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  • All HBS Web  (2,840)
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    • News  (814)
    • Research  (1,601)
    • Events  (3)
    • Multimedia  (11)
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  • Web

Donor-Advised Fund - Alumni

income and principal. You can add to your donor-advised fund at any time. Expert Financial Management Harvard Management Company (HMC) manages the investment of Harvard donor-advised funds. HMC has... View Details
  • 2004
  • Working Paper

Judging Fund Managers by the Company They Keep

By: Randolph Cohen, Joshua Coval and Luboš Pástor
We develop a performance evaluation approach in which a fund manager's skill is judged by the extent to which his investment decisions resemble the decisions of managers with distinguished performance records. The proposed performance measures are estimated more... View Details
Keywords: Measurement and Metrics; Performance Evaluation; Investment Funds; Investment
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Cohen, Randolph, Joshua Coval, and Lubo Pástor. "Judging Fund Managers by the Company They Keep." NBER Working Paper Series, No. W9359, January 2004.
  • July 2011 (Revised September 2018)
  • Case

Nashton Partners and Its Search Fund Process

By: Richard S. Ruback and Royce Yudkoff
Nashton Partners was a search fund founded by two HBS MBA's that raised $500,000 to finance a search for a company that they could purchase and then run for the next five to ten years. The case examines the search fund structure, the two-year search, and two potential... View Details
Keywords: Acquisition; Capital Structure; Financing and Loans; Investment Funds; Partners and Partnerships
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Ruback, Richard S., and Royce Yudkoff. "Nashton Partners and Its Search Fund Process." Harvard Business School Case 212-006, July 2011. (Revised September 2018.)
  • July 2003 (Revised January 2004)
  • Case

Carol Brewer's Investments

By: Richard S. Ruback and Julia Stevens
Following her husband's death in 1994, Carol Brewer took over the management of her family's investments. This case describes the decisions Brewer made during this process, including her choice to seek active account management, her selection of an investment firm, and... View Details
Keywords: Investment Funds; Investment Portfolio; Retirement; Decision Choices and Conditions; Financial Management; Personal Finance; Investment Banking; Investment Return
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Ruback, Richard S., and Julia Stevens. "Carol Brewer's Investments." Harvard Business School Case 204-017, July 2003. (Revised January 2004.)
  • 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, funds wildly popular: For the... View Details
Keywords: by Michael Blanding; Financial Services
  • 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
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McFarlan, F. Warren, Herman B. Leonard, and Melissa Tritter. "Dana Hall: Funding a Mission (A)." Harvard Business School Case 306-090, June 2006. (Revised January 2007.)
  • 01 Sep 2010
  • News

Finnegan Heads HBS Fund

Finnegan Paul Finnegan (MBA ’82) recently assumed the role of HBS Fund Chair, the School’s chief fundraising volunteer. “When you look at the major problems society faces — financial reform, global health, education in-equity, the... View Details
  • February 1997 (Revised March 1998)
  • Case

Smith Breeden Associates: The Equity Plus Fund (A)

By: Robert C. Merton and Alberto Moel
In early 1997, Smith Breeden Associates, a money management and consulting firm, was pondering the future of the Equity Plus Fund. The Equity Plus Fund was an S&P enhanced-index fund that tried to outperform the S&P Index by replicating the index using low-cost... View Details
Keywords: Assets; Cash; Financial Markets; Financial Strategy; Mortgages; Investment Funds; Investment Portfolio; Marketing; Performance; Consulting Industry
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Merton, Robert C., and Alberto Moel. "Smith Breeden Associates: The Equity Plus Fund (A)." Harvard Business School Case 297-089, February 1997. (Revised March 1998.)

    ‘Passive’ Index Fund Leaders Push for Shareholder Reforms

    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
    • Research Summary

    Working on third edition of textbook on the fund industry

    The book explains how mutual funds and other collective investment vehicles are organized, how they manage your money,  and how they are marketed to investors.  It also addresses the internationalization of funds in terms of global investing and global... View Details

    • 2015
    • Case

    Advanced Leadership Pathways: Howard Fischer, Eric Jacobsen, and Gratitude Railroad's Impact Investing

    By: Rosabeth M. Kanter and Daniel Lennox-Choate
    In 2013, Howard Fischer (hedge fund founder) and Eric Jacobsen (serial entrepreneur and private equity investor) established Gratitude Railroad as a community of impact investors in nine different "tracks." Each track represented a different concept for using... View Details
    Keywords: Impact Investing; Environmental And Social Sustainability; Social Change; Sustainable Business And Innovation; Investment; Social Issues; Environmental Sustainability; Venture Capital; Business Startups; Entrepreneurship; Leadership; United States
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    Kanter, Rosabeth M., and Daniel Lennox-Choate. "Advanced Leadership Pathways: Howard Fischer, Eric Jacobsen, and Gratitude Railroad's Impact Investing." Harvard Business Publishing Case 316-047, 2015.
    • August 2008 (Revised May 2009)
    • Case

    Kmart and ESL Investments (A)

    By: Stuart C. Gilson and Sarah Abbott
    A major bankrupt retailer is poised to emerge from Chapter 11. Two activist hedge funds ("vulture investors") will own over 50% of reorganized Kmart's common stock, based on prior investments in Kmart's debt claims, and an infusion of new equity financing. The Chapter... View Details
    Keywords: Restructuring; Capital Structure; Insolvency and Bankruptcy; Investment; Investment Activism; Valuation; Financial Services Industry; Retail Industry; United States
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    Gilson, Stuart C., and Sarah Abbott. "Kmart and ESL Investments (A)." Harvard Business School Case 209-044, August 2008. (Revised May 2009.)
    • 19 Mar 2006
    • Research & Ideas

    Unlocking Your Investment Capital

    Many companies can double or even triple their capacity to invest in strategic assets and competencies by properly managing their "risk balance sheet," argues Harvard Business School professor Robert C. Merton. In a provocative... View Details
    Keywords: by Ann Cullen; Financial Services
    • 07 Nov 2011
    • Working Paper Summaries

    Investment Cycles and Startup Innovation

    Keywords: by Ramana Nanda & Matthew Rhodes-Kropf
    • June 2011 (Revised September 2011)
    • Case

    Two Key Decisions for China's Sovereign Fund

    By: Robert C. Pozen and Xiaoyu Gu
    The China Investment Corporation (CIC) was China's sovereign wealth fund (SWF), established with $200 billion of registered capital in September 2007 to diversify China's foreign exchange holdings and increase risk-adjusted returns on those assets. CIC was unusual in... View Details
    Keywords: Business Subsidiaries; Business Growth and Maturation; Decisions; Capital; Investment Banking; Investment Funds; Corporate Social Responsibility and Impact; Ownership; Business and Shareholder Relations; Risk and Uncertainty; Wealth; Expansion; Financial Services Industry; China; United States
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    Pozen, Robert C., and Xiaoyu Gu. "Two Key Decisions for China's Sovereign Fund." Harvard Business School Case 311-137, June 2011. (Revised September 2011.)
    • July 2008 (Revised August 2008)
    • Supplement

    Fidelity Investments' Charitable Gift Fund (B)

    By: Robert C. Pozen
    The (B) case informs students of Fidelity's decision about pursuing a business process patent for its charitable gift fund and describes subsequent litigation and lawsuits filed by other companies over business process patent issues. View Details
    Keywords: Investment Funds; Patents; Lawsuits and Litigation; Business Processes
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    Pozen, Robert C. "Fidelity Investments' Charitable Gift Fund (B)." Harvard Business School Supplement 309-003, July 2008. (Revised August 2008.)
    • March 2016 (Revised November 2020)
    • Case

    Tableau

    By: Boris Vallee
    Matrix Capital Management, a long-short equity hedge fund based in Waltham, Massachusetts, is assessing its investment in Tableau, a data visualization company. Tableau, which conducted an IPO a few years ago, has been experiencing substantial growth as it aims at... View Details
    Keywords: Hedge Fund; Long-short Equity; Growth Investing; Growth and Development Strategy; Investment; Valuation; Technology; Technology Industry; Waltham
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    Vallee, Boris. "Tableau." Harvard Business School Case 216-045, March 2016. (Revised November 2020.)
    • July 2003 (Revised December 2003)
    • Case

    Investment Policy at New England Healthcare

    By: Jay O. Light, Luis M. Viceira and Akiko M. Mitsui
    The Investment Committee of New England Healthcare must decide how to invest three long-term investment pools: a long-term, endowment-type fund and two pension plans. In particular, the committee is evaluating whether the two pension funds--one is a "final salary"... View Details
    Keywords: Decisions; Asset Management; Investment; Investment Portfolio; Policy; Taxation; Health Industry; England
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    Light, Jay O., Luis M. Viceira, and Akiko M. Mitsui. "Investment Policy at New England Healthcare." Harvard Business School Case 204-018, July 2003. (Revised December 2003.)
    • 2024
    • Working Paper

    Private Equity Fund Valuation Management during Fundraising

    By: Brian K. Baik
    I investigate whether and how private equity fund managers (GPs) inflate their interim fund valuations (net asset values or NAVs) during fundraising periods. Specifically, I study the extent to which the GPs inflate NAVs by managing valuation assumptions (e.g.,... View Details
    Keywords: Private Equity; Institutional Investors; Valuation Multiples; Earnings Management; Private Firms; Valuation; Investment Funds
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    Baik, Brian K. "Private Equity Fund Valuation Management during Fundraising." Harvard Business School Working Paper, No. 23-013, August 2022. (Revised May 2024.)
    • 16 Jun 2015
    • News

    Huge growth in China’s money funds poses risk

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