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  • All HBS Web  (1,450)
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Show Results For

  • All HBS Web  (1,450)
    • News  (550)
    • Research  (260)
    • Events  (1)
    • Multimedia  (11)
  • Faculty Publications  (169)
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  • 07 Nov 2005
  • Research & Ideas

Exit Interview: HBS Dean Kim Clark

successful $500 million capital campaign that included the opening of the Spangler and Rock Centers, the construction of Hawes Hall, and the renovation of Baker Library. Shortly before his departure from Soldiers Field, Clark shared some... View Details
Keywords: by HBS Alumni Bulletin Staff
  • June 2004
  • Article

A Catering Theory of Dividends

By: Malcolm Baker and Jeffrey Wurgler
We propose that the decision to pay dividends is driven by prevailing investor demand for dividend payers. Managers cater to investors by paying dividends when investors put a stock price premium on payers, and by not paying when investors prefer nonpayers. To test... View Details
Keywords: Dividends; Catering; Financial Instruments; Investment Return; Business and Shareholder Relations
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Baker, Malcolm, and Jeffrey Wurgler. "A Catering Theory of Dividends." Journal of Finance 59, no. 3 (June 2004): 1125–1165.
  • October 2009
  • Article

Managing Risk in the New World

By: Robert S. Kaplan, Anette Mikes, Robert Simons, Peter Tufano and Michael Hofmann Jr.
Five experts gathered recently to discuss the future of enterprise risk management: Kaplan, the Baker Foundation Professor at Harvard Business School, who with his colleague David Norton developed the balanced scorecard; Mikes, an assistant professor at HBS who studies... View Details
Keywords: Forecasting and Prediction; Financial Crisis; Capital Structure; Job Cuts and Outsourcing; Risk Management
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Kaplan, Robert S., Anette Mikes, Robert Simons, Peter Tufano, and Michael Hofmann Jr. "Managing Risk in the New World." Harvard Business Review 87, no. 10 (October 2009): 68–75.
  • 06 Dec 2013
  • Op-Ed

HBS Faculty Remember Nelson Mandela

made a difference in the world for all time. Dean Nitin Nohria, George F. Baker Professor of Administration: In the face of great odds and through acts of courage and conviction, Mandela transformed a nation and its people. And although... View Details
Keywords: by Nitin Nohria, Linda Hill, Rosabeth Moss Kanter & Gautam Mukunda
  • Article

Investor Sentiment in the Stock Market

By: Malcolm Baker and Jeffrey Wurgler
We examine how investor sentiment affects the cross-section of stock returns. Theory predicts that a broad wave of sentiment will disproportionately affect stocks whose valuations are highly subjective and are difficult to arbitrage. We test this prediction by... View Details
Keywords: Financial Markets; Stocks; Investment Return; Valuation; Forecasting and Prediction; Volatility; Price; Risk and Uncertainty; Behavioral Finance
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Baker, Malcolm, and Jeffrey Wurgler. "Investor Sentiment in the Stock Market." Journal of Economic Perspectives 21, no. 2 (Spring 2007): 129–151.
  • December 2015 (Revised May 2017)
  • Case

Corning, 2002

By: Malcolm Baker
Corning, with large investments in fiber optic technology, was hit particularly hard by the collapse of the telecommunications industry in 2001. With over $4 billion in debt, the firm's survival appears to rest on raising additional equity capital. James Flaws, the... View Details
Keywords: Financial Strategy; Financial Condition; Financial Instruments; Valuation; Capital; Public Equity; Stock Shares; Business or Company Management; Strategy; Manufacturing Industry; Industrial Products Industry
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Baker, Malcolm. "Corning, 2002." Harvard Business School Case 216-037, December 2015. (Revised May 2017.)
  • 1999
  • Other Unpublished Work

Executive Ownership and Control in Newly Public Firms: The Role of Venture Capitalists

By: Malcolm Baker and Paul Gompers
We study the implications of CEO equity ownership for incentives and control in a sample of 1,011 newly public firms. Before an initial public offering, equity investments by venture capitalists reduce CEO ownership by about half, from an average of 35 percent to 19... View Details
Keywords: Equity; Ownership; Motivation and Incentives; Initial Public Offering; Investment; Venture Capital; Managerial Roles; Cost Management; Governance Controls; Executive Compensation
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Baker, Malcolm, and Paul Gompers. "Executive Ownership and Control in Newly Public Firms: The Role of Venture Capitalists." November 1999. (First draft in 1998.)
  • 2022
  • Working Paper

How Do Investors Value ESG?

By: Malcolm Baker, Mark Egan and Suproteem K. Sarkar
Environmental, social, and governance (ESG) objectives have risen to near the top of the agenda for corporate executives and boards, driven in large part by their perceptions of shareholder interest. We quantify the value that shareholders place on ESG using a revealed... View Details
Keywords: Investment; Investment Portfolio; Corporate Social Responsibility and Impact; Business and Shareholder Relations; Environmental Sustainability; Governance; Financial Services Industry; United States
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Baker, Malcolm, Mark Egan, and Suproteem K. Sarkar. "How Do Investors Value ESG?" NBER Working Paper Series, No. 30708, December 2022. (Harvard Business School Working Paper, No. 23-028, November 2022.)
  • 2000
  • Other Unpublished Work

Career Concerns and Staged Investment: Evidence from the Venture Capital Industry

By: Malcolm Baker
I develop a model in which career concerns lead to inefficient reinvestment decisions. Managers have incentives to inflate interim returns by continuing bad projects and delaying write-offs. In the venture capital industry, the syndication of follow-on investments can... View Details
Keywords: Performance Efficiency; Valuation; Venture Capital; Investment; Decisions; Motivation and Incentives; Quality
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Baker, Malcolm. "Career Concerns and Staged Investment: Evidence from the Venture Capital Industry." 2000. (First draft in 2000.)
  • October 2003 (Revised April 2005)
  • Case

Innovation Corrupted: The Rise and Fall of Enron

By: Malcolm S. Salter
Presents an historical overview of Enron's rise and fall and summarizes what is currently known about (1) the evolution of Enron's business model, (2) the organizational processes Enron officials relied on to drive and monitor the business, (3) emergent behavior... View Details
Keywords: Business Model; Behavior; Governing and Advisory Boards; Success; Transformation; Failure; Business Processes; Energy Industry; United States
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Salter, Malcolm S. "Innovation Corrupted: The Rise and Fall of Enron." Harvard Business School Case 904-036, October 2003. (Revised April 2005.)
  • April 2002
  • Article

Limited Arbitrage in Mergers and Acquisitions

By: Malcolm Baker and Serkan Savasoglu
A diversified portfolio of risk arbitrage positions produces an abnormal return of 0.6-0.9% per month over the period from 1981 to 1996. We trace these profits to practical limits on risk arbitrage. In our model of risk arbitrage, arbitrageurs' risk-bearing capacity... View Details
Keywords: Arbitrage; Market Efficiency; Mergers and Acquisitions; Profit; Risk and Uncertainty; Corporate Strategy; Capital; Banking Industry
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Baker, Malcolm, and Serkan Savasoglu. "Limited Arbitrage in Mergers and Acquisitions." Journal of Financial Economics 64, no. 1 (April 2002): 91–116.
  • February 2007
  • Case

Behavioral Finance at JP Morgan

By: Malcolm P. Baker and Aldo Sesia
Following a successful model in Europe, JP Morgan has introduced a set of five U.S. retail mutual funds with an investment philosophy and marketing strategy grounded in behavioral finance. The asset management group believes that understanding investor biases like... View Details
Keywords: Banks and Banking; Investment Funds; Behavioral Finance; Competitive Advantage; Asset Management; Marketing Strategy; Product Marketing; Customer Focus and Relationships; Banking Industry; Financial Services Industry; United States; Europe
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Baker, Malcolm P., and Aldo Sesia. "Behavioral Finance at JP Morgan." Harvard Business School Case 207-084, February 2007.
  • Article

Raising Capital Requirements: At What Cost?

By: Malcolm Baker and Jeffrey Wurgler
Since the financial crisis, bank capital positions have improved considerably. However, calls for heightened capital requirements have not abated. Federal Reserve Chair Ben Bernanke, Vice Chair Janet Yellen, and governors Daniel Tarullo and Jeremy Stein have all... View Details
Keywords: Laws and Statutes; Capital; Banks and Banking; Banking Industry
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Baker, Malcolm, and Jeffrey Wurgler. "Raising Capital Requirements: At What Cost?" Review of Financial Regulation Studies, no. 11 (Summer 2013): 4–6.
  • 2007
  • Working Paper

Investor Sentiment in the Stock Market

By: Malcolm Baker and Jeffrey Wurgler
Real investors and markets are too complicated to be neatly summarized by a few selected biases and trading frictions. The "top down" approach to behavioral finance focuses on the measurement of reduced form, aggregate sentiment and traces its effects to stock returns.... View Details
Keywords: Investment; Markets; Behavioral Finance; Stocks
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Baker, Malcolm, and Jeffrey Wurgler. "Investor Sentiment in the Stock Market." NBER Working Paper Series, No. 13189, June 2007.
  • October 2003
  • Article

The Determinants of Board Structure at the Initial Public Offering

By: Malcolm Baker and Paul Gompers
This paper describes board size and composition and investigates the role of venture capital in a sample of 1,116 firms' initial public offerings. First, firms backed by venture capital have fewer insider and instrumental directors and more independent... View Details
Keywords: Governing and Advisory Boards; Venture Capital; Initial Public Offering; Managerial Roles; Power and Influence
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Baker, Malcolm, and Paul Gompers. "The Determinants of Board Structure at the Initial Public Offering." Journal of Law & Economics 46, no. 2 (October 2003): 569–598.
  • 2002
  • Other Unpublished Work

Market Liquidity as a Sentiment Indicator

By: Malcolm Baker and Jeremy Stein
We build a model that helps to explain why increases in liquidity—such as lower bid–ask spreads, a lower price impact of trade, or higher turnover—predict lower subsequent returns in both firm-level and aggregate data. The model features a class of irrational... View Details
Keywords: Price; Financial Liquidity; Trade; Valuation; Markets; Forecasting and Prediction; Equity; Stock Shares; Investment Return
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Baker, Malcolm, and Jeremy Stein. "Market Liquidity as a Sentiment Indicator." NBER Working Paper Series, 2002. (First draft in 2001.)
  • 1998
  • Working Paper

CEO Incentives and Firm Size

By: Brian Hall and George P. Baker
What determines CEO incentives? A confusion exists among both academics and practitioners about how to measure the strength of CEO incentives, and how to reconcile the enormous differences in pay sensitivities between executives in large and small firms. We show that... View Details
Keywords: Business Ventures; Motivation and Incentives; Executive Compensation; Size; Management Systems
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Hall, Brian, and George P. Baker. "CEO Incentives and Firm Size." NBER Working Paper Series, No. 6868, December 1998.
  • December 2005 (Revised November 2006)
  • Case

Corning, 2002

By: Malcolm P. Baker and James Quinn
Corning, with large investments in fiber optic technology, was hit particularly hard by the collapse of the telecommunications industry in 2001. With over $4 billion in debt, the firm's survival appears to rest on raising additional equity capital. The protagonist is... View Details
Keywords: Financial Strategy; Financial Condition; Financial Instruments; Valuation; Capital; Public Equity; Stock Shares; Business or Company Management; Strategy; Manufacturing Industry; Industrial Products Industry
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Baker, Malcolm P., and James Quinn. "Corning, 2002." Harvard Business School Case 206-018, December 2005. (Revised November 2006.)
  • May 1986 (Revised November 1990)
  • Case

Airbus vs. Boeing (A): Turbulent Skies

By: Malcolm S. Salter
Presents the economic and political dimensions of competition in the commercial aircraft industry, as demonstrated by Airbus of Europe and Boeing of the United States. View Details
Keywords: Economics; Government and Politics; Competition; Aerospace Industry; Europe; United States
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Salter, Malcolm S. "Airbus vs. Boeing (A): Turbulent Skies." Harvard Business School Case 386-193, May 1986. (Revised November 1990.)
  • April 2005 (Revised August 2011)
  • Case

Berkshire Partners: Bidding for Carter's

By: Malcolm P. Baker and James Quinn
A five-member team from Berkshire Partners must recommend a final bid and financial structure for a leveraged buyout of William Carter Co., a leading producer of children's apparel. Investorcorp, a global investment group, has put the company up for auction. Goldman... View Details
Keywords: Leveraged Buyouts; Capital Structure; Private Equity; Financing and Loans; Auctions; Bids and Bidding; Valuation; Apparel and Accessories Industry
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Baker, Malcolm P., and James Quinn. "Berkshire Partners: Bidding for Carter's." Harvard Business School Case 205-058, April 2005. (Revised August 2011.)
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