Filter Results:
(10,666)
Show Results For
- All HBS Web
(10,666)
- People (35)
- News (2,500)
- Research (6,211)
- Events (31)
- Multimedia (136)
- Faculty Publications (4,697)
Show Results For
- All HBS Web
(10,666)
- People (35)
- News (2,500)
- Research (6,211)
- Events (31)
- Multimedia (136)
- Faculty Publications (4,697)
- 2007
- Report
Aggregating Impact: A Funder's Guide to Mission Investment Intermediaries
By: Mark R. Kramer and Sarah E. Cooch
Despite the wide range of impact investment intermediaries that are available and the advantages they can offer, many funders remain unaware of this growing trend to deliver both social impact and financial returns. This study from 2007 provides an overview of these... View Details
Keywords: Financial Intermediaries; Foundations; Impact Investment; Development Economics; Mission and Purpose; Investment; Strategy
Kramer, Mark R., and Sarah E. Cooch. "Aggregating Impact: A Funder's Guide to Mission Investment Intermediaries." Report, FSG, November 2007.
- March 2024 (Revised June 2024)
- Case
The Annenberg Foundation: Promoting Diversity in the Investment Management Industry
By: Randolph B. Cohen and Johnson Elugbadebo
Keywords: Investment Management; Investing; Foundations; Fund Management; Diversity; Investment; Investment Funds; Financial Services Industry
Cohen, Randolph B., and Johnson Elugbadebo. "The Annenberg Foundation: Promoting Diversity in the Investment Management Industry." Harvard Business School Case 224-065, March 2024. (Revised June 2024.)
- September 2010 (Revised May 2012)
- Case
Windward Investment Management
By: Luis M. Viceira and Ricardo Alberto De Armas
Windward Investment Management has experienced rapid growth in assets under management in just ten years, from under $30 million at year-end 1999 to $3.6 billion in 2010. Windward is one of the leading firms in the Registered Investment Advisor (RIA) industry that... View Details
Keywords: Asset Management; Valuation; Investment; Growth and Development Strategy; Financial Services Industry
Viceira, Luis M., and Ricardo Alberto De Armas. "Windward Investment Management." Harvard Business School Case 211-005, September 2010. (Revised May 2012.)
- Research Summary
Investment Management
Professor Chacko's research looks into the portfolio choice decisions of individuals and institutions. He is particularly concerned with optimal portfolio choice and consumption decisions in a dynamic framework. His work looks at how economic agents make these... View Details
- 09 Jul 2020
- News
A Conversation with Sir Ronald Cohen on Impact Investing
- October 2021 (Revised May 2023)
- Case
Engine No.1: An Impact Investing Firm Engages with ExxonMobil
By: Mark Kramer, Shawn Cole, Vikram S. Gandhi and T. Robert Zochowski
ExxonMobil, the world's fifth largest source of carbon emissions, remained committed to aggressively expanding its oil & gas business despite global warming. During the COVID pandemic this strategy resulted in massive losses as the price and demand for oil declined. ... View Details
Keywords: Carbon Emissions; Global Warming; Impact Investment Funds; Hedge Fund Activism; Leadership Development; Business Model; Renewable Energy; Resource Allocation; Decision Choices and Conditions; Governing and Advisory Boards
Kramer, Mark, Shawn Cole, Vikram S. Gandhi, and T. Robert Zochowski. "Engine No. 1: An Impact Investing Firm Engages with ExxonMobil." Harvard Business School Case 222-028, October 2021. (Revised May 2023.)
- TeachingInterests
Investment Management Workshop
By: Luis M. Viceira
Investing and Strategic Decision-Making for Principals, Portfolio Managers, and Executives of Asset Management Firms
For nearly 50 years, the Investment Management Workshop (IMW) has convened the world's top principals, portfolio managers, and... View Details
- February 2004 (Revised November 2012)
- Exercise
Capital Investment Analysis
By: Dwight B. Crane and Josh Lerner
Teaches techniques of evaluating investment alternatives. A rewritten version of an earlier exercise. View Details
Crane, Dwight B., and Josh Lerner. "Capital Investment Analysis." Harvard Business School Exercise 204-140, February 2004. (Revised November 2012.)
- October 2020 (Revised November 2020)
- Case
Wilderness Safaris: Impact Investing and Ecotourism Conservation in Africa
By: James E. Austin, Megan Epler Wood and Herman B. "Dutch" Leonard
In 2018 the majority ownership of publicly owned Wilderness Safaris, the leading high-end ecotourism company in Africa with safari operations in eight countries, was acquired by The Rise Fund, one of the world’s largest private social impact investing funds, and by FS... View Details
Keywords: Investing; Investing For Impact; Ecotourism; COVID-19; Equity Financing; Strategy Formulation; Profitability; Environmental And Social Sustainability; Sustainability; Conservation Planning; Corporate Social Responsibility; Investment; Social Enterprise; Social Entrepreneurship; Environmental Sustainability; Strategy; Financing and Loans; Corporate Social Responsibility and Impact; Health Pandemics; Tourism Industry; Africa; Rwanda; Angola
Austin, James E., Megan Epler Wood, and Herman B. "Dutch" Leonard. "Wilderness Safaris: Impact Investing and Ecotourism Conservation in Africa." Harvard Business School Case 321-020, October 2020. (Revised November 2020.)
- December 1999
- Case
Brierley Investments Limited
By: Paul M. Healy
Brierley's is an investment company that has performed poorly in the New Zealand market. Management has prepared a report of the intrinsic value of the company's investments. View Details
Keywords: Valuation; Corporate Disclosure; Financial Strategy; Management Analysis, Tools, and Techniques; Performance Evaluation; Investment; Business Strategy; Financial Services Industry; New Zealand
Healy, Paul M. "Brierley Investments Limited." Harvard Business School Case 100-014, December 1999.
- May 1995 (Revised August 2008)
- Background Note
Intercorporate Equity Investments
By: David F. Hawkins
Discusses accounting for intercorporate equity investments and the preparation of consolidated financial statements. View Details
Hawkins, David F. "Intercorporate Equity Investments." Harvard Business School Background Note 195-237, May 1995. (Revised August 2008.)
- March 2018
- Supplement
JPMorgan Chase: Invested in Detroit (B)
By: Joseph L. Bower and Michael Norris
Supplements the (A) case. View Details
Keywords: Local Economic Development; Workforce Development; Philanthropic Investment; Financial Institutions; Corporate Social Responsibility and Impact; Urban Development; Business and Community Relations; Banking Industry; United States; Michigan
Bower, Joseph L., and Michael Norris. "JPMorgan Chase: Invested in Detroit (B)." Harvard Business School Supplement 918-410, March 2018.
- July 2012
- Case
Generation Investment Management
By: Sandra J. Sucher and Matthew Preble
Examines the investment process of Generation Investment Management, a "sustainable" investing firm established in 2004 by David Blood and U.S. Vice President Al Gore. Places students in the position of David Lowish, director of global industrials, who must decide... View Details
Keywords: Developing Countries and Economies; Energy Generation; Investment; Environmental Sustainability; Pollutants; Welfare; Financial Services Industry; India; United Kingdom
Sucher, Sandra J., and Matthew Preble. "Generation Investment Management." Harvard Business School Case 613-002, July 2012.
- December 1995 (Revised December 1995)
- Case
Yale University Investments Office
By: Josh Lerner and Jay O. Light
Yale University's investment office was responsible for managing its endowment, which totaled nearly $4 billion in June 1995. Yale had developed a rather different approach to endowment management, including substantial investments in "less efficient" equity markets... View Details
Keywords: Assets; Private Equity; Investment; Investment Return; Management; Markets; Strategy; Education Industry
Lerner, Josh, and Jay O. Light. "Yale University Investments Office." Harvard Business School Case 296-040, December 1995. (Revised December 1995.)
- Web
Impact Investments
Mission Statement The Project on Impact Investments is dedicated to studying the universe of impact investors and portfolio companies that seek to generate social benefits alongside financial returns as well as creating the infrastructure... View Details
- Program
Investment Management Workshop
Summary The Investment Management Workshop convenes the world's top principals, portfolio managers, and executives to explore the latest industry strategies and best practices. Focused on asset management, business strategy, business... View Details
- January 2008
- Background Note
Measuring Investment Performance
By: Andre F. Perold and Kenneth A. Froot
Examines various approaches to measuring investment performance. The approaches include the use of risk exposure and the Sharpe and Information Ratios. Applies the approaches to a variety of mutual funds to demonstrate the effect of using different metrics to measure... View Details
Keywords: Financial Management; Investment; Management Analysis, Tools, and Techniques; Measurement and Metrics; Performance; Risk and Uncertainty
Perold, Andre F., and Kenneth A. Froot. "Measuring Investment Performance." Harvard Business School Background Note 208-110, January 2008.
- 2020
- Working Paper
Anchors Aweigh: Analysis of Anchor Limited Partner Investors in Impact Investment Funds
By: Shawn A. Cole, T. Robert Zochowski, Fanele Mashwama and Heather McPherson
This note describes results from a survey of “anchor investors” in impact funds. Anchor investors
are described as “generally the first investor to make a substantial capital commitment to a fund,”
(according to the Global Impact Investing Network, “GIIN”) and their... View Details
- October 2024
- Course Overview Note
Risks, Opportunities, and Investments in the Era of Climate Change (ROICC)
By: George Serafeim
This course overview note introduces the course Risks, Opportunities, and Investments in the Era of Climate Change to students. View Details
Keywords: Environment; Innovation; Technology; General Management; Organizational Transformations; Investments; Entrepreneurship; Strategy; Finance; Accounting; Leadership; Climate Change; Environmental Sustainability; Management
Serafeim, George. "Risks, Opportunities, and Investments in the Era of Climate Change (ROICC)." Harvard Business School Course Overview Note 125-052, October 2024.
- 2015
- Working Paper
Strategy-Proofness, Investment Efficiency, and Marginal Returns: An Equivalence
By: John William Hatfield, Fuhito Kojima and Scott Duke Kominers
We show that a mechanism induces an agent to make efficient ex ante investment choices if and only if it rewards that agent with his marginal surplus; additionally, for an ex post efficient mechanism, these properties are equivalent to strategy-proofness for the agent.... View Details
Keywords: Strategy-proofness; Investment Efficiency; Providing Marginal Rewards; Vickrey-Clarke-Groves Mechanisms; Mechanism Design; Market Design; Human Capital
Hatfield, John William, Fuhito Kojima, and Scott Duke Kominers. "Strategy-Proofness, Investment Efficiency, and Marginal Returns: An Equivalence." Working Paper, January 2015.