Asset Management - Publications - Faculty & Research

01 Jan 2008
News

Jeffrey R. Immelt, MBA 1982

says with characteristic ease and candor. Those words are often used to describe Immelt, yet they belie the extreme complexity involved in leading a company that employs more than 300,000 people around the world, each working in areas that range from wind turbines to... View Details

03 Apr 2012
First Look

First Look: April 3

supply chain system. When commodity prices became more volatile in 2007 and 2008, executives at Domino's changed the way they worked with suppliers and franchisees to manage costs and risks and better leverage the View Details

Keywords: Carmen Nobel

07 Aug 2007
First Look

First Look: August 7, 2007

effect a change in asset allocation. The market for real estate derivatives is beginning to grow quite rapidly and the firm is trying to understand how to use these instruments in managing its business.... View Details

Keywords: Martha Lagace

01 Dec 2015
News

Case Study: Bionic Banking

(Thinkstock/Getty Images) Robo-advisors, like Betterment and Wealthfront, are built for millennials-automated asset management for those with lower account balances or an aversion to traditional financial... View Details

09 Mar 2021
Blog Post

New BEI Director: Lynn Schenk

Initiative in which she leveraged her structured finance background and expertise from her tenure at Citigroup to focus on issues ranging from the financial structuring of renewable energy and infrastructure assets to climate-related... View Details

01 Dec 2012
News

Shareholders' Value?

if one excludes new start-ups, most new capital is provided by debt. Of course, liquidity in the stock market does enable investors to capture gains on their investments, and it also enables mergers and acquisitions. To provide adequate liquidity, however, an View Details

Fast Answer

Pension and retirement funds

Where can I find information on pension plans and retirement funds? To find out more on individual pension funds or create a list: Pensions & Investments Research Center: Screen by asset owner or money manager, or... View Details

November 1990 (Revised June 1993)
Case

FMC Corp.: A Recapitalization

By: William J. Bruns Jr. and Julie H. Hertenstein

A proposed recapitalization will use new debt to pay a large dividend to some shareholders in return for a reduction of their voting power. The result will be a highly leveraged financial structure and negative owners' equity. Students can trace the effects of proposed... View Details

Keywords: Financial Statements; Financial Strategy; Asset Management; Financial Management; Business Conglomerates; Borrowing and Debt; Business and Shareholder Relations; Capital Structure; Equity; Private Equity; Chemical Industry

Citation

Find at Harvard

15 Sep 2020
News

How To Make Diversity a Reality

start exposing people at a much earlier age about asset management and private equity and why it's a good industry so that you can attract more people to the industry. Chitra: But even when you think about... View Details

28 Jul 2009
First Look

First Look: July 28

broad or focused managers, to leverage, to the timing of investment, and finally, to the compensation paid to both external managers and internal staff. Purchase this note: http://cb.hbsp.harvard.edu/cb/product/209152-PDF-ENG Moods of... View Details

Keywords: Martha Lagace

Fast Answer

Industries: financial analytical data and tools

U.S. companies and non-U.S. companies. Covers 25 years of summary M&A statistics, unit divestitures, management buyouts, and specific asset sales. Ibbotson's Stocks, bonds, bills and inflation - SBBI... View Details

01 Sep 2020
News

Saving Grace

jobs an average of 11 times in the course of their careers, and beyond the potential to misplace all that paperwork, any number of things can happen before a person reaches retirement age, says Romina Savova (MBA 2012). “The institution View Details

Keywords: Jen McFarland Flint

October 2008
Teaching Note

Grosvenor Group Limited (TN)

By: Arthur I Segel and Ben Creo

Teaching Note for [207064]. View Details

Keywords: Resource Allocation; Market Transactions; Property; Financial Instruments; Assets; Emerging Markets; Real Estate Industry

Citation

Purchase

11 Jun 2013
First Look

First Look: June 11

in 2007. A sizeable portion of the growth can be explained by rising asset management fees, which in turn were driven by increases in the valuation of tradable assets, particularly equity. Another important... View Details

Keywords: Carmen Nobel

05 May 2022
News

Like-Minded

for Morgan Stanley and leading the Japan office of Clay Finlay, a New York–based asset management company. Matsui was the vice chair for Goldman Sachs Japan and the chief Japan equity strategist. On these... View Details

10 Mar 2015
Research & Ideas

The Surprising Winners and Losers in the Retail Revolution

and best options in-store along with the electrical supplies and tools you will need to install the fixture. Online they carry an endless aisle of products and they provide videos and expert advice to help with installation. They do not deploy their TIPS View Details

Keywords: by Sean Silverthorne; Retail

01 Dec 2011
News

Rising Star

enrolling at HBS, there came a stint as manager of South Africa’s Tourism Board in Paris. As Dhlomo related to Forbes magazine (June 6, 2011), “I was in my favorite city outside South Africa and promoting my country to the French market,... View Details

Keywords: Broadcasting (except Internet); Information; Publishing Industries (except Internet); Information

10 Jan 2005
Research & Ideas

Professors Introduce Valuation Software

key performance variables (sales growth, profit margins, working capital turnover and long-term asset turnover) as well as financial leverage and cost of capital. Users can judge whether their forecasts are reasonable by comparing them... View Details

Keywords: by Sean Silverthorne

01 Apr 1998
News

Microfinance's Big Payoff: Michael Chu and ACCION International

short-term business loans to the self-employed poor. Chu, a native of China, grew up in Montevideo, Uruguay. After graduating from Dartmouth and HBS, he held senior management positions with several firms, including The Boston Consulting... View Details

01 Dec 2013
News

Case Study: Citizen Buffett

topical appeal. "When asset values are declining as fast as they have been in the newspaper industry," he explains, "you have to make a bet on the future: Do you have a viable business strategy, and if so, is it one of growth, of... View Details

Keywords: Blagg, Deborah; Publishing Industries (except Internet); Information

Publications