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July 2019
Supplement

Omidyar Network's Impact Investment Framework

By: Vikram S Gandhi

A team of investors at Omidyar Network explore two different investment possibilities in the budding financial inclusion space using their investment framework to consider capital alternatives available for both investments, each of which carries highly divergent... View Details

Keywords: Impact Investing; Micro Finance; Investment; Investment Return; Investment Activism; Investment Portfolio; Microfinance; Framework; India; Philippines

March 2018 (Revised July 2018)
Case

Greenlight Biosciences: In Search of Impact Investment

By: Michael Chu, Annelena Lobb and Joni Coughlin

Greenlight Biosciences, a biotech company, is in search of impact investment for its next round of financing. View Details

Keywords: Impact Investment; Investment; Environmental Sustainability; Financing and Loans; Biotechnology Industry

2007
Report

Compounding Impact: Mission Investing by U.S. Foundations

By: Mark R. Kramer and Sarah E. Cooch

If foundations are to achieve their lofty ambitions for social impact, they must find creative ways to use every resource they possess. Enter mission investing (now more popularly called impact investing), a practice of using financial investments as tools to achieve a... View Details

Keywords: Foundations; Mission Investing; Impact Investing; Organizations; Mission and Purpose; Investment

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2024
Working Paper

Employer-Based Short-Term Savings Accounts

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

We study the introduction of a choice architecture design intended to increase short-term savings among employees at five U.K. firms. Employees were offered the opportunity to opt into a payroll deduction program that auto-deposits funds from each paycheck into a... View Details

Keywords: Behavior; Personal Finance; Investment Funds; Employees; Saving; United Kingdom

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2021
Working Paper

The Project on Impact Investments' Impact Investment Database

By: M. Diane Burton, Shawn Cole, Abhishek Dev, Christina Jarymowycz, Leslie Jeng, Josh Lerner, Fanele Mashwama, Yue (Cynthia) Xu and T. Robert Zochowski

Impact investing has grown significantly over the past 15 years. From a niche investing segment with only $25 billion AUM in 2013 (WEF 2013), it experienced double-digit growth and developed into a market with an estimated $502 billion AUM (Mudaliapar and Dithrich... View Details

Keywords: Impact Investing; Investment; Analytics and Data Science; Analysis

January 2019 (Revised November 2019)
Case

Ajeej Capital: Investing in Emerging Markets

By: Luis M. Viceira and Eren Kuzucu

In October 2007, Tarek Sakka and Fouad Dajani launched Ajeej Capital, the first independent investment advisory in the MENA region. Fittingly named ajeej, an Arabic word that translates to “growth and propagation in a chaotic setting,” the firm’s AUM grew from $20... View Details

Keywords: Security Selection; Investments; Growth; Culture; UAE; Finance; Asset Management; Emerging Markets; Capital Markets; Investment; Growth Management; Risk Management; Middle East; Saudi Arabia; Dubai; United Arab Emirates; Egypt; North Africa

2025
Chapter

Employer-Based Short-Term Savings Accounts

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

We study the introduction of a choice architecture design intended to increase short-term savings among employees at five U.K. firms. Employees were offered the opportunity to opt into a payroll deduction program that auto-deposits funds from each paycheck into a... View Details

Keywords: Personal Finance; Compensation and Benefits; Well-being; Behavior; Investment Funds; Employees; United Kingdom

2015
Working Paper

Strategy-Proofness, Investment Efficiency, and Marginal Returns: An Equivalence

By: John William Hatfield, Fuhito Kojima and Scott Duke Kominers

We show that a mechanism induces an agent to make efficient ex ante investment choices if and only if it rewards that agent with his marginal surplus; additionally, for an ex post efficient mechanism, these properties are equivalent to strategy-proofness for the agent.... View Details

Keywords: Strategy-proofness; Investment Efficiency; Providing Marginal Rewards; Vickrey-Clarke-Groves Mechanisms; Mechanism Design; Market Design; Human Capital

June 2007 (Revised January 2008)
Background Note

The U.S. Retirement Savings Market and the Pension Protection Act of 2006

By: Luis M. Viceira and Helen Tung

Provides an overview of the evolution of the private retirement savings market in the U.S. since 1990; the management and administration of defined-contribution (DC) plans; the existing evidence about the investment and savings decisions of participants in DC plans;... View Details

Keywords: Investment; Personal Finance; Saving; Government Legislation; Retirement; Business and Government Relations; Financial Services Industry; United States

05 Sep 2013
News

Women and Sustainable Investing

October 2024
Course Overview Note

Risks, Opportunities, and Investments in the Era of Climate Change (ROICC)

By: George Serafeim

This course overview note introduces the course Risks, Opportunities, and Investments in the Era of Climate Change to students. View Details

Keywords: Environment; Innovation; Technology; General Management; Organizational Transformations; Investments; Entrepreneurship; Strategy; Finance; Accounting; Leadership; Climate Change; Environmental Sustainability; Management

23 Jun 2008
Research & Ideas

Innovative Ways to Encourage Personal Savings

Putting together the money for everything from a short-term emergency to retirement is hard enough, a challenge that low- and moderate-income families endure every day. Yet as HBS professor Peter Tufano describes, new View Details

Keywords: by Martha Lagace; Financial Services

April 2005
Case

Saving Disney

At a March 2004 annual shareholder meeting, 45% of Walt Disney Co.'s shareholders withheld their support from CEO and Chairman Michael Eisner, producing a large no-confidence vote in the company's leader. The company had struggled financially in recent years and the... View Details

Keywords: Governing and Advisory Boards; Personal Development and Career; Corporate Governance; Entertainment and Recreation Industry

October 1999
Case

CIBC Corporate and Investment Banking (A): 1987-1992

By: Joseph L. Bower and Michael Raynor

In 1992, CIBC CEO Al Flood faced the short-term operational challenge of saving Wood Gundy, the troubled investment bank CIBC had purchased five years earlier. At the same time he had to tackle the long-term strategic challenge of integrating Gundy's investment banking... View Details

Keywords: Investment Banking; Banks and Banking; Corporate Strategy; Integration; Problems and Challenges; Mergers and Acquisitions; Banking Industry

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Research Summary

Investment Decisions and Decision Problems in Professional Investment Management

Jay O. Light is evaluating strategic business decisions in the money management industry as well as problems that arise in the management of very large pools of tax exempt money, particularly pension funds and endowments. From this research he is developing teaching... View Details

November 2018 (Revised March 2019)
Case

Mellody Hobson at Ariel Investments

By: Francesca Gino and Lakshmi Ramarajan

In 2018, Mellody Hobson, President of Ariel Investments, the largest minority-owned investment firm in the United States, was considering how best to divide her time and use her position and personal characteristics to push for positive change at her firm and in... View Details

Keywords: Female Protagonist; African-American Protagonist; Investment Management; Leadership; Personal Development and Career; Work-Life Balance; Financial Services Industry; Chicago

January 2018
Case

John Rogers, Jr.—Ariel Investments Co.

By: Steven Rogers and Greg White

John Rogers Jr., the founder and CEO of Ariel Investments, an enormously successful finance firm with $12 billion of invested capital, is one of the few African Americans in the asset management industry. As one of the high profile leaders in the black business... View Details

Keywords: Advocacy; Diversity; Investment Management; Affirmative Action; Disruption; Cost vs Benefits; Corporate Entrepreneurship; Fairness; Moral Sensibility; Values and Beliefs; Corporate Accountability; Leading Change; Corporate Social Responsibility and Impact; Problems and Challenges; Financial Services Industry; Chicago

September 2024
Case

Myeloma Investment Fund

By: Kyle Myers and Scott Sawaya

This case explores a critical decision facing the Myeloma Investment Fund (MIF) as it evaluates two investment opportunities aimed at accelerating a cure for multiple myeloma.

The MIF, a venture philanthropy fund, must choose between two distinct paths. One... View Details

Keywords: Venture Philanthropy; Biomedical Research; Investing For Impact; Innovation ＆ Entrepreneurship; Venture Capital; Science-Based Business; Philanthropy and Charitable Giving; Decision Making; Health Care and Treatment; Biotechnology Industry; Pharmaceutical Industry

01 Sep 2020
News

Saving Grace

fees to service and administrative charges and investment and withdrawal penalties. Chapman is not alone in his struggle to make sense of a murky... View Details

Keywords: Jen McFarland Flint

30 Nov 2020
Working Paper Summaries

Short-Termism, Shareholder Payouts, and Investment in the EU

Keywords: by Jesse M. Fried and Charles C.Y. Wang

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