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- All HBS Web
(2,095)
- People (1)
- News (348)
- Research (1,396)
- Events (7)
- Multimedia (5)
- Faculty Publications (871)
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- Article
Foreign Direct Investment and the Demand for Protection in the United States
By: John B. Goodman, Debora Spar and David B. Yoffie
Goodman, John B., Debora Spar, and David B. Yoffie. "Foreign Direct Investment and the Demand for Protection in the United States." International Organization 50, no. 4 (Fall 1996): 565–591.
- Article
Do Strong Fences Make Strong Neighbors?
By: Mihir Desai and Dhammika Dharmapala
Many features of U.S. tax policy towards multinational firms-including the governing principle of capital export neutrality, the byzantine system of expense allocation, and anti-inversion legislation-reflect the intuition that building "strong fences" around the United... View Details
Keywords: International Taxation; Initial Public Offerings; Foreign Portfolio Investment; Policy; Taxation; Multinational Firms and Management; Globalized Markets and Industries; Initial Public Offering; Mergers and Acquisitions; Foreign Direct Investment; United States
Desai, Mihir, and Dhammika Dharmapala. "Do Strong Fences Make Strong Neighbors?" National Tax Journal 63, no. 4 (December 2010): 723–740.
- 1999
- Chapter
Foreign Direct Investment and the Demand for Protection in the United States
By: John Goodman, Debora Spar and David B. Yoffie
Goodman, John, Debora Spar, and David B. Yoffie. "Foreign Direct Investment and the Demand for Protection in the United States." In Trade and Investment Policy, edited by Thomas Brewer. Edward Elgar Publishing, 1999.
- Research Summary
Investment Management
Professor Chacko's research looks into the portfolio choice decisions of individuals and institutions. He is particularly concerned with optimal portfolio choice and consumption decisions in a dynamic framework. His work looks at how economic agents make these... View Details
- 2010
- Working Paper
Report on the State of Available Data for the Study of International Trade and Foreign Direct Investment
By: Robert C. Feenstra, Robert E. Lipsey, Lee G. Branstetter, C. Fritz Foley, James Harrigan, J. Bradford Jensen, Lori Kletzer, Catherine Mann, Peter K. Schott and Greg C. Wright
This report, prepared for the Committee on Economic Statistics of the American Economic Association, examines the state of available data for the study of international trade and foreign direct investment. Data on values of imports and exports of goods are of high... View Details
Keywords: Trade; Foreign Direct Investment; Price; Globalization; Policy; Information; Intellectual Property
Feenstra, Robert C., Robert E. Lipsey, Lee G. Branstetter, C. Fritz Foley, James Harrigan, J. Bradford Jensen, Lori Kletzer, Catherine Mann, Peter K. Schott, and Greg C. Wright. "Report on the State of Available Data for the Study of International Trade and Foreign Direct Investment." NBER Working Paper Series, No. 16254, August 2010.
- August 2017 (Revised January 2020)
- Case
PFA Pension: Expansion of Alternatives Portfolio
By: Victoria Ivashina, Federica Gabrieli and Jérôme Lenhardt
PFA Pension was the biggest commercial pension provider in Denmark. At the end of 2015, the company had decided to boost its investments into the alternative asset class, an area where it was lagging behind its competitors. The aim was to privilege direct investments... View Details
Ivashina, Victoria, Federica Gabrieli, and Jérôme Lenhardt. "PFA Pension: Expansion of Alternatives Portfolio." Harvard Business School Case 218-025, August 2017. (Revised January 2020.)
- September 2015 (Revised September 2017)
- Case
Pershing Square 2.0
By: Robin Greenwood, Samuel Hanson and David Biery
In June 2015 William A. Ackman, the CEO and founder of New York hedge fund Pershing Square Capital, reflects on the success of the fund he has spent over a decade building. Since its inception in 2004, Pershing Square's assets under management had grown from $500... View Details
Keywords: Activism; Value Investing; Portfolio Management; Management; Investment Portfolio; Investment Activism
Greenwood, Robin, Samuel Hanson, and David Biery. "Pershing Square 2.0." Harvard Business School Case 216-003, September 2015. (Revised September 2017.)
- 2023
- Working Paper
Point Four and the Politics of Foreign Direct Investment in the United States during the Early Cold War
By: Melanie Sheehan
This article traces business influence in the formulation of the Point Four technical assistance program, the first US Cold War-era international development program. It focuses specifically on business interest associations’ efforts to secure federal incentives to... View Details
Keywords: Point Four Program; Business Interest Association; International Development; Cold War; Foreign Direct Investment; Business History; Business and Government Relations
Sheehan, Melanie. "Point Four and the Politics of Foreign Direct Investment in the United States during the Early Cold War." Harvard Business School Working Paper, No. 23-078, June 2023.
- 1975
- Book
Management of Bank Portfolios
By: S. P. Bradley and D. B. Crane
Bradley, S. P., and D. B. Crane. Management of Bank Portfolios. New York: John Wiley & Sons, 1975.
- 07 Sep 2006
- Working Paper Summaries
Optimal Value and Growth Tilts in Long-Horizon Portfolios
Keywords: by Jakub W. Jurek & Luis M. Viceira
- 2024
- Working Paper
How Do Global Portfolio Investors Hedge Currency Risk?
By: Robin Greenwood and Alex Cheema-Fox
We use monthly portfolio data from one of the world’s largest custodian banks, with over $40 trillion assets under custody, to study how global portfolio investors hedge foreign exchange risk in their equity and fixed income portfolios over the past 25 years. The data... View Details
Greenwood, Robin, and Alex Cheema-Fox. "How Do Global Portfolio Investors Hedge Currency Risk?" Working Paper, October 2024.
- 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.
- 1987
- Working Paper
Tests of Excess Forecast Volatility in the Foreign Exchange and Stock Markets
By: K. A. Froot
Simple regression tests that have power against the alternatives that asset prices and expected future asset returns are excessively volatile are developed and performed for the foreign exchange and stock markets. These tests have a number of advantages over... View Details
- June 2017
- Article
Does Aggregated Returns Disclosure Increase Portfolio Risk Taking?
By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian
Many experiments have found that participants take more investment risk if they see returns less frequently, see portfolio-level returns (rather than each individual asset’s returns), or see long-horizon (rather than one-year) historical return distributions. In... View Details
Beshears, John, James J. Choi, David Laibson, and Brigitte C. Madrian. "Does Aggregated Returns Disclosure Increase Portfolio Risk Taking?" Review of Financial Studies 30, no. 6 (June 2017): 1971–2005.
- May 2025
- Case
'Net Zero in Action': Impact Investing at the McKnight Foundation
By: Lauren Cohen, Christina R. Wing and Sophia Pan
Elizabeth McGeveran, Vice President of Investments at the McKnight Foundation, reflected on how to effectively advance the organization’s net-zero strategy. The foundation had committed 10% of its endowment to building a portfolio of impact investments and was among... View Details
Keywords: Investment Fund; Philanthropy; Charitable Donations; Sustainability; Foundation; Impact Investing; ESG; Family Business; Forecasting and Prediction; Private Sector; Renewable Energy; Social Entrepreneurship; Climate Change; Environmental Sustainability; Green Technology; Financial Strategy; Investment Funds; Investment Portfolio; Institutional Investing; Corporate Accountability; Corporate Social Responsibility and Impact; Mission and Purpose; Private Ownership; Philanthropy and Charitable Giving; Social Issues; Sustainable Cities; Financial Services Industry; Minnesota; United States
- February 1994 (Revised September 1995)
- Case
Leland O'Brien Rubinstein Associates, Inc.: Portfolio Insurance
By: Peter Tufano
Leland O'Brien Rubinstein Associates, a small financial advisory firm founded in 1980, has created a successful business by selling a product commonly known as portfolio insurance. Portfolio insurance is a trading strategy that institutional investors use to establish... View Details
Tufano, Peter, and Barbara Kyrillos. "Leland O'Brien Rubinstein Associates, Inc.: Portfolio Insurance." Harvard Business School Case 294-061, February 1994. (Revised September 1995.)
- June 2021
- Case
The Canada Pension Plan Investment Board (CPP Investments): April 2021
By: Josh Lerner, Reza Satchu and Alys Ferragamo
The Canada Pension Plan Investment Board (CPPIB) is one of the largest pools of investment capital in the world and follows a rigorous “Total Portfolio Framework” in its approach to investment management. In April of 2021, John Graham was just two months into his role... View Details
Keywords: Pension Funds; Investment Strategy; Capital Markets; Financial Strategy; Investment; Asset Management; Financial Institutions; Private Equity; Growth and Development Strategy; Investment Portfolio; Assets; Financial Markets; Financial Services Industry; Canada
Lerner, Josh, Reza Satchu, and Alys Ferragamo. "The Canada Pension Plan Investment Board (CPP Investments): April 2021." Harvard Business School Case 821-125, June 2021.
- 27 Sep 2006
- Working Paper Summaries
How Does Foreign Direct Investment Promote Economic Growth? Exploring the Effects of Financial Markets on Linkages
- January 1994
- Article
Foreign Multinationals in British Manufacturing, 1850-1962
By: G. Jones and Frances Bostock
This article draws on a new database to describe the dimensions and characteristics of 685 foreign companies which established British manufacturing subsidiaries between 1850 and 1962. The numbers of foreign companies grew from the 1890s, expanded rapidly in the... View Details
Keywords: Multinational Firms and Management; Business Subsidiaries; Expansion; Chemicals; Metals and Minerals; Food; Mergers and Acquisitions; Market Entry and Exit; Research and Development; Trade; Investment; Production; United Kingdom; United States; Scotland; Wales
Jones, G., and Frances Bostock. "Foreign Multinationals in British Manufacturing, 1850-1962." Business History 36, no. 1 (January 1994): 89–126.