Investor Communication - Publications - Faculty & Research

Teaching Interest

Financial Reporting and Control

Financial Reporting and Control (FRC) covers topics about how managers can design and use performance measurement systems for external reporting and internal management to build more effective organizations. Throughout their careers, business leaders are required to... View Details

Keywords: Financial Reporting

10 Apr 2007
First Look

First Look: April 10, 2007

School Case 207-084 Following a successful model in Europe, JP Morgan has introduced a set of five U.S. retail mutual funds with an investment philosophy and marketing strategy grounded in behavioral finance. The asset management group believes that understanding View Details

Keywords: Martha Lagace

05 Feb 2007
Research & Ideas

Business and the Global Poor

important, companies must contend with a lack of formal institutions regarding the "rules of the game." This means that company success may rely on local leaders and community agents who have the social capital to bring people... View Details

Keywords: by Sean Silverthorne

30 Mar 2023
Blog Post

Breaking Barriers and Building Community: Get to Know the HBS Women’s Student Association (WSA)

personally. Our mission is to connect, empower, and celebrate the next generation of women leaders. We feel it's our responsibility to ensure the women in our campus community have the resources and allies they need to thrive, both as HBS... View Details

Article

The Use of Broker Votes to Reward Brokerage Firms' and Their Analysts' Research Activities

By: David A. Maber, Boris Groysberg and Paul M. Healy

In traditional markets, the price mechanism directs the flow of resources and governs the process through which supply and demand are brought into equilibrium. In the investment-research industry, broker votes perform these functions. Using detailed clinical data from... View Details

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25 Oct 2016
First Look

October 25, 2016

https://www.hbs.edu/faculty/Pages/item.aspx?num=51775 Managers' Cultural Background and Disclosure Attributes By: Brochet, Francois, Gregory S. Miller, Patricia Naranjo, and Gwen Yu Abstract—We examine how a manager’s ethnic cultural background affects managers’ View Details

Keywords: Sean Silverthorne

Article

ESG Integration in Investment Management: Myths and Realities

By: Sakis Kotsantonis, Christopher Pinney and George Serafeim

The authors’ aim in this article is to set the record straight on the financial performance of sustainable investing while also correcting a number of other widespread misconceptions about this rapidly growing set of principles and methods. Myth Number 1:... View Details

Keywords: ESG; Sustainability; Investment Management; Finance; Corporate Social Responsibility; Integrated Corporate Reporting; Corporate Social Responsibility and Impact; Investment; Environmental Sustainability; Corporate Governance

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08 Feb 2024
Blog Post

African American Student Union Spotlight on Joint Degrees

The HBS African American Student Union (AASU) aims to create a close-knit community for its members from the time they choose to join HBS, through their transition to the second year, and extending beyond graduation. In this feature, we... View Details

07 Nov 2012
Working Paper Summaries

Causes and Consequences of Linguistic Complexity in Non-US Firm Conference Calls

Keywords: by Francois Brochet, Patricia Naranjo & Gwen Yu; Accounting

July 1998 (Revised August 1998)
Case

Optimark: Launching a Virtual Securities Market

Bill Lupien's OptiMark Technologies, Inc., plans to launch a super-computer system in September, 1998 that he believes will release previously withheld liquidity to the securities market. While today's market matches those trades based on price and size, Lupien's... View Details

Keywords: Information Technology; Financial Markets; Product Launch; Financial Services Industry; United States

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2024
Working Paper

Priors, Experiments, Learning and Persuasion in (Bayesian) Entrepreneurial Finance

By: Ramana Nanda

At the heart of entrepreneurial finance lies a persuasion challenge: regardless of the strength of an entrepreneur’s belief in the potential of their idea, they typically need to convince investors to provide the financial capital required for its... View Details

Keywords: Entrepreneurial Finance; Business Startups; Communication Intention and Meaning; Prejudice and Bias

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11 Dec 2007
First Look

First Look: December 11, 2007

agency in the period and published a great range of economic statistics in his weekly newsletters. As a forecaster, he was best known for advising investors in the month prior to October 1929 that a "crash" was coming that... View Details

Keywords: Martha Lagace

23 Jan 2020
Research & Ideas

Businesses Need a 'Catalyst' to Make CSR Practices Stick

says. The catalyst approach Some companies are now exploring a different approach to CSR, partnering with local communities on businesses that can help them earn a profit and empower locals, while also becoming self-sustaining. Kaplan... View Details

Keywords: by Michael Blanding

10 Nov 2003
Research & Ideas

The Hard Numbers on Social Investments

the team was able to draw some conclusions about how the companies performed individually and as a hypothetical portfolio. They were also able to make some observations about how investor behavior contributed to the success of individual... View Details

Keywords: by Manda Salls

08 Sep 2003
Research & Ideas

A Bold Proposal for Investment Reform

out of the rut we're currently in, both the suppliers and those demanding information have to be willing to consider radical ideas in terms of reform. What radical measures should the investor community or... View Details

Keywords: by Ann Cullen; Financial Services

01 Aug 2016
Research & Ideas

Retail Execs Underplay Current Performance to Investors--but Why?

mobile phones, tablets, as well as desktop computers. Do some retail executives mislead investors to win in the stock market? Source: Rawpixel Ltd Consumer activity data included counts of specific events that appeared to involve a... View Details

Keywords: by Dina Gerdeman; Financial Services

14 Dec 2015
News

How Accounting Can Help Build a Sustainable Economy

29 Nov 2004
Research & Ideas

Caves, Clusters, and Weak Ties: The Six Degrees World of Inventors

smaller) communities and collaborations of inventors. Fleming and his colleagues found, for example, that at the end of the last decade, half of the patented inventors in Silicon Valley could trace an indirect collaborative path to one... View Details

Keywords: by Sara Grant; Publishing

08 Mar 2021
Blog Post

International Women's Day Featured Stories

we can create an inclusive world. To celebrate International Women's Day the Women's Student Association is thrilled to feature 13 incredible women from across our Harvard Business School community - faculty, staff and students - who... View Details

January 2021 (Revised May 2021)
Case

'GEnron'? Markopolos versus General Electric (A)

By: Jonas Heese and David Lane

In August 2019, Harry Markopolos—the forensic accountant known for uncovering Bernie Madoff’s Ponzi scheme—alleged that General Electric had committed accounting fraud totaling $38 billion, coining the term “GEnron” for perceived similarities with the 2001 accounting... View Details