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  • All HBS Web  (2,644)
    • People  (3)
    • News  (491)
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  • February 1994 (Revised July 2008)
  • Case

Banc One Corporation: Asset and Liability Management

By: Benjamin C. Esty, Peter Tufano and Jon Headley
Banc One's share price has been falling recently due to analyst and investor concern over the bank's heavy use of interest rate derivatives. Dick Lodge, chief investment officer in charge of the bank's investment and derivative portfolio, must recommend to the CEO a... View Details
Keywords: Credit Derivatives and Swaps; Financial Management; Interest Rates; Investment Portfolio; Governance Controls; Risk Management; Banking Industry
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Esty, Benjamin C., Peter Tufano, and Jon Headley. "Banc One Corporation: Asset and Liability Management." Harvard Business School Case 294-079, February 1994. (Revised July 2008.)
  • November 2018
  • Case

Komatsu Komtrax: Asset Tracking Meets Demand Forecasting

By: Willy Shih, Paul Hong and YoungWon Park
Komatsu's Komtrax system started as a way of remotely monitoring and tracking equipment for the purpose of improving operational efficiency. This case follows its evolution towards other uses including demand forecasting for its sales, marketing, and production... View Details
Keywords: Big Data; Manufacturing; Manufacturing Industry; Data Strategy; Internet Of Things; Construction; Production; Analytics and Data Science; Strategy; Performance Efficiency; Forecasting and Prediction; Industrial Products Industry; Construction Industry; Japan
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Shih, Willy, Paul Hong, and YoungWon Park. "Komatsu Komtrax: Asset Tracking Meets Demand Forecasting." Harvard Business School Case 619-022, November 2018.
  • September 1998
  • Article

New International Accounting Standard: Impairment of Assets

By: David F. Hawkins
Keywords: Accounting; Standards
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Hawkins, David F. "New International Accounting Standard: Impairment of Assets." Accounting Bulletin, no. 70 (September 1998).
  • December 2018 (Revised March 2020)
  • Teaching Note

Asset Allocation at the Cook County Pension Fund

By: Emil Nuwan Siriwardane
Teaching Note for HBS No. 218-030. View Details
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Siriwardane, Emil Nuwan. "Asset Allocation at the Cook County Pension Fund." Harvard Business School Teaching Note 219-074, December 2018. (Revised March 2020.)
  • 2007
  • Book

Managing Network Resources: Alliances, Affiliations, and Other Relational Assets

By: Ranjay Gulati
Keywords: Management; Networks; Alliances; Relationships; Assets
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Gulati, Ranjay. Managing Network Resources: Alliances, Affiliations, and Other Relational Assets. Oxford University Press, 2007.
  • 2022
  • Working Paper

On the Estimation of Demand-Based Asset Pricing Models

By: Philippe van der Beck
A growing literature uses portfolio holdings data to quantify the impact of investor demand on equilibrium prices via counterfactual experiments. The key parameter in relating demand and equilibrium prices is investors’ elasticity of demand with respect to the price.... View Details
Keywords: Price; Investment Portfolio; Institutional Investing; Financial Instruments
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van der Beck, Philippe. "On the Estimation of Demand-Based Asset Pricing Models." Swiss Finance Institute Research Paper Series, No. 22-67, May 2022.
  • July 2014
  • Supplement

Thompson Asset Management, Spreadsheet for Instructors (Brief Case)

By: William Fruhan and John Banko
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Fruhan, William, and John Banko. "Thompson Asset Management, Spreadsheet for Instructors (Brief Case)." Harvard Business School Spreadsheet Supplement 914-568, July 2014.
  • 2005
  • Book

Building Assets Building Credit: Creating Wealth in Low-Income Communities

By: Nicolas P. Retsinas and Eric S. Belsky
Keywords: Assets; Credit; Wealth; Poverty
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Retsinas, Nicolas P. and Eric S. Belsky, eds. Building Assets Building Credit: Creating Wealth in Low-Income Communities. Brookings Institution Press, 2005.
  • August 2008 (Revised June 2012)
  • Case

Martingale Asset Management LP in 2008, 130/30 Funds, and a Low-Volatility Strategy

By: Luis M. Viceira and Helen Tung
In early July of 2008, William (Bill) Jacques, Chief Investment Officer at Martingale Asset Management, a quantitative value-oriented investment manager in Boston, Massachusetts, was busy preparing for an upcoming meeting with the group that made new product decisions... View Details
Keywords: Volatility; Asset Management; Stocks; Financial Strategy; Investment Funds; Product Development
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Viceira, Luis M., and Helen Tung. "Martingale Asset Management LP in 2008, 130/30 Funds, and a Low-Volatility Strategy." Harvard Business School Case 209-047, August 2008. (Revised June 2012.)
  • April 14, 2000
  • Article

New Standard Proposed: Retirement of Long Lived Asset Obligations

By: David F. Hawkins
Keywords: Assets
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Hawkins, David F. "New Standard Proposed: Retirement of Long Lived Asset Obligations." Accounting Bulletin, no. 85 (April 14, 2000).
  • March 1980 (Revised October 1980)
  • Background Note

Financial Leverage, the Capital Asset Pricing Model and the Cost of Equity Capital

Demonstrates how the capital asset pricing model can be used to estimate the impact of financial leverage on the cost of equity capital. The levering and unlevering of betas are illustrated. Also presents a methodology for decomposing the cost of equity into its three... View Details
Keywords: Cost of Capital; Asset Pricing; Investment
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Mullins, David W., Jr. "Financial Leverage, the Capital Asset Pricing Model and the Cost of Equity Capital." Harvard Business School Background Note 280-100, March 1980. (Revised October 1980.)
  • August 1996 (Revised October 1996)
  • Case

Howard, Shea & Chan Asset Management (D): Sales Presentation

By: Benson P. Shapiro
Provides the context and hard copy material to accompany a video sales presentation. Participants are asked to develop criteria for evaluating a sales presentation and then to apply the criteria to the video presentation. View Details
Keywords: Sales; Presentations; Performance Evaluation
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Shapiro, Benson P. "Howard, Shea & Chan Asset Management (D): Sales Presentation." Harvard Business School Case 597-024, August 1996. (Revised October 1996.)
  • 11 Dec 2014
  • News

Private Equity Vies for $10 Billion in Cement Assets

  • File

Internet Appendix for Asset Price Dynamics with Limited Attention

  • October 2004
  • Article

Strategic Asset Allocation in a Continuous-time VAR Model

By: John Y. Campbell, George Chacko, Jorge Rodriguez and Luis M. Viceira
Keywords: Assets; Resource Allocation; Strategy
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Campbell, John Y., George Chacko, Jorge Rodriguez, and Luis M. Viceira. "Strategic Asset Allocation in a Continuous-time VAR Model." Journal of Economic Dynamics & Control 28, no. 11 (October 2004): 2195–2214.
  • October 2021
  • Article

Can European Electric Utilities Manage Asset Impairments Arising from Net Zero Targets?

By: Conor Hickey, John O'Brien, Ben Caldecott, Celine McInerney and Brian O' Gallachoir
This paper develops a framework to assess the ability of electric utilities to sustain the forced impairment of carbon emitting power plants and applies it to the European market. We present a new method to measure asset impairment, for both the company and the... View Details
Keywords: Carbon Emissions; Environmental Regulation; Transition; Utilities Industry; Europe
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Hickey, Conor, John O'Brien, Ben Caldecott, Celine McInerney, and Brian O' Gallachoir. "Can European Electric Utilities Manage Asset Impairments Arising from Net Zero Targets?" Art. 102075. Journal of Corporate Finance 70 (October 2021).
  • February 2015 (Revised September 2017)
  • Supplement

Omar Selim: Building a Values-Based Asset Management Firm (B)

By: George Serafeim, Rebecca Henderson and Shannon Gombos
The case describes the decision of Omar Selim to set up Arabesque as an independent organization and how he organized Arabesque to use both financial and environmental, social and governance (ESG) data in order to deliver performance for its clients. View Details
Keywords: Social Entrepreneurship; Investing; Investment Management; ESG; Sustainability; Investment Banking; Leadership; Leadership & Corporate Accountability; Leadership Style; Business Model; Asset Management; Business Startups; Social Enterprise
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Serafeim, George, Rebecca Henderson, and Shannon Gombos. "Omar Selim: Building a Values-Based Asset Management Firm (B)." Harvard Business School Supplement 115-035, February 2015. (Revised September 2017.)
  • 1990
  • Article

Managing Your Boss: People are Your Most Important Asset

By: John J. Gabarro
Keywords: Management; Employees; Assets
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Gabarro, John J. "Managing Your Boss: People are Your Most Important Asset." Harvard Business Review 68 (1990). (Special Issue.)
  • March 2008
  • Article

Are Accruals Mispriced? Evidence from Tests of an Intertemporal Capital Asset Pricing Model

By: Mozaffar N. Khan
This paper proposes a risk-based explanation for the accrual anomaly. Risk is measured using a four-factor model motivated by the Intertemporal Capital Asset Pricing Model. Tests of the model suggest that a considerable portion of the cross-sectional variation in... View Details
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Khan, Mozaffar N. "Are Accruals Mispriced? Evidence from Tests of an Intertemporal Capital Asset Pricing Model." Journal of Accounting & Economics 45, no. 1 (March 2008): 55–77.
  • 10 Jan 2019
  • News

Jeff Vinik to Relaunch Vinik Asset Management Hedge Fund

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