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  • All HBS Web  (5,474)
    • People  (26)
    • News  (1,543)
    • Research  (2,813)
    • Events  (16)
    • Multimedia  (34)
  • Faculty Publications  (1,640)
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    Long-run Returns to Impact Investing in Emerging Markets and Developing Economies

    There is growing interest in impact investing, the idea of deploying capital to obtain both financial and social or environmental returns. Examination of every equity investment made by the International Finance Corporation, one of the largest and... View Details
    • Web

    Field Course: Investing for Impact - Course Catalog

    LEAF and the BostonXChange. See here for more information, including about the HBS Impact Investment Fund and videos of some of our existing portfolio companies. Please read... View Details
    • Article

    The Impact of Corporate Social Responsibility on Investment Recommendations

    By: Ioannis Ioannou and George Serafeim
    Using a large sample of publicly traded U.S. firms over 16 years, we investigate the impact of corporate socially responsible (CSR) strategies on security analysts' recommendations. Socially responsible firms received more favorable recommendations in recent years... View Details
    Keywords: Public Ownership; Corporate Social Responsibility and Impact; Strategy; Experience and Expertise; Value Creation; Public Equity; Markets; Investment; Perception; United States
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    Ioannou, Ioannis, and George Serafeim. "The Impact of Corporate Social Responsibility on Investment Recommendations." Academy of Management Annual Meeting Proceedings (2010).
    • 2018
    • Working Paper

    The Impact of Pensions and Insurance on Global Yield Curves

    By: Robin Greenwood and Annette Vissing-Jorgensen
    We document a strong effect of pension and insurance company (P&I) assets on the long end of the yield curve. Using data from 26 countries, the yield spread between 30-year and 10-year government bond yields is negatively related to the ratio of pension assets (in... View Details
    Keywords: Pension Funds; Investment Funds; Insurance; Assets; Interest Rates; Bonds
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    Greenwood, Robin, and Annette Vissing-Jorgensen. "The Impact of Pensions and Insurance on Global Yield Curves." Harvard Business School Working Paper, No. 18-109, June 2018. (Revised December 2018.)
    • February 2022
    • Teaching Note

    Altoona State Investment Board & Bain Capital Fund XI

    By: Josh Lerner
    Teaching Note for HBS Case No. 218-022. View Details
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    Lerner, Josh. "Altoona State Investment Board & Bain Capital Fund XI." Harvard Business School Teaching Note 222-059, February 2022.
    • 26 Feb 2020
    • News

    Think Twice Before You Invest in a Private-Equity Fund

    • June 2019
    • Teaching Plan

    Goldman Sachs: Making an Imprint in Impact Investing

    By: Vikram S. Gandhi and Aldo Sesia
    Teaching Note for HBS No. 218-069. View Details
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    Gandhi, Vikram S., and Aldo Sesia. "Goldman Sachs: Making an Imprint in Impact Investing." Harvard Business School Teaching Plan 219-007, June 2019.

      Measuring Impact, Report of the Impact Measurement Working Group, Social Impact Investing Task Force established by the G8

      View Details

      • 2020
      • Working Paper

      Accounting for Product Impact in the Consumer Finance Industry

      By: George Serafeim and Katie Trinh
      We apply the product impact measurement framework of the Impact-Weighted Accounts Initiative (IWAI) in two competitor credit card providers within the consumer finance industry. We design a monetization methodology that allows us to calculate monetary impact estimates... View Details
      Keywords: Product Innovation; Impact; Impact Investing; Impact Measurement; ESG; ESG (Environmental, Social, Governance) Performance; ESG Ratings; Social Corporate Responsibility; Corporate Social Responsibility; Social Impact; Consumer Finance; Financial Services; Financial Inclusion; Product; Product Design; Product Positioning; Society; Corporate Social Responsibility and Impact; Personal Finance; Credit Cards; Financial Services Industry
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      Serafeim, George, and Katie Trinh. "Accounting for Product Impact in the Consumer Finance Industry." Harvard Business School Working Paper, No. 21-061, November 2020. (Revised December 2020.)
      • Article

      The Impact of Recombining Commercial and Investment Banking

      By: Samuel L. Hayes III
      Keywords: Investment; Banks and Banking; Commercial Banking
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      Hayes, Samuel L., III. "The Impact of Recombining Commercial and Investment Banking." Brooklyn Law Review 70, no. 1 (Fall 2004): 39–51.
      • December 1996
      • Case

      Common Fund Hedge Fund Portfolio, The

      By: Andre F. Perold and William T. Spitz
      The Common Fund, a nonprofit consortium of educational institutions, is deciding whether to create a fund of hedge funds for its members, and if it does, which hedge fund managers to select. View Details
      Keywords: Measurement and Metrics; Investment Funds
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      Perold, Andre F., and William T. Spitz. "Common Fund Hedge Fund Portfolio, The." Harvard Business School Case 297-014, December 1996.
      • 16 Jul 2020
      • News

      Q&A: Harvard impact investing expert on proposed ESG rule

      • June 2025
      • Teaching Plan

      SWEN Blue Ocean: Impact Investing Goes to Sea

      By: Vikram S Gandhi and David Allen
      Teaching Plan for HBS Case No. 325-013 View Details
      Keywords: Communication Technology; Green Technology; Finance; Venture Capital; Private Equity; Investment; Investment Funds; Science-Based Business; Financial Services Industry; France; Paris; Italy
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      Gandhi, Vikram S., and David Allen. "SWEN Blue Ocean: Impact Investing Goes to Sea." Harvard Business School Teaching Plan 325-063, June 2025.
      • December 12, 2018
      • Article

      Impact Investing Could Accelerate the Fight Against Cancer

      By: Richard G. Hamermesh and Kathryn E. Giusti
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      Hamermesh, Richard G., and Kathryn E. Giusti. "Impact Investing Could Accelerate the Fight Against Cancer." Harvard Business Review (website) (December 12, 2018).
      • July 2023
      • Article

      Impacts of Electricity Quality Improvements: Experimental Evidence on Infrastructure Investments

      By: Robyn C. Meeks, Arstan Omuraliev, Ruslan Isaev and Zhenxuan Wang
      Hundreds of millions of households depend on electricity grid connections providing low quality and unreliable services. Understanding the impacts of and consumer response to electricity quality improvements is important for development and the environment. We... View Details
      Keywords: Infrastructure; Energy; Quality; Kyrgyzstan
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      Meeks, Robyn C., Arstan Omuraliev, Ruslan Isaev, and Zhenxuan Wang. "Impacts of Electricity Quality Improvements: Experimental Evidence on Infrastructure Investments." Art. 102838. Journal of Environmental Economics and Management 120 (July 2023).
      • October 2007 (Revised July 2013)
      • Case

      Vertex Pharmaceuticals and the Cystic Fibrosis Foundation: Venture Philanthropy Funding for Biotech

      By: Robert F. Higgins, Sophie LaMontagne and Brent Kazan
      In 2001, Vertex Pharmaceuticals Incorporated acquired the San Diego-based biotech company, Aurora Biosciences. The combination of Vertex's and Aurora's technologies would improve the flow of novel drug candidates into development. However, several questions related to... View Details
      Keywords: Philanthropy; Philanthropy Funding; Innovation; Funding Model; Venture Capital; Partners and Partnerships; Financing and Loans; Investment Funds; Acquisition; Philanthropy and Charitable Giving; Biotechnology Industry; Pharmaceutical Industry; San Diego
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      Higgins, Robert F., Sophie LaMontagne, and Brent Kazan. "Vertex Pharmaceuticals and the Cystic Fibrosis Foundation: Venture Philanthropy Funding for Biotech." Harvard Business School Case 808-005, October 2007. (Revised July 2013.)
      • 02 Mar 2023
      • Video

      Perspectives from Capital Creators: Driving Change and Impact in the Funding Ecosystem

      • November 2010 (Revised May 2012)
      • Case

      Innovating into Active ETFs: Factor Funds Capital Management LLC

      By: Kenneth A. Froot, Lauren Cohen and Scott Waggoner
      Kishore Karunakaran, President and COO of FFCM, faces a variety of challenges in launching an innovative investment management business in the rapidly evolving ETF space. View Details
      Keywords: Investment Management; Institutional Investments; Entrepreneurial Finance; Financial Management; Innovation Strategy; Corporate Entrepreneurship; Capital Markets; Investment Funds; Financial Strategy; Management Teams; Financial Services Industry; Boston
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      Froot, Kenneth A., Lauren Cohen, and Scott Waggoner. "Innovating into Active ETFs: Factor Funds Capital Management LLC." Harvard Business School Case 211-031, November 2010. (Revised May 2012.)
      • 2021
      • Working Paper

      Accounting for Product Impact in the Consumer-Packaged Foods Industry

      By: Amanda Rischbieth, George Serafeim and Katie Trinh
      We apply the product impact measurement framework of the Impact-Weighted Accounts Initiative (IWAI) in two competitor companies within the consumer-packaged goods industry. We design a methodology that allows us to calculate monetary impact estimates on customer... View Details
      Keywords: Product Innovation; Impact; Impact Investing; Impact Measurement; ESG; ESG (Environmental, Social, Governance) Performance; ESG Ratings; Social Corporate Responsibility; Corporate Social Responsibility; Social Impact; Nutrition Database; Nutritional Information; CPG; Consumer Packaged Goods; IWAI; Product Design; Product Positioning; Society; Environmental Sustainability; Corporate Social Responsibility and Impact; Nutrition; Product; Safety; Consumer Products Industry
      Citation
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      Rischbieth, Amanda, George Serafeim, and Katie Trinh. "Accounting for Product Impact in the Consumer-Packaged Foods Industry." Harvard Business School Working Paper, No. 21-051, October 2020. (Revised October 2021.)
      • 2012
      • Article

      Mutual Fund Trading Pressure: Firm-Level Stock Price Impact and Timing of SEOs

      By: Mozaffar N. Khan, Leonid Kogan and George Serafeim
      In tests of the equity market timing theory of external finance, the prior literature has used overvaluation identifiers such as high market-to-book and high prior returns that are likely correlated with other determinants of SEOs. We use price pressure resulting from... View Details
      Keywords: Equity; Market Transactions; Valuation; Capital Structure; Market Timing; Mathematical Methods; Acquisition
      Citation
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      Khan, Mozaffar N., Leonid Kogan, and George Serafeim. "Mutual Fund Trading Pressure: Firm-Level Stock Price Impact and Timing of SEOs." Journal of Finance 67, no. 4 (August 2012): 1371–1395.
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