Publications

November 1992
Background Note

The Mutual Fund Industry 1992

By: Jay O. Light

Keywords: Investment Funds; Supply and Industry; Financial Services Industry

08 Feb 2012
News

New money fund rules could speed consolidation

October 1995
Case

State Street Bank Retirement Fund

By: Richard F. Meyer

Keywords: Retirement; Investment Funds; Banking Industry

October 1981 (Revised January 1994)
Case

Golden Gate Bank Retirement Fund

By: David E. Bell

Keywords: Retirement; Investment Funds; Financial Services Industry; Banking Industry

Web

HBS Fund Council - Alumni

Volunteer HBS Fund Many alumni dedicate their time and energy to securing donations for the HBS Fund, which plays a vital role in sustaining the School’s core priorities and fueling new ideas and initiatives. HBS View Details

September 2006 (Revised April 2008)
Case

The Howland Long-Term Opportunity Fund

By: Andre F. Perold and David S. Scharfstein

Melissa Howland, founder of an investment firm, must choose between two competing investments, which differ in size, maturity, and rate of return. View Details

Keywords: Decision Choices and Conditions; Financial Instruments; Investment Return; Investment Funds; Value

The evolving power relationship between index fund managers and investors focused on management change. Index funds are the major shareholders in many large- and medium-sized public companies, but their passive investment nature offers few checks on... View Details

22 May 2007
News

Set Benchmarks for Funding the Iraq War

2024
Working Paper

Primary Capital Market Transactions and Index Funds

By: Marco Sammon and Chris Murray

We document the effects of mechanical buying by CRSP-index-tracking funds on post-IPO returns and IPO deal structure. Leveraging a difference-in-differences-style design built on a 2017 CRSP rule change, we find that expected index fund demand leads fast track IPOs to... View Details

Keywords: Investment Funds; Initial Public Offering; Investment Return; Price; Market Transactions; Financial Markets

SSRN

Web

Funding Opportunities - Business & Environment

MBA Experience Funding Opportunities 0ms Career and Internship Support While many options exist to address environmental issues through traditional for-profit careers, some students make their marks on the world through other types of... View Details

17 Feb 2011
News

The Fund Industry: How Your Money is Managed

June 2006 (Revised January 2007)
Case

Dana Hall: Funding a Mission (A)

By: F. Warren McFarlan, Herman B. Leonard and Melissa Tritter

Dana Hall is a private all-girls school in New England facing a crisis in its mission. As social norms shift away from single-sex education, the school's enrollment is falling and deficits are becoming the norm. At the same time, the modern vision for girls' education... View Details

Keywords: Crisis Management; Financing and Loans; Nonprofit Organizations; Mission and Purpose; Strategic Planning; Education Industry; England

17 Feb 2003
Research & Ideas

Rating Fund Managers by the Company They Keep

Many tools for rating the performance of mutual funds and their managers rely heavily on past performance. But what about the future? Now comes a system devised by Randolph B. Cohen and Joshua D. Coval of Harvard Business School, and... View Details

Keywords: by Ann Cullen

October 2019
Supplement

Environmental Technologies Fund (ETF Partners)

By: Shawn A. Cole and Vikram S Gandhi

March 2018 (Revised February 2019)
Case

The Fidelity Growth Company Fund

By: Sara L. Fleiss and Samuel G. Hanson

February 1978 (Revised April 1979)
Background Note

Alternative Funds Flow Statement Formats

By: David F. Hawkins

Keywords: Financial Reporting