Publications

June 2022
Teaching Note

Modern Endowment Management: Paula Volent and the Bowdoin Endowment

Teaching Note for HBS Case No. 211-101. View Details

June 2005 (Revised January 2006)
Case

Investment Policy at the Hewlett Foundation (2005)

In early January 2005, Laurance Hoagland Jr., VP and CIO of the William and Flora Hewlett Foundation (HF), and his investment team met to finish their recommendations to the HF Investment Committee for a new asset allocation policy for the foundation's investment... View Details

Keywords: Investment Portfolio; Risk and Uncertainty; Public Equity; Globalization; Investment; Property; Risk Management; Asset Management; Financial Services Industry

Educators

2006
Chapter

Developments in Asset Allocation Modeling

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April 2001
Article

Optimal Portfolio Choice for Long-Horizon Investors with Nontradable Labor Income

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October 2024
Supplement

PE Secondaries: Blackstone Strategic Partners

2010
Chapter

Pension Fund Design in Developing Economies

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March 2006
Teaching Note

Investment Policy at New England Healthcare (TN)

Keywords: Investment Funds; Health Industry

June 2002
Teaching Note

Harvard Management Company and Inflation-Protected Bonds,The (TN)

Teaching Note for (9-201-053). View Details

Keywords: Financial Services Industry; United States

December 2000
Supplement

Harvard Management Company & Inflation-Protected Bonds

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

11 Sep 2018
First Look

New Research and Ideas, September 11, 2018

M. Viceira Abstract—Our new model of consumption-based habit formation preferences generates loglinear, homoscedastic macroeconomic dynamics and time-varying risk premia on bonds and stocks. Consumers'... View Details

Keywords: Dina Gerdeman

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