Publications

October 2021
Supplement

Engine No. 1: An Activist Hedge Fund Pursues Stakeholder Capitalism (B)

By: Mark Kramer

Engine Number 1's proxy fight succeeded in part because Exxon shareholders had lost money in the preceding years and because climate change was a high-profile issue. The B case raises the question of whether Engine No. 1's next target should be Facebook, where social... View Details

Keywords: Proxy Fight; Hedge Fund Activism; Social Impact; Business and Shareholder Relations; Climate Change; Corporate Social Responsibility and Impact; Goals and Objectives

29 Jun 2012
News

Funds and Allies Defend the Buck

August 1993 (Revised October 1993)
Case

Dimensional Fund Advisors: 1993

By: Jay O. Light

A small California-based money manager is now offering specialty products for institutional investors based upon recent financial research findings. View Details

Keywords: Financial Instruments; Investment; Financial Services Industry; California

21 Feb 2005
Research & Ideas

The VC Quandary: Too Much Money

depends on whether you're pouring or drinking," Friend said. Limited partners are looking not only at placing money with top-tier funds, but with emerging funds. "It's great news if you're looking to get into the business,"... View Details

Keywords: by Julie Jette; Financial Services

06 Oct 2003
Research & Ideas

The Problem with Hedge Funds

in the Internet and telecom bubbles. Those who have money left, or who have new savings coming in and are seeking investments have heard that hedge funds have done well. For example, they've heard that... View Details

Keywords: by D. Quinn Mills

March 2010
Supplement

Whose Money Is It Anyway? (C)

By: V.G. Narayanan, Richard G. Hamermesh and Rachel Gordon

The case describes how the Brigham and Women's Physicians Organization and its corporate parent resolved the issue of how the disputed funds would be distributed and used. View Details

Keywords: Corporate Governance; Business Subsidiaries; Organizational Design; Conflict and Resolution; Resource Allocation; Health Industry

22 Aug 2007
Research & Ideas

The Hedge Fund as Activist

share of most public firms, mutual fund companies have been reluctant to engage in any form of activism (the same firms that are performing poorly may also be mutual fund clients). The Activist Arena Unlike... View Details

Keywords: by Robin Greenwood; Financial Services

01 Mar 2009
News

Just Keep Our Money

money. But refunds are many families’ best opportunity to put away a few dollars for their children and their futures. For the past three years, a team comprising researchers, the nonprofit Doorways to Dreams Fund (which I cofounded),... View Details

Keywords: Peter Tufano; Funds, Trusts, and Other Financial Vehicles; Finance; Administration of Economic Programs; Government

Fast Answer

Exchange traded funds

Where can I find information on exchange traded funds or ETFs? News and Journals ABI/ProQuest or Business Source Complete To find academic and news articles comparing exchange traded funds to index mutual... View Details

May 2022 (Revised May 2024)
Case

The Freedom Fund (A): Ending Modern Slavery

By: V. Kasturi Rangan and Courtney Han

The Freedom Fund founded in 2013 to end modern slavery had raised more than half its intended target (by 2025) of $200 million. In 2021, impressed by its decentralized-partnering style of operations, philanthropist MacKenzie Scott awarded the Fund a gift of $35 million... View Details

Keywords: Social Issues; Corporate Social Responsibility and Impact; Philanthropy and Charitable Giving; Spending; Decisions; India; Thailand; Ethiopia

15 Apr 2022
News

Funding His Purpose

patient served—would have access to the more flexible capital of a loan. Letelier started with his own money and began to attract grantors to fund SITAWI when he had a track record of successful projects.... View Details

01 Jun 2010
News

$how Me the Money

now GFI, Baker has become a leading expert on the world’s shadow financial structure and illicit money supply. He also understands corruption’s human toll. Burned into his memory is the Nigerian lady who helped care for his children,... View Details

Keywords: Garry Emmons; Administration of Economic Programs; Government; Executive, Legislative, and Other General Government Support; Government; Legal Services; Professional Services; Management, Scientific, and Technical Consulting Services; Professional Services

February 1997 (Revised March 1998)
Case

Smith Breeden Associates: The Equity Plus Fund (A)

By: Robert C. Merton and Alberto Moel

In early 1997, Smith Breeden Associates, a money management and consulting firm, was pondering the future of the Equity Plus Fund. The Equity Plus Fund was an S&P enhanced-index fund that tried to outperform the S&P Index by replicating the index using low-cost... View Details

Keywords: Assets; Cash; Financial Markets; Financial Strategy; Mortgages; Investment Funds; Investment Portfolio; Marketing; Performance; Consulting Industry

30 Apr 2014
News

Cities, states to lose big if highway fund disappears

06 Jul 2011
News

Lessons From a $1 Billion Fund Raiser

Fast Answer

Pension and retirement funds

Where can I find information on pension plans and retirement funds? To find out more on individual pension funds or create a list: Pensions & Investments Research Center: Screen by asset owner or View Details

Dollar Funding and the Lending Behavior of Global Banks

A large share of dollar-denominated lending is done by non-U.S. banks, particularly European banks. We present a model in which such banks cut dollar lending more than euro lending in response to a shock to their credit quality. Because these banks rely on wholesale... View Details

01 Jun 2011
News

Show Me The Money — Or Not

completely to be expected.” The $25,000 prize for the winner of the business venture track is funded through the generosity of Clayton, Dubilier, and Rice, in honor of Martin Dubilier (MBA 1952); Peter Sacerdote (MBA 1964) established the... View Details

May – June 1971
Article

Funds Control Versus Cost Control

By: J. Ronald Fox

Keywords: Cost; Money