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  • All HBS Web  (2,838)
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    • News  (816)
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    • Events  (3)
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  • 16 Jul 2013
  • First Look

First Look: July 16

clear; 4) Taking the wrong approach to performance assessment. Milestones relevant to each stage of an initiative's development should be established, and key assumptions in the business plan should be linked to the financial forecast; 5) Not knowing how to View Details
Keywords: Anna Secino
  • 01 Jun 2018
  • News

Sustaining HBS’s Unique Economic Model

fellowships and professorships — by their donors. Current-use gifts to the HBS Fund provide an annual influx of funds that can be spent immediately. “As HBS has made strategic View Details
  • May 1979 (Revised January 1994)
  • Exercise

Hedging Exercises

By: David E. Bell
Keywords: Financial Strategy; Investment Funds
Citation
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Bell, David E. "Hedging Exercises." Harvard Business School Exercise 179-211, May 1979. (Revised January 1994.)
  • July 1997
  • Teaching Note

Jupiter Management Company, Teaching Note

By: W. Carl Kester
Teaching Note for (9-292-107). View Details
Keywords: Investment Funds; Borrowing and Debt; Financial Services Industry
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Kester, W. Carl. "Jupiter Management Company, Teaching Note." Harvard Business School Teaching Note 298-023, July 1997.
  • 03 Dec 2013
  • News

Second Act for Top Wall Street Strategist

Keywords: Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
  • 01 Mar 2005
  • News

Venture Capital’s Comeback

investing soared from under $10 billion in the mid-1990s to over $100 billion in 2000, before plunging back to earth after the tech bubble burst. Since then, annual venture investing has hovered in the range... View Details
Keywords: Roger Thompson; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
  • 01 Mar 2013
  • News

HBS alumnus Philip Rettger on partnering with the Harvard endowment

Philip Rettger (MBA 1985) has focused his career on renewable and sustainable energy. "While none of us knows what the future will offer for investment returns, I am pleased that the charitable remainder trust that I established several... View Details
Keywords: Trusts; Electric Power Generation, Transmission, Distribution; Utilities
  • April 2004
  • Teaching Note

IBET Pension Fund, The (TN)

By: Arthur I Segel
Teaching Note to (9-800-133). View Details
Keywords: Investment; Investment Funds; Valuation; Strategy
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Segel, Arthur I. "IBET Pension Fund, The (TN)." Harvard Business School Teaching Note 804-128, April 2004.
  • 2014
  • Chapter

Who Uses the Roth 401(k), and How Do They Use It?

By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian
Using administrative data from twelve companies that added a Roth 401(k) option between 2006 and 2010, we describe the characteristics of Roth contributions. Approximately one year after the Roth is introduced, 9% of 401(k) participants have positive Roth balances.... View Details
Keywords: Retirement; Investment Funds; United States
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Beshears, John, James J. Choi, David Laibson, and Brigitte C. Madrian. "Who Uses the Roth 401(k), and How Do They Use It?" Chap. 12 in Discoveries in the Economics of Aging, edited by David A. Wise. Chicago: University of Chicago Press, 2014.
  • 01 Jun 2000
  • News

Social Capital Markets: Creating Value in the Nonprofit World

going to the annual dinner." In addition, says Grossman, there's growing pressure from the government and other funders for "outcome-based" funding -- an approach based on nonprofits achieving certain goals. "It comes down to people... View Details
Keywords: Anne Kavanagh
  • 01 Jun 2008
  • News

The $4 Billion Question

hire enough people to develop ideas to invest all $4 billion. To match talent and fund size, we would have to enter more auctions.” Yudkoff believes that pursuing auction deals would result in a lower IRR,... View Details
Keywords: Julia Hanna; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
  • 11 Mar 2017
  • News

Building from Buffett's Advice

Keywords: Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
  • Profile

Aaron Mitchell

Why was earning your MBA at HBS important to you? Having a background in Human Resources, I thought it was absolutely necessary to have a broad understanding of business. Earning an MBA at HBS has provided me with not only a deep understanding of how to break down a... View Details
Keywords: Investment Management / Hedge Fund; Investment Management / Hedge Fund
  • 01 Dec 2018
  • News

Democratizing Funding, Diversifying Funders

(founded in 2013) and too small (valuation of $55 million) to pass muster for listing on any exchange. But for the 1,080 people who otherwise would have been shut out of owning a piece of the startup—lacking the wealth or credentials to View Details
Keywords: Sasha Issenberg
  • January 2006
  • Teaching Note

Foreign Exchange Hedging Strategies at General Motors: Competitive Exposures (TN)

By: Mihir A. Desai and Kathleen Luchs
Keywords: Currency Exchange Rate; Investment Funds; Auto Industry
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Desai, Mihir A., and Kathleen Luchs. "Foreign Exchange Hedging Strategies at General Motors: Competitive Exposures (TN)." Harvard Business School Teaching Note 206-081, January 2006.
  • August 2001 (Revised July 2008)
  • Technical Note

A Technical Note and Discussion on Real Estate Valuation (IBET): Back of the Envelope (BOE) on Bonhomme Place: A Case within a Case

By: Arthur I Segel
Discusses real estate valuation. Reviews "back of the envelope" valuation; real estate appraisal methods, including the income method; market comparables and replacement costs; and more complex computer modeling. Also discusses other variables that could influence... View Details
Keywords: Investment Funds; Mathematical Methods; Valuation; Real Estate Industry
Citation
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Segel, Arthur I. "A Technical Note and Discussion on Real Estate Valuation (IBET): Back of the Envelope (BOE) on Bonhomme Place: A Case within a Case." Harvard Business School Technical Note 802-025, August 2001. (Revised July 2008.)
  • October 1994 (Revised November 1994)
  • Case

Hedging with FCOJ Futures

By: Ray A. Goldberg, Phil Herndon and Katherine L. Morris
Keywords: Futures and Commodity Futures; Investment Funds
Citation
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Goldberg, Ray A., Phil Herndon, and Katherine L. Morris. "Hedging with FCOJ Futures." Harvard Business School Case 595-030, October 1994. (Revised November 1994.)
  • 12 Nov 2015
  • Working Paper Summaries

Catering to Investors Through Product Complexity

Keywords: by Boris Vallee & Claire Célérier; Financial Services; Banking
  • 13 Jun 2014
  • News

The Art of Effecting Change

Bridgitt Bertram Evans (MBA 1986) loves contemporary art for its aesthetic appeal, but also for its ability to challenge existing norms. And now she's transforming the industry in much the same spirit with VIA Art Fund, a new model of View Details
Keywords: Jill Radsken; Arts, Entertainment
  • 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
Keywords: Investment Portfolio; Investment Funds; Currency; Risk and Uncertainty
Citation
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Greenwood, Robin, and Alex Cheema-Fox. "How Do Global Portfolio Investors Hedge Currency Risk?" Working Paper, October 2024.
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