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      • August 1998 (Revised October 2002)
      • Case

      Harbus Foundation, The

      By: James E. Austin and Linda Carrigan
      Describes the challenges faced by a group of HBS students as they create a foundation. Given surplus funds generated by the student-run newspaper, The Harbus leadership decides to find a meaningful use for the excess cash. Profiles both the entrepreneurial process used... View Details
      Keywords: Business Startups; Decision Choices and Conditions; Asset Management; Financial Institutions; Investment Portfolio; Management Analysis, Tools, and Techniques; Problems and Challenges; Social Enterprise; Valuation; Financial Services Industry
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      Austin, James E., and Linda Carrigan. "Harbus Foundation, The." Harvard Business School Case 399-031, August 1998. (Revised October 2002.)
      • August 1998
      • Supplement

      Cleveland Tomorrow, Video

      By: James E. Austin and Rosabeth M. Kanter
      As part of Cleveland's turnaround, Cleveland Tomorrow creates new investment funds to stimulate new business development. This development is designed to earn a profit and bring new benefits to the community. Part of the HBS Social Enterprise Video Series on Business... View Details
      Keywords: Investment Funds; Leadership; Growth and Development Strategy; Business and Community Relations; Social Enterprise
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      Austin, James E., and Rosabeth M. Kanter. "Cleveland Tomorrow, Video." Harvard Business School Video Supplement 399-507, August 1998.
      • August 1998
      • Supplement

      New York City Investment Fund, Video

      By: James E. Austin and Rosabeth M. Kanter
      Keywords: Investment Funds; New York (city, NY)
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      Austin, James E., and Rosabeth M. Kanter. "New York City Investment Fund, Video." Harvard Business School Video Supplement 399-508, August 1998.
      • May 1998 (Revised February 2007)
      • Background Note

      Measuring Mutual Fund Performance

      By: Andre F. Perold and Markus Mullarkey
      Examines various approaches to measuring mutual fund performance. The approaches include the use of risk exposure and the Sharpe Ratio, as well as the Morningstar star system for rating mutual funds. Applies the approaches to a variety of mutual funds to demonstrate... View Details
      Keywords: Investment Funds; Performance
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      Perold, Andre F., and Markus Mullarkey. "Measuring Mutual Fund Performance." Harvard Business School Background Note 298-139, May 1998. (Revised February 2007.)
      • May 1998 (Revised February 2007)
      • Case

      Morningstar, Inc.

      By: Andre F. Perold and Markus Mullarkey
      Morningstar, Inc., a publisher of information for mutual fund investors, is considering alternative strategies for broadening its subscriber base and increasing its revenues. Potential strategies include tailoring information for the defined contribution pension fund... View Details
      Keywords: Investment Funds; Asset Management; Revenue; Financial Strategy; Publishing Industry; Financial Services Industry; United States
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      Perold, Andre F., and Markus Mullarkey. "Morningstar, Inc." Harvard Business School Case 298-140, May 1998. (Revised February 2007.)
      • April 1998 (Revised November 1999)
      • Case

      Hamilton Financial Investments: A Franchise Built on Trust

      By: Robert L. Simons and Antonio Davila
      Provides a vehicle for students to evaluate risk management in the fast-paced mutual funds industry. A new risk manager has been hired to install new management controls and procedures. A series of decisions will determine how much business and franchise risk the... View Details
      Keywords: Risk Management; Management Teams; Managerial Roles; Forecasting and Prediction; Investment Funds; Performance Evaluation; Corporate Strategy; Change Management; Financial Services Industry; Banking Industry
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      Simons, Robert L., and Antonio Davila. "Hamilton Financial Investments: A Franchise Built on Trust." Harvard Business School Case 198-089, April 1998. (Revised November 1999.)
      • March 1998 (Revised July 1998)
      • Case

      Boston Duck Tours,1996: Has Boston Gone Quackers?

      By: Myra M. Hart and Stephanie Dodson
      While on vacation in Memphis, former investment manager Andy Wilson discovers a unique "tour bus" that travels over land and through water. He decides to transplant the concept to Boston and to add both historical and theatrical features to the amphibious tour. As he... View Details
      Keywords: Opportunities; Creativity; Entrepreneurship; Financing and Loans; Problems and Challenges; Business Startups; Tourism Industry; Tennessee; Boston
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      Hart, Myra M., and Stephanie Dodson. "Boston Duck Tours,1996: Has Boston Gone Quackers?" Harvard Business School Case 898-189, March 1998. (Revised July 1998.)
      • 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
      Keywords: Private Equity; Asset Management; Retirement; Investment Funds; Venture Capital; Financial Services Industry
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      Lerner, Josh, Peter Wendell, and Catherine M. Conneely. "GMIMCo Venture Capital: September 1996." Harvard Business School Case 298-052, August 1997. (Revised September 1997.)
      • July 1997
      • Teaching Note

      Jupiter Management Company, Teaching Note

      By: W. Carl Kester
      Teaching Note for (9-292-107). View Details
      Keywords: Investment Funds; Borrowing and Debt; Financial Services Industry
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      Kester, W. Carl. "Jupiter Management Company, Teaching Note." Harvard Business School Teaching Note 298-023, July 1997.
      • 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
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      Merton, Robert C., and Alberto Moel. "Smith Breeden Associates: The Equity Plus Fund (A)." Harvard Business School Case 297-089, February 1997. (Revised March 1998.)
      • February 1997
      • Case

      Advent of Venture Capital in Latin America, The

      By: Debora L. Spar
      Widely regarded as the leader in international private equity, Advent International is considering the establishment of a private equity fund in Latin America in 1996. Typically, Advent entered new private equity markets through the creation of multicountry regional... View Details
      Keywords: Venture Capital; Joint Ventures; Market Entry and Exit; Globalized Markets and Industries; Financial Services Industry; Boston; Latin America
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      Spar, Debora L., and Elizabeth B. Stein. "Advent of Venture Capital in Latin America, The." Harvard Business School Case 797-077, February 1997.
      • December 1996
      • Case

      Common Fund Hedge Fund Portfolio, The

      By: Andre F. Perold and William T. Spitz
      The Common Fund, a nonprofit consortium of educational institutions, is deciding whether to create a fund of hedge funds for its members, and if it does, which hedge fund managers to select. View Details
      Keywords: Measurement and Metrics; Investment Funds
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      Perold, Andre F., and William T. Spitz. "Common Fund Hedge Fund Portfolio, The." Harvard Business School Case 297-014, December 1996.
      • October 1996 (Revised April 2011)
      • Module Note

      Venture Capital and Private Equity: Module I

      By: Josh Lerner, G. Felda Hardymon and Ann Leamon
      Provides an overview of a module that focuses on how private equity funds are raised and structured. View Details
      Keywords: Venture Capital; Private Equity; Investment Funds
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      Lerner, Josh, G. Felda Hardymon, and Ann Leamon. "Venture Capital and Private Equity: Module I." Harvard Business School Module Note 297-040, October 1996. (Revised April 2011.)
      • October 1996 (Revised March 1998)
      • Case

      Schroder Ventures: Launch of the Euro Fund

      By: Josh Lerner, Kate Bringham and Nick Ferguson
      Schroder Ventures is considering launching a pan-European fund in response to investor demand. This will lead to changes in the interactions between the parent organization and the national affiliates. A related question is the extent to which the private equity model... View Details
      Keywords: Change; Private Equity; Investment Funds; Multinational Firms and Management; Product Launch; Europe
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      Lerner, Josh, Kate Bringham, and Nick Ferguson. "Schroder Ventures: Launch of the Euro Fund." Harvard Business School Case 297-026, October 1996. (Revised March 1998.)
      • May 1996 (Revised November 1997)
      • Case

      Northeast Ventures: January 1996

      By: Josh Lerner and Eric K. Jackson
      Northeast Ventures, a venture capital fund focusing on the development of northeastern Minnesota, seeks to combine social goals with financial returns. This marriage poses several challenges. View Details
      Keywords: Venture Capital; Social Enterprise; Investment Funds; Minnesota
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      Lerner, Josh, and Eric K. Jackson. "Northeast Ventures: January 1996." Harvard Business School Case 296-093, May 1996. (Revised November 1997.)
      • February 1996 (Revised May 1996)
      • Teaching Note

      Fidelity Investments: Spartan Florida Municipal Fund (TN)

      By: Andre F. Perold and Wai Lee
      Keywords: City; Investment Funds; Florida
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      Perold, Andre F., and Wai Lee. "Fidelity Investments: Spartan Florida Municipal Fund (TN)." Harvard Business School Teaching Note 296-071, February 1996. (Revised May 1996.)
      • 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
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      Lerner, Josh. "Weston Presidio Offshore Capital: Confronting the Fundraising Challenge." Harvard Business School Case 296-055, January 1996. (Revised November 1997.)
      • December 1995 (Revised March 1998)
      • Case

      FOX Venture Partners: Enriching the Private Equity Investor Pool

      By: Josh Lerner
      FOX Venture Partners (FVP) is a proposed "Fund-of-Funds" that will enable wealthy individuals to invest in venture capital. While several leading venture capitalists are enthusiastic about the concept, FVP's general partners are finding it difficult to invest... View Details
      Keywords: Private Equity; Investment Funds
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      Lerner, Josh. "FOX Venture Partners: Enriching the Private Equity Investor Pool." Harvard Business School Case 296-041, December 1995. (Revised March 1998.)
      • November 1995 (Revised October 2000)
      • Case

      Acme Investment Trust

      By: Josh Lerner
      Acme Investment Trust is considering investing in a private equity partnership that is seeking only 15% of the profits, instead of the standard 20%. The management fee requested, however, is higher than in its earlier fund. The pension managers must consider the... View Details
      Keywords: Compensation and Benefits; Private Equity; Organizations; Investment Funds; Motivation and Incentives; Financial Services Industry
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      Lerner, Josh. "Acme Investment Trust." Harvard Business School Case 296-042, November 1995. (Revised October 2000.)
      • October 1995
      • Case

      State Street Bank Retirement Fund

      By: Richard F. Meyer
      Keywords: Retirement; Investment Funds; Banking Industry
      Citation
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      Meyer, Richard F. "State Street Bank Retirement Fund." Harvard Business School Case 296-026, October 1995.
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