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  • All HBS Web  (5,591)
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  • 2009
  • Case

The North America Environmental Fund (NAEF)

By: Roberto Charvel, Fernando Fabre and T. Putimahtama
NAEF was the first VC fund created in Latin America. It was also the first fund to focus on green technologies. The fund and its managers confronted several issues regarding the under-developed governance and cultural structures required for succesful VC investments. View Details
Keywords: Clean Tech; Emerging Market; Venture Capital; Business Startups; Energy; Entrepreneurship; Finance; Governance; Technology; Green Technology Industry; Financial Services Industry; Latin America; North and Central America
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Charvel, Roberto, Fernando Fabre, and T. Putimahtama. "The North America Environmental Fund (NAEF)." Mexico City: Instituto Panamericano de Alta Dirección de Empresa (IPADE) Case (P)DGe-440, 2009.
  • 1967
  • Chapter

Determinants of Mutual Fund Performance

By: Michael Jensen
Keywords: Investment Funds; Performance Productivity; Financial Services Industry
Citation
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Jensen, Michael. "Determinants of Mutual Fund Performance." In Proceedings of the Seminar on the Analysis of Security Prices. University of Chicago Press, 1967.
  • 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.)
  • June 2008 (Revised August 2008)
  • Case

World Wildlife Fund US

By: Jane Wei-Skillern and Kerry Herman
World Wildlife Fund US is a leading international conservation nonprofit that operates within a global network of WWF organizations. This case examines WWF US's strategy to achieve its mission of protecting natural wildlife and resources. In contrast to traditional... View Details
Keywords: Globalized Firms and Management; Partners and Partnerships; Environmental Sustainability; Nonprofit Organizations; Social and Collaborative Networks; Trust; Integration; Sumatra; United States
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Wei-Skillern, Jane, and Kerry Herman. "World Wildlife Fund US." Harvard Business School Case 308-035, June 2008. (Revised August 2008.)
  • Editorial

Why ESG Funds Fail to Scale

By: Gabriel Karageorgiou and George Serafeim
You’ve seen the headlines about the growth in environmental, social, and governance funds. Many investment professionals might read these and believe that launching a new ESG investment firm or ESG offering will be an automatic success. Our analysis of the data shows... View Details
Keywords: ESG; ESG (Environmental, Social, Governance) Performance; ESG Disclosure; ESG Disclosure Metrics; ESG Ratings; ESG Reporting; Investment Management; Investment Strategy; Investments; Investment Fund; Sustainability; Sustainable Finance; Sustainable Investing; Investment; Management; Strategy; Investment Portfolio; Finance; Growth and Development; Failure
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Karageorgiou, Gabriel, and George Serafeim. "Why ESG Funds Fail to Scale." Institutional Investor (January 11, 2021).
  • May 2002
  • Case

Venture Capital Fund Restructuring Vignettes (Abridged)

By: Paul A. Gompers
This case examines the changes in fund structures proposed by four venture capital firms in 2002: Accel Partners, Battery Ventures, Charles River Ventures, and Kleiner Perkins Caufield & Byers. The venture capital market has experienced a major downturn, and these... View Details
Keywords: Venture Capital; Restructuring; Financial Crisis; Motivation and Incentives; Business and Shareholder Relations; Investment Funds; Financial Services Industry
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Gompers, Paul A. "Venture Capital Fund Restructuring Vignettes (Abridged)." Harvard Business School Case 202-126, May 2002.
  • March 2010 (Revised June 2011)
  • Case

Mirae Asset: Korea's Mutual Fund Pioneer

By: Mukti Khaire, Michael Shih-ta Chen and G.A. Donovan
Park Hyeon-Joo, the founder and chairman of Korea's earliest and largest mutual fund company, plans to expand internationally. After first offering emerging market funds to its Korean customers, the company then began selling local-currency funds in India and Brazil.... View Details
Keywords: Developing Countries and Economies; Entrepreneurship; Investment; Global Strategy; Emerging Markets; Financial Services Industry; South Korea
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Khaire, Mukti, Michael Shih-ta Chen, and G.A. Donovan. "Mirae Asset: Korea's Mutual Fund Pioneer." Harvard Business School Case 810-123, March 2010. (Revised June 2011.)
  • January 2014 (Revised December 2024)
  • Case

MuMaté: Funding Growth

By: Shikhar Ghosh, Joseph Fuller, Thomas R. Eisenmann, Alex Godden and Andrew Sandoe
Keywords: Startup; Business Startups; Financing and Loans; Venture Capital; Consumer Products Industry; United States
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Ghosh, Shikhar, Joseph Fuller, Thomas R. Eisenmann, Alex Godden, and Andrew Sandoe. "MuMaté: Funding Growth." Harvard Business School Case 814-063, January 2014. (Revised December 2024.)
  • March 2009 (Revised March 2011)
  • Background Note

The Rejuvenated International Monetary Fund

By: Rawi E. Abdelal and Jonathan Schlefer
The International Monetary Fund was dismissed as almost irrelevant to the global economy, but during the 2008 financial crisis, it returned to center stage, providing financial rescues for developing countries. View Details
Keywords: Developing Countries and Economies; Financial Crisis; Financial Management; International Finance; Globalized Economies and Regions; International Relations
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Abdelal, Rawi E., and Jonathan Schlefer. "The Rejuvenated International Monetary Fund". Harvard Business School Background Note 709-050, March 2009. (Revised March 2011.)
  • September 2018 (Revised June 2019)
  • Case

THE VELUX FOUNDATIONS: Selecting Impact Funds

By: Vikram Gandhi, Caitlin Reimers Brumme and Nathaniel Schwalb
After much internal debate, 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
Keywords: Impact Investing; Mission-Related Investing; Foundations; Investment; Venture Capital; Corporate Social Responsibility and Impact; Strategy; Investment Funds; Decision Making; Consulting Industry; Financial Services Industry; Denmark; Europe
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Gandhi, Vikram, Caitlin Reimers Brumme, and Nathaniel Schwalb. "THE VELUX FOUNDATIONS: Selecting Impact Funds." Harvard Business School Case 819-021, September 2018. (Revised June 2019.)
  • September 8, 2020
  • Article

Allocation of COVID-19 Relief Funding to Disproportionately Black Counties

By: Pragya Kakani, Amitabh Chandra and Sendhil Mullainathan
This study describes correlations between the dollar amount of relief funding authorized by the US Congress to fund prevention, diagnosis, and treatment of coronavirus disease 2019 (COVID-19) and to reimburse health care entities for lost revenues, and county-level... View Details
Keywords: COVID-19; Health Pandemics; Resource Allocation; Demographics; Race
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Kakani, Pragya, Amitabh Chandra, and Sendhil Mullainathan. "Allocation of COVID-19 Relief Funding to Disproportionately Black Counties." JAMA, the Journal of the American Medical Association 324, no. 10 (September 8, 2020): 1000–1003.
  • October 2012
  • Teaching Plan

Vertex Pharmaceuticals and the Cystic Fibrosis Foundation: Venture Philanthropy Funding for Biotech (TP)

By: Robert F. Higgins
This is the teaching note related to HBS case 808005. In 2001, Vertex Pharmaceuticals Incorporated acquired the San Diego-based biotech company, Aurora Biosciences. The combination of Vertex's and Aurora's technologies would improve the flow of novel drug candidates... View Details
Keywords: Venture Philanthropy; Biotechnology; Funding Philanthropy Venture; Cystic Fibrosis; Foundations; Pharmaceuticals; Mergers and Acquisitions; For-Profit Firms; Venture Capital; Philanthropy and Charitable Giving; Science-Based Business; Nonprofit Organizations; Pharmaceutical Industry; Biotechnology Industry; United States; San Diego
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Higgins, Robert F. "Vertex Pharmaceuticals and the Cystic Fibrosis Foundation: Venture Philanthropy Funding for Biotech (TP)." Harvard Business School Teaching Plan 813-021, October 2012.
  • February 1992 (Revised March 1992)
  • Case

Midwest Corporate Fund

By: William J. Poorvu
Citation
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Poorvu, William J. "Midwest Corporate Fund." Harvard Business School Case 392-070, February 1992. (Revised March 1992.)
  • Article

An Evaluation of Money Market Fund Reform Proposals

By: Samuel G. Hanson, David S. Scharfstein and Adi Sunderam
U.S. money market mutual funds (MMFs) are an important source of dollar funding for global financial institutions, particularly those headquartered outside the U.S. MMFs proved to be a source of considerable instability during the financial crisis of 2007–2009,... View Details
Keywords: Balance and Stability; Globalized Markets and Industries; Banks and Banking
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Hanson, Samuel G., David S. Scharfstein, and Adi Sunderam. "An Evaluation of Money Market Fund Reform Proposals." IMF Economic Review 63, no. 4 (November 2015): 984–1023.
  • October 2024
  • Case

Continuation Fund Dilemma

By: Victoria Ivashina and Srimayi Mylavarapu
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Ivashina, Victoria, and Srimayi Mylavarapu. "Continuation Fund Dilemma." Harvard Business School Case 225-026, October 2024.
  • February 2015
  • Teaching Note

MuMaté: Funding Growth

By: Joseph B. Fuller and Matthew G. Preble
Citation
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Fuller, Joseph B., and Matthew G. Preble. "MuMaté: Funding Growth." Harvard Business School Teaching Note 815-094, February 2015.
  • December 1998
  • Case

National Aids Fund

By: Robert J. Dolan
Citation
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Related
Dolan, Robert J. "National Aids Fund." Harvard Business School Case 599-069, December 1998.
  • July 2005 (Revised August 2006)
  • Supplement

Amagansett Funds (B)

Supplements the (A) case. View Details
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McAfee, Andrew P. "Amagansett Funds (B)." Harvard Business School Supplement 606-006, July 2005. (Revised August 2006.)
  • July 2005 (Revised July 2006)
  • Supplement

Amagansett Funds (C)

Supplements the (A) case. View Details
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McAfee, Andrew P. "Amagansett Funds (C)." Harvard Business School Supplement 606-007, July 2005. (Revised July 2006.)
  • June 1983 (Revised July 1986)
  • Case

Hamilton Closed-End Income Fund

By: Jay O. Light
Keywords: Investment Funds; Capital Markets
Citation
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Related
Light, Jay O. "Hamilton Closed-End Income Fund." Harvard Business School Case 283-071, June 1983. (Revised July 1986.)
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