Publications

Teaching Note for (9-201-053). View Details

Keywords: Financial Services Industry; United States

December 2000
Supplement

Harvard Management Company & Inflation-Protected Bonds

Spreadsheet to (9-201-053). Download only. View Details

October 2000 (Revised November 2000)
Case

Harmonized Savings Plan at BP Amoco, The

On August 11, 1998, United States' Amoco Corp. (NYSE: AR) and the British Petroleum Co. (BP) p.l.c. (NYSE: BP) announced the BPC merger with Amoco. This deal was the largest industrial merger to date, and created the world's third-largest oil company, BP (NYSE: BP).... View Details

Keywords: Financial Strategy; Mergers and Acquisitions; Compensation and Benefits; Energy Industry; North and Central America

Educators

11 Sep 2018
First Look

New Research and Ideas, September 11, 2018

M. Viceira Abstract—Our new model of consumption-based habit formation preferences generates loglinear, homoscedastic macroeconomic dynamics and time-varying risk premia on bonds and stocks. Consumers'... View Details

Keywords: Dina Gerdeman

October 2024
Supplement

Viking Global Investors: Public Heritage, Private Opportunities

June 2022
Teaching Note

Modern Endowment Management: Paula Volent and the Bowdoin Endowment

Teaching Note for HBS Case No. 211-101. View Details

June 2005 (Revised January 2006)
Case

Investment Policy at the Hewlett Foundation (2005)

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

Educators

2006
Chapter

Developments in Asset Allocation Modeling

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07 Sep 2011
First Look

First Look: Sept. 7

the mouse." Book: http://www.IMovedYourCheese.com Commentary: A View from the East: Trade, Investment, and Economic Reform Author:Regina M. Abrami Publication:In Cuban Economic and Social Development: Policy Reforms and Challenges in... View Details

Keywords: Sean Silverthorne

07 May 2013
First Look

First Look: May 7

reduction of firm variability, we do not find this offsetting beneficial effect to be strong. Download working paper: http://ssrn.com/abstract=2252200 Return Predictability in the Treasury Market: Real Rates, Inflation, and Liquidity By: Pflueger, Carolin E., and View Details

Keywords: Carmen Nobel

April 2006
Module Note

Asset Allocation: A Half-Course Module Note

Provides an overview of the main ideas and structure of a 15-session module on long-term asset allocation designed for MBA graduate students and investment professionals. This module is taught as part of a full-length, 30-session elective class on investment management... View Details

Keywords: Asset Management; Investment; Decisions; Management; Management Analysis, Tools, and Techniques; Teaching; Theory

March 2006
Teaching Note

Investment Policy at the Hewlett Foundation (2005) (TN)

Keywords: Investment

02 Feb 2010
First Look

First Look: Feb. 2

case:http://cb.hbsp.harvard.edu/cb/product/510005-PDF-ENG The Investment Fund for Foundations (TIFF) in 2009 Luis M. Viceira and Brendon C. ParryHarvard Business School Case... View Details

Keywords: Martha Lagace

06 Feb 2007
First Look

First Look: February 6, 2007

and Self-actualization Author:Laura Morgan Roberts Publication:In Exploring Positive Relationships at Work: Building a Theoretical and Research Foundation, edited by J. Dutton and B. Ragins. Erlbaum, in press Abstract No abstract... View Details

Keywords: Martha Lagace

17 Mar 2009
First Look

First Look: March 17, 2009

global search processes by multinationals in the pharmaceutical industry, licensing markets are localized. Global Currency Hedging Authors:John Y. Campbell, Karine Serfaty-de Medeiros, and Luis View Details

Keywords: Martha Lagace

June 2003 (Revised August 2003)
Case

Pension Policy at The Boots Company PLC

By: Luis M. Viceira and Akiko M. Mitsui

In early 2000, the trustees of the pension scheme at Boots considered a proposal to move 100% of the pension assets into a bond portfolio, which would be passively managed. The Boots Co. PLC was a leading retailer of cosmetics and toiletries in the United Kingdom, and... View Details

Keywords: Performance Productivity; Employees; Asset Management; Capital Structure; Investment Portfolio; Consumer Products Industry; United Kingdom

Educators