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- All HBS Web
(5,536)
- People (25)
- News (1,733)
- Research (2,630)
- Events (13)
- Multimedia (63)
- Faculty Publications (1,840)
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- November 2014 (Revised May 2017)
- Teaching Note
Fresno's Social Impact Bond for Asthma
By: John A. Quelch
The case desccribes a social impact bond (SIB) to fund home-based remediation programs designed to reduce asthma attacks among Fresno residents (especially children) and thereby save on health care costs (ambulance callouts, emergency room visits etc.). The case... View Details
- March 2006
- Case
Wells Fargo Convertible Bonds
By: Malcolm P. Baker and Elizabeth Kind
Howard Atkins, the chief financial officer of Wells Fargo, is considering issuing $3 billion in convertible debt. With an investment-grade credit rating, Wells Fargo is not the typical issuer of convertible securities, but the market conditions in 2003 are unusual.... View Details
Keywords: Capital Structure; Financial Institutions; Banks and Banking; Debt Securities; Financial Management; Financial Strategy; Strategy; Banking Industry
Baker, Malcolm P., and Elizabeth Kind. "Wells Fargo Convertible Bonds." Harvard Business School Case 206-022, March 2006.
- 30 Nov 2020
- Research & Ideas
COVID Not Slowing VC Investment
expect their investments to outperform major equity indexes going forward, and they’re continuing to fund new endeavors. “It’s sort of the opposite of doom and gloom,” Gompers says. “We were surprised by how relatively unaffected the... View Details
- March 2013
- Case
Massachusetts Financial Services (Abridged)
By: Brian J. Hall and Karen Huang
This case describes the compensation and performance evaluations at an investment management company. The senior management team of Massachusetts Financial Services (MFS) Investment Management was contemplating an introduction of hedge funds at the firm, but many... View Details
Keywords: Compensation; Incentives; Investment Management; Performance Measurement; Portfolio Management; Motivation and Incentives; Asset Management; Performance Evaluation; Compensation and Benefits; Financial Services Industry; Massachusetts
Hall, Brian J., and Karen Huang. "Massachusetts Financial Services (Abridged)." Harvard Business School Case 913-036, March 2013.
- August 1997 (Revised September 1997)
- Case
GMIMCo Venture Capital: September 1996
By: Josh Lerner, Peter Wendell and Catherine M. Conneely
Kathryn Stokel must choose between three venture capital groups (if any) in which to invest the pension fund of General Motors Corp. Each has distinct strengths and weaknesses. View Details
- April 2024 (Revised August 2024)
- Case
The Engine
By: Joshua Lev Krieger, Jim Matheson, Fiona Murray and Nicholas Christman
The Engine, a venture capital firm founded by MIT to fill a gap in the technology funding landscape by commercializing breakthrough science and technology. Led by managing partner and CEO Katie Rae, the Engine's unique approach involved an unusually longer fund life,... View Details
Keywords: Growth and Development Strategy; Mission and Purpose; Venture Capital; Business Startups; Entrepreneurial Finance; Financial Services Industry
Krieger, Joshua Lev, Jim Matheson, Fiona Murray, and Nicholas Christman. "The Engine." Harvard Business School Case 824-147, April 2024. (Revised August 2024.)
- March 2006 (Revised April 2006)
- Case
Geeli
By: Li Jin, Kenneth A. Froot and Si Ping May Yu
A well-performing Chinese manufacturer faces major impediments raising funding to grow. Highlights various imperfections that shape the financing decision. View Details
- June 2006 (Revised January 2012)
- Case
Teena Lerner: Dividing the Pie at Rx Capital (A)
By: Boris Groysberg, Victoria Winston and Robin Abrahams
Teena Lerner started her own hedge fund firm in 2001 after nearly 20 years as a star biotechnology analyst and hedge fund manager. After the start-up phase, her firm became highly profitable. In 2004, however, one of her four analysts lost a lot of money for the firm.... View Details
Keywords: Managerial Roles; Investment Funds; Performance; Business Startups; Compensation and Benefits; Corporate Finance; Financial Services Industry
Groysberg, Boris, Victoria Winston, and Robin Abrahams. "Teena Lerner: Dividing the Pie at Rx Capital (A)." Harvard Business School Case 406-088, June 2006. (Revised January 2012.)
- Working Paper
Measuring the Perceived Liquidity of the Corporate Bond Market
By: Sergey Chernenko and Adi Sunderam
We propose a novel measure of bond market liquidity that does not depend on transaction data: the strength of the cross-sectional relationship between mutual fund cash holdings and fund flow volatility. Our measure captures how liquid funds perceive their portfolio... View Details
Chernenko, Sergey, and Adi Sunderam. "Measuring the Perceived Liquidity of the Corporate Bond Market." NBER Working Paper Series, No. 27092, May 2020.
- November 2002 (Revised May 2003)
- Case
Epicentric
Describes a set of decisions confronting the management of a software company that sells portal management tools to large companies. Management must raise additional funds under difficult circumstances. View Details
Keywords: Finance; Investment Funds; Business or Company Management; Product Marketing; Problems and Challenges; Sales; Information Technology Industry
Sahlman, William A. "Epicentric." Harvard Business School Case 803-080, November 2002. (Revised May 2003.)
- March 2006
- Supplement
Geeli (CW)
By: Kenneth A. Froot and Li Jin
A well-performing Chinese manufacturer faces major impediments raising funding to grow. Highlights various imperfections that shape the financing decision. View Details
- April 2011 (Revised February 2016)
- Case
Jamaica's Anemic Growth: The IMF, China and the Debt(th) Trap
By: Rafael Di Tella and Natalie Kindred
This case describes the economic development problems faced by the small Caribbean-island country of Jamaica over most of the past half-century. The Jamaican economy showed relatively strong growth in the 1960s but stagnated in the 1970s. By the end of that decade,... View Details
Keywords: Government Administration; Economic Slowdown and Stagnation; International Finance; Crime and Corruption; Poverty; Private Sector; Insolvency and Bankruptcy; Economy; Developing Countries and Economies; Borrowing and Debt; Jamaica
Di Tella, Rafael, and Natalie Kindred. "Jamaica's Anemic Growth: The IMF, China and the Debt(th) Trap." Harvard Business School Case 711-031, April 2011. (Revised February 2016.)
- 16 Feb 2021
- Research & Ideas
To Fight Climate Change, Should Green Investors Reconsider Big Oil?
change, oil companies are diversifying their businesses, putting money toward renewable energy sources and green technology. While sustainable funds shun fossil fuel producers, which contribute half of the world’s greenhouse gases,... View Details
- August 2018
- Case
Enfoca: Private Equity in Peru
By: Victoria Ivashina and Jeffrey Boyar
This case follows Enfoca, Peru’s largest local private equity firm and its portfolio company Maestro, a leading player in Peru’s hardware retail market. Peru’s GDP growth between 2008 and 2014 was the highest of any Latin American country. Growth of the Peruvian middle... View Details
Ivashina, Victoria, and Jeffrey Boyar. "Enfoca: Private Equity in Peru." Harvard Business School Case 219-030, August 2018.
- March 2017 (Revised March 2019)
- Case
Ant Financial (A)
By: Feng Zhu, Ying Zhang, Krishna G. Palepu, Anthony K. Woo and Nancy Hua Dai
Headquartered in Hangzhou (China), Ant Financial has grown into a fintech “Unicorn.” The fintech empire that the company established spanned verticals such as mobile and online payment (Alipay), money market fund (Yu’e Bao), wealth management (Ant Fortune),... View Details
Keywords: Growth and Development Strategy; Global Strategy; Finance; Opportunities; Financial Services Industry; Technology Industry
Zhu, Feng, Ying Zhang, Krishna G. Palepu, Anthony K. Woo, and Nancy Hua Dai. "Ant Financial (A)." Harvard Business School Case 617-060, March 2017. (Revised March 2019.)
- January 1996 (Revised November 1997)
- Case
Weston Presidio Offshore Capital: Confronting the Fundraising Challenge
By: Josh Lerner
Weston Presidio Capital encounters substantial difficulties while raising its first fund. The incentives and roles of investment advisors ("gatekeepers") pension funds and consultants are explored. The relationship with lead investors is considered. View Details
Keywords: Private Equity; Financing and Loans; Investment Funds; Markets; Problems and Challenges; Relationships; Motivation and Incentives; Financial Services Industry
Lerner, Josh. "Weston Presidio Offshore Capital: Confronting the Fundraising Challenge." Harvard Business School Case 296-055, January 1996. (Revised November 1997.)
- January 2018 (Revised April 2021)
- Case
Capital Allocation at HCA
By: W. Carl Kester and Emily R. McComb
In early 2017, HCA Holdings, an investor-owned hospital management company, faced a strategically important capital allocation decision. After the exit of its private equity sponsors in 2016, HCA had to determine how best to allocate its substantial annual free cash... View Details
Keywords: Capital Allocation; Cash Distribution Policy; Dividends; Share Repurchases; Growth Strategy And Execution; Growth Investing; Capital Expenditures; Debt Management; Debt Reduction; Debt Policy; Hospital Management; Investor-owned Hospital Chains; Capital Budgeting; Capital Structure; Cash Flow; Corporate Finance; Decision Choices and Conditions; Health Industry; United States
Kester, W. Carl, and Emily R. McComb. "Capital Allocation at HCA." Harvard Business School Case 218-039, January 2018. (Revised April 2021.)
- 20 May 2013
- Op-Ed
Making America an Industrial Powerhouse Again
industries. Research funded by the Defense Advanced Research Projects Agency (DARPA) sowed the seeds for the internet and advanced computer graphics. And massive investments by the National Institutes of Health in biomedical research,... View Details
- November 2001
- Case
Tobacco and the Future of Rural Kentucky
By: Ray A. Goldberg and James M Beagle
Governor Patton decides how to use settlement funds to develop a long-term plan for Kentucky's tobacco producers and rural communities. View Details
Keywords: Financial Instruments; Social Issues; Laws and Statutes; Rural Scope; Policy; Business and Community Relations; Government and Politics; Kentucky
Goldberg, Ray A., and James M Beagle. "Tobacco and the Future of Rural Kentucky." Harvard Business School Case 902-412, November 2001.
- September 2023
- Case
Super Quantum: Using Artificial Intelligence to Transform Asset Management (A)
By: Feng Zhu and Kerry Herman
Dr. Zhang, CEO of Super Quantum, an AI-driven hedge fund, is considering an investor’s request to withdraw their funds as the markets experience volatility. Should he pull the investor’s funds? View Details
Keywords: AI and Machine Learning; Volatility; Financial Markets; Investment Funds; Decision Choices and Conditions; Financial Services Industry
Zhu, Feng, and Kerry Herman. "Super Quantum: Using Artificial Intelligence to Transform Asset Management (A)." Harvard Business School Case 624-027, September 2023.