Portfolio Management - Publications - Faculty & Research

11 Dec 2023
Blog Post

Building Iconic Brands and Brighter Futures: Interview with Glossier CEO, Kyle Leahy

joining Teach for America or law school, and then ultimately management consulting after college graduation. In consulting, Leahy had her first exposure to the retail industry, working primarily with clients in the retail banking and... View Details

06 Jul 2011
Research & Ideas

Are You a Level-Six Leader?

the Builder, strives not to reach a goal but to build an institution. Builders are legendary leaders such as IBM's Tom Watson Jr., GM's Alfred P. Sloan, and Harpo's Oprah Winfrey. These people serve their institutions by managing for the... View Details

Keywords: by Mitch Maidique

30 Jun 2008
Research & Ideas

Rethinking Retirement Planning

into an IRA) to determine and implement a dynamically optimized portfolio strategy that maximizes the chance of achieving your desired retirement income goal. Over the years, that managed View Details

Keywords: by Julia Hanna; Banking; Financial Services

22 Aug 2007
Research & Ideas

The Hedge Fund as Activist

counterintuitive to us that a portfolio manager with a short investment horizon would be willing to devote time and energy to a task delivering long-term value. After all, there are no guarantees that the... View Details

Keywords: by Robin Greenwood; Financial Services

Web

Leadership Transitions | Baker Library | Bloomberg Center | Harvard Business School

expand the size and revenues of Lehman Brothers. The firm bought Neuberger Berman in 2003 and H. A. Schupf in 2007, assuming its place in the wealth and asset management business and offering advice to institutional clients and... View Details

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HBS Alumni Conference: Accelerating Climate Solutions - Alumni

investments in the technology, consumer, and business and health care services industries, and a portfolio manager at SIAR Capital, where she invested in small capitalization public companies and private... View Details

26 May 2016
News

Mary Callahan Erdoes, MBA 1993

Download Mary Callahan Erdoes profile Return to Alumni Achievement Awards main page TIMELINE 1967 Born, Menlo Park, California 1989 Earns BS, Mathematics, Georgetown University 1989 Joins Bankers Trust, Analyst 1993 Earns MBA 1993 Joins Meredith, Martin & Kaye, View Details

Keywords: Susan Young; Monetary Authorities-Central Bank; Finance

09 Jan 2006
Research & Ideas

When Benchmarks Don’t Work

Transaction processing applications Technology Infrastructure Strategic HR Service Portfolio Strategic competency development Organization and leadership development Performance management process Strategic... View Details

Keywords: by Robert S. Kaplan; Service

01 Dec 2023
News

Case Study: Staking a Claim

Illustration by Nhung Lê Kate Terry (MBA 2005) knows that no one attends their fifth-grade career fair and comes home hoping to pursue a career in insurance—but that’s exactly where she wound up. “I really fell in love with it,” she says. As cofounder and CEO of... View Details

Keywords: Jen McFarland Flint; Insurance Carriers and Related Activities; Finance

29 Mar 2016
First Look

March 29, 2016

answering one key question: How are leaders successfully managing competitive companies in the 21st century? Today's constantly changing business environment presents challenges and opportunities that are more dynamic and complex than... View Details

Keywords: Sean Silverthorne

20 Oct 2015
First Look

October 20, 2015

empirical results provide strong support for the view that output prices are a key determinant of vertical integration. Publisher's link: https://www.hbs.edu/faculty/Pages/item.aspx?num=49893 forthcoming Production and Operations View Details

Keywords: Sean Silverthorne

01 Sep 2003
News

Kumar Mahadeva

Sri Lanka and held positions with the BBC, McKinsey, AT&T, and Dun & Bradstreet before founding Cognizant — originally a joint venture with Dun & Bradstreet — in 1994. “We help companies to cut their IT and business process costs drastically and to align their IT View Details

Keywords: Deborah Blagg; Management, Scientific, and Technical Consulting Services; Professional Services

Web

Case Studies - Social Impact Collaboratory

the VELUX Foundations of Denmark have decided to allocate a small percentage of their investment portfolio to impact investments. Cambridge Associates, one of the leading investment advisory firms in the world, has been engaged to assist... View Details

05 Jun 2020
Research & Ideas

How Anchor Investors Help Impact Funds Succeed

fund.” The group surveyed 13 fund managers about 28 funds, and conducted qualitative interviews with six anchor investors. The paper was written by Shawn Cole, the John G. McLean Professor at Harvard Business School; Rob Zochowski,... View Details

Keywords: by Sean Silverthorne; Financial Services

22 Sep 2023
News

Capital Connection

Vernon Beckford (MBA 2013) saw the gap almost immediately. From the beginning of his career in commercial real estate finance—first at Credit Suisse and then later at CW Capital and Global Atlantic Financial Group—Beckford observed Wall Street’s obsession with... View Details

Keywords: Margie Kelley; Real Estate

July 2003 (Revised January 2004)
Case

Carol Brewer's Investments

By: Richard S. Ruback and Julia Stevens

Following her husband's death in 1994, Carol Brewer took over the management of her family's investments. This case describes the decisions Brewer made during this process, including her choice to seek active account management, her selection of an investment firm, and... View Details

Keywords: Investment Funds; Investment Portfolio; Retirement; Decision Choices and Conditions; Financial Management; Personal Finance; Investment Banking; Investment Return

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Business Finance Course Online | HBS Online

Guide to Finance & Accounting Learn about the difference between finance and accounting, the financial skills all managers need, and how taking an online course can help you achieve your educational goals and accelerate your career.... View Details

06 Oct 2003
Research & Ideas

The Problem with Hedge Funds

investment management themselves. Sensing this demand, which is what they do best, investment banks are now creating funds, which then are invested in other funds. This is the big new thing, the fund of funds. People who View Details

Keywords: by D. Quinn Mills

March 2021
Case

Yale Investments Office: November 2020

By: Josh Lerner, Jo Tango and Alys Ferragamo

David Swensen and the Investments Office staff must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments—hedge funds, private equity, venture capital, real estate, natural resources—given the impact of the COVID-19... View Details

Keywords: University Endowment; Asset Allocation; Real Estate; Equities; Fixed Income; COVID-19; Asset Management; Private Equity; Venture Capital; Natural Resources; Resource Allocation; Investment; Investment Portfolio; Health Pandemics; Financial Crisis; Financial Services Industry; Real Estate Industry; Energy Industry; Connecticut