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  • All HBS Web  (3,567)
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    • News  (583)
    • Research  (2,488)
    • Events  (6)
    • Multimedia  (13)
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Show Results For

  • All HBS Web  (3,567)
    • People  (5)
    • News  (583)
    • Research  (2,488)
    • Events  (6)
    • Multimedia  (13)
  • Faculty Publications  (1,578)
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  • November 2022 (Revised March 2024)
  • Background Note

The Role of ESG in Investment Strategy

By: Vikram S Gandhi, Christopher Diak and Radhika Kak
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Gandhi, Vikram S., Christopher Diak, and Radhika Kak. "The Role of ESG in Investment Strategy." Harvard Business School Background Note 823-078, November 2022. (Revised March 2024.)
  • October 2022 (Revised September 2024)
  • Case

To SFO or Not To SFO: The Tolman Family Selects a Family Office Strategy

By: Lauren Cohen, Hao Gao, Victoria Alvarez-Arango, Grace Headinger, Mili Sanwalka and Anna Yuan
Peter Tolman, a first-generation investment professional, debated which family office strategy to adopt for managing his family’s assets. As the sole steward of his family’s wealth, he sought to conserve and grow his family’s wealth for him, his wife, and his two very... View Details
Keywords: Family Office; Investment Strategy; Family Business; Financial Strategy; Investment; Strategy; Diversification; Management; Asset Management; Wealth; Financial Services Industry; United States; Canada
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Cohen, Lauren, Hao Gao, Victoria Alvarez-Arango, Grace Headinger, Mili Sanwalka, and Anna Yuan. "To SFO or Not To SFO: The Tolman Family Selects a Family Office Strategy." Harvard Business School Case 223-021, October 2022. (Revised September 2024.)
  • January 2019
  • Teaching Note

Yale University Investments Office: February 2015

By: Josh Lerner, Nori Gerardo Lietz and Terrence Shu
Teaching Note for HBS No. 815-124. View Details
Keywords: Asset Management; Venture Capital; Private Equity; Investment Fund; Investment Strategy
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Lerner, Josh, Nori Gerardo Lietz, and Terrence Shu. "Yale University Investments Office: February 2015." Harvard Business School Teaching Note 819-094, January 2019.
  • 1993
  • Chapter

Optimal Investment Strategies for University Endowment Funds

By: Robert C. Merton
Keywords: Investment Funds; Financial Strategy; Higher Education; Non-Governmental Organizations; Education Industry; Financial Services Industry
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Merton, Robert C. "Optimal Investment Strategies for University Endowment Funds." In Studies of Supply and Demand in Higher Education, edited by C. Clotfelter and M. Rothschild. Chicago: University of Chicago Press, 1993. (Chapter 21 in Continuous-Time Finance.)
  • May 2011
  • Background Note

Scale Effects, Network Effects, and Investment Strategy

By: Willy Shih
This technical note discusses scale economies, and direct and indirect network effects in the context of building better business models. Some of the great business disasters of the dot.com bubble were companies that scaled their infrastructure without working through... View Details
Keywords: Business Model; Investment; Price; Crisis Management; Network Effects; Multi-Sided Platforms; Strategy
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Shih, Willy. "Scale Effects, Network Effects, and Investment Strategy." Harvard Business School Background Note 611-082, May 2011.
  • March 2019 (Revised May 2019)
  • Case

Growth Investing at Totem Point

By: Suraj Srinivasan, Charles C.Y. Wang and Jonah Goldberg
The case describes the investment of hedge fund, Totem Point Management in Analog Semiconductors (ADI) as a way to discuss forecasting and valuation in growth companies. In June 2016, hedge fund Totem Point invested in ADI at around $55 a share. In general, Totem Point... View Details
Keywords: Growth Investing; Investment; Strategy; Forecasting and Prediction; Valuation
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Srinivasan, Suraj, Charles C.Y. Wang, and Jonah Goldberg. "Growth Investing at Totem Point." Harvard Business School Case 119-091, March 2019. (Revised May 2019.)
  • Research Summary

Investment and marketing strategies of American multinationals in Argentina (1890c-1939)

Andrea Lluch is undertaking a major research project on American business expansion in Argentina up to the beginning of World War II. The first part of the project focuses on the American companies investment strategies. The second part analyses of the evolution of... View Details
  • September 2021
  • Teaching Note

The Canada Pension Plan Investment Board (CPP Investments): April 2021

By: Josh Lerner
Teaching Note for HBS Case No. 821-125. View Details
Keywords: Pension Funds; Investment Strategy; Capital Markets
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Lerner, Josh. "The Canada Pension Plan Investment Board (CPP Investments): April 2021." Harvard Business School Teaching Note 822-036, September 2021.
  • 06 May 2021
  • News

Expert Panel: Understanding Liquid Private Equity Investment Strategies

  • September 2017 (Revised February 2019)
  • Case

Blackstone's GSO Capital: Crosstex Investment

By: Victoria Ivashina, John D. Dionne and Jeffrey Boyar
This case focuses on the Blackstone credit arm, GSO Capital as it evaluated a proposal for an equity investment into the distressed company, Crosstex Energy L.P., an integrated midstream energy company, that was hit hard by declining natural gas prices during the 2008... View Details
Keywords: Distress Investing; Rescue Financing; Investment; Borrowing and Debt; Financial Condition
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Ivashina, Victoria, John D. Dionne, and Jeffrey Boyar. "Blackstone's GSO Capital: Crosstex Investment." Harvard Business School Case 218-008, September 2017. (Revised February 2019.)
  • January 2016 (Revised April 2017)
  • Case

The Galaxy Dividend Income Growth Fund's Option Investment Strategies

By: W. Carl Kester
This case is designed to provide an elementary introduction to options and option pricing for beginning finance students. Analysis of the case requires students to compare the prices of put and call options with various exercise prices and maturity dates on two... View Details
Keywords: Options; Option Contract; Option Pricing; Derivatives; Mutual Funds; Call Options; Put Options; Stock Options; Risk and Uncertainty; Volatility; Financial Services Industry; United States
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Kester, W. Carl. "The Galaxy Dividend Income Growth Fund's Option Investment Strategies." Harvard Business School Case 216-041, January 2016. (Revised April 2017.)
  • November 2016 (Revised November 2016)
  • Supplement

The Galaxy Dividend Income Growth Fund's Option Investment Strategies

By: W. Carl Kester
Keywords: Options; Option Contract; Option Pricing; Derivatives; Mutual Funds; Call Options; Put Options; Stock Options; Risk and Uncertainty; Volatility; Financial Services Industry; United States
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Kester, W. Carl. "The Galaxy Dividend Income Growth Fund's Option Investment Strategies." Harvard Business School Spreadsheet Supplement 217-703, November 2016. (Revised November 2016.)
  • October 2020 (Revised November 2020)
  • Case

Wilderness Safaris: Impact Investing and Ecotourism Conservation in Africa

By: James E. Austin, Megan Epler Wood and Herman B. "Dutch" Leonard
In 2018 the majority ownership of publicly owned Wilderness Safaris, the leading high-end ecotourism company in Africa with safari operations in eight countries, was acquired by The Rise Fund, one of the world’s largest private social impact investing funds, and by FS... View Details
Keywords: Investing; Investing For Impact; Ecotourism; COVID-19; Equity Financing; Strategy Formulation; Profitability; Environmental And Social Sustainability; Sustainability; Conservation Planning; Corporate Social Responsibility; Investment; Social Enterprise; Social Entrepreneurship; Environmental Sustainability; Strategy; Financing and Loans; Corporate Social Responsibility and Impact; Health Pandemics; Tourism Industry; Africa; Rwanda; Angola
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Austin, James E., Megan Epler Wood, and Herman B. "Dutch" Leonard. "Wilderness Safaris: Impact Investing and Ecotourism Conservation in Africa." Harvard Business School Case 321-020, October 2020. (Revised November 2020.)
  • November 2019 (Revised February 2020)
  • Case

Constellation Brands' Investment in Canopy Growth: Aiming High

By: Stuart C. Gilson and Sarah L. Abbott
In 2017, Constellation Brands, the U.S.-based beverage company, acquired a 9.9% equity interest in the Canadian marijuana company, Canopy Growth. In 2018, Constellation announced a subsequent investment in Canopy—taking its ownership interest to 37%. However, Canopy’s... View Details
Keywords: Equity Investment; Marijuana; Growth Investing; New Market Development; Beverage Industry; Equity; Investment; Strategy; Consulting Industry; Food and Beverage Industry; Canada; United States
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Gilson, Stuart C., and Sarah L. Abbott. "Constellation Brands' Investment in Canopy Growth: Aiming High." Harvard Business School Case 220-044, November 2019. (Revised February 2020.)
  • 10 Feb 2010
  • Working Paper Summaries

Investing in Improvement: Strategy and Resource Allocation in Public School Districts

Keywords: by Stacey Childress; Education
  • January 2019
  • Supplement

JPMorgan Chase: Invested in Detroit (C)

By: Joseph L. Bower and Michael Norris
Video Supplement to HBS Case Nos. 918-406 and 918-410.
Beginning in 2014, JPMorgan Chase launched “Invested in Detroit,” a $100 million philanthropic investment in the city over five years. The bank worked with local economic development organizations,... View Details
Keywords: Philanthropic Investment; Banking; Economic Development; Local Economic Development; Workforce Development; Financial Institutions; Corporate Social Responsibility and Impact; Urban Development; Business and Community Relations; Philanthropy and Charitable Giving; Expansion; Banking Industry; United States; Michigan; Detroit
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Bower, Joseph L., and Michael Norris. "JPMorgan Chase: Invested in Detroit (C)." Harvard Business School Multimedia/Video Supplement 919-801, January 2019.
  • April 2018 (Revised May 2018)
  • Case

Goldman Sachs: Making an Imprint in Impact Investing

By: Shawn Cole, Vikram S. Gandhi, Caitlin Reimers Brumme and Lynn Schenk
Goldman Sachs acquired Imprint Capital Advisors, a small firm that specialized in advising clients on environmental/social/governance (ESG) and impact investments. The founders sold Imprint with the belief that joining a global financial firm would help to scale impact... View Details
Keywords: Impact Investing; ESG; Investment; Corporate Social Responsibility and Impact; Environmental Sustainability; Growth and Development Strategy; Acquisition; Integration
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Cole, Shawn, Vikram S. Gandhi, Caitlin Reimers Brumme, and Lynn Schenk. "Goldman Sachs: Making an Imprint in Impact Investing." Harvard Business School Case 218-069, April 2018. (Revised May 2018.)
  • TeachingInterests

Investment Management Workshop

By: Luis M. Viceira
Investing and Strategic Decision-Making for Principals, Portfolio Managers, and Executives of Asset Management Firms

For nearly 50 years, the Investment Management Workshop (IMW) has convened the world's top principals, portfolio managers, and... View Details
  • October 2021 (Revised May 2023)
  • Case

Engine No.1: An Impact Investing Firm Engages with ExxonMobil

By: Mark Kramer, Shawn Cole, Vikram S. Gandhi and T. Robert Zochowski
ExxonMobil, the world's fifth largest source of carbon emissions, remained committed to aggressively expanding its oil & gas business despite global warming. During the COVID pandemic this strategy resulted in massive losses as the price and demand for oil declined. ... View Details
Keywords: Carbon Emissions; Global Warming; Impact Investment Funds; Hedge Fund Activism; Leadership Development; Business Model; Renewable Energy; Resource Allocation; Decision Choices and Conditions; Governing and Advisory Boards
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Kramer, Mark, Shawn Cole, Vikram S. Gandhi, and T. Robert Zochowski. "Engine No. 1: An Impact Investing Firm Engages with ExxonMobil." Harvard Business School Case 222-028, October 2021. (Revised May 2023.)
  • May 2025
  • Case

'Net Zero in Action': Impact Investing at the McKnight Foundation

By: Lauren Cohen, Christina R. Wing and Sophia Pan
Elizabeth McGeveran, Vice President of Investments at the McKnight Foundation, reflected on how to effectively advance the organization’s net-zero strategy. The foundation had committed 10% of its endowment to building a portfolio of impact investments and was among... View Details
Keywords: Investment Fund; Philanthropy; Charitable Donations; Sustainability; Foundation; Impact Investing; ESG; Family Business; Forecasting and Prediction; Private Sector; Renewable Energy; Social Entrepreneurship; Climate Change; Environmental Sustainability; Green Technology; Financial Strategy; Investment Funds; Investment Portfolio; Institutional Investing; Corporate Accountability; Corporate Social Responsibility and Impact; Mission and Purpose; Private Ownership; Philanthropy and Charitable Giving; Social Issues; Sustainable Cities; Financial Services Industry; Minnesota; United States
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Cohen, Lauren, Christina R. Wing, and Sophia Pan. "'Net Zero in Action': Impact Investing at the McKnight Foundation." Harvard Business School Case 225-095, May 2025.
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