Portfolio Allocation - Publications - Faculty & Research

11 Apr 2023
Research & Ideas

Is Amazon a Retailer, a Tech Firm, or a Media Company? How AI Can Help Investors Decide

managers wanted to hedge that risk. Well, how can I hedge my risk against a portfolio that has retail stocks and technology stocks? If you have put Amazon into the retail, you're not putting the right notional risk View Details

Keywords: by Danielle Kost; Consumer Products; Real Estate; Financial Services; Retail

30 Jun 2015
First Look

First Look: June 30, 2015

that sales representatives, who were responsible for a large portfolio of imaging products, were not giving enough attention to Ultrasound. He was wondering if change in the size and compensation structure of the sales force would solve... View Details

Keywords: Carmen Nobel

22 Dec 2009
First Look

First Look: Dec. 22

liabilities to external "shocks." At the national level, the sectors of an economy are viewed as interconnected portfolios of assets, liabilities, and guarantees—some explicit and others implicit. Traditional approaches have... View Details

Keywords: Martha Lagace

22 Mar 2016
First Look

March 22, 2016

highly interactive and intrusive dialogues to surface and prioritize risks, help to allocate resources to mitigate them, and bring clarity to the value trade-offs and moral dilemmas that lurk in those decisions. Download working paper:... View Details

Keywords: Sean Silverthorne

17 Aug 2010
First Look

First Look: August 17

a unique aspect of the research setting allows tests of who is responsible for the earnings management. While firms appear unable to increase the frequency of aisle display promotions in the short run, they can reallocate these promotions within their View Details

Keywords: Martha Lagace

09 Dec 2002
Research & Ideas

Unilever—A Case Study

Langnese; and Sunlicht. The name "Unilever" was not used in operating companies or in brand names. Lever Brothers and T. J. Lipton were the two postwar U.S. affiliates. These national operating companies were allocated to either... View Details

Keywords: by Geoffrey Jones; Consumer Products; Entertainment & Recreation; Food & Beverage; Manufacturing; Retail

25 Jul 2023
News

Why Leaders with Big Egos Worry Wesfarmers CEO Rob Scott

healthcare and lithium businesses. “That’s the great thing about the Wesfarmers model,” Scott tells the paper. “We have the capacity to allocate capital and adjust the portfolio so that our group remains... View Details

08 Oct 2013
First Look

First Look: October 8

assets; they aren't hamstrung by substantial resource allocation decisions, giving them remarkable flexibility. Now incumbent firms are seeing their competitive position eroded by technology, alternative staffing models, and other forces.... View Details

Keywords: Sean Silverthorne

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Business & Environment - Faculty & Research

volume and constituted a key lever for the company to increase its positive impact on sustainability. IKEA Group Management therefore had to decide how to manage its portfolio of wood sustainability initiatives, especially in the context... View Details

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Topics - HBS Working Knowledge

Communication (42) Investment Activism (12) Investment Banking (6) Investment Funds (12) Investment Portfolio (8) Investment Return (12) Investment (78) Job Cuts and Outsourcing (12) Job Design and Levels (7) Job Interviews (3) Job Offer... View Details

16 Feb 2023
HBS Case

ESG Activists Met the Moment at ExxonMobil, But Did They Succeed?

The impact-investment hedge fund Engine No. 1 made a big splash in May 2021 when it managed to get three nominees elected to the ExxonMobil board of directors. It was an open effort to prod the oil giant toward renewable energy and test whether activist investing could... View Details

Keywords: by Lane Lambert; Financial Services

05 Jun 2020
Research & Ideas

How Anchor Investors Help Impact Funds Succeed

investors. Did you learn anything unexpected about who they are, the impact they have? Shawn Cole and Rob Zochowski: Impact investors seek to create impact, and many investors viewed seeding new funds as an extension of their impact, in addition to the View Details

Keywords: by Sean Silverthorne; Financial Services

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Business Finance Course Online | HBS Online

Common Multiples Spirit Aerosystems Dell, Inc Show Hide Details Concepts Valuation Multiples Problematic Methods Discounted Cash Flows Intricacies Mistakes Featured Exercises Calculate free cash flows, WACC, and terminal values Practice scenario analysis 6-7 hrs Module... View Details

08 Sep 2014
Research & Ideas

The Strategic Way To Hire a Sales Team

need stars and should not overpay, either in money or in time. In other words, effective hiring and selection in sales is about building the right portfolio of talent. This has actionable implications. Focus on how the salesperson makes a... View Details

Keywords: by Carmen Nobel

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HBS Alumni Conference: Accelerating Climate Solutions - Alumni

with those targets, allocated resources to achieve those targets, and built board-level sustainability committees and structures to ensure the governance of their climate strategy. At the same time, investors are increasingly engaging... View Details

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Case Studies - Social Impact Collaboratory

the VELUX Foundations of Denmark have decided to allocate a small percentage of their investment portfolio to impact investments. Cambridge Associates, one of the leading investment advisory firms in the... View Details

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Credential of Leadership, Impact, and Management in Business | HBS Online

features two electives: one finance elective (any course in the Finance & Accounting topic area) and one open elective (any certificate course from the HBS Online portfolio ). You’ll complete one of those electives in Term 2 and the other... View Details

06 Oct 2003
Research & Ideas

The Problem with Hedge Funds

writes, "Secretive and far from pristine, the industry [hedge funds] has long been notorious for providing scant information (if any at all) and for suspect fundraising practices."282 Research indicates that long-term investors should reduce their View Details

Keywords: by D. Quinn Mills

11 Apr 2012
Research & Ideas

The High Risks of Short-Term Management

allocation. Investors who care about the volatility of their portfolio should factor in their decisions the time horizon of the corporation. That generates a need for more data that help investors separate companies that are... View Details