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All HBS Web
(296)
- Faculty Publications (97)
- October 2019
- Supplement
OpenInvest
By: Shawn A. Cole
Cole, Shawn A. "OpenInvest." Harvard Business School Multimedia/Video Supplement 220-707, October 2019.
- October 2019
- Supplement
Eric Rice, Patrick Kent, Quyen Tran, Wendy Cromwell; Wellington Global Impact
By: Shawn A. Cole and Lynn Schenk
Cole, Shawn A., and Lynn Schenk. "Eric Rice, Patrick Kent, Quyen Tran, Wendy Cromwell; Wellington Global Impact." Harvard Business School Multimedia/Video Supplement 220-704, October 2019.
- January 2019 (Revised March 2020)
- Case
Blackstone Alternative Asset Management in 2018
By: Emil Siriwardane, Luis M. Viceira and Shawn O'Brien
In early 2018, Blackstone announced that John McCormick would succeed Tom Hill as President and Chief Executive Officer of Blackstone Alternative Asset Management (BAAM), the largest fund-of-hedge funds in the world by a sizeable margin. As new CEO, McCormick must...
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Keywords:
Asset Management;
Expansion;
Strategy;
Decision Choices and Conditions;
Financial Services Industry
Siriwardane, Emil, Luis M. Viceira, and Shawn O'Brien. "Blackstone Alternative Asset Management in 2018." Harvard Business School Case 219-063, January 2019. (Revised March 2020.)
- November 2018 (Revised January 2019)
- Case
Investing in Nature: The Nature Conservancy and NatureVest 2018
By: Shawn A. Cole and Caitlin Reimers Brumme
Cole, Shawn A., and Caitlin Reimers Brumme. "Investing in Nature: The Nature Conservancy and NatureVest 2018." Harvard Business School Case 219-055, November 2018. (Revised January 2019.)
- October 2018 (Revised January 2019)
- Case
Social Finance, Inc.
By: Shawn Cole and Fanele Mashwama
This case begins in February 2019 as Tracy Palandjian, co-founder and CEO of Social Finance Inc., prepares for a board meeting that will determine the future strategy of the social enterprise. Social Finance is a non-profit in the impact investment space founded in...
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Keywords:
Impact Investment;
Social Enterprise;
Growth and Development Strategy;
Decision Choices and Conditions
Cole, Shawn, and Fanele Mashwama. "Social Finance, Inc." Harvard Business School Case 219-044, October 2018. (Revised January 2019.)
- October 2018
- Teaching Plan
Root Capital and the Efficient Impact Frontier
By: Shawn A. Cole and Caitlin Reimers Brumme
- October 2018
- Teaching Note
DBL Partners: Double Bottom Line Venture Capital
By: Mark R. Kramer, Shawn A. Cole and Caitlin Reimers Brumme
- September 2018
- Case
SJF Ventures—Transforming Transportation with TransLoc?
By: Shawn Cole and Caitlin Reimers Brumme
Cole, Shawn, and Caitlin Reimers Brumme. "SJF Ventures—Transforming Transportation with TransLoc?" Harvard Business School Case 219-031, September 2018.
- August 2018
- Teaching Note
Acumen—Managing Towards Impact 2018
By: Shawn Cole
Teaching Note for HBS No. 218-086.
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- February 2018 (Revised October 2018)
- Case
Wellington Global Impact
By: Shawn Cole and Lynn Schenk
Wellington Global Impact is one of the first public equities impact investing strategies in the market. The case explores how the strategy was developed at Wellington, including an analysis of the culture that supported its development. It also explores the difficulty...
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Keywords:
Finance;
Impact Investing;
Investment;
Strategy;
Corporate Social Responsibility and Impact;
Organizational Culture;
Analysis
Cole, Shawn, and Lynn Schenk. "Wellington Global Impact." Harvard Business School Case 218-067, February 2018. (Revised October 2018.)
- February 2018
- Case
Root Capital and the Efficient Impact Frontier
By: Shawn Cole and Caitlin Reimers Brumme
In 2015 Root Capital, a pioneer in the impact investing space, began to explore how to more systematically integrate impact and financial management. After much deliberation, Root Capital landed on ex-ante rating system for any potential investment that produced a...
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Cole, Shawn, and Caitlin Reimers Brumme. "Root Capital and the Efficient Impact Frontier." Harvard Business School Case 218-084, February 2018.
- February 2018 (Revised August 2018)
- Case
OpenInvest
By: Shawn Cole, Boris Vallée and Nicole Tempest Keller
Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolios to their personal values in an automated way, for instance by screening out weapons manufacturers stocks or overweighting...
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Keywords:
Fintech;
Impact Investing;
Investment Portfolio;
Customization and Personalization;
Technological Innovation;
Social Issues;
Growth and Development Strategy;
Business Model;
Financial Services Industry
Cole, Shawn, Boris Vallée, and Nicole Tempest Keller. "OpenInvest." Harvard Business School Case 218-064, February 2018. (Revised August 2018.)
- February 2018 (Revised December 2019)
- Case
Meridiam Infrastructure Africa: Madagascar Airports
By: Shawn Cole and Lynn Schenk
Cole, Shawn, and Lynn Schenk. "Meridiam Infrastructure Africa: Madagascar Airports." Harvard Business School Case 218-068, February 2018. (Revised December 2019.)
- 2017
- Article
Agricultural Insurance and Economic Development
By: Shawn A. Cole and Wentao Xiong
This article provides a review of recent research on agricultural insurance (AI) in developing countries. Agricultural producers face a variety of significant risks; historically, only government-subsidized products have achieved widespread adoption. A recent...
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Keywords:
Agribusiness;
Insurance;
Developing Countries and Economies;
Adoption;
Risk Management;
Research;
Agriculture and Agribusiness Industry
Cole, Shawn A., and Wentao Xiong. "Agricultural Insurance and Economic Development." Annual Review of Economics 9 (2017): 235–262.
- March 2017
- Case
SKS Microfinance (Abridged)
By: Shawn Cole and Theresa Chen
Vikram Akula, CEO of SKS Microfinance, seeks a venture capital investment to fund his firm. SKS, one of the largest and fastest growing microfinance institutions in India, is a profitable, for-profit institution with a social mission. In what is one of the first...
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Keywords:
For-Profit Firms;
Venture Capital;
Microfinance;
Corporate Social Responsibility and Impact;
Valuation;
Financial Services Industry;
India
Cole, Shawn, and Theresa Chen. "SKS Microfinance (Abridged)." Harvard Business School Case 217-069, March 2017.
- March 2017
- Case
Acumen Fund: Lean Data in 2017
By: Shawn A. Cole and Tony L He
Cole, Shawn A., and Tony L He. "Acumen Fund: Lean Data in 2017." Harvard Business School Case 217-072, March 2017.
- Article
Understanding the Advice of Commissions-Motivated Agents: Evidence from the Indian Life Insurance Market
By: Santosh Anagol, Shawn Cole and Shayak Sarkar
We conduct a series of field experiments to evaluate the quality of advice provided by life insurance agents in India. Agents overwhelmingly recommend unsuitable, strictly dominated products, which provide high commissions to the agent. Agents cater to the beliefs of...
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Keywords:
Advice;
Customers;
Insurance;
Service Operations;
Motivation and Incentives;
Ethics;
India
Anagol, Santosh, Shawn Cole, and Shayak Sarkar. "Understanding the Advice of Commissions-Motivated Agents: Evidence from the Indian Life Insurance Market." Review of Economics and Statistics 99, no. 1 (March 2017).
- September 2016 (Revised May 2019)
- Case
Generation Investment Management: 2016
By: Shawn Cole and Tony L. He
Cole, Shawn, and Tony L. He. "Generation Investment Management: 2016." Harvard Business School Case 217-031, September 2016. (Revised May 2019.)
- September 2016 (Revised August 2018)
- Case
Farmers Business Network: Putting Farmers First
By: Shawn Cole and Tony L. He
Cole, Shawn, and Tony L. He. "Farmers Business Network: Putting Farmers First." Harvard Business School Case 217-025, September 2016. (Revised August 2018.)