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  • All HBS Web  (2,962)
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    • News  (892)
    • Research  (1,656)
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  • All HBS Web  (2,962)
    • People  (15)
    • News  (892)
    • Research  (1,656)
    • Events  (3)
    • Multimedia  (10)
  • Faculty Publications  (964)
← Page 8 of 2,962 Results →
  • February 1992 (Revised February 1996)
  • Case

Jupiter Management Co.

The manager of a small company growth fund considers relative merits of investing in a company's convertible debt versus its common. View Details
Keywords: Asset Management; Investment Portfolio
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Moore, Ronald W. "Jupiter Management Co." Harvard Business School Case 292-107, February 1992. (Revised February 1996.)
  • 30 Jan 2017
  • Research & Ideas

Vanguard, Trian And The Problem With 'Passive' Index Funds

investing, especially for smaller investors, and ultimately created greater returns than most professionally managed mutual funds could deliver. That has made index, or passive, View Details
Keywords: by Michael Blanding; Financial Services
  • October 2008
  • Article

The Small World of Investing: Board Connections and Mutual Fund Returns

By: Lauren Cohen, Andrea Frazzini and Christopher J. Malloy
This paper uses social networks to identify information transfer in security markets. We focus on connections between mutual fund managers and corporate board members via shared education networks. We find that portfolio managers place larger bets on firms they are... View Details
Keywords: Financial Markets; Information Management; Social and Collaborative Networks; Announcements; Investment Portfolio; Investment Return; Investment Funds; Asset Pricing; Governing and Advisory Boards
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Cohen, Lauren, Andrea Frazzini, and Christopher J. Malloy. "The Small World of Investing: Board Connections and Mutual Fund Returns." Journal of Political Economy 116, no. 5 (October 2008): 951–979. (Winner of the Barclays Global Investors Award, Best Paper in Asset Pricing, European Finance Association 2007.)
  • June 2007 (Revised January 2008)
  • Case

The Vanguard Group, Inc. in 2006 and Target Retirement Funds

By: Luis M. Viceira
The Vanguard Group is one of the largest asset managers in the U.S., with over $1 trillion in assets, ninety percent of which are mutual fund assets, and more than 12,000 employees at year-end 2006. Vanguard has built a strong reputation as the manager of reference for... View Details
Keywords: Asset Management; Investment Funds; Personal Finance; Brands and Branding; Retirement; Trust; Financial Services Industry; United States
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Viceira, Luis M. "The Vanguard Group, Inc. in 2006 and Target Retirement Funds." Harvard Business School Case 207-129, June 2007. (Revised January 2008.)
  • 01 Dec 1999
  • News

Hawes Family Funds New Classroom Building

success to the support he received from his wife, who typed every paper he wrote. Now the proud grandparents of thirteen, the Haweses are active in the Mormon Church. Last year they created an endowment at Brigham Young University's Marriott School of View Details
  • June 2025
  • Case

TfL Pension Fund and the 2022 Gilt Market Crisis

By: Emil N. Siriwardane, Vincent Dessain, Emer Moloney and Carlota Moniz
On September 27, 2022, Padmesh Shukla, CIO of the Transport for London (TfL) Pension Fund, was keeping a careful eye on the turmoil in the U.K. sovereign bond (or gilt) market. When the new government announced the largest tax cuts the U.K. had seen in half a century,... View Details
Keywords: Financial Crisis; Macroeconomics; Assets; Asset Management; Borrowing and Debt; Corporate Finance; Capital Markets; Equity; Public Equity; Private Equity; Financial Liquidity; Financial Instruments; Debt Securities; Credit Derivatives and Swaps; Bonds; Stocks; Financial Strategy; Interest Rates; Governance; Governing and Advisory Boards; Crisis Management; Resource Allocation; Investment; Financial Services Industry; United Kingdom; England; London; Europe
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Siriwardane, Emil N., Vincent Dessain, Emer Moloney, and Carlota Moniz. "TfL Pension Fund and the 2022 Gilt Market Crisis." Harvard Business School Case 225-098, June 2025.
  • December 2005 (Revised August 2007)
  • Case

NewSchools Venture Fund in 2004: At a Crossroads

By: Stacey M. Childress and Caroline Joan King
Founded as one of the first venture philanthropy organizations in the United States in 1998, NewSchools Venture Fund brought new investors and new ideas to public education reform. By 2004, the organization and its founder were reassessing their model and their role in... View Details
Keywords: Business Model; Education; Social Entrepreneurship; Philanthropy and Charitable Giving; Growth and Development Strategy; Corporate Social Responsibility and Impact; United States
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Childress, Stacey M., and Caroline Joan King. "NewSchools Venture Fund in 2004: At a Crossroads." Harvard Business School Case 806-051, December 2005. (Revised August 2007.)
  • 3 Mar 2003
  • Lecture

What Must Asset Managers and Plan Sponsors Do to Win Back Public Trust?" Panelist. "Corporate Funds Roundtable

By: Lynn S. Paine
Keywords: Management; Trust; Finance
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Paine, Lynn S. What Must Asset Managers and Plan Sponsors Do to Win Back Public Trust?" Panelist. "Corporate Funds Roundtable. Lecture at the Institutional Investor Institute Corporate Funds Roundtable, Washington, DC, March 3, 2003.
  • June 2001 (Revised November 2004)
  • Case

Kingsley Management

By: Richard G. Hamermesh
Includes a brief overview of key challenges facing recent HBS graduates seeking funding for a business, followed by a 22-page excerpt from the Kingsley Management business plan. Describes Matthew Lieb and Chris Jones, two of the partners who developed the business plan... View Details
Keywords: Business Organization; Corporate Entrepreneurship; Business Plan; Opportunities; Investment Return; Organizational Structure
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Hamermesh, Richard G. "Kingsley Management." Harvard Business School Case 801-474, June 2001. (Revised November 2004.)
  • January 2012 (Revised March 2012)
  • Case

Dimensional Fund Advisors (DFA)'s Entry into the Retirement Market

By: Lauren Cohen and Christopher Malloy
This case examines Dimensional Fund Advisors (DFA)'s decision to enter the retirement market with their new "Dimensional Managed DC" product, a complete retirement solution that aimed to provide investors with what they really wanted: the same standard of living in... View Details
Keywords: Retirement; Asset Management
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Cohen, Lauren, and Christopher Malloy. "Dimensional Fund Advisors (DFA)'s Entry into the Retirement Market." Harvard Business School Case 212-068, January 2012. (Revised March 2012.)
  • 01 Jun 2008
  • News

HBS Creates Life Sciences Fellowship Fund

Next fall’s entering MBA Class of 2010 will include up to ten students who have received $20,000 fellowships based on their academic or professional excellence in the field of life sciences. Financial support from the Life Sciences Fellowship View Details
Keywords: Admissions; fellowship; Business Schools & Computer & Management Training; Business Schools & Computer & Management Training; Business Schools & Computer & Management Training; Business Schools & Computer & Management Training
  • 01 Sep 2006
  • News

Innovative Loan Fund Yields Big Returns

Through its use of Harvard’s innovative Green Campus Loan Fund, HBS has cut energy expenditures and provided a model for conservation-minded schools around the University to follow. The loan fund provides capital for projects that reduce... View Details
Keywords: Paul Massari; Business Schools & Computer & Management Training; Business Schools & Computer & Management Training; Business Schools & Computer & Management Training; Business Schools & Computer & Management Training
  • June 2006 (Revised April 2007)
  • Case

Nephila: Innovation in Catastrophe Risk Insurance

By: Kenneth A. Froot and Michael Heinrich
At the cross-section of capital markets and the catastrophe insurance space stands the hedge fund Nephila. Nephila must decide how best to take advantage of the newly presented market opportunities post hurricanes Katrina, Wilma, and Rita. Nephila has a plethora of... View Details
Keywords: Hedge Fund; Investment Management; Uncertainty; Risk and Uncertainty; Natural Disasters; Insurance; Capital Markets; Investment Funds; Financial Services Industry; Insurance Industry; Bermuda
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Froot, Kenneth A., and Michael Heinrich. "Nephila: Innovation in Catastrophe Risk Insurance." Harvard Business School Case 206-130, June 2006. (Revised April 2007.)
  • July 2014
  • Case

Thompson Asset Management

By: William Fruhan and John Banko
Thompson Asset Management (TAM) is a small investment advisory and asset management firm in Jacksonville, Florida, with about $100 million in assets under management in two different funds. Since starting the firm in 2009, the CEO and founder Allison Thompson has had a... View Details
Keywords: Small Business; Asset Management; Expansion; Investment Portfolio; Financial Services Industry; Florida
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Fruhan, William, and John Banko. "Thompson Asset Management." Harvard Business School Brief Case 914-565, July 2014.
  • 01 Dec 2012
  • News

The Key to Innovation: Flexible Funding

for the Dean's Fund provides a bridge between our remarkable past and what we hope will be our extraordinary future. Robert Steven Kaplan (MBA 1983) Professor of Management Practice Senior Associate Dean for... View Details
Keywords: Robert Steven Kaplan
  • 18 Feb 2014
  • News

Satchu Launches Bold New Investment Fund

Keywords: Securities, Commodities, and Other Financial Investments; Finance
  • 2008
  • Working Paper

The Small World of Investing: Board Connections and Mutual Fund Returns

By: Lauren Cohen, Andrea Frazzini and Christopher J. Malloy
This paper uses social networks to identify information transfer in security markets. We focus on connections between mutual fund managers and corporate board members via shared education networks. We find that portfolio managers place larger bets on firms they are... View Details
Keywords: Asset Pricing; Investment Portfolio; Governing and Advisory Boards; Knowledge Sharing; Knowledge Use and Leverage; Social and Collaborative Networks; Financial Services Industry
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Cohen, Lauren, Andrea Frazzini, and Christopher J. Malloy. "The Small World of Investing: Board Connections and Mutual Fund Returns." Harvard Business School Working Paper, No. 08-055, January 2008. (Winner of the Barclays Global Investors Award, Best Paper in Asset Pricing, European Finance Association 2007.)
  • 01 Dec 1998
  • News

Novartis AG Establishes Global Research Fund

Four HBS professors whose international research efforts range from biotechnology in Taiwan to foreign investments in Costa Rica have been named the first Novartis Faculty Fellows. The two-year fellowships, funded by a $2 million gift... View Details
Keywords: Anne Kavanagh
  • February 2019 (Revised March 2019)
  • Case

Banorte and the Capital Call Facility: Infrastructure Finance in Mexico

By: John D. Macomber, Carla Larangeira and Fernanda Miguel
As a result of Mexico´s pension industry deregulation, pension funds were able to invest in energy and infrastructure projects through a variety of financial instruments, particularly through Capital Development Certificates (CKDs), an asset class that served as a... View Details
Keywords: Financial Products; Fund Management; Capital Call Facility; Pension Funds; Infrastructure; Energy; Finance; Decision Making; Investment Funds; Financial Instruments; North America; Mexico
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Macomber, John D., Carla Larangeira, and Fernanda Miguel. "Banorte and the Capital Call Facility: Infrastructure Finance in Mexico." Harvard Business School Case 219-049, February 2019. (Revised March 2019.)
  • 15 Nov 2012
  • Research & Ideas

Funding the Design of Livable Cities

sustainability. “Private investors will need to fund not only real estate development, but also the supporting urban infrastructure systems” In his multiple roles as a member of the HBS faculty teaching courses in Real Estate Development... View Details
Keywords: by Lisa Chase; Construction; Real Estate; Energy; Utilities
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