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      • Faculty Publications  (71)

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      • 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
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      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.)
      • January 2019 (Revised February 2020)
      • Case

      Should a Pension Fund Try to Change the World? Inside GPIF's Embrace of ESG

      By: George Serafeim
      In the fall of 2018, Hiro Mizuno, the Chief Investment Officer (CIO) of GPIF, the Japanese Government Pension Fund, was reflecting on his efforts to integrate Environmental, Social and Governance (ESG) issues into every aspect of GPIF’s portfolio. His efforts ranged... View Details
      Keywords: Pension Funds; ESG (Environmental, Social, Governance) Performance; Investment Funds; Environmental Sustainability; Social Issues; Governance; Leading Change; Economy; Performance Improvement; Japan
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      Henderson, Rebecca, George Serafeim, Josh Lerner, and Naoko Jinjo. "Should a Pension Fund Try to Change the World? Inside GPIF's Embrace of ESG." Harvard Business School Case 319-067, January 2019. (Revised February 2020.)
      • December 2018
      • Supplement

      Asset Allocation at the Cook County Pension Fund

      By: Emil Nuwan Siriwardane
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      Siriwardane, Emil Nuwan. "Asset Allocation at the Cook County Pension Fund." Harvard Business School Spreadsheet Supplement 219-729, December 2018.
      • December 2018 (Revised March 2020)
      • Teaching Note

      Asset Allocation at the Cook County Pension Fund

      By: Emil Nuwan Siriwardane
      Teaching Note for HBS No. 218-030. View Details
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      Siriwardane, Emil Nuwan. "Asset Allocation at the Cook County Pension Fund." Harvard Business School Teaching Note 219-074, December 2018. (Revised March 2020.)
      • November 2018 (Revised December 2018)
      • Case

      CalSTRS Takes on Gun Violence

      By: Vikram S Gandhi and Caitlin Reimers
      In Spring of 2018, Chris Ailman, CIO of the $200 billion pension plan for California public school teachers (CalSTRS) was mandated by his board to “prioritize engagement with makers and retailers of firearms in California” following a series of gun-related tragedies in... View Details
      Keywords: Pension Funds; Pension Plan; Asset Allocation; Screening; ESG; Gun Violence; Business and Government Relations; Values and Beliefs; Education Industry; California; United States
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      Gandhi, Vikram S., and Caitlin Reimers. "CalSTRS Takes on Gun Violence." Harvard Business School Case 819-079, November 2018. (Revised December 2018.)
      • 2018
      • Working Paper

      The Impact of Pensions and Insurance on Global Yield Curves

      By: Robin Greenwood and Annette Vissing-Jorgensen
      We document a strong effect of pension and insurance company (P&I) assets on the long end of the yield curve. Using data from 26 countries, the yield spread between 30-year and 10-year government bond yields is negatively related to the ratio of pension assets (in... View Details
      Keywords: Pension Funds; Investment Funds; Insurance; Assets; Interest Rates; Bonds
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      Greenwood, Robin, and Annette Vissing-Jorgensen. "The Impact of Pensions and Insurance on Global Yield Curves." Harvard Business School Working Paper, No. 18-109, June 2018. (Revised December 2018.)
      • February 2018
      • Case

      Infrastructure in Nigeria: Unlocking Pension Fund Investments

      By: John Macomber and Pippa Tubman Armerding
      The so-called “infrastructure finance gap” was a problem in Nigeria as in many parts of the world. Infrastructure projects like power plants and dams were very large capital investments that could generate long-term consistent cash flows, but their financing and... View Details
      Keywords: Pension Fund Investing; Infrastucture; Power/Energy; Credit Enhancement; Infrastructure; Project Finance; Investment Funds; Emerging Markets; Nigeria; Africa
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      Macomber, John, and Pippa Tubman Armerding. "Infrastructure in Nigeria: Unlocking Pension Fund Investments." Harvard Business School Case 218-071, February 2018.
      • February 2018 (Revised December 2019)
      • Case

      The Tax Man: Taxes in Private Equity Real Estate

      By: Nori Gerardo Lietz, Timothy J. Becker, Ricardo Andrade and Sayiddah F. McCree
      In January 2018, Caelan Langan, an associate at KSW Partners LLC (“KSW”), was asked by Katherine Scott, the partner for whom he worked, to recommend a proposed structure to acquire a prominent office building in San Francisco for their most recent fund. Caelan was... View Details
      Keywords: Real Estate; Alternative Investment Structures; Property; Acquisition; Private Equity; Investment; Management; Taxation; Policy
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      Lietz, Nori Gerardo, Timothy J. Becker, Ricardo Andrade, and Sayiddah F. McCree. "The Tax Man: Taxes in Private Equity Real Estate." Harvard Business School Case 218-077, February 2018. (Revised December 2019.)
      • September 2017 (Revised September 2022)
      • Supplement

      Asset Allocation at the Cook County Pension Fund

      By: Emil Nuwan Siriwardane
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      Siriwardane, Emil Nuwan. "Asset Allocation at the Cook County Pension Fund." Harvard Business School Spreadsheet Supplement 218-704, September 2017. (Revised September 2022.)
      • September 2017 (Revised July 2021)
      • Case

      Asset Allocation at the Cook County Pension Fund

      By: Emil Siriwardane, Juliane Begenau and Yuval Gonczarowski
      Nickol Hackett, chief investment officer of the Cook County Pension Fund, is responsible for investing the fund’s $9 billion worth of assets on behalf of the employees of Cook County, Illinois. Like many other defined-benefit pensions at the time, the Cook County... View Details
      Keywords: Asset Management; Investment Funds; Financial Strategy; Decision Choices and Conditions
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      Siriwardane, Emil, Juliane Begenau, and Yuval Gonczarowski. "Asset Allocation at the Cook County Pension Fund." Harvard Business School Case 218-030, September 2017. (Revised July 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
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      Lerner, Josh, and Ted Berk. "Altoona State Investment Board & Bain Capital Fund XI." Harvard Business School Case 218-022, August 2017. (Revised September 2023.)
      • September 2016 (Revised August 2018)
      • Case

      State Street—The Development and Growth of SHE

      By: Vikram Gandhi
      State Street Global Advisors was the investment arm of State Street Corporation, one of the largest custodians and asset managers in the world with over $2.3 trillion in assets under management. Inspired by demand from a large pension fund client for better gender... View Details
      Keywords: ETF; Asset Management; Financial Services Industry
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      Gandhi, Vikram. "State Street—The Development and Growth of SHE." Harvard Business School Case 317-040, September 2016. (Revised August 2018.)
      • Article

      ESG Integration in Investment Management: Myths and Realities

      By: Sakis Kotsantonis, Christopher Pinney and George Serafeim
      The authors’ aim in this article is to set the record straight on the financial performance of sustainable investing while also correcting a number of other widespread misconceptions about this rapidly growing set of principles and methods. Myth Number 1:... View Details
      Keywords: ESG; Sustainability; Investment Management; Finance; Corporate Social Responsibility; Integrated Corporate Reporting; Corporate Social Responsibility and Impact; Investment; Environmental Sustainability; Corporate Governance
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      Kotsantonis, Sakis, Christopher Pinney, and George Serafeim. "ESG Integration in Investment Management: Myths and Realities." Journal of Applied Corporate Finance 28, no. 2 (Spring 2016): 10–16.
      • August 2014
      • Article

      What Makes Annuitization More Appealing?

      By: John Beshears, James J. Choi, David Laibson, Brigitte C. Madrian and Stephen P. Zeldes
      We conduct and analyze two large surveys of hypothetical annuitization choices. We find that allowing individuals to annuitize a fraction of their wealth increases annuitization relative to a situation where annuitization is an "all or nothing" decision. Very few... View Details
      Keywords: Annuity; Pension; Retirement Income; Framing; Annuities; Retirement
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      Beshears, John, James J. Choi, David Laibson, Brigitte C. Madrian, and Stephen P. Zeldes. "What Makes Annuitization More Appealing?" Special Issue on NBER Pensions. Journal of Public Economics 116 (August 2014): 2–16.
      • April 2014 (Revised October 2015)
      • Case

      Texas Teachers and the New Texas Way

      By: Matthew Rhodes-Kropf, Luis M. Viceira, John D. Dionne and Nathaniel Burbank
      In 2011 Britt Harris, the Chief Investment Officer for the $107.4 billion Teachers Retirement System of Texas (TRS), was considering whether to pursue strategic partnerships with a group of large private equity firms. After spending four years aggressively moving the... View Details
      Keywords: Texas; TRS; Texas Teachers; Private Equity; Texas
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      Rhodes-Kropf, Matthew, Luis M. Viceira, John D. Dionne, and Nathaniel Burbank. "Texas Teachers and the New Texas Way." Harvard Business School Case 214-091, April 2014. (Revised October 2015.)
      • 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
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      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.)
      • June 2013 (Revised July 2013)
      • Case

      Blackstone Alternative Asset Management

      By: Robin Greenwood, Luis M. Viceira and Jared Dourdeville
      This case explores reasons for Blackstone Alternative Asset Management's (BAAM's) growth from 2007-2013, a time when the overall fund of hedge funds industry contracted substantially. Additionally, the case analyzes evolving business models and value propositions... View Details
      Keywords: Hedge Fund; Fund Of Hedge Funds; Hedge Fund Industry Growth; Fund Of Hedge Funds Industry Growth; Evolving Business Models; Value Propositions In The Fund Of Hege Funds Industry; Business Model; Investment Funds; Growth and Development Strategy; Financial Services Industry; United States
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      Greenwood, Robin, Luis M. Viceira, and Jared Dourdeville. "Blackstone Alternative Asset Management." Harvard Business School Case 213-129, June 2013. (Revised July 2013.)
      • October 2012 (Revised September 2015)
      • Case

      Altoona State Investment Board: July 2012

      By: Josh Lerner and Nathaniel Burbank
      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 between three... View Details
      Keywords: Management Fees; Bain Capital; Venture Capital; Private Equity; Leveraged Buyouts; Banking Industry; Boston
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      Lerner, Josh, and Nathaniel Burbank. "Altoona State Investment Board: July 2012." Harvard Business School Case 813-100, October 2012. (Revised September 2015.)
      • November 2011
      • Teaching Note

      The Canada Pension Plan Investment Board (TN)

      By: Josh Lerner, Felda Hardymon and Ann Leamon
      Keywords: Retirement; Investment Funds; Canada
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      Lerner, Josh, Felda Hardymon, and Ann Leamon. "The Canada Pension Plan Investment Board (TN)." Harvard Business School Teaching Note 812-069, November 2011.
      • 2010
      • Chapter

      Pension Fund Design in Developing Economies

      By: Luis M. Viceira
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      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.
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