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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)

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

Keywords: Replicating Portfolio; Private Equity; Investment Portfolio

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1978
Chapter

Managing a Bank Bond Portfolio over Time

By: D. B. Crane and S. P. Bradley

Keywords: Bonds; Investment Portfolio; Financial Management; Banks and Banking; Banking Industry

Article

Lifetime Portfolio Selection under Uncertainty: The Continuous-Time Case

By: Robert C. Merton

Keywords: Risk and Uncertainty; Investment

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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

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

Keywords: by Michael Blanding; Financial Services

September 1972
Article

An Analytical Derivation of the Efficient Portfolio Frontier

By: Robert C. Merton

Keywords: Investment

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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

Keywords: Bitcoin; Corporate Strategy; Acquisition; Investment Portfolio; Capital Structure; Equity

2002
Book

Strategic Asset Allocation: Portfolio Choice for Long-Term Investors

By: John Y. Campbell and Luis M. Viceira

Keywords: Investment Portfolio

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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

June 1996
Article

Risk-Based Capital Requirements and the Riskiness of Bank Portfolios

By: Brian J. Hall and Steven R. Grenadier

Keywords: Risk and Uncertainty; Capital; Banks and Banking; Investment

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2025
Working Paper

Impact Investing and Worker Outcomes

By: Josh Lerner, Markus Lithell and Gordon M. Phillips

Impact investors claim to distinguish themselves from traditional venture capital and growth equity investors by also pursuing environmental, social, and governance (ESG) objectives. Whether they successfully do so in practice is unclear. We use confidential Census... View Details

Keywords: ESG; Corporate Social Responsibility and Impact; Private Equity; Venture Capital; Wages

March 2021
Case

Yale Investments Office: November 2020

By: Josh Lerner, Jo Tango and Alys Ferragamo

David Swensen and the Investments Office staff must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments—hedge funds, private equity, venture capital, real estate, natural resources—given the impact of the COVID-19... View Details

Keywords: University Endowment; Asset Allocation; Real Estate; Equities; Fixed Income; COVID-19; Asset Management; Private Equity; Venture Capital; Natural Resources; Resource Allocation; Investment; Investment Portfolio; Health Pandemics; Financial Crisis; Financial Services Industry; Real Estate Industry; Energy Industry; Connecticut

28 Aug 2009
Working Paper Summaries

The Impact of Private Equity Ownership on Portfolio Firms’ Corporate Tax Planning

Keywords: by Brad Badertscher, Sharon P. Katz & Sonja Olhoft Rego; Financial Services

September 2022 (Revised September 2024)
Case

Esas Group: Investing Together, Staying Together

By: Christina R. Wing and Alpana Thapar

This case opens in June 2022, after Esas Group, one of Turkey’s largest family-owned investment firms, implements a series of changes to professionalize the business and help transition family members from operators to responsible investors. In December 2019, the Group... View Details

Keywords: Family Business; Transition; Business or Company Management; Organizational Structure; Governing and Advisory Boards; Governance; Financial Services Industry; Turkey

30 Nov 2020
Research & Ideas

COVID Not Slowing VC Investment

funds to hold investments longer than planned. To ensure smooth exits, many venture capitalists have redirected their time from deal-making to shoring up portfolio companies. Given these conditions, Gompers... View Details

Keywords: by Danielle Kost; Financial Services; Banking

June 1999 (Revised March 2001)
Case

New Business Investment Company: October 1997

By: Josh Lerner, Lee Branstetter and Takeshi Nakabayashi

A quasi-government organization seeks to stimulate entrepreneurship in Japan by making venture capital investments. The organization of the fund, identification of transactions, and oversight of portfolio firms pose considerable challenges. View Details

Keywords: Venture Capital; Entrepreneurship; Government and Politics; Problems and Challenges; Financial Services Industry; Japan

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September 2009 (Revised May 2011)
Supplement

Acumen Fund: Measurement in Impact Investing (B)

By: Alnoor Ebrahim and V. Kasturi Rangan

As Acumen Fund, a global venture philanthropy firm, moves forward with an investment portfolio exceeding $22 million, it runs into two critical measurement problems. First, how should it track the performance of each investment when its interest is not just the bottom... View Details

Keywords: Venture Capital; Investment Portfolio; Philanthropy and Charitable Giving; Standards; Corporate Social Responsibility and Impact; Performance Evaluation; Social Enterprise; Competition; Financial Services Industry; Kenya

July 2003 (Revised December 2003)
Case

Investment Policy at New England Healthcare

By: Jay O. Light, Luis M. Viceira and Akiko M. Mitsui

The Investment Committee of New England Healthcare must decide how to invest three long-term investment pools: a long-term, endowment-type fund and two pension plans. In particular, the committee is evaluating whether the two pension funds--one is a "final salary"... View Details

Keywords: Decisions; Asset Management; Investment; Investment Portfolio; Policy; Taxation; Health Industry; England

March 2013
Case

Massachusetts Financial Services (Abridged)

By: Brian J. Hall and Karen Huang

This case describes the compensation and performance evaluations at an investment management company. The senior management team of Massachusetts Financial Services (MFS) Investment Management was contemplating an introduction of hedge funds at the firm, but many... View Details

Keywords: Compensation; Incentives; Investment Management; Performance Measurement; Portfolio Management; Motivation and Incentives; Asset Management; Performance Evaluation; Compensation and Benefits; Financial Services Industry; Massachusetts

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