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October 2018 (Revised February 2018)
Case

Masayoshi Son and the Vision Fund

By: Tom Nicholas, Ramana Nanda and Benjamin N. Roth

In October 2016, SoftBank Group Corp., the Japanese conglomerate giant caused a significant shock to the worldwide market for venture capital and private equity by announcing the Vision Fund, the largest tech investment fund in the world at close to $100 billion. The... View Details

Keywords: Strategy; Venture Capital; Private Equity; Entrepreneurship; Competitive Strategy

January 2019 (Revised February 2020)
Case

Should a Pension Fund Try to Change the World? Inside GPIF's Embrace of ESG

By: Rebecca Henderson, George Serafeim, Josh Lerner and Naoko Jinjo

In the fall of 2018, Hiro Mizuno, the Chief Investment Officer (CIO) of GPIF, the Japanese Government Pension Fund, was reflecting on his efforts to integrate Environmental, Social and Governance (ESG) issues into every aspect of GPIF’s portfolio. His efforts ranged... View Details

Keywords: Pension Funds; ESG (Environmental, Social, Governance) Performance; Investment Funds; Environmental Sustainability; Social Issues; Governance; Leading Change; Economy; Performance Improvement; Japan

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

06 Oct 2003
Research & Ideas

The Problem with Hedge Funds

in the Internet and telecom bubbles. Those who have money left, or who have new savings coming in and are seeking investments have heard that hedge funds have done well. For example, they've heard that... View Details

Keywords: by D. Quinn Mills

January 2008 (Revised March 2009)
Case

Fortress Investment Group

By: Malcolm Baker, Carlos M. Galvez and James Quinn

CEO Wesley Edens and the five Fortress principals are contemplating a move unprecedented in the industry: becoming the first hedge fund and private equity firm to complete an IPO on the New York Stock Exchange (NYSE). This case examines potential reasons for a leading... View Details

Keywords: Private Equity; Public Equity; Initial Public Offering; Investment Funds; Going Public; Valuation; Financial Services Industry

Research Summary

Investment Decisions and Decision Problems in Professional Investment Management

Jay O. Light is evaluating strategic business decisions in the money management industry as well as problems that arise in the management of very large pools of tax exempt money, particularly pension funds and endowments. From this research he is developing teaching... View Details

October 2020 (Revised December 2020)
Case

Investing at Pivotal Ventures

By: Emil N. Siriwardane, Emily R. McComb and Eren Kuzucu

Launched in 2015 by Melinda Gates, co-chair of the Bill & Melinda Gates Foundation, Pivotal Ventures is an investment and incubation company. The company aims to support and promote transformational ideas, people and organizations, and advance social progress for women... View Details

Keywords: Investment; Management; Mission and Purpose; Venture Capital

November 1999 (Revised December 2009)
Case

The IBET Pension Fund

By: Arthur I Segel

Marisa Caris oversees real estate investments for the IBET Pension Fund. She must value each of the existing eight properties and determine a strategy for going forward. A rewritten version of an earlier case. View Details

Keywords: Financial Strategy; Investment Funds; Investment Portfolio; Valuation; Real Estate Industry

October 2019 (Revised April 2020)
Background Note

Note on Funding Deep Tech Startups

By: Karim Lakhani, Peter Barrett and Noubar Afeyan

This Background Note provides essential information on funding deep technologies—those technologies that were inherently capital intensive, time consuming, risky, and potentially disruptive. Both dilutive and non-dilutive sources of investment are highlighted, along... View Details

2011
Book

The Fund Industry: How Your Money Is Managed

By: Robert Pozen and Theresa Hamacher

The Fund Industry explains to students and investors how to evaluate mutual funds and other collective investment vehicles. It discusses how different types of funds are managed, marketed, and regulated. It also reviews how funds invest and gather assets in countries... View Details

Keywords: Money; Financial Management; International Finance; Investment Funds; Governing Rules, Regulations, and Reforms; Financial Services Industry

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October 2020 (Revised June 2021)
Case

Francisco Partners Private Credit Opportunity Fund

By: Luis M. Viceira, John D. Dionne, Soracha Prathanrasnikorn and Ari Sunshine

In April 2020, Scott Einsenberg, the Head of Credit at the private equity firm Francisco Partners, is deciding whether to go ahead with extending a private lending agreement to Eventbrite, Inc. (NYSE: EB), a leading global event management and online ticketing... View Details

Keywords: Private Debt; Private Credit; Industry Evolution; Private Equity; Investment; Analysis

July 2005 (Revised December 2005)
Case

General Motors U.S. Pension Funds

By: Luis M. Viceira and Helen Tung

In June 2003, General Motors Corp. (GM) successfully marketed the largest corporate debt offering in U.S. history, worth $17.6 billion. The offering included $13.6 billion worth of debt denominated in dollars, euros, and pounds and $4 billion dollars denominated in... View Details

Keywords: Decisions; Bonds; Investment Return; Policy; Borrowing and Debt; Corporate Finance; Auto Industry; United States

December 2017
Teaching Note

Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund

By: Steven Rogers and Valerie Mosley

Teaching Note for HBS No. 317-044. View Details

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

November 1992 (Revised December 1994)
Case

BEA Associates: Enhanced Equity Index Funds

By: Andre F. Perold

BEA's enhanced index fund product uses derivatives and cash market securities to find the most efficient way to "track an index." The considerations involve transaction costs, custodial fees, withholding taxes on dividends, and fees from securities lending. In this... View Details

Keywords: Credit Derivatives and Swaps; Investment Portfolio; Management; Investment Banking; Competitive Advantage; Cost Management

July 2021
Case

Bessemer Venture Partners: Century Fund

By: Jo Tango and Alys Ferragamo

In July of 2021, Bessemer Venture Partners (BVP) contemplated the future of its growth investing practice, known as “Century.” While still relatively new as a focused initiative, BVP’s growth investing already had significant momentum. The fund’s investment pace had... View Details

Keywords: Leveraged Buyouts; Financial Institutions; Growth and Development Strategy; Investment Banking; Competitive Strategy; Public Sector; Venture Capital; Private Equity; Acquisition

November 2018 (Revised June 2019)
Case

JANA Partners: Impact through Activism?

By: Vikram S. Gandhi and Caitlin Reimers Brumme

Jana Partners, a well-known “activist” hedge fund has announced the launch of a new fund Jana Impact. The basic premise is that the fund will be able to generate superior returns by using Jana’s activist approach with companies that are underperforming on ESG metrics.... View Details

Keywords: Hedge Fund; Hedge Funds; ETF; Activist Investing; Activism; Investment Activism; Investment Funds; Asset Management

June 2014
Article

Frictions in Shadow Banking: Evidence from the Lending Behavior of Money Market Funds

By: Sergey Chernenko and Adi Sunderam

We document the consequences of money market fund risk taking during the European sovereign debt crisis. Using a novel data set of security-level holdings of prime money market funds, we show that funds with large exposures to risky Eurozone banks suffered significant... View Details

Keywords: Money Market Mutual Funds; European Sovereign Debt Crisis; Runs; Contagion; Risk Taking; Investment Funds; Financial Crisis; Europe

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March 2010 (Revised June 2011)
Case

Mirae Asset: Korea's Mutual Fund Pioneer

By: Mukti Khaire, Michael Shih-ta Chen and G.A. Donovan

Park Hyeon-Joo, the founder and chairman of Korea's earliest and largest mutual fund company, plans to expand internationally. After first offering emerging market funds to its Korean customers, the company then began selling local-currency funds in India and Brazil.... View Details

Keywords: Developing Countries and Economies; Entrepreneurship; Investment; Global Strategy; Emerging Markets; Financial Services Industry; South Korea

February 2006
Case

Adams Capital Management: Fund IV

By: G. Felda Hardymon, Josh Lerner and Ann Leamon

The partners of Adams Capital Management must decide whether to start their fourth fund in early 2006 or to hold off until they have realized more exits from the earlier funds and have proved the viability of a recent change in strategy. View Details

Keywords: Investment Funds; Business Strategy; Decision Choices and Conditions; Financial Services Industry

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