Portfolio Management - Publications - Faculty & Research - Harvard Business School

Filter Results: (1,278)

Filter Results: (1,278)

Show Results For

← Page 5 of 1,278 Results →

August 2015 (Revised June 2019)
Case

Shonda Rhimes' ShondaLand

By: Anita Elberse and Henry McGee

In January 2015, superstar television creator Shonda Rhimes, whose production company ShondaLand dominates American television's most competitive and lucrative night with three shows in primetime on network ABC's Thursday night, is plotting the future. One challenge... View Details

Keywords: Entertainment; Television; Broadcasting; Creative Industries; Television Industry; Product Portfolio Management; Superstar; Talent Management; Television Entertainment; Media; Creativity; Marketing; Talent and Talent Management; Personal Development and Career; Media and Broadcasting Industry; United States

February 1992 (Revised February 1996)
Case

Jupiter Management Co.

The manager of a small company growth fund considers relative merits of investing in a company's convertible debt versus its common. View Details

Keywords: Asset Management; Investment Portfolio

June 2012
Technical Note

Foreign vs. Local Funds: A Note on the Dynamics of the Private Equity Industry in China

By: Li Jin and Benjamin Y. Lee

Keywords: Fundraising; Investment Management; Foreign Funds; Portfolio Management; Local Funds; Private Equity; Valuation; Investment Portfolio; China

March 2003
Background Note

Managing a Customer Relationship Over Time

By: Das Narayandas

Describes the different ways in which vendors can sell a portfolio of products to industrial customers. View Details

Keywords: Customer Relationship Management; Management; Marketing Strategy; Product Marketing; Networks; Sales; Manufacturing Industry

January 2025
Case

North Forty: Managing Liquidity Through Change

By: Luis M. Viceira and Brad Towne

This case explores the interaction between spending and investment decisions at a family office, specifically the family office of Jeff and Tricia Raikes, with special emphasis on the management of spending, portfolio investments, and asset liquidity in the presence of... View Details

Keywords: Family Office; Forecasting and Prediction; Asset Management; Financial Liquidity; Financial Strategy; Investment Portfolio; Spending; Planning

October 2000 (Revised February 2007)
Case

Harvard Management Company and Inflation-Protected Bonds, The

By: Luis M. Viceira

In March 2000, the board of The Harvard Management Co. (HMC) approved significant changes in the policy portfolio determining the long-run allocation policy of the Harvard University endowment. These changes included a sharp reduction of the allocation to U.S. equities... View Details

Keywords: Bonds; Investment Portfolio; Investment Funds; Asset Management; Corporate Governance; Capital Markets; Financial Services Industry; United States

01 Dec 2016
News

Managing Change

In his previous role in Executive Education, Narayandas oversaw a transformation of its portfolio of programs and the facilities and infrastructure that support it. “By fostering careful growth—including via blended programs that draw on... View Details

12 Apr 2015
News

Actively managed exchange traded funds are the NextShares big thing

March 2006
Module Note

Managing Innovation in an Uncertain World

By: Alan D. MacCormack

Describes the second module of the 30-session Harvard Business School elective course Managing Innovation in an Uncertain World. The course helps students understand the challenges that uncertainty implies for innovation and how to overcome these challenges. The course... View Details

Keywords: Innovation and Management; Problems and Challenges; Business Processes; Perspective; Opportunities; Risk and Uncertainty; Managerial Roles; Product Design; Business Startups; Organizational Design

January 2015 (Revised September 2017)
Case

Project Titan at Northrop Grumman

By: C. Fritz Foley and Kevin Sharer

In March of 2011, Northrop Grumman divested shipbuilding assets through the spin-off of Huntington Ingalls Industries. This case reviews many of the key questions faced by Northrop's CEO, CFO, and top management team during this process, including questions concerning... View Details

Keywords: Corporate Reorganization; Spin Off; Asset Sales; Managing Portfolios Of Businesses; Managing Change; Diversification; Change Management; Restructuring; Corporate Strategy; Financial Strategy; Manufacturing Industry

March 2018
Teaching Note

Project Titan at Northrop Grumman

By: C. Fritz Foley, Lauren G. Pickle, David Lane and F. Katelynn Boland

Teaching Note for HBS No. 215-001. In March of 2011, Northrop Grumman divested shipbuilding assets through the spin-off of Huntington Ingalls Industries. This case reviews many of the key questions faced by Northrop's CEO, CFO, and top management team during this... View Details

Keywords: Corporate Reorganization; Spin Off; Asset Sales; Managing Portfolios Of Businesses; Managing Change; Diversification; Change Management; Restructuring; Corporate Strategy; Financial Strategy; Manufacturing Industry

October 2019 (Revised December 2019)
Case

BC Partners: Acuris

By: Victoria Ivashina and Terrence Shu

This case follows Nikos Stathopoulos, Managing Partner of BC Partners, as he and his team evaluate the potential sale of one of BC Partners’ portfolio companies, Acuris. Acuris was a global financial intelligence, news, and data company that had been acquired by BC... View Details

Keywords: Fund Management; Fund Raising; Leveraged Buyout; Buyout; Portfolio Management; Operations Improvement; Exit; Exit Strategy; Valuation Ratios; Finance; Private Equity; Leveraged Buyouts; Operations; Performance Improvement; Acquisition; Valuation

September 2021
Case

Brown Capital Management

By: Luis M. Viceira, Emily R. McComb and Sarah Mehta

Set in July 2021, this case looks at several growth strategies under consideration at Brown Capital, the second-oldest Black-owned asset management firm in the U.S. Since its 1983 founding, Baltimore-based Brown Capital has specialized in small company growth... View Details

18 May 2023
News

India's New Money Managers

When Priti Rathi Gupta (OPM 49, 2017) was 16 years old, her father handed her his investment portfolio and asked her what she could make of it. She was befuddled. "He realized that, although I had schooling in what we call commerce, I... View Details

Keywords: Maureen Harmon

June 2020
Teaching Note

Generation Investment Management

By: Vikram S. Gandhi and Sarah Mehta

This teaching note provides guidance for teaching the case “Generation Investment Management” (820-033), which looks at the challenges facing a sustainable investment firm. View Details

May 1996 (Revised May 1997)
Case

Colliers International Property Consultants, Inc.: Managing a Virtual Organization

By: Lynda M. Applegate and Carin-Isabel Knoop

In less than 20 years, the real estate firm Colliers International expanded into a federation of 180 offices with close to 4,500 professionals in over 30 countries. Because Colliers expanded by signing up existing firms strong in their local markets, its leaders had to... View Details

Keywords: Demand and Consumers; Globalized Firms and Management; Management Practices and Processes; Service Operations; Information Technology; Organizational Structure; Mergers and Acquisitions; Business Strategy; Budgets and Budgeting; Real Estate Industry

July 2014
Case

Venture Capital at the Harvard Management Company in Historical Perspective

By: Felda Hardymon, Tom Nicholas and Vasiliki Fouka

The compromise between capital preservation and growth has always been central to the performance of the Harvard endowment. Setting an institutional structure for effectively governing this compromise became especially important when the Harvard Management Company... View Details

Keywords: Venture Capital; Financial Management; Asset Management; Higher Education; Investment; Financial Services Industry; Education Industry; Cambridge

February 1982 (Revised March 1984)
Case

Travelers Investment Management Co.

By: David E. Bell

Keywords: Investment Portfolio; Management; Risk Management; Financial Services Industry

Find at Harvard

March 2006
Background Note

Managing Innovation in an Uncertain World: Course Overview Note

By: Alan D. MacCormack

The Harvard Business School Managing Innovation in an Uncertain World course helps students understand the challenges that uncertainty implies for innovation and how to overcome them. The course emphasizes multiple levels of analysis--from creating and executing... View Details

Keywords: Curriculum and Courses; Innovation and Management; Projects; Opportunities; Perspective; Management Analysis, Tools, and Techniques; Risk and Uncertainty; Problems and Challenges; Managerial Roles

23 Jan 2019
Sharpening Your Skills

Sports: Lessons for Managers

sports as the ultimate metaphor or analogy. A manager lagging in her work is "behind the eight ball" while another who is changing tactics is "calling an audible." If your staff can't do the basic "blocking and... View Details

Keywords: by Sean Silverthorne; Sports

←
5
6
…
63
64
→