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  • All HBS Web  (2,752)
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    • News  (492)
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  • May 2017
  • Teaching Note

Diversified Alpha at Acadian Asset Management

By: Adi Sunderam and David Biery
Teaching Note for HBS No. 217-036. View Details
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Sunderam, Adi, and David Biery. "Diversified Alpha at Acadian Asset Management." Harvard Business School Teaching Note 217-077, May 2017.
  • October 2016 (Revised March 2017)
  • Case

Diversified Alpha at Acadian Asset Management

By: Adi Sunderam
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Sunderam, Adi. "Diversified Alpha at Acadian Asset Management." Harvard Business School Case 217-036, October 2016. (Revised March 2017.)
  • August 1982 (Revised May 1983)
  • Case

Marsh & McLennan, Asset Management Co.

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Parsons, Gregory L. "Marsh & McLennan, Asset Management Co." Harvard Business School Case 183-008, August 1982. (Revised May 1983.)
  • January 2015 (Revised September 2017)
  • Case

Omar Selim: Building a Values-Based Asset Management Firm (A)

By: George Serafeim, Rebecca Henderson and Shannon Gombos
The sustainable investing market was a recent phenomenon in the first decade of the 21st century. However, an increasing number of investors began to integrated Environmental, Social and Governance (ESG) issues in investment decisions. At Barclays Capital, Omar Selim... View Details
Keywords: Sustainability; ESG; Social Business; Entrepreneurs; Scaling; Emerging Market Entrepreneurship; Not For Profit; Entrepreneurial Finance; Mentoring; Business Networks; Hybrid Nonprofit Funding; Investing; Investment Management; Asset Management; Values and Beliefs; Religion; Personal Development and Career; Business Startups; Social Enterprise; Social Entrepreneurship; Financial Services Industry; Europe; Germany; United Kingdom
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Serafeim, George, Rebecca Henderson, and Shannon Gombos. "Omar Selim: Building a Values-Based Asset Management Firm (A)." Harvard Business School Case 115-021, January 2015. (Revised September 2017.)
  • Forthcoming
  • Article

The Imperfect Intermediation of Money-Like Assets

By: Jeremy C. Stein and Jonathan Wallen
We study supply-and-demand effects in the U.S. Treasury bill market by comparing the returns on T-bills to the administered policy rate on the Federal Reserve’s reverse repurchase (RRP) facility. In spite of the arguably more money-like properties of an investment in... View Details
Keywords: Debt Securities; Demand and Consumers; Price
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Stein, Jeremy C., and Jonathan Wallen. "The Imperfect Intermediation of Money-Like Assets." Journal of Finance (forthcoming).
  • April 1986 (Revised February 1989)
  • Case

Tribal Assets Management: The Dragon Proposal

By: William A. Sahlman and Norman Klein
Keywords: Financial Services Industry
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Sahlman, William A., and Norman Klein. "Tribal Assets Management: The Dragon Proposal." Harvard Business School Case 286-110, April 1986. (Revised February 1989.)
  • September 2020 (Revised March 2022)
  • Teaching Note

Fluidity: The Tokenization of Real Estate Assets

By: Marco Di Maggio and Susie L. Ma
Teaching Note for HBS No. 219-057 View Details
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Di Maggio, Marco, and Susie L. Ma. "Fluidity: The Tokenization of Real Estate Assets." Harvard Business School Teaching Note 221-011, September 2020. (Revised March 2022.)
  • June 1997
  • Article

New International Asset Impairment Accounting Standard Proposed

By: David F. Hawkins
Keywords: Global Range; Accounting; Standards
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Hawkins, David F. "New International Asset Impairment Accounting Standard Proposed." Accounting Bulletin, no. 53 (June 1997).
  • March 2013 (Revised March 2013)
  • Case

Rough Justice: Stuart Eizenstat and Holocaust-era Asset Restitution (A)

By: James K. Sebenius and Laurence A. Green
Beginning in 1994, a series of articles and public disclosures indicated that Swiss banks may have retained assets belonging to victims of the Holocaust, and also may have engaged in long term attempts to block survivors' ability to recover those assets after World War... View Details
Keywords: Banking; Banking And Insurance; U.s. History; Germany; Europe; Governance; History; Negotiation; Business and Government Relations; Banking Industry; Insurance Industry; Germany; United States; Switzerland
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Sebenius, James K., and Laurence A. Green. "Rough Justice: Stuart Eizenstat and Holocaust-era Asset Restitution (A)." Harvard Business School Case 913-037, March 2013. (Revised March 2013.)
  • August 2020 (Revised December 2020)
  • Case

Satrix: Competing in the Passive Asset Management Industry in South Africa

By: Mark Egan, Pippa Tubman Armerding and Dilyana Karadzhova Botha
In late 2017, Satrix, one of the largest passive asset management firms in South Africa and a pioneer in the industry since 2000, had to decide its strategy going forward in a market where passive asset management had become increasingly commoditized and... View Details
Keywords: Asset Management; Investment Funds; Competition; Competitive Strategy; Financial Services Industry; South Africa; Africa
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Egan, Mark, Pippa Tubman Armerding, and Dilyana Karadzhova Botha. "Satrix: Competing in the Passive Asset Management Industry in South Africa." Harvard Business School Case 221-020, August 2020. (Revised December 2020.)
  • February 2004
  • Article

Measuring the Strategic Readiness of Intangible Assets

By: Robert S. Kaplan and David P. Norton
Keywords: Measurement and Metrics; Strategy; Assets
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Kaplan, Robert S., and David P. Norton. "Measuring the Strategic Readiness of Intangible Assets." Harvard Business Review 82, no. 2 (February 2004).
  • November 2009 (Revised November 2010)
  • Case

SIPEF: Biological Assets at Fair Value under IAS 41

This case examines fair value accounting under lAS 41 for a European-listed agricultural firm. Students identify the firm's core operations, distinguishing the IFRS treatment for three distinct assets: land, agricultural assets that reside on the land, and inventory... View Details
Keywords: Business Earnings; Fair Value Accounting; Financial Reporting; International Accounting; Standards; Valuation; Agriculture and Agribusiness Industry; Europe
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Riedl, Edward J., and Kristin Elaine Meyer. "SIPEF: Biological Assets at Fair Value under IAS 41." Harvard Business School Case 110-026, November 2009. (Revised November 2010.)
  • 1972
  • Chapter

The Capital Asset Pricing Model: Some Empirical Tests

By: Fischer Black, Michael C. Jensen and Myron Scholes
Keywords: Capital; Asset Pricing; Mathematical Methods
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Black, Fischer, Michael C. Jensen, and Myron Scholes. "The Capital Asset Pricing Model: Some Empirical Tests." In Studies in the Theory of Capital Markets, edited by M. C. Jensen. New York: Praeger, 1972.
  • Spring 2012
  • Article

The Roadmap for Private Equity, Venture Capital and Hedge Funds in Mexico: Alternative Assets as an Accelerator of Credit to Firms in Emerging Markets

By: Roberto Charvel
This article shows how alternative assets could be a good way for banks to start providing more loans to firms in emerging markets and finance growth, while giving local institutional investors access to new asset types. View Details
Keywords: Private Equity; Venture Capital; Latin America; Mexico; Financial Intermediaries; Entrepreneurial Finance; Hedge Fund; Alternative Assets; Development Economics; Economic Growth; Private Sector; Economy; Entrepreneurship; Borrowing and Debt; Capital; Credit; Equity; Banking Industry; Financial Services Industry; Latin America; North America
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Charvel, Roberto. "The Roadmap for Private Equity, Venture Capital and Hedge Funds in Mexico: Alternative Assets as an Accelerator of Credit to Firms in Emerging Markets." Journal of Private Equity 15, no. 2 (Spring 2012): 53–62.
  • January 2003
  • Article

A Multivariate Model of Strategic Asset Allocation

By: Luis M. Viceira, John Y. Campbell and Y. Lewis Chan
Keywords: Assets; Resource Allocation
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Viceira, Luis M., John Y. Campbell, and Y. Lewis Chan. "A Multivariate Model of Strategic Asset Allocation." Journal of Financial Economics 67, no. 1 (January 2003): 41–80. (Click here for Appendix. Winner of the second 2003 Fama/DFA Prize for Capital Markets and Asset Pricing.)
  • summer 1995
  • Article

The Emerging Asset Class: Insurance Risk

By: K. A. Froot, B. Murphy, A. Stern and S. Usher
Keywords: Financial Markets; Insurance; Policy; Risk Management; Natural Disasters; Insurance Industry
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Froot, K. A., B. Murphy, A. Stern, and S. Usher. "The Emerging Asset Class: Insurance Risk." Viewpoint 24, no. 3 (summer 1995): 19–28. (Was originally "Special Report from Guy Carpenter and Company, Inc.," July 1995.)
  • January 2019 (Revised March 2020)
  • Teaching Note

Blackstone Alternative Asset Management in 2018

By: Emil Siriwardane and Luis M. Viceira
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Siriwardane, Emil, and Luis M. Viceira. "Blackstone Alternative Asset Management in 2018." Harvard Business School Teaching Note 219-092, January 2019. (Revised March 2020.)
  • 1987
  • Working Paper

A Discounting Rule for Risky Assets

By: S. C. Myers and R. S. Ruback
Citation
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Myers, S. C., and R. S. Ruback. "A Discounting Rule for Risky Assets." NBER Working Paper Series, No. 2219, April 1987.
  • Article

Knowledge Assets and Firm International Performance

By: Stefano Denicolai, Antonella Zucchella and R. Strange
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Denicolai, Stefano, Antonella Zucchella, and R. Strange. "Knowledge Assets and Firm International Performance." International Business Review 23, no. 1 (February 2014): 55–62.
  • October 1998
  • Article

New International Accounting Standard: Intangible Assets

By: David F. Hawkins
Keywords: Accounting; Standards
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Hawkins, David F. "New International Accounting Standard: Intangible Assets." Accounting Bulletin, no. 72 (October 1998).
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