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      • January 2025
      • Case

      Index and Active Investing: Vanguard and the New Frontier of Active ETFs

      By: Marco Sammon, Luis M. Viceira and Jonathan Kanagasabai
      This case explores Vanguard’s strategic decision-making process as it considers entering the growing market for actively managed exchange-traded funds (ETFs). Set in 2024, the case places students in the position of Rodney Comegys, Vanguard’s global head of the Equity... View Details
      Keywords: Asset Management; Financial Strategy; Investment Funds; Investment Portfolio; Financial Services Industry
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      Sammon, Marco, Luis M. Viceira, and Jonathan Kanagasabai. "Index and Active Investing: Vanguard and the New Frontier of Active ETFs." Harvard Business School Case 225-056, January 2025.
      • January 2025 (Revised April 2025)
      • Case

      Mercado Libre: The Best Is Yet to Come

      By: Krishna G. Palepu, Fernando Fragueiro, Carla Larangeira and Mariana Cal
      In 2024, Marcos Galperín, CEO and co-founder of Mercado Libre, reflected on its 25-year rise as Latin America’s largest marketplace, fintech leader, and most valuable public company. With operations spanning 18 countries and a robust ecosystem combining e-commerce,... View Details
      Keywords: Entrepreneurship; Multinational Firms and Management; Recruitment; Compensation and Benefits; Innovation Leadership; Innovation Strategy; Leadership Style; Business or Company Management; Management Practices and Processes; Management Succession; E-commerce; Emerging Markets; Distribution; Logistics; Organizational Culture; Organizational Design; Business Strategy; Competition; Growth and Development Strategy; Corporate Strategy; Financial Services Industry; Financial Services Industry; Financial Services Industry; Latin America; Mexico; Brazil; Argentina
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      Palepu, Krishna G., Fernando Fragueiro, Carla Larangeira, and Mariana Cal. "Mercado Libre: The Best Is Yet to Come." Harvard Business School Case 325-065, January 2025. (Revised April 2025.)
      • December 2024
      • Case

      Core Innovation Capital: Investing in Fintech for Good

      By: Ray Kluender, Natalia Rigol, Benjamin Roth and Nicole Tempest Keller
      In 2017, Arjan Schütte, founder of Core Innovation Capital, faced a decision on whether to invest in Hugo Insurance, an auto insurance startup. Core, an early-stage social impact VC firm, focused on “fintech for good,” by investing in financial services for low- to... View Details
      Keywords: Fintech; Venture Capital; Social Entrepreneurship; Insurance; Measurement and Metrics; Investment; Corporate Social Responsibility and Impact; Product Positioning; Financial Services Industry; Financial Services Industry; Financial Services Industry; United States
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      Kluender, Ray, Natalia Rigol, Benjamin Roth, and Nicole Tempest Keller. "Core Innovation Capital: Investing in Fintech for Good." Harvard Business School Case 825-064, December 2024.
      • December 2024
      • Supplement

      Core Innovation Capital: Investing in Fintech for Good (B)

      By: Ray Kluender, Natalia Rigol, Benjamin Roth and Nicole Tempest Keller
      In 2017, Core Innovation Capital invested $725,000 in Hugo Insurance, a pay-as-you-drive auto insurance startup targeting the non-standard market. Core followed with $300,000 in 2019 during a Seed II round. By 2022, Hugo founder, David Bergendahl, sought $10 million in... View Details
      Keywords: Fintech; Venture Capital; Social Entrepreneurship; Insurance; Measurement and Metrics; Investment; Financial Services Industry; Financial Services Industry; Financial Services Industry; United States
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      Kluender, Ray, Natalia Rigol, Benjamin Roth, and Nicole Tempest Keller. "Core Innovation Capital: Investing in Fintech for Good (B)." Harvard Business School Supplement 825-094, December 2024.
      • December 2024 (Revised January 2025)
      • Case

      Balancing Returns and Responsibilities at Raya Partners

      By: Arthur Segel, Ephraim Mernick, Derek C. M. van Bever and Olivia Barba
      Raya Partners, a private equity firm, faces a crucial decision regarding Asa Specialty Coatings Company (ASCC). The dilemma involves shifting ASCC's manufacturing operations to Mexico, a move that would boost profitability and reduce emissions but result in significant... View Details
      Keywords: Factories, Labs, and Plants; Communication Strategy; Private Equity; Job Cuts and Outsourcing; Corporate Social Responsibility and Impact; Environmental Sustainability; Values and Beliefs; Financial Services Industry; Financial Services Industry; Mexico; Vermont
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      Segel, Arthur, Ephraim Mernick, Derek C. M. van Bever, and Olivia Barba. "Balancing Returns and Responsibilities at Raya Partners." Harvard Business School Case 325-068, December 2024. (Revised January 2025.)
      • November 2024
      • Teaching Note

      Mercado Bitcoin: M&A, IPO, or Series B?

      By: Raymond Kluender, Emanuele Colonnelli and Sabrina Howell
      Teaching Note for HBS Case No. 825-047. In April 2021, Brazilian cryptocurrency platform Mercado Bitcoin, had to decide how to scale: go public, M&A with a bank, or take a VC big check. In a highly volatile market, Roberto Dagnoni, chairman of the board, viewed the... View Details
      Keywords: Cryptocurrency; Mergers and Acquisitions; Business Growth and Maturation; Business Startups; Decision Making; Going Public; Ownership Stake; Strategic Planning; Venture Capital; Problems and Challenges; Business Cycles; Digital Platforms; Emerging Markets; Market Timing; Expansion; Diversification; Valuation; Value Creation; Investment Funds; Initial Public Offering; Price; Price Bubble; Negotiation Offer; Financial Services Industry; Financial Services Industry; Brazil; Latin America
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      Kluender, Raymond, Emanuele Colonnelli, and Sabrina Howell. "Mercado Bitcoin: M&A, IPO, or Series B?" Harvard Business School Teaching Note 825-092, November 2024.
      • 2024
      • Working Paper

      Hidden Risk

      By: Daniel Barth, Phillip Monin, Emil Siriwardane and Adi Sunderam
      Since 2013, large U.S. hedge fund advisers have been required to report risk exposures in their regulatory filings. Using these data, we first establish that managers’ perceptions of risk contain useful information that is not embedded in fund returns. Investor flows... View Details
      Keywords: Corporate Disclosure; Investment Funds; Risk and Uncertainty; Investment Return; Communication Strategy; Financial Services Industry
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      Barth, Daniel, Phillip Monin, Emil Siriwardane, and Adi Sunderam. "Hidden Risk." Working Paper, November 2024.
      • November 2024 (Revised December 2024)
      • Case

      Moonfare and the Democratization of Private Equity

      By: Victoria Ivashina and Srimayi Mylavarapu
      Founded in 2016, Moonfare headquartered in Europe, was a pioneer in the “democratization” of private equity investments. Historically, private equity was accessible only to institutional investors like pension funds, endowments, sovereign wealth funds, and large family... View Details
      Keywords: Private Equity; Customers; Wealth; Business Strategy; Segmentation; Technological Innovation; Product Launch; Financial Services Industry; Europe
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      Ivashina, Victoria, and Srimayi Mylavarapu. "Moonfare and the Democratization of Private Equity." Harvard Business School Case 225-044, November 2024. (Revised December 2024.)
      • Fall 2024
      • Article

      The Problem of Good Conduct Among Financial Advisers

      By: Mark Egan, Gregor Matvos and Amit Seru
      Households in the United States often rely on financial advisers for investment and savings decisions, yet there is a widespread perception that many advisers are dishonest. This distrust is not unwarranted: approximately one in fifteen advisers has a history of... View Details
      Keywords: Personal Finance; Behavioral Finance; Trust; Financial Services Industry
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      Egan, Mark, Gregor Matvos, and Amit Seru. "The Problem of Good Conduct Among Financial Advisers." Journal of Economic Perspectives 38, no. 4 (Fall 2024): 193–210.
      • October 2024
      • Case

      Tonik

      By: Andy Wu, Maliha Malek Quadir and Aticus Peterson
      This case study examines Tonik, the first digital bank in the Philippines, as it navigates the challenges of scaling its lending operations and achieving profitability in an evolving fintech landscape. It explores Tonik's journey from its launch in 2018 to early 2024,... View Details
      Keywords: Business Startups; Financing and Loans; Profit; Governing Rules, Regulations, and Reforms; Growth and Development Strategy; Emerging Markets; Entrepreneurship; Product; Financial Services Industry; Financial Services Industry; Financial Services Industry; Philippines
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      Wu, Andy, Maliha Malek Quadir, and Aticus Peterson. "Tonik." Harvard Business School Case 725-404, October 2024.
      • October 2024
      • Case

      Grain Management

      By: Archie Jones, Michael Norris, Alliyah Gary and Chelsea Grain-Jefferson
      Keywords: Family Business; Entrepreneurship; Private Equity; Management Succession; Ownership Stake; Retirement; Financial Services Industry; Financial Services Industry; United States
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      Jones, Archie, Michael Norris, Alliyah Gary, and Chelsea Grain-Jefferson. "Grain Management." Harvard Business School Case 825-085, October 2024.
      • October 2024
      • Case

      Estímulo: Blended Finance in Brazil

      By: Vikram S. Gandhi, James Barnett, Maxim Pike Harrell and Marina Osborn
      In December 2022, Estímulo—a Brazilian impact investment fund supporting small businesses—found itself at a crossroads. The fund was established in 2020 to provide emergency relief through accessible credit and financial education. When low default rates from borrowers... View Details
      Keywords: Credit; Financial Management; Financing and Loans; Investment; Social Enterprise; Business Model; Financial Services Industry; Brazil; South America; Latin America
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      Gandhi, Vikram S., James Barnett, Maxim Pike Harrell, and Marina Osborn. "Estímulo: Blended Finance in Brazil." Harvard Business School Case 325-016, October 2024.
      • October 2024 (Revised January 2025)
      • Case

      MDH Partners: Evolving a Family Legacy

      By: Christina R. Wing and Sarah Mehta
      This case is about succession planning for MDH Partners, an Atlanta-based industrial real estate investment firm founded in 2005. When Jeffrey Small, Jr. cofounded MDH Partners, he named the company in honor of his grandfather, Mark Durward (MD) Hodges, an early... View Details
      Keywords: Buildings and Facilities; Business Ventures; Ownership; Business Exit or Shutdown; Family Business; Management Succession; Personal Development and Career; Financial Services Industry; Financial Services Industry; United States; Georgia (state, US); Atlanta
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      Wing, Christina R., and Sarah Mehta. "MDH Partners: Evolving a Family Legacy." Harvard Business School Case 625-001, October 2024. (Revised January 2025.)
      • October 2024 (Revised November 2024)
      • Case

      SWEN Blue Ocean: Impact Investing Goes to Sea

      By: Vikram S Gandhi and David Allen
      In August 2023, SWEN Blue Ocean, a €170 million impact fund that invested in startups contributing to ocean sustainability, faced a critical investment decision. Part of SWEN Capital Partners, an €8 billion, Paris-based private equity fund, Blue Ocean was co-founded in... View Details
      Keywords: Communication Technology; Environmental Sustainability; Green Technology; Venture Capital; Private Equity; Investment Funds; Science-Based Business; Technological Innovation; Financial Services Industry; France; Paris; Italy
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      Gandhi, Vikram S., and David Allen. "SWEN Blue Ocean: Impact Investing Goes to Sea." Harvard Business School Case 325-013, October 2024. (Revised November 2024.)
      • October 2024
      • Case

      EU's Digital Services Act and Digital Markets Act

      By: David B. Yoffie and Sarah von Bargen
      Since the early 2020s, the EU began passing regulations on digital platforms and their marketplaces. One of the first was the Digital Services Act package, consisting of the Digital Services Act (DSA) and the Digital Markets Act (DMA). These regulations were focused on... View Details
      Keywords: Digital Platforms; E-commerce; Governing Rules, Regulations, and Reforms; Cybersecurity; European Union
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      Yoffie, David B., and Sarah von Bargen. "EU's Digital Services Act and Digital Markets Act." Harvard Business School Case 725-372, October 2024.
      • October 2024
      • Case

      Ranger Energy Services: Bridging Public & Private Markets

      By: Joseph Pacelli, Ravi Ramniklal Gondalia and James Weber
      In August of 2017, CSL Capital, a private equity fund founded and operated by Charlie Leykum (HBS ’04), was deciding to take one of its portfolio companies, Ranger Energy Services, public. Founded in 2014, Ranger Energy was an oilfield service company providing... View Details
      Keywords: Entrepreneurship; Initial Public Offering; Financial Strategy; Valuation; Private Equity; Business Strategy; Investment Portfolio; Investment Return; Financial Services Industry; Financial Services Industry; United States
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      Pacelli, Joseph, Ravi Ramniklal Gondalia, and James Weber. "Ranger Energy Services: Bridging Public & Private Markets." Harvard Business School Case 125-023, October 2024.
      • 2025
      • Book

      Retiring: Creating a Life That Works for You

      By: Teresa M. Amabile, Lotte Bailyn, Marcy Crary, Douglas T. Hall and Kathy E. Kram
      Retirement, as a major life transition, can be both thrilling and challenging in unexpected ways. Written by acclaimed authors in the fields of business leadership, careers, and work, this book goes beyond the typical financial and health-related advice on retirement,... View Details
      Keywords: Retirement
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      Amabile, Teresa M., Lotte Bailyn, Marcy Crary, Douglas T. Hall, and Kathy E. Kram. Retiring: Creating a Life That Works for You. Routledge, 2025.
      • September 26, 2024
      • Article

      A Better Way to Measure Social Impact

      By: Robert S. Kaplan and Constance Spitzer
      All impact investors report the financial returns from their funds and investments, and many provide metrics on intended social outcomes, such as numbers of individuals served, or quality jobs created. But investors do not supply metrics about their impacts on... View Details
      Keywords: Impact Investing; Social Impact Investment; Inclusive Growth; Sustainability; Corporate Social Responsibility and Impact; Environmental Sustainability
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      Kaplan, Robert S., and Constance Spitzer. "A Better Way to Measure Social Impact." Harvard Business Review Digital Articles (September 26, 2024).
      • September 2024
      • Case

      TechEnergy Ventures: Innovating Through Corporate Venture Capital

      By: Rebecca Karp and Lena Duchene
      This case examines TechEnergy Ventures, the corporate venture capital (CVC) arm of the Techint Group, and its role in scaling innovation within the energy sector. Founded in 2021, TechEnergy Ventures operates with a mandate to invest in disruptive technologies to... View Details
      Keywords: Transition; Alternative Energy; Renewable Energy; Metals and Minerals; Mining; Corporate Entrepreneurship; Climate Change; Environmental Sustainability; Corporate Finance; Venture Capital; Financial Strategy; Investment Portfolio; Growth and Development Strategy; Adaptation; Diversification; Innovation Strategy; Financial Services Industry; Financial Services Industry; Italy; Europe; Latin America; Argentina
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      Karp, Rebecca, and Lena Duchene. "TechEnergy Ventures: Innovating Through Corporate Venture Capital." Harvard Business School Case 725-393, September 2024.
      • September 2024
      • Case

      Xendit: Hiring for Growth

      By: Jeffrey F. Rayport, Steve Castano, Quoc Anh Nguyen and Claire Wu
      In 2019, Xendit, a growth-stage Southeast Asia (SEA) fintech venture based in Jakarta, was looking to hire a Head of Sales and Head of Product to lead its next phase of growth. Founded by Moses Lo and Tessa Wijaya, Xendit provided payment infrastructure, modeling... View Details
      Keywords: Fintech; Financing and Loans; Entrepreneurship; Jobs and Positions; Sales; Product; Growth and Development; Selection and Staffing; Organizational Culture; Expansion; Financial Services Industry; Financial Services Industry; Southeast Asia; Indonesia; Philippines
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      Rayport, Jeffrey F., Steve Castano, Quoc Anh Nguyen, and Claire Wu. "Xendit: Hiring for Growth." Harvard Business School Case 825-046, September 2024.
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