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  • All HBS Web  (2,603)
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    • News  (440)
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  • All HBS Web  (2,603)
    • People  (11)
    • News  (440)
    • Research  (1,774)
    • Events  (3)
    • Multimedia  (11)
  • Faculty Publications  (1,007)
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  • 10 Feb 2010
  • Working Paper Summaries

Investing in Improvement: Strategy and Resource Allocation in Public School Districts

Keywords: by Stacey Childress; Education
  • 02 Apr 2018
  • Research & Ideas

Is 'Gut Feel' a Good Reason to Invest in a Startup?

to see if their explanations matched their actions; and traced the performance of the companies they invested in. As she described in a previous paper published in Administrative Science Quarterly, decisions... View Details
Keywords: by Michael Blanding; Financial Services
  • 09 Apr 2020
  • Research & Ideas

How Social Entrepreneurs Can Increase Their Investment Impact

Both impact investing and traditional philanthropy are on the rise after the decade-long economic boom following the Great Recession. But when does an impact investment make a bigger difference than a grant?... View Details
Keywords: by Rachel Layne
  • October 2020
  • Case

HOPE and Transformational Lending: Netflix Invests in Black Led Banks

By: John D. Macomber and Janice Broome Brooks
Following the killing of George Floyd on Memorial Day in 2020, the large US corporation Netflix elected to make a "transformational deposit" of $10 million into Hope Credit Union (HCU), a small Black led community development finance institution (CDFI) based in... View Details
Keywords: Banking; Rural Entrepreneurship; Economic Development; Black Entrepreneurs; Economic Growth; Credit; Banks and Banking; Entrepreneurship; Rural Scope; Development Economics; Race; Investment; Decision Making; Banking Industry
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Macomber, John D., and Janice Broome Brooks. "HOPE and Transformational Lending: Netflix Invests in Black Led Banks." Harvard Business School Case 221-030, October 2020.
  • 2022
  • Article

Regulatory Treatment of Changes in Fair Value and the Composition of Banks' Investment Portfolios

By: Michael Iselin, Jung Koo Kang and Joshua Madsen
In their implementation of Basel III, U.S. bank regulators are again including changes in the fair value of available-for-sale (AFS) debt securities in Tier 1 capital, but only for the largest U.S. banks. This paper investigates a potential impact of expanding this... View Details
Keywords: Fair Value Accounting; SFAS 115; Basel III; Governing Rules, Regulations, and Reforms; Banks and Banking; Debt Securities; Credit; Risk and Uncertainty; Investment Portfolio; Decision Making; Banking Industry; United States
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Iselin, Michael, Jung Koo Kang, and Joshua Madsen. "Regulatory Treatment of Changes in Fair Value and the Composition of Banks' Investment Portfolios." Journal of Financial Reporting 7, no. 1 (2022): 123–143.
  • May 2008
  • Teaching Note

Warburg Pincus and emgs: The IPO Decision (TN) (A) and (B)

By: G. Felda Hardymon, Josh Lerner and Ann Leamon
Teaching Note for [807092] and [808046]. View Details
Keywords: Initial Public Offering; Decision Making; Investment Banking; Financial Services Industry
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Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Warburg Pincus and emgs: The IPO Decision (TN) (A) and (B)." Harvard Business School Teaching Note 808-057, May 2008.
  • March 1974
  • Article

Generalized Mean-Variance Tradeoffs for Best Perturbation Corrections to Approximate Portfolio Decisions

By: Paul A. Samuelson and Robert C. Merton
Keywords: Investment; Finance
Citation
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Samuelson, Paul A., and Robert C. Merton. "Generalized Mean-Variance Tradeoffs for Best Perturbation Corrections to Approximate Portfolio Decisions." Journal of Finance 29, no. 1 (March 1974): 27–40.
  • Article

The Pursuit of Power Corrupts: How Investing in Outside Options Motivates Opportunism in Relationships

By: D. Malhotra and F. Gino
Across three laboratory studies, this paper illustrates how a common strategic decision aimed at increasing one's own power—investing in outside options—can lead to opportunistic behavior in exchange relationships. We show that the extent to which individuals have... View Details
Keywords: Crime and Corruption; Motivation and Incentives; Opportunities; Relationships
Citation
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Malhotra, D., and F. Gino. "The Pursuit of Power Corrupts: How Investing in Outside Options Motivates Opportunism in Relationships." Special Issue on "Social Psychological Perspectives on Power and Hierarchy". Administrative Science Quarterly 56, no. 4 (December 2011): 559–592.
  • August 2003
  • Article

When Does the Market Matter? Stock Prices and the Investment of Equity-Dependent Firms

By: Malcolm Baker, Jeremy Stein and Jeffrey Wurgler
We use a simple model of corporate investment to determine when investment will be sensitive to non-fundamental movements in stock prices. The key cross-sectional prediction of the model is that stock prices will have a stronger impact on the investment of firms that... View Details
Keywords: Stocks; Price; Investment; Equity; Forecasting and Prediction; Rank and Position; Markets
Citation
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Baker, Malcolm, Jeremy Stein, and Jeffrey Wurgler. "When Does the Market Matter? Stock Prices and the Investment of Equity-Dependent Firms." Quarterly Journal of Economics 118, no. 3 (August 2003): 969–1006.
  • 28 May 2015
  • Working Paper Summaries

Lost in the Clouds: The Impact of Changing Property Rights on Investment in Cloud Computing Ventures

Keywords: by Josh Lerner & Greg Rafert; Technology
  • March 2001 (Revised August 2001)
  • Exercise

Ginny's Restaurant: An Introduction to Capital Investment Valuation

An individual is considering the development of a new restaurant. To make the decision, she uses NPV analysis to determine whether she should undertake the investment, and, if so, the optimal size of the investment. View Details
Keywords: Valuation; Decision Making; Business Startups
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"Ginny's Restaurant: An Introduction to Capital Investment Valuation." Harvard Business School Exercise 201-099, March 2001. (Revised August 2001.)
  • July 2024 (Revised January 2025)
  • Case

Rockefeller Philanthropy Advisors: Bringing Systematic Investment to Philanthropy

By: Lauren Cohen, Hao Gao, Alexander Bischoff and Sophia Pan
Melissa Berman, CEO of Rockefeller Philanthropy Advisors (RPA), evaluated her client’s philanthropy project and its mediocre performance. RPA was a segment of the Rockefeller Family Office’s Philanthropy Department, becoming an independent charity in 2002. Consistently... View Details
Keywords: Philanthropic Sector; Foundation; Due Diligence; Humanitarianism; Humanitarian Assistance; Grants; HNW Products And Services; Donations; Impact; Advisor; Advice; Consulting; Funding; Consulting Services; Family Business; Cost vs Benefits; Developing Countries and Economies; Private Sector; Spending; Mission and Purpose; Philanthropy and Charitable Giving; Performance Evaluation; Nonprofit Organizations; Reputation; Social and Collaborative Networks; Social Issues; Wealth and Poverty; Experience and Expertise; Consulting Industry; New York (city, NY); New York (state, US); United States
Citation
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Cohen, Lauren, Hao Gao, Alexander Bischoff, and Sophia Pan. "Rockefeller Philanthropy Advisors: Bringing Systematic Investment to Philanthropy." Harvard Business School Case 225-005, July 2024. (Revised January 2025.)
  • December 2023
  • Article

When Should the Off-Grid Sun Shine at Night? Optimum Renewable Generation and Energy Storage Investments

By: Christian Kaps, Simone Marinesi and Serguei Netessine
Globally, 1.5 billion people live off the grid, their only access to electricity often limited to operationally-expensive fossil fuel generators. Solar power has risen as a sustainable and less costly option, but its generation is variable during the day and... View Details
Keywords: Energy; Renewable Energy
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Kaps, Christian, Simone Marinesi, and Serguei Netessine. "When Should the Off-Grid Sun Shine at Night? Optimum Renewable Generation and Energy Storage Investments." Management Science 69, no. 12 (December 2023): 7633–7650.
  • 1990
  • Article

The Institutionalization of Wealth: Changing Patterns of Investment Decision-Making

By: André Perold and Jay O. Light
Keywords: Wealth; Investment; Decision Making
Citation
Related
Perold, André, and Jay O. Light. "The Institutionalization of Wealth: Changing Patterns of Investment Decision-Making." Tōshi kōgaku [Investment technology] 2 (1990): 63–96.
  • summer 1992
  • Article

Capital Choices: Changing the Way America Invests in Industry

By: M. E. Porter
Keywords: Change; Business Ventures; Investment; Decision Choices and Conditions; Capital; United States
Citation
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Porter, M. E. "Capital Choices: Changing the Way America Invests in Industry." Continental Bank Journal of Applied Corporate Finance 5, no. 2 (summer 1992): 4–16.
  • 2011
  • Other Unpublished Work

Do Public and Private Firms Behave Differently? An Examination of Investment in the Chemical Industry

By: Albert W. Sheen
I compare the capacity expansion decisions of U.S. public and private producers of seven commodity chemicals from 1989-2006. I find that private firms invest differently, and more efficiently, than public firms. Specifically, private firms are more likely than public... View Details
Keywords: Private Ownership; Chemicals; Investment; Public Ownership; Chemical Industry; United States
Citation
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Sheen, Albert W. "Do Public and Private Firms Behave Differently? An Examination of Investment in the Chemical Industry." July 2011.
  • 1987
  • Chapter

The Institutionalization of Wealth: Changing Patterns of Investment Decision-Making

By: André Perold and Jay O. Light
Keywords: Decision Making; Trends; Investment; Wealth
Citation
Related
Perold, André, and Jay O. Light. "The Institutionalization of Wealth: Changing Patterns of Investment Decision-Making." In Wall Street and Regulation, edited by Samuel L. Hayes III, 97–126. Boston: Harvard Business School Press, 1987.
  • September 2018 (Revised June 2019)
  • Case

THE VELUX FOUNDATIONS: Selecting Impact Funds

By: Vikram Gandhi, Caitlin Reimers Brumme and Nathaniel Schwalb
After much internal debate, THE VELUX FOUNDATIONS of Denmark have decided to allocate a small percentage of their investment portfolio to impact investments. Cambridge Associates, one of the leading investment advisory firms in the world, has been engaged to assist... View Details
Keywords: Impact Investing; Mission-Related Investing; Foundations; Investment; Venture Capital; Corporate Social Responsibility and Impact; Strategy; Investment Funds; Decision Making; Consulting Industry; Financial Services Industry; Denmark; Europe
Citation
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Gandhi, Vikram, Caitlin Reimers Brumme, and Nathaniel Schwalb. "THE VELUX FOUNDATIONS: Selecting Impact Funds." Harvard Business School Case 819-021, September 2018. (Revised June 2019.)
  • 2001
  • Working Paper

When Does the Market Matter? Stock Prices and the Investment of Equity Dependent Firms

By: Malcolm Baker, Jeremy Stein and Jeffrey Wurgler
We use a simple model of corporate investment to determine when investment will be sensitive to non-fundamental movements in stock prices. The key cross-sectional prediction of the model is that stock prices will have a stronger impact on the investment of firms that... View Details
Keywords: Investment; Equity; Stocks; Price; Mathematical Methods; Forecasting and Prediction
Citation
Read Now
Related
Baker, Malcolm, Jeremy Stein, and Jeffrey Wurgler. "When Does the Market Matter? Stock Prices and the Investment of Equity Dependent Firms." NBER Working Paper Series, No. 8750, December 2001. (First draft in 2001.)
  • May 1974
  • Article

Fallacy of the Log-Normal Approximation to Optimal Portfolio Decision Making over Many Periods

By: Robert C. Merton and Paul A. Samuelson
Keywords: Investment; Decision Making
Citation
Find at Harvard
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Merton, Robert C., and Paul A. Samuelson. "Fallacy of the Log-Normal Approximation to Optimal Portfolio Decision Making over Many Periods." Journal of Financial Economics 1 (May 1974): 67–94.
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