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Show Results For
- All HBS Web
(2,939)
- People (15)
- News (881)
- Research (1,644)
- Events (3)
- Multimedia (10)
- Faculty Publications (949)
- March 2009 (Revised October 2009)
- Case
CalPERS' Emerging Equity Markets Principles
By: Robert G. Eccles and Aldo Sesia
The 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 external money managers were... View Details
Keywords: Values and Beliefs; Investment Return; Investment Funds; Investment Portfolio; Emerging Markets; Corporate Social Responsibility and Impact; Value; Financial Services Industry; Public Administration Industry; China; California
Eccles, Robert G., and Aldo Sesia. "CalPERS' Emerging Equity Markets Principles." Harvard Business School Case 409-054, March 2009. (Revised October 2009.)
- September 2016 (Revised August 2018)
- Case
State Street—The Development and Growth of SHE
By: Vikram Gandhi
State Street Global Advisors was the investment arm of State Street Corporation, one of the largest custodians and asset managers in the world with over $2.3 trillion in assets under management. Inspired by demand from a large pension fund client for better gender... View Details
Gandhi, Vikram. "State Street—The Development and Growth of SHE." Harvard Business School Case 317-040, September 2016. (Revised August 2018.)
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
- May 2014
- Article
How to Outsmart Activist Investors
By: Bill George and Jay W. Lorsch
We offer opinions on how management and corporate boards of directors can best manage investor relations with activist stockholders such as hedge funds who are demanding major changes within a corporation to improve stockholder return. Beverage industry firm PepsiCo is... View Details
Keywords: Investment Activism
George, Bill, and Jay W. Lorsch. "How to Outsmart Activist Investors." Harvard Business Review 92, no. 5 (May 2014): 88–95.
- November 2007 (Revised August 2009)
- Case
WL Ross & Co. and INVESCO
Wilbur Ross has built a successful private equity firm focused on distressed investing, WL Ross & Co. In 2006, INVESCO, an asset management company, approaches him about acquiring his firm. INVESCO has had weak performance in recent years and is looking to increase its... View Details
Keywords: Private Equity; Decision Choices and Conditions; Investment; Acquisition; Financial Services Industry
El-Hage, Nabil N., and Leslie Pierson. "WL Ross & Co. and INVESCO." Harvard Business School Case 208-020, November 2007. (Revised August 2009.)
- June 2024
- Case
Tremblant Capital: Launching an Active ETF
By: Robin Greenwood, Luis M. Viceira and Robert Ialenti
The case highlights deliberations led by Brett Barakett, CEO and chief investment officer of Tremblant Capital, just months prior to launching an actively managed ETF, Tremblant Global (TOGA). However, his team continued to have reservations around the launch. On the... View Details
Keywords: Asset Management; Investment Funds; Product Launch; Risk and Uncertainty; Financial Services Industry
Greenwood, Robin, Luis M. Viceira, and Robert Ialenti. "Tremblant Capital: Launching an Active ETF." Harvard Business School Case 224-112, June 2024.
Rembrand M. Koning
Rem Koning is the Mary V. and Mark A. Stevens Associate Professor at Harvard Business School. He researches and teaches entrepreneurship, exploring the biases and frictions that shape how founders and markets learn. His current research explores... View Details
- 20 Jun 2017
- News
Bank Relationships and Index Rules
- Research Summary
Service Excellence by Design
By: Frances X. Frei
This research addresses how to design sustainable service models that deliver ongoing value to both customers and the firm. In particular, the research reveals three principles of effective service management (see
View Details
- January 2024 (Revised February 2024)
- Case
TPG Rise Climate: Deploying 'Climate Capital'
By: Vikram S. Gandhi, David Allen, Sarah Mehta and Shannon Roche
This case is about TPG Rise Climate, a $7.3 billion climate impact fund launched in 2021 by alternative asset manager TPG. Climate investing is a complex, capital-intensive endeavor; entering it has forced TPG to think and act differently. Relative to other funds, Rise... View Details
Keywords: Energy; Environmental Management; Ownership; Science; Value; Asset Management; Investment Funds; Investment Portfolio; Financial Markets; Financial Services Industry; California; San Francisco; New York (city, NY)
Gandhi, Vikram S., David Allen, Sarah Mehta, and Shannon Roche. "TPG Rise Climate: Deploying 'Climate Capital'." Harvard Business School Case 824-077, January 2024. (Revised February 2024.)
Christina R. Wing
Christina Wing is a Senior Lecturer in the Technology and Operations Management Unit at the Harvard Business School. Her research focuses primarily on topics surrounding families in business, and the course she created, titled Demystifying the Family... View Details
- January 2016 (Revised November 2019)
- Case
Blackstone at Age 30
By: Josh Lerner, John D. Dionne and Amram Migdal
Since its IPO in 2007 and following the global financial crisis, Blackstone largely outpaced its alternative investment firm peers in assets under management, new business launches, profitability, and market capitalization. Under the leadership of Stephen A.... View Details
Keywords: Business Growth and Maturation; Asset Management; Private Equity; Financial Services Industry; New York (city, NY)
Lerner, Josh, John D. Dionne, and Amram Migdal. "Blackstone at Age 30." Harvard Business School Case 816-013, January 2016. (Revised November 2019.)
Dwight B. Crane
Mr. Crane was a member of the Finance Faculty at Harvard Business School for a number of years, working primarily in the field of financial institutions and corporate governance. He taught in the MBA and executive education programs at the School, most recently... View Details
- February 2024 (Revised January 2025)
- Case
AGENTS.inc: Pathways to Growth at an AI Startup
By: Frank Nagle, Manuel Hoffmann, Karoline Ströhlein and Susan Pinckney
The case describes the history of AGENTS.inc. Despite being a small startup, with only four employees, that had never had a funding round, the company boasted an impressive client portfolio including multiple Fortune 500 companies. While AGENTS.inc had been an early... View Details
Keywords: Business Growth and Maturation; Business Model; Business Startups; Small Business; Transformation; Customer Focus and Relationships; Decisions; Entrepreneurship; Venture Capital; Financial Strategy; AI and Machine Learning; Digital Platforms; Technological Innovation; Copyright; Management; Growth and Development; Market Timing; Ownership; Risk and Uncertainty; Competition; Open Source Distribution; Entrepreneurial Finance; Computer Industry; Europe; Germany
Nagle, Frank, Manuel Hoffmann, Karoline Ströhlein, and Susan Pinckney. "AGENTS.inc: Pathways to Growth at an AI Startup." Harvard Business School Case 724-444, February 2024. (Revised January 2025.)
- November 2023
- Case
The Commons Project in Rwanda—Building Digital Infrastructure for the Global Public Good
By: Álvaro Rodríguez Arregui and Tom Quinn
In September 2022, The Commons Project Foundation (TCP) CEO Zhenya Lindgardt and her team met on a Zoom call to discuss building tools to help Rwandans manage their health data. They believed that helping Africa build digital infrastructure would improve much-needed... View Details
Keywords: Developing Countries and Economies; Capital; Cross-Cultural and Cross-Border Issues; Health Care and Treatment; Information Management; Adaptation; Information Infrastructure; Information Technology Industry; Rwanda; United States
Rodríguez Arregui, Álvaro, and Tom Quinn. "The Commons Project in Rwanda—Building Digital Infrastructure for the Global Public Good." Harvard Business School Case 824-026, November 2023.
- 2009
- Working Paper
Don't Just Survive - Thrive: Leading Innovation in Good Times and Bad
By: Lynda M. Applegate and J. Bruce Harreld
Battered by contracting markets and frozen credit, many businesses today are fighting for survival. Indeed, the current global financial crisis provides a mandate for restructuring. But survival is not the end goal. In fact, cost cutting and restructuring are simply... View Details
Keywords: Organizational Change and Adaptation; Risk Management; Leading Change; Innovation and Management; Crisis Management; Growth and Development Strategy
Applegate, Lynda M., and J. Bruce Harreld. "Don't Just Survive - Thrive: Leading Innovation in Good Times and Bad." Harvard Business School Working Paper, No. 09-127, April 2009. (Revised May 2009.)
- October 2005 (Revised September 2006)
- Case
Museum of Fine Arts Boston
By: V. Kasturi Rangan and Marie Bell
One of Boston's main cultural attractions, the Museum of Fine Arts (MFA), has experienced a steady decline of its core audience over the last decade. The museum's executive director attempted to bridge the shortfall by staging new, innovative, special exhibitions,... View Details
Keywords: Product Marketing; Growth Management; Innovation Leadership; Capital; Financing and Loans; Service Operations; Consumer Behavior
Rangan, V. Kasturi, and Marie Bell. "Museum of Fine Arts Boston." Harvard Business School Case 506-027, October 2005. (Revised September 2006.)
Reza R. Satchu
Reza Satchu is a Senior Lecturer in the Entrepreneurship Management Unit at the Harvard Business School where he teaches The Entrepreneurial Manager, The Founder Mindset and Founder Launch. He is also the Founder, Managing Partner and majority shareholder of... View Details
William C. Vrattos
Bill Vrattos is a Senior Lecturer at the Harvard Business School, where he teaches Investment Strategies, a course on public market investing in the elective curriculum. He also co-teaches Private Equity Projects and Ecosystems, where he mentors student groups on... View Details
- June 2021
- Case
Modern Endowment Management: Paula Volent and the Bowdoin Endowment
By: Luis M. Viceira, Emily R. McComb and Dean Xu
This case examines modern endowment investment management through the lens of a leadership transition between Chief Investment Officers (CIOs). In March 2021, Paula Volent is about to step down as the CIO of the endowment of Bowdoin College after twenty-one years, and... View Details
Keywords: Investment Portfolio; Investment Banking; Growth Management; Investment Return; Capital Markets; Interest Rates; Competition; Cost Management; Risk Management; Financial Liquidity; Performance Evaluation
Viceira, Luis M., Emily R. McComb, and Dean Xu. "Modern Endowment Management: Paula Volent and the Bowdoin Endowment." Harvard Business School Case 221-101, June 2021.