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  • March 1974
  • Article

Generalized Mean-Variance Tradeoffs for Best Perturbation Corrections to Approximate Portfolio Decisions

By: Paul A. Samuelson and Robert C. Merton
Keywords: Investment; Finance
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  • Research Summary

Working Hard and Investing for an Early Retirement

I examine consumption, leisure, and portfolio choices made over the life-cycle using a model allowing for semi-flexible leisure and an endogenously chosen retirement date. Under a Cobb-Douglas utility specification, I present closed-form expressions for optimal... View Details

    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
    • Fast Answer

    Foreign securities investment (portfolio flows)

    Where can I find investments in stocks/bonds by foreigners in a country (portfolio flows)? Use the Treasury International Capital System from the U.S. Treasury Department. Portfolio Equity, Net Inflows are... View Details
    • Fast Answer

    Sustainable investing and ESG resources

    Information Type Recommended Resources Overview & News ImpactAlpha
    News and information covering the sustainable and impact investment markets. Our subscription includes the daily publication, The Brief, as well as their... View Details
    • August 2022 (Revised November 2024)
    • Case

    Boston Impact Initiative: Investing in Local Change

    By: Emily R. McComb, Amy Klopfenstein and Mel Martin
    In fall 2021, Aliana Piñeiro, impact director at Boston Impact Initiative (BII) discovered that an entrepreneur the organization was considering for an investment had failed to disclose pre-existing debt with another lender. Although the business scored highly on BII’s... View Details
    Keywords: Entrepreneurship; Social Entrepreneurship; Finance; Investment; Investment Funds; Investment Portfolio; Relationships; Business and Community Relations; Society; Social Issues; Wealth and Poverty; Wealth; Poverty; Risk Management; Financial Services Industry; North and Central America; United States; Massachusetts; Boston
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    • 15 Oct 2019
    • News

    Advancing China’s Impact Investing Ecosystem

    As a second-year student, Cissy Chen (MBA 2019) worked with Jingsheng Huang, managing executive director of the Harvard Center Shanghai, to organize an impact investing conference in Shanghai. (photo courtesy Harvard Center Shanghai) As a... View Details
    • 2011
    • Working Paper

    The Cost of Capital for Alternative Investments

    By: Jakub W. Jurek and Erik Stafford
    This paper studies the cost of capital for alternative investments. We document that the risk profile of the aggregate hedge fund universe can be accurately matched by a simple index put option writing strategy that offers monthly liquidity and complete transparency... View Details
    Keywords: Cost of Capital; Financial Liquidity; Investment; Investment Return; Mathematical Methods; Risk and Uncertainty
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    • 2010
    • Dissertation

    Accounting Standards and International Portfolio Holdings: Analysis of Cross-border Holdings Following Mandatory Adoption of IFRS

    By: Gwen Yu
    Prior literature shows that investors under-invest in foreign firms due to information asymmetry problems. I posit that differences in local accounting standards are a source of the information asymmetry among investors. Using security-level holdings of international... View Details
    Keywords: Financial Reporting; International Accounting; Standards; Investment Portfolio; Foreign Direct Investment
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    • Web

    Sustainable Investing - Course Catalog

    exits, as well as equity selection and portfolio construction. The course also explores incentives, decision-making, and the crucial problems and opportunities within the industry itself. This course is geared toward students interested... View Details
    • Web

    Alternative Investments Course | HBS Online

    offer. Alternative Investments $1,850 Next 5-week session starts June 11th Enroll Now Take your finance knowledge to the next level by learning how to maximize investment View Details
    • Article

    Do Strong Fences Make Strong Neighbors?

    By: Mihir Desai and Dhammika Dharmapala
    Many features of U.S. tax policy towards multinational firms-including the governing principle of capital export neutrality, the byzantine system of expense allocation, and anti-inversion legislation-reflect the intuition that building "strong fences" around the United... View Details
    Keywords: International Taxation; Initial Public Offerings; Foreign Portfolio Investment; Policy; Taxation; Multinational Firms and Management; Globalized Markets and Industries; Initial Public Offering; Mergers and Acquisitions; Foreign Direct Investment; United States
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    • Web

    Sustainable Investing Course | HBS Online

    Effects of Shareholder Engagement Show Hide Details Concepts Sustainable Investing in Public Markets Divestment: Screening and Portfolio Tilts Engagement and Proxy Voting ESG Integration and Alpha Generation... View Details
    • 07 Dec 2016
    • HBS Case

    Why Millennials Flock to Fintech for Personal Investing

    the responsibility elsewhere so they have more time for their passions, whether that’s their careers, hobbies, or travel. Despite the big differences in operations, the investment strategy Wealthfront pursues is not dissimilar from a... View Details
    Keywords: by Michael Blanding; Financial Services
    • 06 May 2021
    • News

    Expert Panel: Understanding Liquid Private Equity Investment Strategies

    • September 2021 (Revised November 2022)
    • Case

    MAYA Capital

    By: Robert F. White, Carla Larangeira and Pedro Levindo
    MAYA Capital co-founders Lara Lemann and Monica Saggioro raised $41.5 million through a series of closings for their early-stage Latin American venture capital fund. The two women had met for the first time in mid-2016 when Lemann was contemplating scaling her angel... View Details
    Keywords: Early Stage; Portfolio Construction; Fund Management; Investment; Entrepreneurship; Venture Capital; Investment Portfolio; Strategy; Business Startups; Management; Investment Funds; Latin America
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    • Web

    Investment Strategies - Course Catalog

    wealth. The focus of Investment Strategies is financial markets, principally equity markets, taking the perspective of an institutional portfolio manager and considering the efficacy of value investing,... View Details
    • 18 Sep 2000
    • Research & Ideas

    Big Deals: Financing Large-Scale Investments

    Disney, and Iridium, and Boston's Central Artery Project (the "Big Dig") in the public sector, are examples of some recent efforts that went bankrupt or had to be restructured. The managerial challenge is to figure out how to make sure that $150 billion or so... View Details
    Keywords: by Julia Hanna
    • September 2018 (Revised June 2019)
    • Case

    THE VELUX FOUNDATIONS: Selecting Impact Funds

    By: Vikram Gandhi, Caitlin Reimers Brumme and Nathaniel Schwalb
    After much internal debate, THE VELUX FOUNDATIONS of Denmark have decided to allocate a small percentage of their investment portfolio to impact investments. Cambridge Associates, one of the leading investment advisory firms in the world, has been engaged to assist... View Details
    Keywords: Impact Investing; Mission-Related Investing; Foundations; Investment; Venture Capital; Corporate Social Responsibility and Impact; Strategy; Investment Funds; Decision Making; Consulting Industry; Financial Services Industry; Denmark; Europe
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    • 06 Jul 2020
    • Blog Post

    A Letter from the Women in Investing Club

    to also play an active role in addressing them. We are calling on our sponsors and other buy-side firms to evaluate their hiring and retention practices for the investing team, to be thoughtful as they bring on board members and senior... View Details