Institutional Investing - Publications - Faculty & Research

16 Jul 2024
Research & Ideas

Weighing Digital Tradeoffs in Private Equity

Value Lab at the Digital Data and Design Institute at Harvard. The researchers found that PE investors often turn to digital transformation strategies and technology to help revamp portfolio firms, and this View Details

Keywords: by Michael Blanding; Financial Services

01 Jun 2008
News

The Prophet of Start-Ups

the founder of the modern VC industry, but there’s been remarkably little written about him,” says Josh Lerner, a professor at HBS who specializes in the study of private equity. “He is the first person who basically ran an institutional... View Details

Keywords: Spencer E. Ante; George Doriot; Charles F. Kettering; Lawrence Lowell; F. Warren Hellman; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

1994
Article

Cross-Investments in Transnational Banking: Britain, Germany and the United States in the Twentieth Century

By: G. Jones

Keywords: Investment; Banks and Banking; Business History; Banking Industry; United Kingdom; Germany; United States

Citation

Find at Harvard

January 2022
Background Note

The Florange Law: Encouraging Long-Termism in Equity Markets?

By: Charles C.Y. Wang and Tonia Labruyere

This note provides background information on a French law (“the Florange law”) passed in 2014 that the French government said would encourage long-term shareholdings. The note describes the law, what led to it, the reactions it evoked, and similar initiatives in other... View Details

Keywords: Equity; Financial Markets; Investment Activism; Institutional Investing; Corporate Governance; Policy; Rights; Laws and Statutes; Business and Government Relations; Accounting Industry; France

Citation

Educators

Purchase

October 1990
Case

Manufacturers Hanover Corp.: Customer Profitability Report

By: Robert S. Kaplan

Banking company noting declining profitability from its traditional lending activities has started to measure the total profitability of its lending relationships. A loan pricing model estimates the profit and return-on-equity from commercial loans. Additional work was... View Details

Keywords: Investment Return; Revenue; Commercial Banking; Banks and Banking; Customer Value and Value Chain; Banking Industry

Citation

Educators

Purchase

17 Apr 2014
News

York Street Partners, Busbud Take Top Honors in Alumni New Venture Competition

firm is pioneering interventions in Sri Lanka that will help transform the nation. In the past two years, York Street Partners has arranged the largest private equity investment in a non-banking financial View Details

Keywords: New Venture Competition; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

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

Citation

Find at Harvard

01 Jun 2018
News

Up by the Roots

California, Boston, sometimes London,” recalls Gotsch. “Nobody was looking locally.” Gotsch is president and CEO of the Partnership Fund for New York City, which invests in local ventures to create jobs and grow the Big Apple’s economy.... View Details

Keywords: Alexander Gelfand; illustrations by Dan Page

Fast Answer

Exchange traded funds

pension/life insurance, stocks and 529 plans. Only available in Baker Library. Primers and Papers Investment Company Factbook see Chapter 3 “Exchange-Traded Funds”. Associations Investment... View Details

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

Citation

25 Aug 2022
News

The Exchange: The Road Ahead for Crypto

losses in June. Will crypto overcome the challenges on the road to mainstream adoption? What’s standing in its way? HBS faculty members Charles C.Y. Wang, who has written about public firms’ investments in, and accounting for,... View Details

Keywords: Jen McFarland Flint; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

25 Aug 2022
News

Open Market

first focusing on scaling operations and then becoming a partner at Google Capital (now CapitalG), investing in late-stage tech companies and helping founders grow their businesses. The experience at Google was revelatory, with Howard... View Details

Keywords: Dan Morrell; illustration by Keith Negley; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

April 1998
Case

Citibank Hong Kong--Capital Arbitrage in the Emerging Markets

Describes how a credit derivative may be used to structure a profitable transaction between a bank and its client. Design and risk management issues are discussed in the context of this new class of derivative security. View Details

Keywords: Credit Derivatives and Swaps; Investment Banking; Financial Services Industry; Hong Kong

Citation

Educators

Purchase

Fall 2012
Article

Foreign Entry and the Mexican Banking System, 1997-2007

By: Stephen Haber and Aldo Musacchio

What is the impact of foreign bank entry on the pricing and availability of credit in developing economies? The Mexican banking system provides a quasi-experiment to address this question because in 1997 the Mexican government radically changed the laws governing the... View Details

Keywords: Banks and Banking; Ownership; Foreign Direct Investment; Laws and Statutes; Developing Countries and Economies; Banking Industry; Mexico

Citation

Find at Harvard

2008
Working Paper

Consumer Demand for Prize-Linked Savings: A Preliminary Analysis

By: P. Tufano, Nick Maynard and Jan-Emmanuel De Neve

This paper reports on a small-scale survey of the potential American demand for prize-linked savings accounts, an account that awards prizes as part of the saving product's return. In October 2006, Centra Credit Union launched a prize-linked savings pilot. As part of... View Details

Keywords: Saving; Income; Consumer Behavior; Personal Finance; Investment Return; Banks and Banking; Clarksville

Citation

Read Now

01 Dec 2009
News

An Action Plan for Economic Recovery

chairman of MFS Investment Management, a Boston firm that oversees more than $170 billion in pension and mutual funds, Pozen writes with authority and unusual clarity about complex issues in Too Big to Save? How to Fix the U.S. Financial... View Details

Keywords: Roger Thompson; Finance

15 Jun 2021
News

Action Plan: Come as You Are

everywhere, and art needn’t be museum-quality. “So much of the art we love are objects we enjoy for themselves, beyond any potential investment value or recognized worth. An art teacher at my son’s school has done some beautiful work in... View Details

Keywords: Julia Hanna; museums; art; cognition; diversity; Museums, Historical Sites, and Similar Institutions; Museums, Historical Sites, and Similar Institutions

Profile

Scott Wu

monitored refugee camps and volunteered in AIDS orphanages. He spent eight years as president of Aim High, an educational organization focused on inner-city, disadvantaged children. He was also cofounder of a Gates Foundation–funded middle school, and served as... View Details

Keywords: Nonprofit / Government; Venture Capital / Private Equity; Financial Services; Technology