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  • All HBS Web  (15,499)
    • People  (13)
    • News  (3,261)
    • Research  (10,812)
    • Events  (29)
    • Multimedia  (217)
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← Page 313 of 15,499 Results →
  • August 2017 (Revised January 2020)
  • Case

PFA Pension: Expansion of Alternatives Portfolio

By: Victoria Ivashina, Federica Gabrieli and Jérôme Lenhardt
PFA Pension was the biggest commercial pension provider in Denmark. At the end of 2015, the company had decided to boost its investments into the alternative asset class, an area where it was lagging behind its competitors. The aim was to privilege direct investments... View Details
Keywords: Asset Management; Private Equity; Investment; Denmark; Europe
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Ivashina, Victoria, Federica Gabrieli, and Jérôme Lenhardt. "PFA Pension: Expansion of Alternatives Portfolio." Harvard Business School Case 218-025, August 2017. (Revised January 2020.)
  • April 2013 (Revised April 2013)
  • Case

Justin Anson Distillery, Inc.

A distiller increases whiskey production and income declines because of accounting methods in use. Questions are raised regarding the treatment of expenditures which can be classified as production, inventory, or period costs. The necessary aging process raises added... View Details
Keywords: Financial Statements; Financing and Loans; Cost; Accounting; Food and Beverage Industry
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Vancil, Richard F. "Justin Anson Distillery, Inc." Harvard Business School Case 113-122, April 2013. (Revised April 2013.)
  • March 2013 (Revised March 2013)
  • Teaching Note

Social Finance, Inc. (TN)

By: Shawn Cole
Keywords: Investing; Nonprofit; Nonprofit Organizations; Financing and Loans; Investment; Financial Services Industry
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Cole, Shawn. "Social Finance, Inc. (TN)." Harvard Business School Teaching Note 213-090, March 2013. (Revised March 2013.)
  • June 2006
  • Article

Capital Gain Tax Overhang and Price Pressure

Keywords: Capital; Taxation; Profit; Price
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Jin, Li. "Capital Gain Tax Overhang and Price Pressure." Journal of Finance 61, no. 3 (June 2006): 1399–1430.
  • February 2019 (Revised October 2019)
  • Teaching Note

The Rise Fund: TPG Bets Big on Impact

By: Vikram S Gandhi, Caitlin Reimers Brumme and Sarah Mehta
Teaching Note for HBS No. 318-041. View Details
Keywords: Impact Investing; Impact Measurement; Equity; Investment; Measurement and Metrics; Financial Services Industry; San Francisco
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Gandhi, Vikram S., Caitlin Reimers Brumme, and Sarah Mehta. "The Rise Fund: TPG Bets Big on Impact." Harvard Business School Teaching Note 319-003, February 2019. (Revised October 2019.)
  • 01 Jun 2025
  • News

Alumni Achievement Awards 2025

stunned by the ratio of men to women when I arrived.” Road less traveled: “Most of my roles divide into finance and management, although my career path has not been a traditional one. The common thread is that I like a challenge. And I... View Details
Keywords: leadership; Alumni Achievement Awards
  • 04 Aug 2017
  • Working Paper Summaries

Private Equity and Financial Fragility During the Crisis

Keywords: by Shai Bernstein, Josh Lerner, and Filippo Mezzanotti; Financial Services
  • November 1984
  • Article

Corporate Investments in Common Stock

By: W. Mikkelson and R. S. Ruback
Keywords: Investment; Stocks; Business Ventures
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Mikkelson, W., and R. S. Ruback. "Corporate Investments in Common Stock." Seminar on the Analysis of Security Prices, Proceedings 29, no. 2 (November 1984): 179–209.
  • February 1992 (Revised February 1996)
  • Case

Jupiter Management Co.

The manager of a small company growth fund considers relative merits of investing in a company's convertible debt versus its common. View Details
Keywords: Asset Management; Investment Portfolio
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Moore, Ronald W. "Jupiter Management Co." Harvard Business School Case 292-107, February 1992. (Revised February 1996.)
  • March 2024
  • Article

The Asymmetric Mispricing Information in Analysts’ Target Prices

By: Jeremiah Green, John R. M. Hand and Anywhere Sikochi
We study the mispricing information present in the target prices of U.S. and international analysts. We hypothesize that asymmetry in the value-relevance of the information that managers supply to analysts, combined with asymmetry in the incentives facing analysts to... View Details
Keywords: Analysts; Target Prices; Mispricing; Cost Of Equity; Valuation; Price; Cost; Analysis; Theory
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Green, Jeremiah, John R. M. Hand, and Anywhere Sikochi. "The Asymmetric Mispricing Information in Analysts’ Target Prices." Review of Accounting Studies 29, no. 1 (March 2024): 889–915.
  • 2020
  • Working Paper

How Do Private Equity Fees Vary Across Public Pensions?

By: Juliane Begenau and Emil Siriwardane
We study how investment fees vary within private-capital funds. Net-of-fee return clustering suggests that most funds have two tiers of fees, and we decompose differences across tiers into both management and performance-based fees. Managers of venture capital funds... View Details
Keywords: Pension Funds; Fee Dispersion; Search And Negotiation Frictions; Private Equity; Investment Funds
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Begenau, Juliane, and Emil Siriwardane. "How Do Private Equity Fees Vary Across Public Pensions?" Harvard Business School Working Paper, No. 20-073, January 2020. (This working paper has been subsumed by the published paper "Fee Variation in Private Equity." Please see the final version of this paper under "Journal Articles.")
  • April 2016 (Revised February 2017)
  • Supplement

Eastman Kodak Company: Restructuring a Melting Ice Cube

By: Stuart C. Gilson, John D. Dionne and Sarah L. Abbott
In May 2013, senior managers of GSO Capital Partners, an $80 billion credit-oriented investment firm owned by The Blackstone Group, are considering what to do next with their investment in the senior secured debt of Eastman Kodak Company. Once a great company and an... View Details
Keywords: Restructuring; Financial Strategy; Investment; United States
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Gilson, Stuart C., John D. Dionne, and Sarah L. Abbott. "Eastman Kodak Company: Restructuring a Melting Ice Cube." Harvard Business School Spreadsheet Supplement 216-707, April 2016. (Revised February 2017.)
  • Article

The Disintermediation of Financial Markets: Direct Investing in Private Equity

By: Lily Fang, Victoria Ivashina and Josh Lerner
We examine twenty years of direct private equity investments by seven large institutions. These direct investments perform better than public market indices, especially buyout investments and those made in the 1990s. Outperformance by the direct investments, however,... View Details
Keywords: Financial Intermediation; Direct Investment; Co-investment; Private Equity; Entrepreneurship; Financial Markets
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Fang, Lily, Victoria Ivashina, and Josh Lerner. "The Disintermediation of Financial Markets: Direct Investing in Private Equity." Journal of Financial Economics 116, no. 1 (April 2015): 160–178.
  • January 2015
  • Article

X-CAPM: An Extrapolative Capital Asset Pricing Model

By: Nicholas Barberis, Robin Greenwood, Lawrence Jin and Andrei Shleifer
Survey evidence suggests that many investors form beliefs about future stock market returns by extrapolating past returns. Such beliefs are hard to reconcile with existing models of the aggregate stock market. We study a consumption-based asset pricing model in which... View Details
Keywords: Capital Asset Pricing; Returns; Investing; Asset Pricing; Investment Return
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Barberis, Nicholas, Robin Greenwood, Lawrence Jin, and Andrei Shleifer. "X-CAPM: An Extrapolative Capital Asset Pricing Model." Journal of Financial Economics 115, no. 1 (January 2015): 1–24.
  • March 2014
  • Background Note

VCPE Simulation User's Guide

By: Matthew Rhodes-Kropf and Nathaniel Burbank
This user guide is intended for HBS students and ExEd participants who are using the Private Equity and Venture Capital Simulation. View Details
Keywords: Venture Capital; Private Equity
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Rhodes-Kropf, Matthew, and Nathaniel Burbank. "VCPE Simulation User's Guide." Harvard Business School Background Note 814-091, March 2014.
  • April 2008 (Revised October 2008)
  • Supplement

TD Canada Trust (B): Linking the Service Model to the P&L

By: Dennis Campbell and Brent Kazan
Keywords: Profit; Banks and Banking; Banking Industry
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Campbell, Dennis, and Brent Kazan. "TD Canada Trust (B): Linking the Service Model to the P&L." Harvard Business School Supplement 108-043, April 2008. (Revised October 2008.)
  • 2009
  • Chapter

A Progressive Fix for Social Security

By: Robert C. Pozen
Keywords: Compensation and Benefits; Sovereign Finance
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Pozen, Robert C. "A Progressive Fix for Social Security." In Memos to the New President, edited by W. Marshall and M. Ribbing. Progressive Policy Institute, 2009.
  • 2008
  • Other Unpublished Work

Testimony on 'Foreign Assistance in the Americas'

By: Eric D. Werker
Keywords: International Finance; International Relations; North and Central America; Latin America; South America; West Indies
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Werker, Eric D. "Testimony on 'Foreign Assistance in the Americas'." U.S. House of Representatives, Committee on Foreign Affairs, Subcommittee on the Western Hemisphere, September 2008.
  • April 2004
  • Tutorial

Yield Curves and Bond Ratings Tutorial

By: William E. Fruhan Jr.
To preview this online product, Authorized Faculty can call our customer service department at 1-800-545-7685 or 617-783-7600. This online tutorial explains what drives the shape of the yield curve for traded debt securities. Also describes the metrics used by rating... View Details
Keywords: Bonds; Investment Return; Financial Services Industry
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"Yield Curves and Bond Ratings Tutorial." Harvard Business School Tutorial 204-712, April 2004.
  • December 2003
  • Case

Big Ideas, Inc.

By: Henry B. Reiling and Maria Mercedes Camargo
During a weekend social event, a company president learns of an attractive investment tenuously connected to his firm's line of business. Is this a corporate opportunity? View Details
Keywords: Opportunities; Financing and Loans
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Reiling, Henry B., and Maria Mercedes Camargo. "Big Ideas, Inc." Harvard Business School Case 204-104, December 2003.
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