Publications

September 2022 (Revised December 2022)
Case

QED Invests in Africa

By: Álvaro Rodríguez Arregui and James Barnett

In March 2022, investors at venture capital firm QED consider strategy for establishing business in Africa. View Details

Keywords: Analysis; Investment; Geography; Markets; Operations; Strategic Planning; Strategy; Financial Services Industry; Africa; Nigeria; North America; Canada; Europe; Asia; Latin America

August 2019 (Revised November 2019)
Case

Sustainable Investing at J.P. Morgan Private Bank

By: Sara Fleiss and Luis Viceira

This case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family... View Details

Keywords: Sustainability; Investment; Management; Strategy; Social Issues; Environmental Sustainability; Banking Industry

March 2023 (Revised May 2023)
Case

Tribal Councils Investment Group of Manitoba Ltd.

By: David L. Ager

In the Fall of 2014, Heather Berthelette, the recently appointed COO of Tribal Councils Investment Group of Manitoba Ltd. (TCIG), was preparing a recommendation to the Board of Directors about whether to dissolve the company and return any remaining funds to the seven... View Details

Keywords: Indigenous Communities; Corporate Governance; Governing and Advisory Boards; Social Enterprise; Economic Growth; Investment Banking; Canada

December 1988
Article

Strategic Responses to Automobile Emissions Control: A Game-Theoretic Analysis

By: Dennis Yao

This paper examines the dynamics of standard-setting regulation under technological uncertainty and asymmetric information about technological capability. A two-period model which allows fully strategic action is developed and applied to the regulation of automobile... View Details

Keywords: Transportation; Pollutants; Standards; Governance Controls; Technological Innovation; Research and Development; Mathematical Methods

17 Jan 2018
News

Luis Viceira: Activism, Indexing, And The Investment Management Workshop

January 2008
Case

Parks Capital - Investment in US Retail, Inc.

Parks Capital acquired a Children's Apparel Manufacturer , American Child Clothing Manufacturers, Inc. (ACCM), in 2001. Two years later ACCM's largest retail customer, U.S. Retail, Inc., decided to evaluate strategic alternatives due to financial difficulties. Parks... View Details

Keywords: Mergers and Acquisitions; Customer Value and Value Chain; Private Equity; Vertical Integration; Apparel and Accessories Industry; Manufacturing Industry; Retail Industry; United States

16 Jan 2018
News

Luis Viceira: Activism, Indexing, and the Investment Management Workshop (IMW)

2002
Book

Strategic Asset Allocation: Portfolio Choice for Long-Term Investors

By: John Y. Campbell and Luis M. Viceira

Keywords: Investment Portfolio

13 Apr 2015
Research & Ideas

3 Ways Firms Can Profit From Environmental Investments

In the course of her work, Rebecca Henderson meets business executives who don't address the threat of climate change because they don't believe that it exists. Her recommendation: They should consider investments in environmental sustainability anyway, assuming that... View Details

Keywords: by Carmen Nobel; Energy; Utilities

Web

Strategic Financial Analysis Online Course | HBS Online

limited-time offer. New Strategic Financial Analysis $1,850 Next 8-week session starts April 16th Enroll Now Explore the intersection of accounting, strategy, and finance, and learn how to evaluate a business’s performance, prospects, and... View Details

Web

Real Estate Investing - Course Catalog

HBS Course Catalog Real Estate Investing Course Number 1475 Lecturer Dwight Angelini Lecturer Matt Kelly Spring; Q3; 1.5 credits Exam Career Focus This course provides students with the skills and knowledge essential for a career in... View Details

July – August 2008
Article

Should You Invest in the Long Tail?

By: Anita Elberse

The blockbuster strategy is a time-honored approach, particularly in media and entertainment. When space is limited on store shelves and in traditional distribution channels, producers tend to focus on a few likely best sellers, hoping that one or two big hits will... View Details

Keywords: Demand and Consumers; Distribution Channels; Sales; Marketing Strategy; Online Technology; Motion Pictures and Video Industry; Music Industry; Retail Industry

Register to Read

May 2020
Article

Negotiating a Better Future: How Interpersonal Skills Facilitate Inter-Generational Investment

By: Nava Ashraf, Natalie Bau, Corinne Low and Kathleen McGinn

Using a randomized control trial, we examine whether offering adolescent girls nonmaterial resources—specifically, negotiation skills—can improve educational outcomes in a low-income country. In so doing, we provide the first evidence on the effects of an intervention... View Details

Keywords: Negotiation; Competency and Skills; Training; Age; Gender; Education; Investment; Outcome or Result; Developing Countries and Economies

Register to Read

September 2009
Article

Labor Market Institutions and Global Strategic Adaptation: Evidence from Lincoln Electric

By: Jordan I. Siegel and Barbara Zepp Larson

Although one of the central questions in the global strategy field is how multinational firms successfully navigate multiple and often conflicting institutional environments, we know relatively little about the effect of conflicting labor market institutions on... View Details

Keywords: Institutions; Labor Market; Complementarity; Global Strategy; Multinational Firms and Management; Governing Rules, Regulations, and Reforms; Labor Unions; Laws and Statutes; Operations; Organizational Change and Adaptation; Manufacturing Industry

Read Now

October 2010 (Revised January 2012)
Case

Hony, CIFA, and Zoomlion: Creating Value and Strategic Choices in a Dynamic Market

By: Josh Lerner and Yiwen Jin

The private equity group Hony Capital considers what to do with their investment in Zoomlion, which has been successful to date. The question is whether to take their money off the table or to invest in their acquisition of a large Italian competitor. View Details

Keywords: Private Equity; Financial Strategy; Investment; Emerging Markets; Financial Services Industry; China

January 2014
Supplement

Ford Asia Pacific & Africa: The E-coating Facility Decision in Gujarat, India (B)

By: Juan Alcacer and Nancy Hua Dai

The case reveals that Ford decided to open its own e-coating plant in Gujarat, India, and details how the decision was made at different organizational levels. View Details

Keywords: Foreign Investment; Organizational Alignment; Strategic Decision Making; Motivation and Incentives; Communication; Organizational Structure; Decision Making; Business Processes; Foreign Direct Investment; Manufacturing Industry; Auto Industry; Gujarat

10 Feb 2010
Working Paper Summaries

Investing in Improvement: Strategy and Resource Allocation in Public School Districts

Keywords: by Stacey Childress; Education

October 2020 (Revised July 2023)
Case

UCK Partners: Gong Cha

By: Victoria Ivashina and Sangyun Lee

In the Spring of 2017, Soomin Kim, Founding Partner of UCK Partners, and his team were debating the potential exit of UCK Partner’s investment in Gong Cha Korea, the sole local franchisor of the premium milk tea brand that they proprietarily sourced three years ago.... View Details

Keywords: Exit; Strategic Decision Making; Private Equity; Investment; Strategy; Investment Return; Decision Making; Bids and Bidding