Asset Allocation - Publications - Faculty & Research

11 Dec 2012
First Look

First Look: Dec. 11

and Models, edited by G. Caprio, 47-58. U.K.: Academic Press, 2012 Abstract Despite its developmental justification, aid is deeply political. This paper examines the political economy of aid allocation first from the perspective of the... View Details

Keywords: Sean Silverthorne

30 Jun 2015
First Look

First Look: June 30, 2015

turmoil. The case explores the risks and benefits of a different asset allocation strategy and also considers how to classify some of the different assets. It highlights the issues around View Details

Keywords: Carmen Nobel

22 Dec 2009
First Look

First Look: Dec. 22

the modern theory and practice of contingent claims analysis (CCA), which is successfully used today at the level of individual banks by managers, investors, and regulators. The basic analytical tool is the risk-adjusted balance sheet, which shows the sensitivity of... View Details

Keywords: Martha Lagace

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Finance - Faculty & Research

him, this meant serving on boards, continuing his professorship, and ensuring a secure and comfortable life for his family. While he didn’t possess a billionaire’s fortune, Rehman had accumulated a net asset value of $8.6 million—an... View Details

28 Apr 2009
First Look

First Look: April 28, 2009

from the risk that they will live a long time. The funds that individuals contribute to a MIF are invested in a mutual fund. The proceeds from the fund's underlying assets are reinvested until the contributor dies or he turns an age... View Details

Keywords: Martha Lagace

09 Dec 2002
Research & Ideas

Unilever—A Case Study

Langnese; and Sunlicht. The name "Unilever" was not used in operating companies or in brand names. Lever Brothers and T. J. Lipton were the two postwar U.S. affiliates. These national operating companies were allocated to either... View Details

Keywords: by Geoffrey Jones; Consumer Products; Entertainment & Recreation; Food & Beverage; Manufacturing; Retail

01 Sep 2023
News

In My Humble Opinion: Futures Investor

In the half-century since his graduation, Theodore Roosevelt IV (MBA 1972) has earned widespread respect as both a forward-thinking investment banker and an influential activist through his efforts to address climate change and preserve public lands. For much of that... View Details

Keywords: Deborah Blagg; climate change; investment banking; leadership; carbon tax

September 2009
Article

Are You Having Trouble Keeping Your Operations Focused?

By: Robert S. Huckman

As a business broadens over time, it can lose the operational edge that led to its original success. Core strengths atrophy, efficiency or quality suffers, and sharper rivals close in to take advantage of the loss of focus. In his classic article "The Focused Factory"... View Details

Keywords: Business Units; Business Growth and Maturation; Goals and Objectives; Resource Allocation; Operations; Performance Efficiency

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04 Sep 2013
What Do You Think?

How Relevant is Long-Range Strategic Planning?

advantage includes such things as smaller, faster, more agile organizations--and where management-by-consensus is a thing of the past. The emphasis is on marshalling rather than owning assets, including talent. In order to ensure the appropriate deployment of these... View Details

Keywords: by James Heskett

30 Nov 2021
In Practice

What's the Role of Business in Confronting Climate Change?

The 26th annual United Nations Climate Change Conference of the Parties, also known as COP26, ended with a hard-fought pact that called on businesses and governments to meet their climate change goals faster. The event followed an August report by the Intergovernmental... View Details

Keywords: by Lynn Schenk and Dina Gerdeman

28 Jul 2015
First Look

First Look: July 28, 2015

reviews through a sting conducted by Yelp. These data support our main results and shed further light on the economic incentives behind a business's decision to leave fake reviews. Publisher's link: https://www.hbs.edu/faculty/Pages/item.aspx?num=49389 September 2015... View Details

Keywords: Carmen Nobel

15 Nov 2016
First Look

November 15, 2016

deployment, and management of multiple brands as a coordinated portfolio of meaning-based assets that address the needs of diverse customers in a marketplace and maximize return while minimizing risk. It specifies the optimal portfolio of... View Details

Keywords: Sean Silverthorne

11 Apr 2023
Research & Ideas

Is Amazon a Retailer, a Tech Firm, or a Media Company? How AI Can Help Investors Decide

managers wanted to hedge that risk. Well, how can I hedge my risk against a portfolio that has retail stocks and technology stocks? If you have put Amazon into the retail, you're not putting the right notional risk allocation towards that... View Details

Keywords: by Danielle Kost; Consumer Products; Real Estate; Financial Services; Retail

01 Oct 2001
Research & Ideas

How To Make Restructuring Work for Your Company

company can divest a subsidiary through a tax-free spin-off, management must first decide how corporate overhead will be allocated between the subsidiary and the parent. The allocation decision can be... View Details

Keywords: by Stuart C. Gilson

29 Mar 2022
Book

5 Qualities That Help Companies Thrive for Decades—Even Centuries

“In India, you often encounter a really strong set of value-driven businesses. And it’s an interesting question why.” Reputation is an especially strong attribute of long-haul companies, adds Khanna. “I really think of it as an asset that... View Details

Keywords: by Sean Silverthorne

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Topics - HBS Working Knowledge

(19) Annual Reports (2) Annuities (1) Arts (2) Asset Management (3) Asset Pricing (4) Assets (11) Attitudes (18) Auctions (4) Balanced Scorecard (11) Banks and Banking (30)... View Details

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Research - Behavioral Finance & Financial Stability

around the world, the authors show that the combination of rapid credit and asset price growth over the prior three years is associated with a 40% probability of entering a financial crisis within the next three years. The evidence... View Details

15 Jul 2019
Book

Many Executives Are Afraid of Finance. Here's How They Can Gain Confidence

have been the preferred method. Is this good or bad? Desai: Much as free cash flow was a little-used metric 30 years ago and is now dominant, the capital allocation problem is now the dominant financial frame on a business. In the book, I... View Details

Keywords: by Dina Gerdeman

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Finance Awards & Honors - Faculty & Research

"Dividend Policy inside the Multinational Firm" (2007). 2007 Lauren H. Cohen : Won the 2007 Barclays Global Investors Best Paper Prize, Asset Allocation Symposium, European Finance Association, for the paper... View Details

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HBS Alumni Conference: Accelerating Climate Solutions - Alumni

with those targets, allocated resources to achieve those targets, and built board-level sustainability committees and structures to ensure the governance of their climate strategy. At the same time, investors are increasingly engaging... View Details

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