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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

Keywords: Impact Investment Funds; Anchor Investors; Investment; Surveys; Analysis

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

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

Keywords: Financial Management; Investment Return

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

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

Keywords: Cost Accounting; Investment; Financial Statements

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

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

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

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

October 2002 (Revised March 2009)
Background Note

Foreign Direct Investment

By: Laura Alfaro and Esteban Clavell

Briefly reviews motivations and trends behind foreign direct investment and multinational corporations as well as the policy debate that surrounds them. View Details

Keywords: International Finance; Foreign Direct Investment; Multinational Firms and Management; Policy; Business and Government Relations

Teaching Interest

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

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

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

April 2005
Case

The University of Chicago Investment Office: Investing in Timber

In 2005, the University of Chicago Investment office was deciding how much capital to allocate toward timber investing. Explores the challenges associated with optimal portfolio construction when one of the invested assets is illiquid with limited historical price... View Details

Keywords: Investment Portfolio; Decision Choices and Conditions; Financial Services Industry; Education Industry

September 2022
Article

Human Versus Machine: A Comparison of Robo-Analyst and Traditional Research Analyst Investment Recommendations

By: Braiden Coleman, Kenneth J. Merkley and Joseph Pacelli

We provide the first comprehensive analysis of the properties of investment recommendations generated by “Robo-Analysts,” which are human analyst-assisted computer programs conducting automated research analysis. Our results indicate that Robo-Analyst recommendations... View Details

Keywords: Fintech; Analysts; Robo-analysts; Investment Recommendations; Investment; Information Technology; Performance

Find at Harvard

Teaching Interest

Investing for Impact

By: Archie L. Jones

The Field Course: Investing for Impact was born out of the efforts of HBS students and faculty in the spring of 2020 and offered for the first time in fall semester of 2021.

This course seeks to help students understand why certain... View Details

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

September 2016 (Revised April 2018)
Case

Western Technology Investment

By: Ramana Nanda, William A. Sahlman and Nicole Keller

Based in Portola Valley, California, Western Technology Investment (WTI) specialized in a hybrid form of debt and equity financing for early-stage companies. Like traditional venture capital and private equity firms, WTI raised funds from institutional investors and... View Details

Keywords: Entrepreneurial Finance; Equity; Finance; Venture Capital; Entrepreneurship; Financing and Loans; California

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

April 14, 2015
Article

The Type of Socially Responsible Investments That Make Firms More Profitable

By: George Serafeim

Keywords: Sustainability; Corporate Social Responsibility; Corporate Sustainability; Investing; Investment Management; Corporate Social Responsibility and Impact; Profit; Investment; Environmental Sustainability

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