Investments - Publications - Faculty & Research

1975
Book

September 1983 (Revised October 1985)
Case

Lehman Management Co., Inc.

Keywords: Investment Funds; Management; Financial Services Industry

01 Mar 2006
News

Meakem now seeks out young, local companies that can benefit from his investment and advice. “I get such a thrill to find a great company with loads of potential,” Meakem told the Pittsburgh Tribune-Review (September 18, 2005). Seeking to... View Details

Keywords: e-commerce; B2B; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

2024
Working Paper

Primary Capital Market Transactions and Index Funds

By: Marco Sammon and Chris Murray

We document the effects of mechanical buying by CRSP-index-tracking funds on post-IPO returns and IPO deal structure. Leveraging a difference-in-differences-style design built on a 2017 CRSP rule change, we find that expected index fund demand leads fast track IPOs to... View Details

Keywords: Investment Funds; Initial Public Offering; Investment Return; Price; Market Transactions; Financial Markets

Citation

SSRN

Article

Can Mutual Fund Managers Pick Stocks? Evidence from Their Trades Prior to Earnings Announcements

By: Malcolm Baker, Lubomir Litov, Jessica Wachter and Jeffrey Wurgler

We consider measures of stock-picking skill of mutual fund managers based on the earnings announcement returns of the stocks that they hold and trade. Relative to standard approaches, this approach focuses on an especially informative subset of the returns data,... View Details

Keywords: Competency and Skills; Stocks; Investment Return; Investment Funds; Earnings Management

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12 Jul 2019
News

The Power of Entrepreneurship

opportunity for all citizens. “IGNIA is a venture capital firm. Today we're the largest VC firm in Mexico. We focus on investing in businesses in Mexico that serve the emerging middle class or businesses outside of Mexico that want to... View Details

Keywords: Finance

April 2012
Article

Share Issuance and Factor Timing

By: Robin Greenwood and Samuel G. Hanson

We show that characteristics of stock issuers can be used to forecast important common factors in stocks' returns such as those associated with book-to-market, size, and industry. Specifically, we use differences between the attributes of stock issuers and repurchasers... View Details

Keywords: Investment Portfolio; Stock Shares; Forecasting and Prediction; Investment Return; Policy; Profit

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16 Jul 2020
News

Accounting for Real Change

independent auditors. The COVID pandemic has revealed a similar problem, Cohen writes. “This time, it is the measurement of companies’ social and environmental impacts that must be made transparent.” One-third of the world’s professionally managed assets flow to ESG... View Details

30 May 2002
Keynote Speech

Corporate Values: Should Investors Care?" Speaker. "Shanghai International Conference on Business Ethics: Developing Business Ethics in China

By: Lynn S. Paine

Keywords: Ethics; Investment

Citation

September 2020 (Revised December 2020)
Technical Note

Impact Investment, Catalytic Capital and Blended Finance

By: Tarun Khanna, Ramana Nanda, Benjamin N. Roth and Brian Trelstad

Citation

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December 2019
Supplement

The Rise Fund: TPG Bets Big on Impact

By: Vikram S Gandhi and Shawn A. Cole

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February 2018 (Revised December 2019)
Case

Meridiam Infrastructure Africa: Madagascar Airports

By: Shawn Cole and Lynn Schenk

Citation

Educators

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October 2019
Supplement

Eric Rice, Patrick Kent, Quyen Tran, Wendy Cromwell; Wellington Global Impact

By: Shawn A. Cole and Lynn Schenk

Citation

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08 Feb 2021
News

What Impact Investors Can Learn from the Organizations They Work with

Profile

Patrick Connolly

bear-has further confirmed and clarified this for me. I truly could not have asked for a better platform from which to embark on my new career. How has HBS prepared you for your summer internship? In short, very well. This summer, I'm working in View Details

Keywords: Investment Banking; Investment Banking; Investment Banking; Investment Banking

June 2007
Article

Which Levers Boost ROI?

By: Margeaux Cvar and John A. Quelch

The article refers to ROI, or return on investment, and focuses on a rational strategy for financial markets that uses outside industry comparisons. The first step is to identify parallel businesses that have similar characteristics such as growth, capital, and market... View Details

Keywords: Mathematical Methods; Financial Markets; Investment Return

Citation

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June 2009
Teaching Note

Stryker Corporation: In-sourcing PCBs (TN)

By: Timothy A. Luehrman

Teaching Note for [207121]. View Details

Keywords: Investment; Capital Budgeting; Valuation; Investment Return; Mathematical Methods; Medical Devices and Supplies Industry

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January 1998 (Revised September 2000)
Case

Neiman Marcus (A)

By: V. Kasturi Rangan and Marie Bell

The management of Neiman Marcus, a highly successful luxury goods retailer, is considering ways to grow the business and continue to return in excess of 15% on capital. Among the options on the table is a jewelry store concept called The Galleries. View Details

Keywords: Business Growth and Maturation; Investment; Investment Return; Operations; Luxury; Retail Industry

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Career Coach

Guy Kamguia

(Engineering), Credit Suisse (Corporate Strategy), AFGRI Group Holdings (Investment & Strategy), Zebu Investment Partners (Private Equity, Value Creation), TOMRA (Corporate Strategy). View Details