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- All HBS Web
(5,919)
- People (19)
- News (1,258)
- Research (3,339)
- Events (6)
- Multimedia (19)
- Faculty Publications (2,157)
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- April 2018 (Revised May 2018)
- Case
Goldman Sachs: Making an Imprint in Impact Investing
By: Shawn Cole, Vikram S. Gandhi, Caitlin Reimers Brumme and Lynn Schenk
Goldman Sachs acquired Imprint Capital Advisors, a small firm that specialized in advising clients on environmental/social/governance (ESG) and impact investments. The founders sold Imprint with the belief that joining a global financial firm would help to scale impact... View Details
Keywords: Impact Investing; ESG; Investment; Corporate Social Responsibility and Impact; Environmental Sustainability; Growth and Development Strategy; Acquisition; Integration
Cole, Shawn, Vikram S. Gandhi, Caitlin Reimers Brumme, and Lynn Schenk. "Goldman Sachs: Making an Imprint in Impact Investing." Harvard Business School Case 218-069, April 2018. (Revised May 2018.)
- June 2021
- Case
The Canada Pension Plan Investment Board (CPP Investments): April 2021
By: Josh Lerner, Reza Satchu and Alys Ferragamo
The Canada Pension Plan Investment Board (CPPIB) is one of the largest pools of investment capital in the world and follows a rigorous “Total Portfolio Framework” in its approach to investment management. In April of 2021, John Graham was just two months into his role... View Details
Keywords: Pension Funds; Investment Strategy; Capital Markets; Financial Strategy; Investment; Asset Management; Financial Institutions; Private Equity; Growth and Development Strategy; Investment Portfolio; Assets; Financial Markets; Financial Services Industry; Canada
Lerner, Josh, Reza Satchu, and Alys Ferragamo. "The Canada Pension Plan Investment Board (CPP Investments): April 2021." Harvard Business School Case 821-125, June 2021.
- 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.
- 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
Lerner, Josh. "Acme Investment Trust." Harvard Business School Case 296-042, November 1995. (Revised October 2000.)
- Article
Thoughts on the Future: Theory and Practice in Investment Management
By: Robert C. Merton
Merton, Robert C. "Thoughts on the Future: Theory and Practice in Investment Management." Financial Analysts Journal 59, no. 1 (January–February 2003): 17–23. (Winner of Graham and Dodd Best Perspectives Award For excellence in financial writing. Reprinted in Harvard College Investment Magazine, spring 2005.)
- 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.)
- 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
Ruback, Richard S., and Julia Stevens. "Carol Brewer's Investments." Harvard Business School Case 204-017, July 2003. (Revised January 2004.)
- 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.)
- August 2017 (Revised September 2023)
- Case
Altoona State Investment Board & Bain Capital Fund XI
By: Josh Lerner and Ted Berk
Considers the decision faced by state pension fund manager Rod Calhoun as he decides whether to invest $200 million in Bain Capital's eleventh global buyout fund: Bain Capital Fund XI. For the fund, Bain was offering its limited partners a choice among three different... View Details
Keywords: Equity Method; Leveraged Buyout; Management Buyout; Capital; Design; Entrepreneurship; Finance; Leveraged Buyouts; Management; Private Equity; Venture Capital; Banking Industry; Massachusetts
Lerner, Josh, and Ted Berk. "Altoona State Investment Board & Bain Capital Fund XI." Harvard Business School Case 218-022, August 2017. (Revised September 2023.)
- 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.)
- 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
- December 1980 (Revised June 1985)
- Background Note
Management Accounting, Part V: Decision Support Systems, Capital Investment Analysis
Dearden, John. "Management Accounting, Part V: Decision Support Systems, Capital Investment Analysis." Harvard Business School Background Note 181-083, December 1980. (Revised June 1985.)
- February 2015 (Revised September 2017)
- Supplement
Omar Selim: Building a Values-Based Asset Management Firm (B)
By: George Serafeim, Rebecca Henderson and Shannon Gombos
The case describes the decision of Omar Selim to set up Arabesque as an independent organization and how he organized Arabesque to use both financial and environmental, social and governance (ESG) data in order to deliver performance for its clients. View Details
Keywords: Social Entrepreneurship; Investing; Investment Management; ESG; Sustainability; Investment Banking; Leadership; Leadership & Corporate Accountability; Leadership Style; Business Model; Asset Management; Business Startups; Social Enterprise
Serafeim, George, Rebecca Henderson, and Shannon Gombos. "Omar Selim: Building a Values-Based Asset Management Firm (B)." Harvard Business School Supplement 115-035, February 2015. (Revised September 2017.)
- 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.
- 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
Alfaro, Laura, and Esteban Clavell. "Foreign Direct Investment." Harvard Business School Background Note 703-018, October 2002. (Revised March 2009.)
- February 2024 (Revised July 2024)
- Case
Korea Venture Investment Corporation
By: Paul A. Gompers and Billy Chan
Financial service sector Korea Venture Investment Corporation (KVIC) is the venture capital arm of the Korean government with a founding mission to build a domestic startup ecosystem that would be as competitive as Silicon Valley. KVIC manages a basket of... View Details
Keywords: Entrepreneurship; Society; Investment; Venture Capital; Mission and Purpose; State Ownership; Financial Services Industry; Asia; South Korea
Gompers, Paul A., and Billy Chan. "Korea Venture Investment Corporation." Harvard Business School Case 224-022, February 2024. (Revised July 2024.)
- 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.)
- September 2012
- Case
Sir Alex Ferguson: Managing Manchester United
By: Anita Elberse and Thomas Dye
Sir Alex Ferguson, the most successful manager in British football history, is preparing for the 2012–2013 season—his record-setting 26th as manager of one of the world's most decorated professional football clubs and one of sport's biggest franchises. Over the years... View Details
Keywords: Managing Teams; Leading Teams; European Football; Sports; Leadership; Sports Industry; England; United Kingdom; Europe
Elberse, Anita, and Thomas Dye. "Sir Alex Ferguson: Managing Manchester United." Harvard Business School Case 513-051, September 2012.
- February 2014 (Revised April 2015)
- Case
Go Beyond Investing
By: Lynda Applegate, Vincent Dessain, Emilie Billaud and Daniela Beyersdorfer
In 2013, Brigitte Baumann, founder of the Pan-European angel investing provider Go Beyond Investing, reflected on the evolution of her venture and the way forward. Her company, which offered deal flow and training to novice and experienced angel investors and ran... View Details
Keywords: Equity; Investment; Business or Company Management; Growth Management; Leadership; Financial Services Industry; Europe; Switzerland
Applegate, Lynda, Vincent Dessain, Emilie Billaud, and Daniela Beyersdorfer. "Go Beyond Investing." Harvard Business School Case 814-046, February 2014. (Revised April 2015.)