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- All HBS Web
(1,753)
- People (2)
- News (360)
- Research (1,102)
- Events (1)
- Multimedia (3)
- Faculty Publications (653)
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- December 2007
- Article
Applying Modern Risk Management to Equity and Credit Analysis
By: Robert C. Merton
Traditional conventions of accounting and actuarial science distort the valuation of capital risk in corporations with pension plans because under these conventions, pension assets and liabilities are not included in balance sheet calculations. The modern risk... View Details
Keywords: Risk Management; Valuation; Financial Reporting; Decision Making; Credit; Financial Statements; Capital; Equity; Compensation and Benefits
Merton, Robert C. "Applying Modern Risk Management to Equity and Credit Analysis." CFA Institute Conference Proceedings Quarterly 24 (December 2007): 14–22.
- 2011
- Book
The Fund Industry: How Your Money Is Managed
By: Robert Pozen and Theresa Hamacher
The Fund Industry explains to students and investors how to evaluate mutual funds and other collective investment vehicles. It discusses how different types of funds are managed, marketed, and regulated. It also reviews how funds invest and gather assets in countries... View Details
Keywords: Money; Financial Management; International Finance; Investment Funds; Governing Rules, Regulations, and Reforms; Financial Services Industry
Pozen, Robert, and Theresa Hamacher. The Fund Industry: How Your Money Is Managed. 3rd ed. NY: John Wiley & Sons, 2011.
- March 2011 (Revised February 2018)
- Supplement
Wealth Management Crisis at UBS (B)
By: George Serafeim
The case describes the resolution of the U.S. Department of Justice (DOJ) investigation for tax fraud and the increasing pressure on the wealth management business. View Details
Keywords: Fraud; Regulatory Enforcement; Reputation Incentives; Crony Capitalism; Tax Havens; Legitimacy; Multinational; Strategic Change; Corporate Governance; Incentives; Transparency; Financial Services; Wealth; Taxation; Crime and Corruption; Global Range; Governance; Business and Government Relations; Asset Management; United States
Healy, Paul M., George Serafeim, and David Lane. "Wealth Management Crisis at UBS (B)." Harvard Business School Supplement 111-090, March 2011. (Revised February 2018.)
- 30 Apr 2008
- Sharpening Your Skills
Sharpening Your Skills: Brand Management
Marketing executives value entertainment-related endorsements because of the difficulty of reaching a wide group of consumers using traditional advertising. Companies look to hire athletes whose image mirrors their own corporate brand. Sports agents and agencies must... View Details
- 1995
- Chapter
Incentive Problems in Financial Contracting: Impacts on Corporate Financing, Investment, and Risk Management Policies
By: K. Froot
Keywords: Catastrophe Risk; Corporate Finance; Cost Of Capital; Banking And Insurance; Asset Pricing; Hedging; Banking; Decision Choice And Uncertainty; Financial Markets; Insurance; Policy; Risk Management; Natural Disasters; Insurance Industry
Froot, K. "Incentive Problems in Financial Contracting: Impacts on Corporate Financing, Investment, and Risk Management Policies." Chap. 7 in The Global Financial System: A Functional Perspective, by D. B. Crane, K. A. Froot, Scott P. Mason, André Perold, R. C. Merton, Z. Bodie, E. R. Sirri, and P. Tufano, 225–261. Boston: Harvard Business School Press, 1995. (Revised from Harvard Business School Working Paper No. 95-020.)
- June 2023
- Case
Investing in the Climate Transition at Neuberger Berman
By: George Serafeim and Benjamin Maletta
By mid-2023, Neuberger Berman (NB), an active asset manager, had grown its assets under management to about half a trillion dollars and took pride in its client centricity and innovative spirit. Responding to client demand for investment products that integrated... View Details
Keywords: Carbon Emissions; Sustainability; Decarbonization; Performance; Risk Assessment; Opportunities; Environmental Sustainability; Carbon Footprint; Business Analysis; Investing; Regulation; Asset Management; Investment Strategy; Climate Change; Transition; Analysis; Product Positioning; Strategy; Investment Portfolio; Financial Services Industry; Energy Industry
Serafeim, George, and Benjamin Maletta. "Investing in the Climate Transition at Neuberger Berman." Harvard Business School Case 123-092, June 2023.
- 25 Jun 2024
- Research & Ideas
Rapport: The Hidden Advantage That Women Managers Bring to Teams
Middle Manager of the Future: More Coaching, Less Commanding Feedback or ideas to share? Email the Working Knowledge team at hbswk@hbs.edu. Image: Image created by HBSWK with assets from AdobeStock/Vera... View Details
- January 2011 (Revised January 2015)
- Case
Matrix Capital Management (A)
By: Malcolm P. Baker and David Lane
Ben Balbale, a partner at hedge fund Matrix Capital, must decide whether to exit their investment in Rovi Corporation, a company with a diverse portfolio of patents used primarily for digital interactive guides. Rovi's shares are up over 50% from the time Balbale... View Details
Keywords: Forecasting and Prediction; Asset Management; Cash Flow; Stock Shares; Financial Markets; Investment Funds; Measurement and Metrics; Mathematical Methods; Strategy; Valuation; Financial Services Industry
Baker, Malcolm P., and David Lane. "Matrix Capital Management (A)." Harvard Business School Case 211-017, January 2011. (Revised January 2015.)
- 02 May 2011
- Research & Ideas
Casino Payoff: Hands-Off Management Works Best
host's local knowledge and experience, reinforced by a less-controlled management apparatus, is an invaluable asset for the specific property and should play a key role in the decision-making process for the... View Details
- October 2021
- Case
Yildiz Holding's Corporate Strategy: Managing Diversification for Growth
By: Juan Alcácer and Esel Çekin
The case opens in May 2018 with Nurtaç Ziyal Afridi, chief strategy and growth officer of Yıldız Holding, a Turkish conglomerate, reflecting on the group’s diversification journey. In ten years, the group had achieved a remarkable growth through diversification: seven... View Details
Keywords: Strategy; Diversification; Growth Management; Mergers and Acquisitions; Global Strategy; Restructuring; Food and Beverage Industry; North America; United Kingdom; Turkey; Asia
Alcácer, Juan, and Esel Çekin. "Yildiz Holding's Corporate Strategy: Managing Diversification for Growth." Harvard Business School Case 722-366, October 2021.
- August 2009
- Article
Inexperienced Investors and Bubbles
By: Robin Greenwood and Stefan Nagel
We use mutual fund manager data from the technology bubble to examine the hypothesis that inexperienced investors play a role in the formation of asset price bubbles. Using age as a proxy for managers' investment experience, we find that around the peak of the... View Details
Keywords: Asset Price Bubbles; Investment Experience; Investor Age; Trend Chasing; Investment; Experience and Expertise; Age; Behavioral Finance; Price Bubble; Information Technology; Stocks
Greenwood, Robin, and Stefan Nagel. "Inexperienced Investors and Bubbles." Journal of Financial Economics 93, no. 2 (August 2009): 239–258. (formerly NBER Working Paper No. 14111, June 2008.)
- October 2022
- Case
Single.Earth
By: Rembrand Koning and Emer Moloney
Estonian greentech company Single.Earth is launching a nature-backed token that is linked to and funds the protection of a specific plot fo land. The first landowners had been onboarded to the company's Digital Twin, a virtual representation of the planet's natural... View Details
Keywords: Alternative Assets; Business Startups; Entrepreneurship; Climate Change; Environmental Sustainability; Green Technology; Natural Resources; Pollution; Analytics and Data Science; Marketing; Product Marketing; Product Launch; Product Positioning; Markets; Market Timing; Strategy; Green Technology Industry; Estonia
- August 2013
- Background Note
A Note on Knowledge Management in Professional Services Firms
By: Robert G. Eccles, Ana Kreacic and Penelope Rossano
Knowledge management is a subject of broad interest, especially in "knowledge industries" and "knowledge economies." It is also a topic filled with frustration on the part of practitioners and the level of resource commitment to this function waxes and wanes. This note... View Details
Keywords: Knowledge Management
Eccles, Robert G., Ana Kreacic, and Penelope Rossano. "A Note on Knowledge Management in Professional Services Firms." Harvard Business School Background Note 314-034, August 2013.
- June 2023 (Revised April 2025)
- Case
Optimalen Capital
A new client portfolio manager at a quantitative investment management firm must explain why her firm, Optimalen Capital, has rebalanced a client portfolio with a set of trades that seem unintuitive. In particular, Optimalen has added to its position of Walmart (ticker... View Details
Keywords: Investments; CAPM; Capital Asset Pricing Model; Investment Portfolio; Asset Pricing; Stocks
Baker, Malcolm, Elisabeth Kempf, and Jonathan Wallen. "Optimalen Capital." Harvard Business School Case 223-099, June 2023. (Revised April 2025.)
- Teaching Interest
Real Estate Management Program: Finance, Design, and Leadership
By: Andy Wu
How do you achieve short-term stability and long-term growth in the unpredictable real estate marketplace? This program explores how forward-thinking real estate leaders are positioning their firms to seize growth opportunities and maximize asset value. Equipped... View Details
- March 2014 (Revised February 2016)
- Supplement
China Vanke (A-2)
By: Lynn S. Paine, John D. Macomber and Keith Chi-ho Wong
China Vanke's president and his team must decide on a plan of action after reviewing the quality issues the company faced in early 2012 after a series of highly publicized incidents concerning the quality of the homes they built. View Details
Keywords: Real Estate; China; Green Building; Sustainable Development; Asset Management; Leadership; Urban Development; Growth and Development Strategy; Assets; Safety; Real Estate Industry; China
Paine, Lynn S., John D. Macomber, and Keith Chi-ho Wong. "China Vanke (A-2)." Harvard Business School Supplement 314-105, March 2014. (Revised February 2016.)
- October 2000 (Revised February 2007)
- Case
Harvard Management Company and Inflation-Protected Bonds, The
By: Luis M. Viceira
In March 2000, the board of The Harvard Management Co. (HMC) approved significant changes in the policy portfolio determining the long-run allocation policy of the Harvard University endowment. These changes included a sharp reduction of the allocation to U.S. equities... View Details
Keywords: Bonds; Investment Portfolio; Investment Funds; Asset Management; Corporate Governance; Capital Markets; Financial Services Industry; United States
Viceira, Luis M. "Harvard Management Company and Inflation-Protected Bonds, The." Harvard Business School Case 201-053, October 2000. (Revised February 2007.)
- March 2014
- Supplement
China Vanke (A-3)
By: Lynn S. Paine, John Macomber and Keith Chi-ho Wong
China Vanke's president is considering whether and how the company might make further inroads into the commercial real estate sector, while continuing to lead in the residential sector. He is also considering whether to branch into overseas residential markets such as... View Details
Keywords: Real Estate; China; Sustainable Development; Green Building; Asset Management; Urban Development; Growth and Development Strategy; Safety; Assets; Real Estate Industry; China
Paine, Lynn S., John Macomber, and Keith Chi-ho Wong. "China Vanke (A-3)." Harvard Business School Supplement 314-106, March 2014.
- Teaching Interest
Turnarounds and Transformation (formerly Entrepreneurial Management in a Turnaround Environment)
By: Ranjay Gulati
The focus of this course is the leader as a strategist, architect, decision maker, and change agent in a turnaround or transformation environment. This course is intended for students pursuing a range of career options as business operators,... View Details
- November–December 1994
- Article
A Framework for Risk Management
By: K. Froot, David S. Scharfstein and J. Stein
Keywords: Catastrophe Risk; Cost Of Capital; Banking And Insurance; Hedging; Banking; Decision Choice And Uncertainty; Framework; Risk Management; Corporate Finance; Asset Pricing; Financial Markets; Insurance; Policy; Natural Disasters; Insurance Industry
Froot, K., David S. Scharfstein, and J. Stein. "A Framework for Risk Management." Harvard Business Review 72, no. 6 (November–December 1994): 59–71. (Revised from "Developing a Risk Management Strategy," Harvard Business School Working Paper No. 95-021. Reprinted in Bank of America Journal of Applied Corporate Finance 7, no. 3 (fall 1994): 22-33; Marsh & McLennan Companies' Viewpoint 24 (spring 1995): 21-37; and in Corporate Risk: Strategies and Management, edited by Greg Brown and Don Chew, London: Risk Books, December 1999.)