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  • 13 Apr 2011
  • News

Why European funds are outgunning US rivals

  • 16 Jun 2015
  • News

Huge growth in China’s money funds poses risk

  • Fast Answer

Exchange traded funds

Where can I find information on exchange traded funds or ETFs? News and Journals ABI/ProQuest or Business Source Complete To find academic and news articles comparing exchange traded funds to index View Details
  • 20 Aug 2007
  • Working Paper Summaries

Hedge Fund Investor Activism and Takeovers

Keywords: by Robin Greenwood & Michael Schor; Banking
  • April 2022 (Revised August 2022)
  • Case

Conflicts of Interest at Uptown Bank

By: Jonas Heese
In 2013, two employees debated whether to blow the whistle on their employer, Bell Bank, after completing an internal review that revealed undisclosed conflicts of interest. Bell Bank’s Asset Management business disproportionately invested clients’ money in Bell Bank’s... View Details
Keywords: Whistleblower; Whistleblowing; Mutual Funds; Conflicts Of Interest; Decision Making; Decisions; Judgments; Ethics; Moral Sensibility; Values and Beliefs; Finance; Financial Institutions; Banks and Banking; Financial Management; Investment; Investment Funds; Governance; Corporate Accountability; Corporate Disclosure; Corporate Governance; Governance Compliance; Governance Controls; Policy; Law; Legal Liability; Social Psychology; Motivation and Incentives; Perception; Perspective; Trust; Financial Services Industry; North and Central America; United States
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  • Forthcoming
  • Article

Institutional Corporate Bond Pricing

By: Lorenzo Bretscher, Lukas Schmid, Ishita Sen and Varun Sharma
We propose an equilibrium corporate bond pricing model that accommodates the heterogeneity in institutional investors' preferences and mandates in an empirically tractable way. Our model, estimated on rich holdings data, quantifies investors' preferences and demand... View Details
Keywords: Corporate Bonds; Demand Systems; Insurance Companies; Mutual Funds; Liquidity; Bonds; Price; Investment Funds
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  • 2009
  • Working Paper

Can a Continuously-Liquidating Tontine (or Mutual Inheritance Fund) Succeed where Immediate Annuities Have Floundered?

By: Julio J. Rotemberg
A new instrument (the Mutual Inheritance Fund or MIF) is proposed whose purpose is to help people carry their savings forward from the moment they retire into their old age. Like annuities, this instrument requires an up-front payment before people receive any benefits... View Details
Keywords: Age; Annuities; Investment Return; Investment Funds; Saving; Retirement
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  • 04 Jun 2009
  • Working Paper Summaries

Can a Continuously-Liquidating Tontine (or Mutual Inheritance Fund) Succeed where Immediate Annuities Have Floundered?

Keywords: by Julio J. Rotemberg; Financial Services
  • Research Summary

Working on third edition of textbook on the fund industry

The book explains how mutual funds and other collective investment vehicles are organized, how they manage your money,  and how they are marketed to investors.  It also addresses the internationalization of funds in terms of global investing and global... View Details

  • 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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    An Evaluation of Money Market Fund Reform Proposals

    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

    • 14 Oct 2016
    • News

    A venture capitalist proves himself as a hedge fund manager

    • 15 Feb 2017
    • News

    Vanguard, Trian And The Problem With 'Passive' Index Funds

    • June 2007 (Revised January 2008)
    • Case

    The Vanguard Group, Inc. in 2006 and Target Retirement Funds

    By: Luis M. Viceira
    The Vanguard Group is one of the largest asset managers in the U.S., with over $1 trillion in assets, ninety percent of which are mutual fund assets, and more than 12,000 employees at year-end 2006. Vanguard has built a strong reputation as the manager of reference for... View Details
    Keywords: Asset Management; Investment Funds; Personal Finance; Brands and Branding; Retirement; Trust; Financial Services Industry; United States
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    • June 2009 (Revised May 2010)
    • Case

    BlackRock Money Market Management in September 2008 (A)

    By: Kenneth A. Froot and David Lane
    This case highlights the issues around money market mutual funds in the financial crisis of 2008. View Details
    Keywords: BlackRock; Mutual Funds; Money Market; Investment Management; Bank Runs; 2008 Financial Crisis; Government Intervention In The Markets; GRG; Financial Management; Investment Funds; Crisis Management; Government and Politics; Financial Crisis; Financial Services Industry
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    • 30 Jan 2017
    • Research & Ideas

    Vanguard, Trian And The Problem With 'Passive' Index Funds

    investing, especially for smaller investors, and ultimately created greater returns than most professionally managed mutual funds could deliver. That has made index, or passive, View Details
    Keywords: by Michael Blanding; Financial Services
    • 2023
    • Working Paper

    Avoiding Idiosyncratic Volatility: Flow Sensitivity to Individual Stock Returns

    By: Marco Di Maggio, Francesco Franzoni, Shimon Kogan and Ran Xing
    Despite positive and significant earnings announcement premia, we find that institutional investors reduce their exposure to stocks before earnings announcements. A novel result on the sensitivity of flows to individual stock returns provides a potential explanation.... View Details
    Keywords: New Trading; Mutual Funds; Fund Flows; Limits To Arbitrage; Financial Constraints; Earnings Announcements; Institutional Investing; Stocks
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    • 27 Jan 2019
    • News

    Harvard study questions benefits of fund manager diversity

    • July 2014
    • Article

    Winners in the Spotlight: Media Coverage of Fund Holdings as a Driver of Flows

    By: David H. Solomon, Eugene F. Soltes and Denis Sosyura
    We show that media coverage of mutual fund holdings affects how investors allocate money across funds. Controlling for fund performance, fund holdings with high past returns attract extra flows only if these stocks were recently featured in major newspapers. In... View Details
    Keywords: Prejudice and Bias; Media; Investment Funds; Financial Services Industry
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    • January 2016 (Revised April 2017)
    • Case

    The Galaxy Dividend Income Growth Fund's Option Investment Strategies

    By: W. Carl Kester
    This case is designed to provide an elementary introduction to options and option pricing for beginning finance students. Analysis of the case requires students to compare the prices of put and call options with various exercise prices and maturity dates on two... View Details
    Keywords: Options; Option Contract; Option Pricing; Derivatives; Mutual Funds; Call Options; Put Options; Stock Options; Risk and Uncertainty; Volatility; Financial Services Industry; United States
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