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- All HBS Web
(448)
- News (120)
- Research (266)
- Events (1)
- Multimedia (2)
- Faculty Publications (120)
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- 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.)
- 20 Aug 2019
- Cold Call Podcast
Should a Pension Fund Try to Change the World?
- September 2017 (Revised September 2022)
- Supplement
Asset Allocation at the Cook County Pension Fund
- December 2018
- Supplement
Asset Allocation at the Cook County Pension Fund
- December 2018 (Revised March 2020)
- Teaching Note
Asset Allocation at the Cook County Pension Fund
Teaching Note for HBS No. 218-030. View Details
- May 2017
- Case
Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund
By: Steven Rogers and Valerie Mosley
Vicki Fuller traveled from a four-room tenement bordering Chicago’s infamous Cabrini-Green housing projects to speaking at conferences around the world and typically holding court wherever she went. As a teenager, she helped raise her siblings. As a Wall Street... View Details
Keywords: Change Management; Transformation; Public Sector; Investment Return; Investment Portfolio; Governance; Government Administration; Employee Relationship Management; Compensation and Benefits; Selection and Staffing; Leading Change; Mission and Purpose; Corporate Social Responsibility and Impact; Organizational Change and Adaptation; Experience and Expertise; Asset Management; Financial Strategy; Financial Management; Investment Funds; Recruitment; Organizational Culture; Performance Improvement; Attitudes; Trust; Financial Services Industry; Public Administration Industry; United States; New York (state, US); New York (city, NY)
Rogers, Steven, and Valerie Mosley. "Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund." Harvard Business School Case 317-044, May 2017.
- 17 Feb 2014
- Research & Ideas
Companies Detangle from Legacy Pensions
[companies] find themselves fully funded or over funded, they will start going for these deals," says Viceira. While corporate pensions may ultimately go extinct, these kinds of deals may ensure that... View Details
- winter 2006
- Article
Observations on Innovation in Pension Fund Management in the Impending Future
By: Robert C. Merton
- June 2011 (Revised September 2011)
- Case
Tough Choices for the Illinois Pension System
By: Robert C. Pozen and Brij S. Khurana
This case describes the precarious fiscal situation of the Illinois public pension system in the spring of 2009 and the accounting of pension plans by non-federal municipalities more generally. In February 2009, in the midst of a recession, recently-appointed Governor... View Details
Keywords: Budgets and Budgeting; Financial Crisis; Financial Liquidity; Annuities; Financial Management; Financing and Loans; Taxation; Strategic Planning; Problems and Challenges; Illinois
Pozen, Robert C., and Brij S. Khurana. "Tough Choices for the Illinois Pension System." Harvard Business School Case 311-139, June 2011. (Revised September 2011.)
- 2025
- Working Paper
Performance Capital Flows in DC Pensions
By: Bryan Gutierrez Cortez, Victoria Ivashina and Juliana Salomao
Are defined contribution (DC) pension funds' capital flows sensitive to performance? We examine pressures from individual account holders who can switch their pension managers. Using novel data on retirement accounts for nearly 10 million individuals, we analyze... View Details
Keywords: Investment Funds; Retirement; Risk and Uncertainty; Financial Management; Investment Portfolio; Financial Services Industry
Gutierrez Cortez, Bryan, Victoria Ivashina, and Juliana Salomao. "Performance Capital Flows in DC Pensions." NBER Working Paper Series, No. 33693, April 2025.
- March 1991 (Revised May 1991)
- Case
New York Life Insurance Co.: Pension Department
By: Robert J. Dolan
Analyzes competition in the pension fund industry. In particular, New York Life must decide whether to compete head-to-head with mutual fund giants by offering record-keeping services or to just continue to focus on selling investment products. Presents the results of... View Details
Dolan, Robert J. "New York Life Insurance Co.: Pension Department." Harvard Business School Case 591-051, March 1991. (Revised May 1991.)
- June 2003 (Revised August 2003)
- Case
Pension Policy at The Boots Company PLC
By: Luis M. Viceira and Akiko M. Mitsui
In early 2000, the trustees of the pension scheme at Boots considered a proposal to move 100% of the pension assets into a bond portfolio, which would be passively managed. The Boots Co. PLC was a leading retailer of cosmetics and toiletries in the United Kingdom, and... View Details
Keywords: Performance Productivity; Employees; Asset Management; Capital Structure; Investment Portfolio; Consumer Products Industry; United Kingdom
Viceira, Luis M., and Akiko M. Mitsui. "Pension Policy at The Boots Company PLC." Harvard Business School Case 203-105, June 2003. (Revised August 2003.)
- August 2013 (Revised November 2015)
- Case
Prudential Financial - General Motors Pension Risk Transfer: Back to the Future?
By: Luis M. Viceira and Emily A. Chien
In November 2012, Prudential Financial and General Motors closed on a $25.1B pension risk transfer (PRT) transaction, the largest of its kind to date by an order of magnitude both in the U.S. market and globally. In exchange for an in-kind transfer of $25.1B in... View Details
Keywords: Risk Management; Asset Management; Insurance; Retirement; Financial Services Industry; Insurance Industry
Viceira, Luis M., and Emily A. Chien. "Prudential Financial - General Motors Pension Risk Transfer: Back to the Future?" Harvard Business School Case 213-126, August 2013. (Revised November 2015.)
- February 2019 (Revised March 2019)
- Case
Banorte and the Capital Call Facility: Infrastructure Finance in Mexico
By: John D. Macomber, Carla Larangeira and Fernanda Miguel
As a result of Mexico´s pension industry deregulation, pension funds were able to invest in energy and infrastructure projects through a variety of financial instruments, particularly through Capital Development Certificates (CKDs), an asset class that served as a... View Details
Keywords: Financial Products; Fund Management; Capital Call Facility; Pension Funds; Infrastructure; Energy; Finance; Decision Making; Investment Funds; Financial Instruments; North America; Mexico
Macomber, John D., Carla Larangeira, and Fernanda Miguel. "Banorte and the Capital Call Facility: Infrastructure Finance in Mexico." Harvard Business School Case 219-049, February 2019. (Revised March 2019.)
- 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.
- April 2020
- Supplement
Should a Pension Fund Try to Change the World? Inside GPIF's Embrace of ESG
Henderson, Rebecca. "Should a Pension Fund Try to Change the World? Inside GPIF's Embrace of ESG." Harvard Business School Multimedia/Video Supplement 320-704, April 2020.
- December 2017
- Teaching Note
Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund
By: Steven Rogers and Valerie Mosley
Teaching Note for HBS No. 317-044. View Details
- 26 Jun 2018
- Working Paper Summaries
The Impact of Pensions and Insurance on Global Yield Curves
- April 2004
- Teaching Note
IBET Pension Fund, The (TN)
By: Arthur I Segel
Teaching Note to (9-800-133). View Details
- 2014
- Working Paper
Lobbying Behavior of Governmental Entities: Evidence from Public Pension Accounting Rules
By: Abigail Allen and Reining Petacchi
We examine the lobbying behavior of state governments in the development of recently issued public pension accounting standards GASB 67 and 68. Consistent with opportunistic motivations, we find that states' opposition to the liability increasing provisions embedded in... View Details
Allen, Abigail, and Reining Petacchi. "Lobbying Behavior of Governmental Entities: Evidence from Public Pension Accounting Rules." Harvard Business School Working Paper, No. 15-043, December 2014.