asset management - Publications - Faculty & Research

January 2021 (Revised October 2021)
Case

Ken Talbot—Cautionary Tale in Estate Planning

In 2010, Ken Talbot, a self-made Australian billionaire, was traveling throughout Africa to bring his innovative coal technology to the continent when he perished in a plane crash. His will was originally created years prior when his estate worth was estimated to be AU... View Details

Keywords: Estate Planning; Entrepreneurship; Assets; Agreements and Arrangements; Lawsuits and Litigation; Valuation; Family and Family Relationships; Conflict Management; Australia; Africa

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Field Course: Public Markets Investing Seminar - Course Catalog

challenges, learn from each other and seek feedback across teams. Interactive guest lectures will provide focus on building skills in the investment process from data sourcing and research to risk management and operations to View Details

30 Jan 2017
Research & Ideas

Vanguard, Trian And The Problem With 'Passive' Index Funds

Vanguard’s index funds have obvious appeal to investors, especially smaller ones. Their passive approach makes these funds less expensive to maintain than active mutual funds, and their operating costs as a percent of assets under View Details

Keywords: by Michael Blanding; Financial Services

Web

Bibliography - Option Pricing in Theory & Practice: The Nobel Prize Research of Robert C. Merton - Exhibits - Historical Collections

Control Theory as Applied to Stochastic and Non-Stochastic Economics." Ph.D. diss., MIT, 1970. Merton, Robert C. "A Dynamic General Equilibrium Model of the Asset Market and its Application to the Pricing of the Capital Structure of the... View Details

02 Aug 2016
First Look

August 2, 2016

families and in the asset management industry in general, as well as decline in capital of issuers borrowing from money funds. Incentives for Prosocial Behavior: The Role of Reputations By: Exley, Christine... View Details

Keywords: Sean Silverthorne

01 Jan 2006
News

Sir Ronald M. Cohen, MBA 1969

venture capital and private equity. Last year, he stepped down from his management responsibilities to devote all his efforts to social investing in the United Kingdom and the Middle East. "Those who have had a successful career are... View Details

30 Jan 2019
What Do You Think?

Who Will Measure up to These Two Remarkable Leaders?

diversification and lower costs. So-called index funds became so popular that just before his death Bogle warned that their ubiquity could have a problematic effect on stock markets. Nevertheless, they were a primary factor leading to Vanguard’s View Details

Keywords: by James Heskett; Air Transportation; Financial Services

01 Oct 1998
News

Beyond the Numbers

says. "I wanted the practical methodology for solving problems you get from dealing with case studies. " These days, Robinson enjoys spending more time with his wife, Leila, who is managing director of global View Details

Keywords: Eileen K. McCluskey

15 Jun 2021
News

In My Humble Opinion: Building Blocks

five-year stint in Boston as partner and senior managing director at AEW Capital Management. In 1999, Lewis moved to London to launch AEW Europe, a real estate investment business that grew to 18 billion in View Details

Keywords: Julia Hanna; diversity; leadership; real estate; Real Estate

Profile

Alex Slusky

has paid off. “By differentiating ourselves from the ordinary VC,” says Alex, “we have grown from a nascent start-up in 1997 to a partnership that now manages $2 billion in assets today. If you look at the... View Details

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Venture Capital and Private Equity - Course Catalog

does not help build deal-execution skills; students instead should enroll in Entrepreneurial Finance , Private Equity Finance , or Venture Capital Journey . The course covers three broad categories: THE INVESTORS AND FUND TERMS PRIVATE EQUITY VENTURE CAPITAL An LP’s... View Details

22 Dec 2022
Blog Post

Climate Stories Episode #13: Democratizing Climate Returns - Nisha Desai (HBS 1997), Founder and CEO of Invest With Intention

climate change. ESG in fact has little to do with impact. The problem here is less of the product but misleading marketing and a whole bunch of opportunism on behalf of asset managers who by and large have... View Details

01 Jan 2004
News

A. G. Lafley, MBA 1977

P&G recently reported the strongest earnings in its long history, and its stock price has doubled since 2000. Key ingredients in the company's resurgence include innovation, micromarketing, and an emphasis on nurturing talent. Notes Lafley, "Our View Details

03 Apr 2006
Research & Ideas

The Competitive Advantage of Global Finance

that arise within the multinational firm, and include: How do I value a firm with assets around the world that are exposed to different country risks and currencies? When should I share ownership with a local partner? How should I... View Details

Keywords: by Sean Silverthorne; Financial Services

26 Nov 2018
News

New York Alumni Explore Risks and Opportunities in Climate Change

strategies prompted by a changing climate with the help of a panel of four HBS alumni with expertise in finance and energy, including Hui Wen Chan (MBA 2010), Vice President, Corporate Sustainability, Citigroup; Michael Ellis (MBA 2008), View Details

Keywords: Margie Kelley; clubs; alumni clubs

01 Jun 2009
News

Too Big To Fail

panel last October when it enacted the $700 billion Troubled Asset Relief Program (TARP) to rescue faltering financial institutions. Law-makers instructed the panel to monitor TARP expenditures and recommend regulatory reforms. Led by... View Details

Keywords: Roger Thompson; federal bailouts; Credit Intermediation and Related Activities; Finance

16 Jul 2024
Blog Post

Driving Positive Impact on Community and Climate with Ben Schutzman (MBA 2016)

What were you doing prior to HBS? What made you decide to go to HBS? I graduated from Washington University with an undergraduate degree in civil engineering and, just before applying to HBS, I was a management consultant at Deloitte.... View Details

29 Jun 2016
Op-Ed

What Hath the United Kingdom Wrought?

trading block in the world. Financial markets had been complacent and were caught off guard by an early morning earthquake that affected most traded asset classes around the globe. Prime Minister David Cameron announced his resignation,... View Details

Keywords: by Dante Roscini

24 Mar 2015
First Look

First Look: March 24

performance on immaterial issues perform the best. These results speak to the efficiency of firms' sustainability investments, and also have implications for asset managers who have committed to the... View Details