Investment And Savings - Publications - Faculty & Research

March 2003
Case

Investing in Japan

By: Peter A. Hecht and Luis M. Viceira

The evolution of the macroeconomic environment, capital markets, financial institutions (including banks, public and private pension funds, and mutual funds), and financial regulation in Japan during the period 1980 to 2002, are examined long-term demographic... View Details

Keywords: Capital Markets; Investment; Financial Institutions; Macroeconomics; Japan

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March 2001 (Revised June 2001)
Case

Identifying and Realizing Investments in Eastern Europe (B)

By: Ray A. Goldberg, Robert E. Kennedy and Laure Mougeot Strook

Supplements the (A) case. A rewritten version of an earlier case. View Details

Keywords: Agriculture and Agribusiness Industry; Europe

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01 Aug 2019
News

Investing for Good

Tracy P. Palandjian (MBA 1997) is CEO and cofounder of Social Finance, a nonprofit dedicated to mobilizing capital to drive social progress, and a 2019 recipient of the HBS Alumni Achievement Award. In this... View Details

Keywords: Finance

February 2008 (Revised May 2008)
Case

Tad O'Malley: The Investment Conundrum

By: Felda Hardymon, Josh Lerner and Ann Leamon

Tad O'Malley has just started as an associate with Empire Investment Group. He must evaluate three investment opportunities facing the big leveraged buyout firm. All are global, but each pertains to different offices and each deal has different strengths and... View Details

Keywords: Leveraged Buyouts; Decision Choices and Conditions; Private Equity; Investment; Strength and Weakness; Negotiation Deal; Personal Development and Career

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2007
Chapter

Labor Market Regulations and European Venture Capital Investment

By: Ant Bozkaya and William R. Kerr

Keywords: Venture Capital; Investment; Human Capital; Governing Rules, Regulations, and Reforms; Government and Politics; Business and Government Relations; Europe

Citation

18 Jun 2001
Research & Ideas

Tech Investment the Wise Way

Excerpted with permission from "The Dual Edged Role of the Business Model in Leveraging Corporate Technology Investments," in Taking Technical Risks: How Innovators, Executives, and Investors Manage High Tech Risks, article ©... View Details

Keywords: by Henry Chesbrough & Richard S. Rosenbloom

February 2016
Case

Hon Hai's Investment in Sharp

By: Mihir A. Desai, Keith Chi-ho Wong and Zachary Markovich

In March 2012, Hon Hai Precision Industry Company, Ltd. (Hon Hai) announced its investment in the Sharp Corporation (Sharp). The deal was structured in two parts: the first had Hon Hai investing in Sharp, and the second involved Hon Hai founder, chairman, and CEO Terry... View Details

Keywords: Hon Hai; Sharp; LCD-TFT; East Asia; Net Present Value; Acquisitions; Valuation; Negotiation Deal; Acquisition; East Asia

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Fast Answer

First time investments in private equity and M&A.

How do I find first time investments in private equity? Use LSEG Workspace to identify first time private equity investments: Click on the Search Tools tab and select Private Equity/VC. Change the Entity... View Details

24 Apr 2014
News

A lifelong mission to save the oceans

Andreas Merkl (MBA 1989) is on a mission to protect the world’s oceans. The president and CEO of the Ocean Conservancy is devoted to supporting delicate ocean ecosystems—guarding against overfishing and... View Details

Web

Investment Management and Capital Markets - Course Catalog

HBS Course Catalog Investment Management and Capital Markets Course Number 1446 Professor Luis Viceira Assistant Professor Emil Siriwardane Fall; Q1Q2; 3.0 credits 28 sessions Exam IMCM is suitable for all... View Details

2024
Working Paper

Automating Short-Term Payroll Savings: Evidence from Two Large U.K. Experiments

By: Sarah Holmes Berk, James J. Choi, Jay Garg, John Beshears and David Laibson

Automatic enrollment is often used to increase retirement savings. What are the effects of using it (or, alternatively, requiring an active enrollment choice) to increase short-term savings? We evaluate two experiments in the U.K. at employers that enable workers to... View Details

Keywords: Retirement Savings; Participation; Automatic Enrollment; Retirement; Human Resources

26 Apr 2023
Cold Call Podcast

How Martine Rothblatt Started a Company to Save Her Daughter

Keywords: Re: Debora L. Spar; Pharmaceutical; Medical Devices & Supplies; Health

November 2023
Article

Algorithmic Mechanism Design with Investment

By: Mohammad Akbarpour, Scott Duke Kominers, Kevin Michael Li, Shengwu Li and Paul Milgrom

We study the investment incentives created by truthful mechanisms that allocate resources using approximation algorithms. Some approximation algorithms guarantee nearly 100% of the optimal welfare, but have only a zero guarantee when one bidder can invest before... View Details

Keywords: Mechanism Design; Market Design; Auctions

May 2022
Case

TikTok and National Security: Investment in an Age of Data Sovereignty?

By: Jeremy Friedman, Sarah Bauerle Danzman and David Lane

This case covers TikTok’s purchase of Musical.ly and the reaction of the United States government, including the review of the purchase by the Committee on Foreign Investment in the United States (CFIUS) and the reaction of the presidential administration of Donald... View Details

Keywords: Data Security; Mergers and Acquisitions; Cybersecurity; Internet and the Web; International Relations; Laws and Statutes; Globalized Firms and Management

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January 1973 (Revised July 1988)
Case

THE Investment Corp.

By: W. Earl Sasser and John R. Klug

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01 Oct 1998
News

A Community Investment

introduces some of our nation's brightest individuals to a variety of social enterprise organizations. This exposure will motivate them to invest with time and dollars. Ostrov: The field of social enterprise... View Details

11 Dec 2023
Podcast

Nien-hê Hsieh on Ethical AI, Decision-Making, and Investing

Harvard Business School Professor Nien-hê Hsieh joins host Chris Linnane in The Parlor Room to discuss preserving work's human element with the proliferation of artificial intelligence and how Theranos' story imparts vital lessons about ethical decision-making and... View Details

01 Mar 2012
News

Social Investing Pioneers

renowned venture capital firm he cofounded in 1972. In 2007, he cofounded and became a nonexecutive director of Social Finance, a London-based nonprofit social investment advisory that is pioneering ways to... View Details

Keywords: Roger Thompson; Funds, Trusts, and Other Financial Vehicles; Funds, Trusts, and Other Financial Vehicles; Funds, Trusts, and Other Financial Vehicles; Funds, Trusts, and Other Financial Vehicles

December 2005 (Revised March 2010)
Teaching Note

Foreign Direct Investment and Ireland's Tiger Economy (TN) (A) and (B)

By: Laura Alfaro

Keywords: Foreign Direct Investment; Developing Countries and Economies

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2023
Working Paper

The Effects of Cryptocurrency Wealth on Household Consumption and Investment

By: Darren Aiello, Scott R. Baker, Tetyana Balyuk, Marco Di Maggio, Mark J. Johnson and Jason Kotter

This paper uses transaction-level data across millions of accounts to identify cryptocurrency investors and evaluate how fluctuations in individual crypto wealth affect household consumption, equity investment, and local real estate markets. We estimate an MPC out of... View Details

Keywords: Cryptocurrency; Marginal Propensity To Consume; Household Balance Sheet; Real Estate; Etherium; Bitcoin; Investment; Housing; Spending

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