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  • All HBS Web  (2,838)
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    • News  (816)
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← Page 78 of 2,838 Results →
  • 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
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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.)
  • August 2010 (Revised January 2012)
  • Teaching Note

Breaking the Buck (TN)

By: Robert C. Pozen and Elizabeth Leonard
Teaching Note for 310135. View Details
Keywords: Financial Crisis; Problems and Challenges; Financial Markets; Investment Funds; Management
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Pozen, Robert C., and Elizabeth Leonard. "Breaking the Buck (TN)." Harvard Business School Teaching Note 311-050, August 2010. (Revised January 2012.)
  • 29 Jan 2010
  • News

Back to Glass-Steagall?

President Obama shocked Wall Street recently with his proposal to cut down to size too-big-to-fail banks by imposing new rules to separate commercial and investment activities. Specifically, Obama would prohibit banks that take customers... View Details
Keywords: Roger Thompson; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
  • 08 Nov 2024
  • Op-Ed

How Private Investors Can Help Solve Africa's Climate Crisis

these international actors to fund everything is just not realistic. However, according to Sifma research, more than $120 trillion (with a T) in private money from insurance companies, pension funds, endowments, sovereign funds, and... View Details
Keywords: by John Macomber; Green Technology; Energy
  • 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
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Greenwood, Robin, and Alex Cheema-Fox. "How Do Global Portfolio Investors Hedge Currency Risk?" Working Paper, October 2024.
  • Forthcoming
  • Article

Passive Ownership and Price Informativeness

By: Marco Sammon
I show that passive ownership negatively affects the degree to which stock prices anticipate earnings announcements. Estimates across several research designs imply that the rise in passive ownership over the last 30 years has caused the amount of information... View Details
Keywords: Passive Ownership; ETFs; Market Efficiency; Price; Investment Funds; Stocks; Communication
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Sammon, Marco. "Passive Ownership and Price Informativeness." Management Science (forthcoming). (Pre-published online September 17, 2024.)
  • 12 Nov 2015
  • Working Paper Summaries

Catering to Investors Through Product Complexity

Keywords: by Boris Vallee & Claire Célérier; Financial Services; Banking
  • 16 Jul 2024
  • Research & Ideas

Weighing Digital Tradeoffs in Private Equity

strategy. PE funds can offer digital strategies, investment, and talent to their portfolio companies that the individual companies cannot access by themselves.” Why invest in digital technology? The... View Details
Keywords: by Michael Blanding; Financial Services
  • Profile

Sherrese Clarke Suarez

Wall Street banker Sherrese Clarke Suarez (MBA 2004) works with the Council for Urban Professionals to help minority professionals advance in their careers to the C-suite and corporate boards. View Details
Keywords: Investment Management / Hedge Fund; Investment Management / Hedge Fund
  • 01 Dec 2019
  • News

What’s Behind the Explosive Growth of Sustainable Investing?

Image by John Ritter Image by John Ritter An estimated $30 trillion in assets worldwide—including half of all professionally managed assets in Europe—are already evaluated through environmental, social, and governance (ESG) or impact screens, leaving no doubt that... View Details
Keywords: Jen McFarland Flint
  • 02 Jan 2018
  • News

Reconsidering Retirement

economist Burt Malkiel (MBA 1955), former chair of the Yale endowment Charley Ellis (MBA 1963), and former head of IBM’s investment funds Jay Vivian (MBA 1978) to serve on the Rebalance View Details
Keywords: April White; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
  • 21 Jul 2015
  • News

James Rothenberg dies at 69

Keywords: Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
  • 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.
  • 24 Feb 2014
  • News

A Capital Idea for Small Business

Emeritus André Perold, who taught an investment management class and with whom Callaghan did research. Callaghan's subsequent career included portfolio management at Equitable Capital and hedge fund Odyssey... View Details
Keywords: Robert S. Benchley; crowd-funding; online communities; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
  • 01 Mar 2023
  • News

Elevator Pitch: Spread the Wealth

a dual purpose. First, to help companies build loyalty with employees and customers and to introduce individuals to share ownership. In addition to receiving share rewards, Upstreet users can buy shares on the Australian and New York stock exchanges at a competitive... View Details
Keywords: entrepreneurship; stock ownership; customer rewards; employee retention; financial literacy; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
  • 01 Jun 2008
  • News

America the Difficult

States. For sovereign wealth funds eager to deploy capital, the experience of the last two decades of investing in the United States is a cautionary tale. While firms and countries can be tempted to think... View Details
Keywords: Mihir A. Desai; foreign investors; Finance
  • April 2008
  • Case

The Energy Foundation

By: Jane Wei-Skillern and Alison Berkley Wagonfeld
The Energy Foundation, a philanthropic foundation established through a partnership among major donors with a mission to promote clean energy technology, is the largest funder in the U.S. focusing on the energy sector. The $60 million foundation operates through a... View Details
Keywords: Entrepreneurship; Investment Funds; Philanthropy and Charitable Giving; Corporate Social Responsibility and Impact; Networks; Expansion; Energy Industry; Green Technology Industry; United States
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Wei-Skillern, Jane, and Alison Berkley Wagonfeld. "The Energy Foundation." Harvard Business School Case 308-078, April 2008.
  • 03 Dec 2013
  • News

Second Act for Top Wall Street Strategist

Keywords: Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments
  • January 2007 (Revised February 2009)
  • Case

Austin, Blakeley, & Cambridge, LLC

The founding partners of ABC, LLC, one of the leading private equity firms in the world, are trying to understand why some of the other top firms in the business, such as KKR and Apollo, have been tapping the public equity markets for their own funds, and whether they... View Details
Keywords: Private Equity; Public Equity; Investment Funds; Going Public; Financial Services Industry
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El-Hage, Nabil N., and Christopher Laconi. "Austin, Blakeley, & Cambridge, LLC." Harvard Business School Case 207-098, January 2007. (Revised February 2009.)
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