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  • All HBS Web  (10,670)
    • People  (35)
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  • February 2013 (Revised November 2016)
  • Case

Assured Guaranty

By: Robin Greenwood, Adi Sunderam and Jared Dourdeville
Nate Katz at Yokun Ridge Capital Management is evaluating an investment in Assured Guaranty, a municipal bond insurance company that is trading at a discount to book value. View Details
Keywords: Value Investing; Investments; Valuation; Insurance; Behavioral Finance; Financial Services Industry
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Greenwood, Robin, Adi Sunderam, and Jared Dourdeville. "Assured Guaranty." Harvard Business School Case 213-100, February 2013. (Revised November 2016.)
  • 14 Nov 2014
  • News

Obama's Former SBA Chief Is Making Angel Investments and Teaching at Harvard

  • 06 Nov 2019
  • Working Paper Summaries

Why Does Business Invest in Education in Emerging Markets? Why Does It Matter?

Keywords: by Valeria Giacomin, Geoffrey Jones, and Erica Salvaj
  • 2022
  • Article

Regulatory Treatment of Changes in Fair Value and the Composition of Banks' Investment Portfolios

By: Michael Iselin, Jung Koo Kang and Joshua Madsen
In their implementation of Basel III, U.S. bank regulators are again including changes in the fair value of available-for-sale (AFS) debt securities in Tier 1 capital, but only for the largest U.S. banks. This paper investigates a potential impact of expanding this... View Details
Keywords: Fair Value Accounting; SFAS 115; Basel III; Governing Rules, Regulations, and Reforms; Banks and Banking; Debt Securities; Credit; Risk and Uncertainty; Investment Portfolio; Decision Making; Banking Industry; United States
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Iselin, Michael, Jung Koo Kang, and Joshua Madsen. "Regulatory Treatment of Changes in Fair Value and the Composition of Banks' Investment Portfolios." Journal of Financial Reporting 7, no. 1 (2022): 123–143.
  • Article

The Impact of Corporate Social Responsibility on Investment Recommendations

By: Ioannis Ioannou and George Serafeim
Using a large sample of publicly traded U.S. firms over 16 years, we investigate the impact of corporate socially responsible (CSR) strategies on security analysts' recommendations. Socially responsible firms received more favorable recommendations in recent years... View Details
Keywords: Public Ownership; Corporate Social Responsibility and Impact; Strategy; Experience and Expertise; Value Creation; Public Equity; Markets; Investment; Perception; United States
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Ioannou, Ioannis, and George Serafeim. "The Impact of Corporate Social Responsibility on Investment Recommendations." Academy of Management Annual Meeting Proceedings (2010).
  • January 2025
  • Teaching Note

Balancing Impact: Modeling the Future at British International Investment

By: Shawn Cole and Jonah Zahnd
Teaching Note for HBS Case No. 225-047. View Details
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Cole, Shawn, and Jonah Zahnd. "Balancing Impact: Modeling the Future at British International Investment." Harvard Business School Teaching Note 225-067, January 2025.
  • March 2014
  • Supplement

The Canada Pension Plan Investment Board: October 2012 (CW)

By: Matthew Rhodes-Kropf and Josh Lerner
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Rhodes-Kropf, Matthew, and Josh Lerner. "The Canada Pension Plan Investment Board: October 2012 (CW)." Harvard Business School Spreadsheet Supplement 814-704, March 2014.
  • January 2008
  • Supplement

Parks Capital - Investment in US Retail, Inc. (courseware)

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El-Hage, Nabil N., and Stephen Parks. "Parks Capital - Investment in US Retail, Inc. (courseware)." Harvard Business School Spreadsheet Supplement 208-712, January 2008.
  • Article

Relationships, Competition, and the Structure of Investment Banking Markets

By: Bharat Anand and Alexander Galetovic
Keywords: Relationships; Competition; Banks and Banking; Markets; Banking Industry
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Anand, Bharat, and Alexander Galetovic. "Relationships, Competition, and the Structure of Investment Banking Markets." Journal of Industrial Economics 54, no. 2 (June 2006): 151–199. (Lead Article.)
  • 17 Jan 2019
  • News

Investing Prophet Jeremy Grantham Takes Aim at Climate Change

  • January 2019 (Revised January 2022)
  • Case

Chinese Infrastructure Investments in Sri Lanka: A Pearl or a Teardrop on the Belt and Road?

By: Meg Rithmire and Yihao Li
In 2015, a surprise presidential election result seemed to imperil Chinese investments in Sri Lanka, which were associated with China’s Belt and Road Initiative to build global infrastructure. In the previous decade, China had undertaken two major projects in the... View Details
Keywords: Belt And Road Initiative; Investment; Infrastructure; China; Sri Lanka
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Rithmire, Meg, and Yihao Li. "Chinese Infrastructure Investments in Sri Lanka: A Pearl or a Teardrop on the Belt and Road?" Harvard Business School Case 719-046, January 2019. (Revised January 2022.)
  • Article

Thoughts on the Future: Theory and Practice in Investment Management

By: Robert C. Merton
Keywords: Theory; Practice; Investment; Management
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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.)
  • Article

Ten Year Sunset Rule for Healthcare Regulation Is a Nonstarter and Discouragement to Post-COVID-19 Investment

By: Regina E. Herzlinger and Eugene Schneller
U.S. healthcare delivery has not benefitted from the same productivity growth as many other service industries, such as bricks and mortar retailing, a loss that has gravely diminished cost control and access. Regulatory capture, which creates barriers to venture... View Details
Keywords: Health Care; COVID-19; Regulation; Health Care and Treatment; Health Pandemics; Governing Rules, Regulations, and Reforms; Investment
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Herzlinger, Regina E., and Eugene Schneller. "Ten Year Sunset Rule for Healthcare Regulation Is a Nonstarter and Discouragement to Post-COVID-19 Investment." Journal of Health Care Finance 47, no. 4 (Spring 2021). (Special Commentary.)
  • 17 May 2022
  • News

HBS Announces Harris Family Fund for Sports Management and Alternative Investments

  • January 2025
  • Supplement

Balancing Impact: Modeling the Future at British International Investment

By: Shawn Cole and Jonah Zahnd
Supplement to 225-047, “Balancing Impact: Modeling the Future at British International Investment.” View Details
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Cole, Shawn, and Jonah Zahnd. "Balancing Impact: Modeling the Future at British International Investment." Harvard Business School Spreadsheet Supplement 225-728, January 2025.
  • January 2025
  • Supplement

Balancing Impact: Modeling the Future at British International Investment

By: Shawn Cole and Jonah Zahnd
Supplement to HBS Case No. 225-047, “Balancing Impact: Modeling the Future at British International Investment.” View Details
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Cole, Shawn, and Jonah Zahnd. "Balancing Impact: Modeling the Future at British International Investment." Harvard Business School Supplement 225-076, January 2025.
  • 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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Kester, W. Carl. "The Galaxy Dividend Income Growth Fund's Option Investment Strategies." Harvard Business School Case 216-041, January 2016. (Revised April 2017.)
  • October 1992 (Revised October 1994)
  • Case

Foreign Investment and Free Trade: Canada in the 1990s

By: Debora L. Spar
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Spar, Debora L. "Foreign Investment and Free Trade: Canada in the 1990s." Harvard Business School Case 793-032, October 1992. (Revised October 1994.)
  • 14 Aug 2022
  • News

Will Climate Change Concerns Impact Real Estate Investment Strategies?

  • 26 Feb 2020
  • News

Think Twice Before You Invest in a Private-Equity Fund

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