Publications

08 Jan 2013
News

Richest Universities Are Too Quiet on Sustainable Investing

Web

Black Investment Club | MBA

Black Investment Club The Black Investment Club (BIC) seeks to address the massive underrepresentation of black investors in venture capital, private equity, and investment... View Details

06 Jul 2020
Blog Post

A Letter from the Women in Investing Club

To our Women in Investing Community and Supporters, When we initially outlined our commitments for 2019-2020 as Women in Investing (WII) Co-Presidents, we centered the upcoming year around three key ideas:... View Details

06 Aug 2020
Blog Post

WHY WE STARTED THE HBS BLACK INVESTMENT CLUB

officially launched during the spring 2020 semester, and since that time it’s been our mission is to empower the next generation of senior Black investment professionals by making it easier for firms to hire... View Details

Keywords: All Industries

Web

Women in Investing Club | MBA

Women in Investing Club Women in Investing (WII) seeks to develop and strengthen the network of women both on and off campus who are interested in buy-side investing. Our overarching View Details

22 Jul 2020
Blog Post

Why We Started the HBS Black Investment Club

Investment Club officially launched during the spring 2020 semester, and since that time it’s been our mission is to empower the next generation of senior Black investment... View Details

07 Nov 2014
News

Investing for the Long Term in Education

Kim Lew (MBA 1992) is chief investment officer of the Carnegie Corporation of New York, where she manages $3.2 billion in assets for the corporation. In this interview, Lew discusses how she works to keep close to the original View Details

09 Apr 2020
Research & Ideas

How Social Entrepreneurs Can Increase Their Investment Impact

Both impact investing and traditional philanthropy are on the rise after the decade-long economic boom following the Great Recession. But when does an impact investment make a bigger difference than a grant? The question is far more complicated than simply evaluating... View Details

Keywords: by Rachel Layne

July 2024 (Revised January 2025)
Case

Rockefeller Philanthropy Advisors: Bringing Systematic Investment to Philanthropy

By: Lauren Cohen, Hao Gao, Alexander Bischoff and Sophia Pan

Melissa Berman, CEO of Rockefeller Philanthropy Advisors (RPA), evaluated her client’s philanthropy project and its mediocre performance. RPA was a segment of the Rockefeller Family Office’s Philanthropy Department, becoming an independent charity in 2002. Consistently... View Details

25 Jan 2018
News

Investing in India’s Nonprofits to Overcome Poverty Sustainably

Khushboo Maheshwari (MBA 2012) is new initiatives leader of The/Nudge Foundation and director and head of N/Core, which support nonprofits working on problems related to poverty in India. In this interview, she describes N/Core’s mission... View Details

May 2017
Case

Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund

By: Steven Rogers and Valerie Mosley

Vicki Fuller traveled from a four-room tenement bordering Chicago’s infamous Cabrini-Green housing projects to speaking at conferences around the world and typically holding court wherever she went. As a teenager, she helped raise her siblings. As a Wall Street... View Details

February 2018 (Revised August 2018)
Case

OpenInvest

By: Shawn Cole, Boris Vallée and Nicole Tempest Keller

Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolios to their personal values in an automated way, for instance by screening out weapons manufacturers stocks or overweighting... View Details

Keywords: Fintech; Impact Investing; Investment Portfolio; Customization and Personalization; Technological Innovation; Social Issues; Growth and Development Strategy; Business Model; Financial Services Industry

March 2018 (Revised March 2018)
Teaching Note

OpenInvest

By: Boris Vallee and Caitlin Reimers Brumme

Founded by a team of hedge fund and NGO alumni, OpenInvest launched its platform in 2015 to enable retail investors to tailor their portfolio to their personal values in an automated way, for instance by screening out weapon manufacturers stocks or overweighting LGBTQ... View Details

Keywords: Socially Responsible Investing; Investing For Impact; Robo-advisors; Investment; Values and Beliefs; Customization and Personalization; Technology; Financial Services Industry

01 Dec 2017
News

2017 in Education: Investing in the Next Generation of Workers

colleges to develop programs to meet specific needs. There is still some distrust on both sides: Higher education institutions see their mission as instilling skills for lifelong learning, not to pursue a good salary, and businesses can... View Details

Keywords: Amy McIntosh (MBA 1984) , associate vice chancellor for academic strategy, The City University of New York

May 2022 (Revised December 2023)
Case

Founder Collective

By: Jo Tango and Alys Ferragamo

Founder Collective ("FC") launched in 2009 with a clear mission: to be the most aligned fund for founders at the seed stage. In keeping with its mission, FC maintained smaller fund sizes and was not a lifecycle investor. By November of 2021, the seed market had become... View Details

Keywords: Seed Investing; Business Startups; Mission and Purpose; Investment; Competitive Strategy; Venture Capital