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  • All HBS Web  (5,750)
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  • Article

The Disintermediation of Financial Markets: Direct Investing in Private Equity

By: Lily Fang, Victoria Ivashina and Josh Lerner
We examine twenty years of direct private equity investments by seven large institutions. These direct investments perform better than public market indices, especially buyout investments and those made in the 1990s. Outperformance by the direct investments, however,... View Details
Keywords: Financial Intermediation; Direct Investment; Co-investment; Private Equity; Entrepreneurship; Financial Markets
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Fang, Lily, Victoria Ivashina, and Josh Lerner. "The Disintermediation of Financial Markets: Direct Investing in Private Equity." Journal of Financial Economics 116, no. 1 (April 2015): 160–178.
  • September 2017 (Revised November 2017)
  • Case

John Rogers and Ariel Investments

By: Steven Rogers and Greg White
The strong, public advocacy of a highly successful African American CEO has the potential to negatively impact his company. The CEO is deciding if he should listen to the advice of others who are urging him to “tone it down”. View Details
Keywords: Advocacy; Diversity; Investment Management; Affirmative Action; Disruption; Cost vs Benefits; Corporate Entrepreneurship; Fairness; Moral Sensibility; Values and Beliefs; Corporate Accountability; Leading Change; Corporate Social Responsibility and Impact; Problems and Challenges; Financial Services Industry; Chicago
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Rogers, Steven, and Greg White. "John Rogers and Ariel Investments." Harvard Business School Case 318-015, September 2017. (Revised November 2017.)
  • December 1994 (Revised December 1995)
  • Case

The JKJ Pension Fund

By: William J. Poorvu and John H. Vogel Jr.
The JKJ pension fund currently has $187 million invested in 14 properties. Sarah Griffin, the portfolio manager for real estate, needs to value each of the properties and recommend which ones should be sold and which ones to hold. She further needs to recommend... View Details
Keywords: Property; Investment Portfolio; Valuation; Investment Funds; Financial Management; Real Estate Industry; Financial Services Industry
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Poorvu, William J., and John H. Vogel Jr. "The JKJ Pension Fund." Harvard Business School Case 395-133, December 1994. (Revised December 1995.)
  • December 2022 (Revised April 2023)
  • Technical Note

Technical Note on ESG and Impact Investing in Real Estate

By: Arthur I Segel, Dwight Angelini, Matt Kelly, Elisha Baker and Miguel Goncalves
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Segel, Arthur I., Dwight Angelini, Matt Kelly, Elisha Baker, and Miguel Goncalves. "Technical Note on ESG and Impact Investing in Real Estate." Harvard Business School Technical Note 223-015, December 2022. (Revised April 2023.)
  • September 2002 (Revised January 2003)
  • Case

Dimensional Fund Advisors, 2002

By: Randolph B. Cohen
Dimensional Fund Advisors (DFA) is an investment management firm that prides itself on basing its investment strategies on sound academic research. Many of the best-known finance research papers of the past two decades (especially those by Eugene Fama and Kenneth... View Details
Keywords: Knowledge Use and Leverage; Research; Success; Investment; Financial Services Industry
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Cohen, Randolph B. "Dimensional Fund Advisors, 2002." Harvard Business School Case 203-026, September 2002. (Revised January 2003.)
  • January 2018
  • Case

John Rogers, Jr.—Ariel Investments Co.

By: Steven Rogers and Greg White
John Rogers Jr., the founder and CEO of Ariel Investments, an enormously successful finance firm with $12 billion of invested capital, is one of the few African Americans in the asset management industry. As one of the high profile leaders in the black business... View Details
Keywords: Advocacy; Diversity; Investment Management; Affirmative Action; Disruption; Cost vs Benefits; Corporate Entrepreneurship; Fairness; Moral Sensibility; Values and Beliefs; Corporate Accountability; Leading Change; Corporate Social Responsibility and Impact; Problems and Challenges; Financial Services Industry; Chicago
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Rogers, Steven, and Greg White. "John Rogers, Jr.—Ariel Investments Co." Harvard Business School Case 318-099, January 2018.
  • 2012
  • Other Unpublished Work

Lost in the Clouds: The Impact of Copyright Scope on Investment in Cloud Computing Ventures

By: Josh Lerner and Greg Rafert
Our analysis seeks to understand the impact of changes in copyright scope on investment in new firms. We begin by analyzing the investment effects of the Cartoon Network, et al. v. Cablevision decision in the U.S. and court rulings in France and Germany on venture... View Details
Keywords: Technological Innovation; Venture Capital; Internet and the Web; Investment; Business Startups; Copyright; France; Germany; United States; European Union
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Lerner, Josh, and Greg Rafert. "Lost in the Clouds: The Impact of Copyright Scope on Investment in Cloud Computing Ventures." 2012.
  • September 2024
  • Article

Investing in the Next Generation: The Long-Run Impacts of a Liquidity Shock

By: Patrick Agte, Arielle Bernhardt, Erica M. Field, Rohini Pande and Natalia Rigol
How do poor entrepreneurs trade off investments in business enterprises versus children's human capital, and how do these choices influence intergenerational socio-economic mobility? To examine this, we exploit experimental variation in household income resulting from... View Details
Keywords: Socio-economic Mobility; Entrepreneurship; Education; Income; Literacy; Poverty
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Agte, Patrick, Arielle Bernhardt, Erica M. Field, Rohini Pande, and Natalia Rigol. "Investing in the Next Generation: The Long-Run Impacts of a Liquidity Shock." American Economic Review 114, no. 9 (September 2024): 2792–2824.
  • March 2018 (Revised March 2018)
  • Case

JPMorgan Chase: Invested in Detroit (A)

By: Joseph L. Bower and Michael Norris
Beginning in 2014, JPMorgan Chase launched Invested in Detroit, a $100 million philanthropic investment in the city over five years. The bank worked with local economic development organizations, workforce development organizations, small businesses, philanthropies,... View Details
Keywords: Local Economic Development; Workforce Development; Philanthropic Investment; Financial Institutions; Corporate Social Responsibility and Impact; Urban Development; Business and Community Relations; Banking Industry; United States; Michigan
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Bower, Joseph L., and Michael Norris. "JPMorgan Chase: Invested in Detroit (A)." Harvard Business School Case 918-406, March 2018. (Revised March 2018.)
  • May 2022
  • Article

Investment as the Opportunity Cost of Dividend Signaling

By: Zach Kaplan and Gerardo Pérez Cavazos
We provide evidence that firms with weak investment opportunities (those whose current earnings justify a greater valuation than firms with strong investment opportunities) signal their permanent earnings level through their dividends. In the cross-section, we show... View Details
Keywords: Dividends; Earnings; Investment Opportunities; Payout Policy; Signaling; Capital Structure; Business Earnings; Investment; Opportunities
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Kaplan, Zach, and Gerardo Pérez Cavazos. "Investment as the Opportunity Cost of Dividend Signaling." Accounting Review 97, no. 3 (May 2022): 279–308.
  • April 2014 (Revised July 2014)
  • Case

Aspada: In Search of the Right Structure for Impact Investing

By: Michael Chu and Rachna Tahilyani
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Chu, Michael, and Rachna Tahilyani. "Aspada: In Search of the Right Structure for Impact Investing." Harvard Business School Case 314-099, April 2014. (Revised July 2014.)
  • June 2023
  • Case

Investing in the Climate Transition at Neuberger Berman

By: George Serafeim and Benjamin Maletta
By mid-2023, Neuberger Berman (NB), an active asset manager, had grown its assets under management to about half a trillion dollars and took pride in its client centricity and innovative spirit. Responding to client demand for investment products that integrated... View Details
Keywords: Carbon Emissions; Sustainability; Decarbonization; Performance; Risk Assessment; Opportunities; Environmental Sustainability; Carbon Footprint; Business Analysis; Investing; Regulation; Asset Management; Investment Strategy; Climate Change; Transition; Analysis; Product Positioning; Strategy; Investment Portfolio; Financial Services Industry; Energy Industry
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Serafeim, George, and Benjamin Maletta. "Investing in the Climate Transition at Neuberger Berman." Harvard Business School Case 123-092, June 2023.
  • Article

Early Stage Investing in Mexico: The Role of Angel Investors and Seed Capital Funds

By: Roberto Charvel
This articles does a review of newly formed seed capital structures, angel investors and their interaction with venture capital funds in Mexico. View Details
Keywords: Entrepreneurial Finance; Emerging Economies; Venture Capital; Entrepreneurship; Financial Services Industry; Latin America; Mexico
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Charvel, Roberto. "Early Stage Investing in Mexico: The Role of Angel Investors and Seed Capital Funds." Venture Equity Latin America 12, no. 15 (September 15, 2013).
  • January 2007
  • Case

Gobi Partners: Raising Fund II

By: G. Felda Hardymon and Ann Leamon
The three founding partners of Gobi Partners, a venture capital fund investing in early start IT and digital media companies in China, are planning to raise a second fund. The first $51.75 million fund is close to being entirely invested and the portfolio companies are... View Details
Keywords: Venture Capital; Private Equity; Investment Funds; Financial Strategy; Business or Company Management; China
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Hardymon, G. Felda, and Ann Leamon. "Gobi Partners: Raising Fund II." Harvard Business School Case 807-093, January 2007.
  • Research Summary

Investment Management

Professor Chacko's research looks into the portfolio choice decisions of individuals and institutions. He is particularly concerned with optimal portfolio choice and consumption decisions in a dynamic framework. His work looks at how economic agents make these... View Details
  • May 1998 (Revised February 2007)
  • Background Note

Measuring Mutual Fund Performance

By: Andre F. Perold and Markus Mullarkey
Examines various approaches to measuring mutual fund performance. The approaches include the use of risk exposure and the Sharpe Ratio, as well as the Morningstar star system for rating mutual funds. Applies the approaches to a variety of mutual funds to demonstrate... View Details
Keywords: Investment Funds; Performance
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Perold, Andre F., and Markus Mullarkey. "Measuring Mutual Fund Performance." Harvard Business School Background Note 298-139, May 1998. (Revised February 2007.)
  • December 2005 (Revised September 2007)
  • Case

Canyon Johnson Urban Fund

By: Felix Oberholzer-Gee and Alexa Arena
Basketball star Earvin "Magic" Johnson and K. Robert Turner, managing partner of Canyon Johnson Urban Fund (CJUF), raised $271.7 million for investments in urban real estate. The fund considered two projects, both located in Hollywood, CA. The first was located on... View Details
Keywords: Investment; Projects; Business and Government Relations; Public Opinion; Urban Development; Real Estate Industry; Los Angeles
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Oberholzer-Gee, Felix, and Alexa Arena. "Canyon Johnson Urban Fund." Harvard Business School Case 706-442, December 2005. (Revised September 2007.)
  • September 2010
  • Teaching Note

Acumen Fund: Measurement in Impact Investing (TN) (A) and (B)

By: Alnoor Ebrahim
Teaching Note for 310011 and 310017. View Details
Keywords: Projects; For-Profit Firms; Networks; Health Care and Treatment; Performance Evaluation; Investment Portfolio; Asset Pricing; Competition; Multinational Firms and Management; Venture Capital; Investment Return; Poverty; Financial Services Industry; Kenya
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Ebrahim, Alnoor. "Acumen Fund: Measurement in Impact Investing (TN) (A) and (B)." Harvard Business School Teaching Note 311-056, September 2010.
  • February 2020 (Revised January 2022)
  • Case

Mission Related Investments at the Ford Foundation (A)

By: Shawn Cole, Michael Norris and T. Robert Zochowski
In 2017, Darren Walker, president of the Ford Foundation, one of the largest philanthropic foundations in the world, was preparing to meet with his board of directors to discuss beginning a mission related investments (MRI) program. Walker hoped to devote $1 billion of... View Details
Keywords: Mission-Related Investing; Philanthropy; Foundation; Endowments; Socially Responsible Investing; Investment; Institutional Investing; Investment Activism; Governance; Corporate Social Responsibility and Impact; Mission and Purpose; Social Enterprise; Philanthropy and Charitable Giving; United States; New York (city, NY)
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Cole, Shawn, Michael Norris, and T. Robert Zochowski. "Mission Related Investments at the Ford Foundation (A)." Harvard Business School Case 220-026, February 2020. (Revised January 2022.)
  • 22 Aug 2007
  • Research & Ideas

The Hedge Fund as Activist

to realize, the investment horizon of hedge funds makes them unsuitable overseers of management. Firms that would benefit from modest changes in operating policy or governance, or for which a reduction in... View Details
Keywords: by Robin Greenwood; Financial Services
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