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    E. Scott Mayfield

    Scott Mayfield is a Senior Lecturer of Business Administration in the Finance Unit at the Harvard Business School. Prior rejoining the faculty in 2011, Professor Mayfield was an assistant professor and member of the Finance Unit at HBS from 1997 to... View Details

    • January 2007 (Revised March 2011)
    • Case

    Yale University Investments Office: August 2006

    By: Josh Lerner
    The Yale Investments Office must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments--hedge funds, private equity, real estate, and so forth. Considers the risks and benefits of a different asset allocation strategy.... View Details
    Keywords: Higher Education; Asset Management; Financial Management; Financial Strategy; Investment Portfolio; Risk Management
    Related
    • September 2016 (Revised December 2018)
    • Case

    Joan Bavaria and Multi-Dimensional Capitalism

    By: Geoffrey Jones and Seema Amble
    The case examines the career of Joan Bavaria, a pioneer of socially responsible investing and founder of Trillium Asset Management and Ceres, the nonprofit organization advocating for sustainability leadership. It describes her personal journey from art student and... View Details
    Keywords: Integrated Corporate Reporting; Corporate Social Responsibility and Impact; Personal Development and Career
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      Robert C. Merton

      Robert C. Merton is the School of Management Distinguished Professor of Finance at the MIT Sloan School of Management.

      Merton is University Professor Emeritus at Harvard University and was the George Fisher Baker Professor of... View Details

      Keywords: banking; brokerage; financial services; insurance industry; investment banking industry; retail financial services
      • June 2005 (Revised January 2006)
      • Case

      Investment Policy at the Hewlett Foundation (2005)

      By: Luis M. Viceira
      In early January 2005, Laurance Hoagland Jr., VP and CIO of the William and Flora Hewlett Foundation (HF), and his investment team met to finish their recommendations to the HF Investment Committee for a new asset allocation policy for the foundation's investment... View Details
      Keywords: Investment Portfolio; Risk and Uncertainty; Public Equity; Globalization; Investment; Property; Risk Management; Asset Management; Financial Services Industry
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      • 2020
      • Article

      Public Sentiment and the Price of Corporate Sustainability

      By: George Serafeim
      Combining corporate sustainability performance scores based on environmental, social, and governance (ESG) data with big data measuring public sentiment about a company’s sustainability performance, I find that the valuation premium paid for companies with strong... View Details
      Keywords: Sustainability; ESG; ESG (Environmental, Social, Governance) Performance; Investment Management; Investment Strategy; Big Data; Machine Learning; Environment; Environmental Sustainability; Corporate Governance; Performance; Asset Pricing; Investment; Management; Strategy; Human Capital; Public Opinion; Value; Analytics and Data Science
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      • 2022
      • Book

      Corporate Explorer: How Corporations Beat Startups at the Innovation Game

      By: Andrew Binns, Charles A. O'Reilly III and Michael Tushman
      Innovation used to be seen as a game best left to entrepreneurs, but now a new breed of corporate managers is flipping this logic on its head. These Corporate Explorers have the insight, resilience, and discipline to overcome the obstacles and build new ventures from... View Details
      Keywords: Organization Change And Adaptation; Disruptive Innovation; Organizational Change and Adaptation; Innovation and Management; Leading Change
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      • Research Summary

      Implications of Limits of Arbitrage (with James Choi)

      In this project we investigate the relationship between limits to arbitrage facing mutual fund managers and asset pricing anomalies. We measure changes in the limits to arbitrage by computing the average of slopes on current and past returns in quarterly... View Details
      • July 2022
      • Article

      Private Equity and COVID-19

      By: Paul A. Gompers, Steven N. Kaplan and Vladimir Mukharlyamov
      We survey more than 200 private equity (PE) managers from firms with $1.9 trillion of assets under management (AUM) about their portfolio performance, decisionmaking and activities during the Covid-19 pandemic. Given that PE managers have significant incentives to... View Details
      Keywords: COVID-19 Pandemic; Health Pandemics; Private Equity; Management; Investment Portfolio; Performance; Decision Making; Value Creation
      Related
      • October 2009 (Revised February 2010)
      • Supplement

      Merger of Equals: The Integration of Mellon Financial and The Bank of New York (B)

      By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
      [Continuation of "A" case.] Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses – and realizing the $180 million of annual cost... View Details
      Keywords: Mergers and Acquisitions; Integration; Banks and Banking; Banking Industry
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      • 04 Sep 2012
      • News

      Harvard Business School Presents the 2012 Alumni Achievement Awards To Five Outstanding Graduates

      • April 2013 (Revised November 2013)
      • Case

      Growing Financial Services in India: Aditya Birla Financial Services Group

      By: Paul M. Healy and Rachna Tahilyani
      Aditya Birla Financial Services Group is a large, broad-based, Indian financial services institution offering products ranging from life insurance and mutual funds to private equity. The company has witnessed a turnaround in recent years and regained lost market share.... View Details
      Keywords: Regulatory Environment; Finance; Asset Management; Business Growth and Maturation; Transformation; Leadership Development; Leadership Style; Business Processes; Organizational Structure; Organizational Change and Adaptation; Competitive Strategy; Diversification; Segmentation; Financial Services Industry; Insurance Industry; India
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      • July 2009 (Revised August 2011)
      • Case

      What Happened at Citigroup? (A)

      By: Clayton S. Rose and Aldo Sesia
      What went wrong at Citigroup? In 1998, the Travelers Group and Citicorp merged to create Citigroup Inc., considered the first true global "financial supermarket" and a business model to be envied, feared, and emulated. By year-end 2006 the firm had a market... View Details
      Keywords: Mergers and Acquisitions; Business Model; Decision Choices and Conditions; Globalized Firms and Management; Leadership; Risk Management; Failure; Financial Services Industry
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      • November 2003 (Revised February 2011)
      • Case

      Sanford C. Bernstein: The Fork in the Road (A)

      By: Boris Groysberg and Anahita Hashemi
      Soon after the death of the firm's legendary founder, the individuals then serving as chairman and as president--Lewis A. Sanders and Roger Hertog, respectively--talked about the future of their firm. Sanford C. Bernstein & Co., a private investment firm, had grown... View Details
      Keywords: Mergers and Acquisitions; Organizational Change and Adaptation; Organizational Culture; Performance Expectations; Competitive Advantage; Valuation
      Related
      • August 2015 (Revised September 2015)
      • Case

      Shareholder Activists and Corporate Strategy

      By: David Collis and Ashley Hartman
      By 2015, there had been an upsurge in activist shareholders arguing for radical changes in companies' corporate strategies. Personalities like Carl Icahn, Bill Ackman, and Daniel Loeb were feared and loathed in some quarters, celebrated in others. With nearly $120... View Details
      Keywords: Scope; Activist Investors; Spin-offs; Synergy; Diversification; Consolidation; Hedge Fund; Corporate Strategy
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        Randolph B. Cohen

        Randolph B. (Randy) Cohen is the MBA Class of 1975 Senior Lecturer of Entrepreneurial Management in the Finance Unit at Harvard Business School. Cohen’s main research focus has been the identification of top investment managers and the prediction of manager... View Details

        Keywords: financial services; investment banking industry
        • March 2016 (Revised January 2023)
        • Teaching Note

        Carla Ann Harris at Morgan Stanley

        By: Lakshmi Ramarajan
        This case follows Carla Ann Harris, an African-American executive on Wall Street, from her childhood to the eve of her 20th year at Morgan Stanley. In addition to her professional identity as an investment banker, Harris is also an accomplished gospel singer, an... View Details
        Keywords: Decision Choices and Conditions; Identity; Personal Development and Career; Success; Values and Beliefs; Social Entrepreneurship; Financial Services Industry
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        • 18 Mar 2013
        • HBS Case

        HBS Cases: LEGO

        Out of work for a year following a serious illness in 1993, Kjeld appointed a five-person management team to help him run the company when he returned. The group focused mainly on driving growth. When a benchmarking study revealed LEGO's... View Details
        Keywords: by Maggie Starvish; Entertainment & Recreation
        • 22 Mar 2010
        • Research & Ideas

        One Strategy: Aligning Planning and Execution

        the new strategies. Q: One way that Sinofsky communicates with his staff is via a quite detailed blog on his management philosophy. What did you think of this idea, and is it a model that other managers... View Details
        Keywords: by Sean Silverthorne; Video Game; Web Services
        • 2010
        • Working Paper

        Accounting Scholarship that Advances Professional Knowledge and Practice

        By: Robert S. Kaplan
        Recent accounting scholarship has used statistical analysis on asset prices, financial reports and disclosures, laboratory experiments, and surveys of practice. The research has studied the interface among accounting information, capital markets, standard setters, and... View Details
        Keywords: Accounting; Business Education; Information; Management Analysis, Tools, and Techniques; Risk Management; Measurement and Metrics; Business Processes; Performance Improvement; Practice
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