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  • All HBS Web  (1,283)
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  • May 2005 (Revised January 2006)
  • Background Note

Note on Forward Contracts and Swaps

Introduces forward contracts and derives graphically through basic arbitrage principles the spot-forward parity. Introduces swap contracts as simply a portfolio of forward contracts. Also covers briefly the mathematics behind swaps as an extension of spot-forward... View Details
Keywords: Financial Instruments
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Chacko, George C., Peter A. Hecht, Vincent Dessain, and Anders Sjoman. "Note on Forward Contracts and Swaps." Harvard Business School Background Note 205-118, May 2005. (Revised January 2006.)
  • March 1998 (Revised April 1998)
  • Background Note

Charitable Trusts

By: Henry B. Reiling
Discusses the concept of charitable lead and charitable remainder trusts, some of their mechanics, and typical circumstances in which they are used. View Details
Keywords: Financial Instruments
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Reiling, Henry B. "Charitable Trusts." Harvard Business School Background Note 298-096, March 1998. (Revised April 1998.)
  • summer 1999
  • Article

The Design of Multi-Year Option Plans

By: Brian Hall
Keywords: Financial Instruments
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Hall, Brian. "The Design of Multi-Year Option Plans." Journal of Applied Corporate Finance 12, no. 2 (summer 1999): 97–106.
  • October 1984
  • Article

Large-Scale Portfolio Optimization

By: André Perold
Keywords: Financial Instruments
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Perold, André. "Large-Scale Portfolio Optimization." Management Science 30, no. 10 (October 1984): 1143–1160.
  • 15 Jan 2019
  • Working Paper Summaries

The Creation and Evolution of Entrepreneurial Public Markets

Keywords: by Shai Bernstein, Abhishek Dev, and Josh Lerner; Financial Services; Financial Services
  • April 1998
  • Case

Citibank Hong Kong--Capital Arbitrage in the Emerging Markets

Describes how a credit derivative may be used to structure a profitable transaction between a bank and its client. Design and risk management issues are discussed in the context of this new class of derivative security. View Details
Keywords: Credit Derivatives and Swaps; Investment Banking; Financial Services Industry; Hong Kong
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Das, Sanjiv R. "Citibank Hong Kong--Capital Arbitrage in the Emerging Markets." Harvard Business School Case 298-029, April 1998.
  • March 2007 (Revised March 2008)
  • Case

The Nikkei 225 Reconstitution

By: Robin Greenwood
Taka Haneda, a proprietary trader at the Tokyo office of Goldman Sachs, has just learned that the Nikkei 225 will undergo a significant redefinition over the coming week. He faces several billion dollars of customer orders, as well as the opportunity to commit the... View Details
Keywords: Financial Liquidity; Stocks; Investment Return; Price; Market Transactions; Financial Services Industry; Tokyo
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Greenwood, Robin. "The Nikkei 225 Reconstitution." Harvard Business School Case 207-109, March 2007. (Revised March 2008.)
  • November 2004 (Revised March 2007)
  • Case

10 Uncommon Values®: Optimizing the Stock-Selection Process

By: Paul M. Healy and Boris Groysberg
In 2003, Steve Hash, research director at Lehman Brothers, prepared to initiate the firm's "Ten Uncommon Values" stock-picking process for the year. An investment committee had to pick the 10 best stocks from about 100 stock ideas presented by the firm's analysts. The... View Details
Keywords: Stocks; Investment; Financial Strategy; Decision Making; Groups and Teams; Financial Services Industry; United States
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Healy, Paul M., and Boris Groysberg. "10 Uncommon Values®: Optimizing the Stock-Selection Process." Harvard Business School Case 405-022, November 2004. (Revised March 2007.)
  • October 1999 (Revised July 2000)
  • Case

MasterCard International: World Championship Soccer Sponsorship

By: David J. Arnold and David Lane
MasterCard must decide whether to renew the sponsorship of the World Cup and other soccer events in light of a 100% increase in the sponsorship fee and a strategic realignment by MasterCard. A rewritten version of an earlier case. View Details
Keywords: Credit Cards; Marketing Strategy; Sports; Financial Services Industry; Financial Services Industry
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Arnold, David J., and David Lane. "MasterCard International: World Championship Soccer Sponsorship." Harvard Business School Case 500-036, October 1999. (Revised July 2000.)
  • 1987
  • Chapter

State Trading and the Futures Market

By: James E. Austin and Kenneth L. Hoadley
Keywords: Futures and Commodity Futures; Government and Politics; Financial Markets
Citation
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Austin, James E., and Kenneth L. Hoadley. "State Trading and the Futures Market." In U.S.-Mexico Relations: Agriculture and Rural Development, edited by Bruce F. Johnston, Cassio Luiselli, Roger Norton, and Celso Cartas Contreras. Stanford University Press, 1987.
  • January 2023
  • Case

The Ford Motor Company Green Bond

By: Vikram S Gandhi and James Barnett
In November 2021, Ford Motor Company offered a $2.5 billion green bond to finance investments in electrification. Issuance of green bonds significantly increased into the 2020s, and to date, the Ford Motor Company green bond was the largest such bond offered by a... View Details
Keywords: Finance; Bonds; Green Technology; Financial Services Industry; Auto Industry; United States
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Gandhi, Vikram S., and James Barnett. "The Ford Motor Company Green Bond." Harvard Business School Case 823-069, January 2023.
  • Article

Inflation-Indexed Bonds and the Expectations Hypothesis

By: Carolin E. Pflueger and Luis M. Viceira
This paper empirically analyzes the Expectations Hypothesis (EH) in inflation-indexed (or real) bonds and in nominal bonds in the U.S. and in the U.K. We strongly reject the EH in inflation-indexed bonds and also confirm and update the existing evidence rejecting the... View Details
Keywords: TIPS; Breakeven Inflation; Return Predictability; Bond Risk Premia; Risk Management; Bonds; Financial Liquidity; Inflation and Deflation; United Kingdom; United States
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Pflueger, Carolin E., and Luis M. Viceira. "Inflation-Indexed Bonds and the Expectations Hypothesis." Annual Review of Financial Economics 3 (2011): 139–158.
  • July 1994 (Revised October 1995)
  • Case

Coca-Cola Harmless Warrants

By: Scott P. Mason and Mihir A. Desai
Underscores the arbitrage implicit in the pricing of a complex unit of debt and warrants issued by the Coca-Cola Co. View Details
Keywords: Bonds; Price; Innovation and Invention; Food and Beverage Industry
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Mason, Scott P., and Mihir A. Desai. "Coca-Cola Harmless Warrants." Harvard Business School Case 295-007, July 1994. (Revised October 1995.)
  • April 2025
  • Article

The Disappearing Index Effect

By: Robin Greenwood and Marco Sammon
The abnormal return associated with a stock being added to the S&P 500 has fallen from an average of 7.4% in the 1990s to 0.3% over the past decade. This has occurred despite a significant increase in the share of stock market assets linked to the index. A similar... View Details
Keywords: Stocks; Investment Return; Value
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Greenwood, Robin, and Marco Sammon. "The Disappearing Index Effect." Journal of Finance 80, no. 2 (April 2025): 657–698.
  • August 2020
  • Article

Macroeconomic Drivers of Bond and Equity Risks

By: John Y. Campbell, Carolin E. Pflueger and Luis M. Viceira
Our new model of consumption-based habit generates time-varying risk premia on bonds and stocks from loglinear, homoskedastic macroeconomic dynamics. Consumers' first-order condition for the real risk-free bond generates an exactly loglinear consumption Euler equation,... View Details
Keywords: Consumption-based Habit Formation; Consumption Euler Equation; Time-varying Risk Premia; Inflation Dynamics; Bond-stock Correlation; Risk and Uncertainty; Bonds; Macroeconomics
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Campbell, John Y., Carolin E. Pflueger, and Luis M. Viceira. "Macroeconomic Drivers of Bond and Equity Risks." Journal of Political Economy 128, no. 8 (August 2020): 3148–3185.
  • 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.
  • November 2007
  • Case

AXA MONY

By: Lucy White and Andre F. Perold
AXA's friendly bid for MONY is contested by activist hedge funds suspicious of management's generous change in control contracts. Votes trade after the record date. AXA financed the bid using an unusual conditionally convertible bond which may have affected incentives... View Details
Keywords: Bonds; Ethics; Bids and Bidding
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White, Lucy, and Andre F. Perold. "AXA MONY." Harvard Business School Case 208-062, November 2007.
  • 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.)
  • October 2000 (Revised February 2007)
  • Case

Harvard Management Company and Inflation-Protected Bonds, The

By: Luis M. Viceira
In March 2000, the board of The Harvard Management Co. (HMC) approved significant changes in the policy portfolio determining the long-run allocation policy of the Harvard University endowment. These changes included a sharp reduction of the allocation to U.S. equities... View Details
Keywords: Bonds; Investment Portfolio; Investment Funds; Asset Management; Corporate Governance; Capital Markets; Financial Services Industry; United States
Citation
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Viceira, Luis M. "Harvard Management Company and Inflation-Protected Bonds, The." Harvard Business School Case 201-053, October 2000. (Revised February 2007.)
  • February 1997 (Revised July 1997)
  • Case

Enron Corp.: - Credit Sensitive Notes

This case investigates an innovative bond issue by Enron. The coupon on the bond is indexed to the company's credit rating, making it a credit derivative structure. View Details
Keywords: Credit Derivatives and Swaps; Bonds; Energy Industry
Citation
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Das, Sanjiv R., and Stephen E. Lynagh. "Enron Corp.: - Credit Sensitive Notes." Harvard Business School Case 297-099, February 1997. (Revised July 1997.)
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