Investment Evaluation - Publications - Faculty & Research

June 1997 (Revised February 2000)
Case

Walker and Company: Profit Plan Decisions

Ramsey Walker, a second-year MBA student, must decide how to control a family business as an absentee owner. After providing background details on the publishing industry, the case requires the reader to: 1) make a product segmentation decision; 2) prepare a profit... View Details

Keywords: Organizational Structure; Family and Family Relationships; Market Design; Management Systems; Planning; Profit; Performance Evaluation; Segmentation; Corporate Strategy; Investment Return; Publishing Industry

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20 Sep 2011
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First Look: September 20

PublicationsSpanning the Institutional Abyss: The Intergovernmental Network and the Governance of Foreign Direct Investment Authors:Juan Alcácer and Paul Ingram Publication:American Journal of Sociology (forthcoming). Abstract Global... View Details

Keywords: Sean Silverthorne

29 Jul 2008
First Look

First Look: July 29, 2008

Investment Conundrum Harvard Business School Case 808-125 Tad O'Malley has just started as an associate with Empire Investment Group. He must evaluate three View Details

Keywords: Martha Lagace

09 Dec 2014
First Look

First Look: December 9

and then prepared and delivered a speech to two evaluators as part of a mock job interview. All interview speeches were videotaped and coded for overall performance and hireability, and for two potential mediators: verbal content (e.g.,... View Details

Keywords: Sean Silverthorne

03 Apr 2006
Research & Ideas

The Competitive Advantage of Global Finance

As waves of globalization wash across the business world, tremendous new opportunities for financing and investment present themselves to savvy enterprises. In a new casebook, HBS professor Mihir A. Desai discusses the numerous challenges... View Details

Keywords: by Sean Silverthorne; Financial Services

12 Aug 2002
Research & Ideas

‘Let the Buyer Beware’ Doesn’t Protect Investors

recognized as a result of the bubble—have been those of the analysts who worked in the investment banks. The banks employ two kinds of analysts: Those who issue recommendations about individual firms, and those who try to get investors to... View Details

Keywords: by D. Quinn Mills

18 Dec 2012
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First Look: December 18

unfavorable expectations face an additional constraint: their prices and first-party content investment need to be such that low (zero) participation equilibria are eliminated. This additional constraint typically leads them to View Details

Keywords: Carmen Nobel

03 Nov 2003
What Do You Think?

Can Investors Have Too Much Accounting Transparency?

not only a company's numbers but also the systems that produce the numbers. Finally, public accountants will have to evaluate the work of the boards' audit committees that hired them. The bill for the additional external auditors and... View Details

Keywords: by James Heskett

13 Nov 2018
First Look

New Research and Ideas, November 13, 2018

because of the challenges associated with measuring effectiveness. Notably, these obstacles are not limited to evaluation by external parties, as firm managers also struggle to assess the returns associated with View Details

Keywords: Dina Gerdeman

03 Oct 2012
What Do You Think?

Can We Bring Back the “Industrial Commons” for Manufacturing?

perspective" that emphasizes cumulative investments over relatively long periods of time. Recognizing that instead of evaluating investments in R&D or new factories on... View Details

Keywords: by James Heskett; Manufacturing

July 2002 (Revised August 2003)
Case

Unilever Superannuation Fund vs. Merrill Lynch, The

By: Andre F. Perold and Joshua Musher

In 2001, the Unilever Superannuation Fund sued Merrill Lynch for damages of 130 million British pounds. Over the period 1977 to 1998, the Unilever Fund had significantly underperformed the benchmark, and its trustees contended that the poor returns resulted from... View Details

Keywords: Investment; Lawsuits and Litigation; Performance Evaluation; Agreements and Arrangements; Customer Relationship Management; Risk and Uncertainty; Asset Management; Risk Management; Legal Liability; Financial Services Industry; United Kingdom

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November 2007
Case

The 1995 Release of the Institutional Investor Research Report: The Impact of New Information

By: Boris Groysberg, Nitin Nohria and Derek Haas

In 1995, Institutional Investor magazine began selling a complete ranking of the best equity research analysts. This report allowed research firms to assess the relative quality of each analyst across the industry, and this enabled firms to know nearly as much about... View Details

Keywords: Talent and Talent Management; Investment Banking; Retention; Selection and Staffing; Reports; Knowledge Use and Leverage; Performance Evaluation; Banking Industry

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20 Jul 2010
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First Look: July 20

rights on firms' external finance constraints via generalized method of moments (GMM) estimation of an augmented investment Euler equation developed by Whited and Wu (2006). Using a large sample of U.S. firms during the period from 1995... View Details

Keywords: Martha Lagace

10 May 2011
First Look

First Look: May 10

toward a goal of dodge detection (i.e., Is this person answering the question?) but rather toward a goal of social evaluation (i.e., Do I like this person?). Listeners were not blind to all dodge attempts, however. Dodge detection... View Details

Keywords: Sean Silverthorne

19 May 2009
First Look

First Look: May 19, 2009

California Public Employees' Retirement System (CaIPERS)—the largest public pension fund in the U.S.—had adopted a new principles-based approach to investing in emerging market equities in November 2007. Previously, CalPERS internal and... View Details

Keywords: Martha Lagace

17 Feb 2003
Research & Ideas

Rating Fund Managers by the Company They Keep

sets affected the way fund managers can be evaluated now and in the future? Can the data sets help fund managers make investment decisions? A: In the last five years there has been an explosion of academic... View Details

Keywords: by Ann Cullen

07 Feb 2017
First Look

First Look at New Research: February 7

equities given recent reforms and to evaluate the investment approach of Misaki Capital. Purchase this case:https://cb.hbsp.harvard.edu/cbmp/product/117007-PDF-ENG Harvard Business School Case 417-049 Canada... View Details

Keywords: Sean Silverthorne

05 Sep 2012
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First Look: September 5

facilitating face-to-face interactions can provide information that impacts the formation of scientific collaborations. Download the paper: http://www.hbs.edu/research/pdf/13-023.pdf Risky Business: The Impact of Property Rights on View Details

Keywords: Sean Silverthorne

26 Aug 2013
Lessons from the Classroom

Built for Global Competition from the Start

and had worked or were planning to work with clients engaged in global ventures. "This was a way for them to develop skills to help with their international client work or when evaluating investment... View Details

Keywords: by Kim Girard; Education