Publications

Spreadsheet to (9-201-053). Download only. View Details

October 2000 (Revised November 2000)
Case

Harmonized Savings Plan at BP Amoco, The

On August 11, 1998, United States' Amoco Corp. (NYSE: AR) and the British Petroleum Co. (BP) p.l.c. (NYSE: BP) announced the BPC merger with Amoco. This deal was the largest industrial merger to date, and created the world's third-largest oil company, BP (NYSE: BP).... View Details

Keywords: Financial Strategy; Mergers and Acquisitions; Compensation and Benefits; Energy Industry; North and Central America

Educators

Teaching Interest

Investment Managment for Professional and Personal Investors

IMPPI is suitable for all students interested in gaining a broad perspective on investing and the asset management business, including those targeting careers in asset management and those interested in learning how to become sophisticated consumers of investment... View Details

April 2006
Module Note

Asset Allocation: A Half-Course Module Note

Provides an overview of the main ideas and structure of a 15-session module on long-term asset allocation designed for MBA graduate students and investment professionals. This module is taught as part of a full-length, 30-session elective class on investment management... View Details

Keywords: Asset Management; Investment; Decisions; Management; Management Analysis, Tools, and Techniques; Teaching; Theory

March 2006
Teaching Note

Investment Policy at the Hewlett Foundation (2005) (TN)

Keywords: Investment

October 2024
Supplement

Partners Capital: Evaluating Fund Performance

September 2021
Teaching Note

Paradigm Capital Value Fund

May 2022
Supplement

Valuing Yahoo! in 2013 (Abridged)

1996
Other Unpublished Work

Testing for Structural Change in the Predictability of Asset Returns

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June 2007 (Revised January 2008)
Case

The Vanguard Group, Inc. in 2006 and Target Retirement Funds

The Vanguard Group is one of the largest asset managers in the U.S., with over $1 trillion in assets, ninety percent of which are mutual fund assets, and more than 12,000 employees at year-end 2006. Vanguard has built a strong reputation as the manager of reference for... View Details

Keywords: Asset Management; Investment Funds; Personal Finance; Brands and Branding; Retirement; Trust; Financial Services Industry; United States

Educators

March 2006
Teaching Note

The Harmonized Savings Plan at BP Amoco (TN)

Keywords: Energy Industry

February 2006
Teaching Note

Pension Policy at the Boots Company PLC (TN)

Keywords: Retirement

February 2006 (Revised April 2006)
Teaching Note

General Motors U.S. Pension Funds (TN)

Keywords: Retirement; Auto Industry

December 2000
Supplement

Harmonized Savings Plan at BPAmoco

Spreadsheet to (9-201-052). Download only. View Details

Keywords: Financial Services Industry; United States; North and Central America

October 2000 (Revised February 2007)
Case

Harvard Management Company and Inflation-Protected Bonds, The

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

Educators