel Jr.
Teaching Note for (9-395-133). View Details
- 22 Jun 2014
- News
Pension funds urged to publish climate risks
- 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
- January 2009 (Revised April 2009)
- Case
The Canada Pension Plan Investment Board
By: G. Felda Hardymon, Josh Lerner and Ann Leamon
The Canada Pension Plan Investment Board is one of the largest and fastest-growing pools of investment capital in the world and follows an unusually active program of investment management. In the market turmoil of late 2008, Mark Wiseman, Senior Vice President of the... View Details
Keywords: Financial Crisis; Asset Management; Capital; Financial Management; Investment; Financial Services Industry; Canada
Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "The Canada Pension Plan Investment Board." Harvard Business School Case 809-073, January 2009. (Revised April 2009.)
- September 2016 (Revised August 2018)
- Case
Pi Investments
By: Vikram S. Gandhi and Tony L. He
Pi was a large family office pioneering the concept of 100% portfolio impact investing. Tasked with preserving capital, generating moderate returns and advancing the family’s social justice goals – Pi’s Managing Directors had to identify appropriate products across... View Details
Gandhi, Vikram S., and Tony L. He. "Pi Investments." Harvard Business School Case 317-039, September 2016. (Revised August 2018.)
- 21 Nov 2014
- News
Pension Funds Lambaste Private-Equity Fees
- August 1988 (Revised December 1989)
- Case
Golden Gate Bank Pension Fund
By: David E. Bell
Bell, David E. "Golden Gate Bank Pension Fund." Harvard Business School Case 189-039, August 1988. (Revised December 1989.)
- June 2025
- Case
TfL Pension Fund and the 2022 Gilt Market Crisis
By: Emil N. Siriwardane, Vincent Dessain, Emer Moloney and Carlota Moniz
On September 27, 2022, Padmesh Shukla, CIO of the Transport for London (TfL) Pension Fund, was keeping a careful eye on the turmoil in the U.K. sovereign bond (or gilt) market. When the new government announced the largest tax cuts the U.K. had seen in half a century,... View Details
Keywords: Financial Crisis; Macroeconomics; Assets; Asset Management; Borrowing and Debt; Corporate Finance; Capital Markets; Equity; Public Equity; Private Equity; Financial Liquidity; Financial Instruments; Debt Securities; Credit Derivatives and Swaps; Bonds; Stocks; Financial Strategy; Interest Rates; Governance; Governing and Advisory Boards; Crisis Management; Resource Allocation; Investment; Financial Services Industry; United Kingdom; England; London; Europe
Siriwardane, Emil N., Vincent Dessain, Emer Moloney, and Carlota Moniz. "TfL Pension Fund and the 2022 Gilt Market Crisis." Harvard Business School Case 225-098, June 2025.
- 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
- 20 Aug 2019
- News
Should a Pension Fund Try to Change the World?
- Article
Real Estate Opportunity Funds
By: Nori Gerardo Lietz, Thea C. Hahn and David Geltner
Real estate opportunity funds are one of the fastest-growing segments of the real estate investment industry, similar in some basic respects to other private equity and alternative investment asset classes that seek high returns by taking on more risk in highly... View Details
Keywords: Real Estate; Opportunity Funds; Investment Management; Property; Investment Funds; Management; Performance Consistency
Lietz, Nori Gerardo, Thea C. Hahn, and David Geltner. "Real Estate Opportunity Funds." Journal of Portfolio Management 31, no. 5 (2005): 143–153. (Special Real Estate Issue 2005.)
- May 1983 (Revised November 1983)
- Background Note
Financial Structure of Corporate Pension Plans and Pension Funds
By: Jay O. Light
Light, Jay O. "Financial Structure of Corporate Pension Plans and Pension Funds." Harvard Business School Background Note 283-075, May 1983. (Revised November 1983.)
- 20 Aug 2019
- Cold Call Podcast
Should a Pension Fund Try to Change the World?
- April 1980 (Revised February 1982)
- Case
National Instrument Company Pension Fund (B)
By: Jay O. Light
Keywords: Investment Funds
Light, Jay O. "National Instrument Company Pension Fund (B)." Harvard Business School Case 280-089, April 1980. (Revised February 1982.)
- 2010
- Chapter
Pension Fund Design in Developing Economies
By: Luis M. Viceira
Viceira, Luis M. "Pension Fund Design in Developing Economies." In Evaluating the Financial Performance of Pension Funds, edited by Richard Hinz, Heinz P. Rudolph, Pablo Antolin, and Juan Yermo. World Bank, 2010.
- February 2006 (Revised April 2006)
- Teaching Note
General Motors U.S. Pension Funds (TN)
By: Luis M. Viceira
- 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.)
- April 1980 (Revised August 1980)
- Case
National Instrument Company Pension Fund (A)
By: Jay O. Light
Keywords: Finance
Light, Jay O. "National Instrument Company Pension Fund (A)." Harvard Business School Case 280-083, April 1980. (Revised August 1980.)
- November 2009 (Revised April 2010)
- Case
Rose Smart Growth Investment Fund
By: Arthur I Segel and Justin Seth Ginsburgh
The Jonathan Rose Companies must decide how to design and launch an innovative new real estate fund focused on green and transit oriented properties. JRC seeks to show through the fund that smart growth and green buildings provide superior economic returns to sprawl... View Details
Keywords: Property; Buildings and Facilities; Transition; Financing and Loans; Investment Funds; Investment; Marketing; Energy Conservation; Business Strategy; Growth and Development Strategy; Environmental Sustainability; Finance; Real Estate Industry
Segel, Arthur I., and Justin Seth Ginsburgh. "Rose Smart Growth Investment Fund." Harvard Business School Case 210-033, November 2009. (Revised April 2010.)
- 22 Jun 2014
- News