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(1,189)
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Show Results For
- All HBS Web
(1,189)
- News (204)
- Research (800)
- Events (3)
- Multimedia (3)
- Faculty Publications (513)
- October 1972
- Article
A Dynamic Model for Bond Portfolio Management
By: D. B. Crane and S. P. Bradley
Crane, D. B., and S. P. Bradley. "A Dynamic Model for Bond Portfolio Management." Management Science 19, no. 2 (October 1972).
- Teaching Interest
MBA Elective Curriculum: Investment Strategies
By: Malcolm P. Baker
This is a CORE course for students pursuing careers in finance. Thus, students interested in pursuing careers in mutual funds, hedge funds, pension funds, endowments, wealth management, financial consulting, marketing and client service, sales and trading,... View Details
- October 2015 (Revised February 2016)
- Technical Note
The Portfolio Improvement Rule and the CAPM
By: Robin Greenwood, Mark S. Seasholes and David Biery
Greenwood, Robin, Mark S. Seasholes, and David Biery. "The Portfolio Improvement Rule and the CAPM." Harvard Business School Technical Note 216-027, October 2015. (Revised February 2016.)
- 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.)
- Program
Investment Management Workshop
Summary The Investment Management Workshop convenes the world's top principals, portfolio managers, and executives to explore the latest industry strategies and best practices. Focused on asset management,... View Details
- June 2005 (Revised January 2006)
- Case
Investment Policy at the Hewlett Foundation (2005)
By: Luis M. Viceira
In early January 2005, Laurance Hoagland Jr., VP and CIO of the William and Flora Hewlett Foundation (HF), and his investment team met to finish their recommendations to the HF Investment Committee for a new asset allocation policy for the foundation's investment... View Details
Keywords: Investment Portfolio; Risk and Uncertainty; Public Equity; Globalization; Investment; Property; Risk Management; Asset Management; Financial Services Industry
Viceira, Luis M. "Investment Policy at the Hewlett Foundation (2005)." Harvard Business School Case 205-126, June 2005. (Revised January 2006.)
- 2009
- Working Paper
The Impact of Private Equity Ownership on Portfolio Firms' Corporate Tax Planning
By: Brad Badertscher, Sharon P. Katz and Sonja Olhoft Rego
This study investigates whether private equity (PE) firms influence the tax practices of their portfolio firms. Prior research documents that PE firms create economic value in portfolio firms through effective governance, financial, and operational engineering. Given... View Details
Keywords: Private Equity; Investment Portfolio; Corporate Governance; Taxation; Ownership Stake; Value Creation
Badertscher, Brad, Sharon P. Katz, and Sonja Olhoft Rego. "The Impact of Private Equity Ownership on Portfolio Firms' Corporate Tax Planning." Harvard Business School Working Paper, No. 10-004, July 2009. (Revised March 2010.)
- May 2010 (Revised November 2010)
- Case
Investment Technology Group
By: Clayton S. Rose and David Lane
Investment Technology Group (ITG) CEO Robert Gasser wondered if the financial crisis had permanently affected the firm's business model. A leader in trade analytics and execution for institutional equity investors, ITG had grown since its establishment in 1987 in step... View Details
Keywords: Customer Relationship Management; Financial Crisis; Investment; Resignation and Termination; Crisis Management; Product Positioning; Organizational Change and Adaptation; Financial Services Industry; Information Technology Industry; New York (city, NY)
Rose, Clayton S., and David Lane. "Investment Technology Group." Harvard Business School Case 310-064, May 2010. (Revised November 2010.)
- 2002
- Book
Strategic Asset Allocation: Portfolio Choice for Long-Term Investors
By: John Y. Campbell and Luis M. Viceira
Keywords: Investment Portfolio
Campbell, John Y., and Luis M. Viceira. Strategic Asset Allocation: Portfolio Choice for Long-Term Investors. Oxford: Oxford University Press, 2002. (Winner of TIAA-CREF Paul A. Samuelson Award for Outstanding Scholarly Writing on Lifelong Financial Security presented by TIAA-CREF Institute.)
- September 1972
- Article
An Analytical Derivation of the Efficient Portfolio Frontier
By: Robert C. Merton
Keywords: Investment
Merton, Robert C. "An Analytical Derivation of the Efficient Portfolio Frontier." Journal of Financial and Quantitative Analysis 10 (September 1972): 1851–1872.
- 13 Jun 2017
- Research & Ideas
Why Global Investments Are Still a Good Bet
Photo by iStock Investors in global equity markets have traditionally hedged their bets, casting their investments far and wide across the world. That way, if the market in one country or region stagnated (think Japan in the 1990s or... View Details
- Article
Lifetime Portfolio Selection under Uncertainty: The Continuous-Time Case
By: Robert C. Merton
Merton, Robert C. "Lifetime Portfolio Selection under Uncertainty: The Continuous-Time Case." Review of Economics and Statistics 51, no. 3 (August 1969): 247–257. (Chapter II of Ph.D. dissertation; Chapter 4 in Continuous-Time Finance.)
- 01 Jul 2020
- News
How to Build an ESG Portfolio – And Why You Should
- January 2022
- Article
Replicating Private Equity with Value Investing, Homemade Leverage, and Hold-to-Maturity Accounting
By: Erik Stafford
The contributions of asset selection and incremental leverage to buyout investment performance are more important than typically assumed or estimated to be. Buyout funds select small firms with distinct value characteristics. Public equities with these characteristics... View Details
Stafford, Erik. "Replicating Private Equity with Value Investing, Homemade Leverage, and Hold-to-Maturity Accounting." Review of Financial Studies 35, no. 1 (January 2022): 299–342.
- February 2022 (Revised March 2022)
- Case
MicroStrategy's Investment in Bitcoin
By: C. Fritz Foley
At the end of the second quarter of 2020, MicroStrategy, a Virginia based provider of analytics software and services, announced plans to acquire and hold bitcoin as a part of the firm’s treasury reserve policy and corporate strategy. Within a year, the firm purchased... View Details
Foley, C. Fritz. "MicroStrategy's Investment in Bitcoin." Harvard Business School Case 222-048, February 2022. (Revised March 2022.)
- 06 Feb 2023
- Blog Post
Meet the Black Investment Club
In 2020, Paul Ampofo (MBA 2020) and Brian Sykes (MBA 2020) founded the Black Investment Club at Harvard Business School to address the massive underrepresentation of Black investors in venture capital, private equity, and View Details
- June 1996
- Article
Risk-Based Capital Requirements and the Riskiness of Bank Portfolios
By: Brian J. Hall and Steven R. Grenadier
Hall, Brian J., and Steven R. Grenadier. "Risk-Based Capital Requirements and the Riskiness of Bank Portfolios." Regional Science and Urban Economics 26 (June 1996): 433–64.
- Fast Answer
Private Equity - Screening for Portfolio Operations Roles
Using Baker Library databases, it is possible to screen for firms that currently employ people in portfolio operations or in an operations department. Capital IQ Select Screening > Companies from the top menu bar. Under the... View Details
- 2018
- Working Paper
Detecting Anomalies: The Relevance and Power of Standard Asset Pricing Tests
By: Malcolm Baker, Patrick Luo and Ryan Taliaferro
The two standard approaches for identifying capital market anomalies are cross-sectional coefficient tests, in the spirit of Fama and MacBeth (1973), and time-series intercept tests, in the spirit of Jensen (1968). A new signal can pass the first test, which we label a... View Details
Keywords: Investment Management; Anomalies; Portfolio Construction; Transaction Costs; Investment; Management; Asset Pricing; Market Transactions; Cost
Baker, Malcolm, Patrick Luo, and Ryan Taliaferro. "Detecting Anomalies: The Relevance and Power of Standard Asset Pricing Tests." Working Paper, July 2018.