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  • All HBS Web  (6,938)
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    • Events  (33)
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  • November 1992 (Revised December 1994)
  • Case

BEA Associates: Enhanced Equity Index Funds

By: Andre F. Perold
BEA's enhanced index fund product uses derivatives and cash market securities to find the most efficient way to "track an index." The considerations involve transaction costs, custodial fees, withholding taxes on dividends, and fees from securities lending. In this... View Details
Keywords: Credit Derivatives and Swaps; Investment Portfolio; Management; Investment Banking; Competitive Advantage; Cost Management
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Perold, Andre F. "BEA Associates: Enhanced Equity Index Funds." Harvard Business School Case 293-024, November 1992. (Revised December 1994.)
  • 02 Apr 2019
  • First Look

New Research and Ideas, April 2, 2019

forthcoming Review of Accounting Studies The Effect of Enforcement Transparency: Evidence from SEC Comment-Letter Reviews By: Duro, Miguel, Jonas Heese, and Gaizka Ormazabal Abstract—This paper studies the effect of the public disclosure... View Details
Keywords: Dina Gerdeman
  • November 2010
  • Case

Morgan Asset Management

By: Boris Groysberg, Paul M. Healy and Sarah Abbott
It is 2010 and Guillermo Araoz, the equity research director at Morgan Asset Management (MAM), is considering his research budget for the year. Due to recent declines in the equity markets and MAM's sale of its mutual funds business, MAM has seen a decline in its... View Details
Keywords: Budgets and Budgeting; Asset Management; Financial Strategy; Investment; Resource Allocation; Research and Development; Financial Services Industry
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Groysberg, Boris, Paul M. Healy, and Sarah Abbott. "Morgan Asset Management." Harvard Business School Case 411-058, November 2010.

    Joseph Pacelli

    Joseph Pacelli is the Gerald Schuster Associate Professor of Business Administration in the Accounting and Management Unit. He currently teaches Business Analysis and Valuation (BAV) in the MBA elective curriculum.

    Professor Pacelli’s research covers topics... View Details

    • 2021
    • Working Paper

    Accounting for Product Impact in the Interactive Media and Services Industry

    By: DG Park, George Serafeim and Katie Trinh
    We apply the product impact measurement framework of the Impact-Weighted Accounts Initiative (IWAI) in two competitor companies within the interactive media and services industry. We design a monetization methodology that allows us to calculate monetary impact... View Details
    Keywords: Product Innovation; Impact; Impact Investing; Impact Measurement; ESG; ESG (Environmental, Social, Governance) Performance; ESG Ratings; Social Corporate Responsibility; Corporate Social Responsibility; Social Impact; Product Design; Product Positioning; Society; Product; Environmental Sustainability; Measurement and Metrics; Framework; Corporate Social Responsibility and Impact; Social Media; Technology Industry
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    Park, DG, George Serafeim, and Katie Trinh. "Accounting for Product Impact in the Interactive Media and Services Industry." Harvard Business School Working Paper, No. 21-134, June 2021.
    • 14 Feb 2017
    • News

    The Value of a Facebook Fan: Does “Liking” Influence Consumer Behavior?

    • March 2016 (Revised May 2021)
    • Case

    Michael Milken: The Junk Bond King

    By: Tom Nicholas and Matthew G. Preble
    Michael Milken, an investment banker who dominated the junk bond market in the 1980s, was sentenced to jail in 1990 after pleading guilty to a number of securities and tax-related felonies. In the preceding decade, Milken had helped usher in a new wave of leveraged buy... View Details
    Keywords: Junk Bonds; High-yield Bonds; Financial Innovation; Shareholder Value; Bonds; Capital; Capital Structure; Cost of Capital; Crime and Corruption; Entrepreneurship; Ethics; Finance; Investment Banking; Leveraged Buyouts; Mergers and Acquisitions; Ownership; Private Equity; Restructuring; United States
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    Nicholas, Tom, and Matthew G. Preble. "Michael Milken: The Junk Bond King." Harvard Business School Case 816-050, March 2016. (Revised May 2021.)
    • July 2004 (Revised July 2004)
    • Case

    Man Group plc

    By: Andre F. Perold and Herve Duteil
    In 2004, Man Group was the world's largest packager and distributor of investment vehicles tied to hedge funds. The firm had an equity market capitalization of $10 billion and funds under management of $38 billion. Man's offerings spanned a wide range of risk/reward... View Details
    Keywords: Capital Markets; Investment; Investment Return; Investment Funds; Global Strategy; Distribution; Product Development; Financial Services Industry
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    Perold, Andre F., and Herve Duteil. "Man Group plc." Harvard Business School Case 205-007, July 2004. (Revised July 2004.)
    • 05 Aug 2010
    • News

    Google Wave Decision Shows Strong Innovation Management

    • January 2016 (Revised November 2019)
    • Case

    Blackstone at Age 30

    By: Josh Lerner, John D. Dionne and Amram Migdal
    Since its IPO in 2007 and following the global financial crisis, Blackstone largely outpaced its alternative investment firm peers in assets under management, new business launches, profitability, and market capitalization. Under the leadership of Stephen A.... View Details
    Keywords: Business Growth and Maturation; Asset Management; Private Equity; Financial Services Industry; New York (city, NY)
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    Lerner, Josh, John D. Dionne, and Amram Migdal. "Blackstone at Age 30." Harvard Business School Case 816-013, January 2016. (Revised November 2019.)
    • 06 Feb 2018
    • News

    Did 'The Trump Bump' Just Become 'The Trump Slump'?

    • 27 Jun 2014
    • News

    The Value of Luxury Poseurs

    • 15 Dec 2010
    • News

    Should sensitive events be used in ads?

    • 16 May 2018
    • HBS Seminar

    Juan Carlos Suárez Serrato, Duke University, Economics

    • September 2008
    • Article

    What T. R. Took: The Economic Impact of the Panama Canal, 1903-1937

    By: Noel Maurer and Carlos Yu
    The Panama Canal was one of the largest public investments of its time. In the first decade of its operation, the canal produced significant social returns for the United States. Most of these returns were due to the transportation of petroleum from California to the... View Details
    Keywords: History; Development Economics; International Relations; Investment Return; Negotiation Deal; Panama; United States
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    Maurer, Noel, and Carlos Yu. "What T. R. Took: The Economic Impact of the Panama Canal, 1903-1937." Journal of Economic History 68, no. 3 (September 2008).
    • December 2006 (Revised March 2008)
    • Case

    Prosper Marketplace, Inc.

    By: William A. Sahlman and Elizabeth Kind
    Describes a set of financial and strategic decisions confronting the founding management team of a new online financial services company. Prosper Marketplace is an internet-based market for individuals to borrow money from other individuals who wish to invest in such... View Details
    Keywords: Business Startups; Entrepreneurship; Financial Strategy; Innovation and Invention; Management Teams; Financial Services Industry
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    Sahlman, William A., and Elizabeth Kind. "Prosper Marketplace, Inc." Harvard Business School Case 807-074, December 2006. (Revised March 2008.)
    • 2014
    • Working Paper

    The Rising Cost of Consumer Attention: Why You Should Care, and What You Can Do about It

    By: Thales S. Teixeira
    Attention is a necessary ingredient for effective advertising. The market for consumer attention (or "eyeballs") has become so competitive that attention can be regarded as a currency. The rising cost of this ingredient in the marketplace is causing marketers to waste... View Details
    Keywords: Strategy; Advertising
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    Teixeira, Thales S. "The Rising Cost of Consumer Attention: Why You Should Care, and What You Can Do about It." Harvard Business School Working Paper, No. 14-055, January 2014.
    • 31 Oct 2019
    • Video

    Jaime Augusto Zobel de Ayala

    Jaime Augusto Zobel de Ayala, Chair of the Philippines-based Ayala Group, with interests in real estate, public infrastructure, insurance, and banking, discusses how the government’s privatization program in... View Details
    • Teaching Interest

    Demystifying the Family Enterprise

    By: Christina R. Wing

    This course is primarily designed for students who are pursuing a career in family run businesses, family owned businesses, investment roles in family offices, or students that might invest in or wholly purchase a family owned business through a private equity firm,... View Details

    • June 2021
    • Case

    Modern Endowment Management: Paula Volent and the Bowdoin Endowment

    By: Luis M. Viceira, Emily R. McComb and Dean Xu
    This case examines modern endowment investment management through the lens of a leadership transition between Chief Investment Officers (CIOs). In March 2021, Paula Volent is about to step down as the CIO of the endowment of Bowdoin College after twenty-one years, and... View Details
    Keywords: Investment Portfolio; Investment Banking; Growth Management; Investment Return; Capital Markets; Interest Rates; Competition; Cost Management; Risk Management; Financial Liquidity; Performance Evaluation
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    Viceira, Luis M., Emily R. McComb, and Dean Xu. "Modern Endowment Management: Paula Volent and the Bowdoin Endowment." Harvard Business School Case 221-101, June 2021.
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