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  • January 1995
  • Case

Keller Fund's Option Investment Strategies, The

By: W. Carl Kester
A closed-end mutual fund's decision to study option trading provides an opportunity to study the profit profile and pricing of multiple option investment strategies (e.g., buy a call, buy a put, write a call, buy stock-write call, etc.). This case is designed to... View Details
Keywords: Investment Funds; Stock Options; Profit; Price; Strategy; Financial Services Industry
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  • 2015
  • Chapter

Thirty Years of Evolution in the Roles of Institutional Investors in Corporate Governance

By: John C. Coates
This chapter presents evidence that shifts in the composition and roles of institutions have been at least as important, if not more so, than aggregate increases in institutional ownership. Over the past 30 years, institutions have come to play more varied roles in... View Details
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    Emily R. McComb

    Emily McComb is a Senior Lecturer in the Finance Unit at HBS, teaching "Finance 2" in the required curriculum of the MBA program, as well as a co-leader of the HBS Impact Investment Fund in the elective curriculum. Prior to joining the HBS faculty in 2017, Emily was... View Details

    Keywords: financial services; health care
    • October 2020
    • Article

    IQ from IP: Simplifying Search in Portfolio Choice

    By: Huaizhi Chen, Lauren Cohen, Umit Gurun, Dong Lou and Christopher J. Malloy
    Using a novel database that tracks web traffic on the SEC’s EDGAR servers between 2004 and 2015, we show that mutual fund managers gather information on a very particular subset of firms and insiders, and their surveillance is very persistent over time. This tracking... View Details
    Keywords: Tracked Trades; Return Predictability; Institutional Trading; Insider Trading; Institutional Investing; Information; Investment Portfolio; Decisions; Management
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    • Research Summary

    Overview

    Ms. Fedyk's main research interests lie at the intersection of asset pricing and behavioral finance, with a particular focus on information and belief formation. Her job market paper is part of a broader research agenda on the way in which information is incorporated... View Details
    • 16 Sep 2008
    • First Look

    First Look: September 16, 2008

    http://harvardbusinessonline.hbsp.harvard.edu/ b01/en/common/item_detail.jhtml?id=409033   PublicationsTaxing the Bandit Kings Authors:Mihir Desai and Dhammika Dharmapala Publication:Yale Law Journal Pocket Part (forthcoming) Abstract The rise of significant inbound... View Details
    • Research Summary

    Financial reporting quality and its consequences

    Does reporting quality have real economic consequences? Professor Yu addresses this question in her research, which examines the channels through which reporting quality affects the behavior of economic agents, namely managers and investors. Her particular focus is... View Details

    • 10 Apr 2019
    • HBS Case

    How Entrepreneurs Can Turn Lead Into Gold

    Entrepreneurs aren’t short on ideas for exciting new products or companies, but they are often short-sighted when it comes to finding ways to fund and build those projects. “There is a huge amount of discussion about how you come up with... View Details
    Keywords: by Michael Blanding; Financial Services

      Lauren H. Cohen

      Lauren Cohen is the L.E. Simmons Professor in the Finance & Entrepreneurial Management Units at Harvard Business School and a Research Associate at the National Bureau of Economic Research. He is an Editor of the Review of Financial... View Details

      Keywords: asset management; brokerage; financial services; federal government; investment banking industry; state government

        Samuel L. Hayes

        Samuel L. Hayes holds the Jacob H. Schiff Chair in Investment Banking Emeritus, at the Harvard Business School.  He has taught at the School since 1970, prior to which he was a tenured member of the faculty of the Columbia University Graduate School of Business. He... View Details

        • 22 Apr 2002
        • Research & Ideas

        Profits and Prophets: The Role of Values in Investment

        "Profits and Prophets: The Role of Values in Investment," at the Harvard Business School Möbius Leadership Forum on April 12. Hayes holds the Jacob H. Schiff Chair in Investment Banking at Harvard Business School, Emeritus. Domini is president of the Domini... View Details
        Keywords: by Sean Silverthorne
        • 2024
        • Working Paper

        Does the Case for Private Equity Still Hold?

        By: Nori Gerardo Lietz and Philipp Chvanov
        Private Equity (“PE”) received a 10-fold increase in capital flows since the Great Financial Crisis (“GFC”) Investors sought higher nominal returns relative to those they could obtain in the public capital markets. This paper questions the fundamental assumptions... View Details
        Keywords: Private Equity; Investment Return; Investment Portfolio; Financial Markets
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        • 2019
        • Working Paper

        Intelligent Design of Inclusive Growth Strategies

        By: Robert S. Kaplan, George Serafeim and Eduardo Tugendhat
        Improving corporate engagement with society, as advocated in the Business Roundtable’s 2019 statement, should not be viewed as a zero-sum proposition where attention to new stakeholders detracts from delivering shareholder value. Corporate programs for sustainable and... View Details
        Keywords: Inclusion; Sustainability; Performance Measures; Environmental Sustainability; Social Issues; Strategy; Governance; Corporate Social Responsibility and Impact; Business and Stakeholder Relations
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        • May 2011
        • Article

        Extreme Productivity

        By: Robert C. Pozen
        A veteran top executive at two giant mutual fund companies, the author has also been an attorney, a government official, a law school professor, and a business school professor-sometimes simultaneously. Over the years, he has devised a number of principles and... View Details
        Keywords: Managerial Roles; Time Management; Performance Capacity; Performance Effectiveness; Performance Productivity; Personal Development and Career
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        • June 2020 (Revised August 2020)
        • Supplement

        Vanguard Retail Operations (B)

        By: Willy C. Shih and Antonio Moreno
        The first two cases in this series are set in the financial services industry, and explore whether it is better for back-office workers to be generalists who provide the flexibility of being able to handle the complete range of transactions that the company faces or... View Details
        Keywords: Pooling; Generalist Model; Specialist Model; Service Operations; Management; Financial Services Industry; United States
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        • 13 Oct 2010
        • First Look

        First Look: October 13, 2010

          PublicationsBuy-In: Saving Your Good Idea from Getting Shot Down Authors:John P. Kotter and Lorne A. Whitehead Publication:Harvard Business Press, 2010 Abstract You've got a good idea. You know it could make a crucial difference for you, your organization, your... View Details
        Keywords: Sean Silverthorne
        • June 2020 (Revised May 2022)
        • Case

        Vanguard Retail Operations (A)

        By: Willy C. Shih and Antonio Moreno
        The first two cases in this series are set in the financial services industry, and explore whether it is better for back-office workers to be generalists who provide the flexibility of being able to handle the complete range of transactions that the company faces or... View Details
        Keywords: Pooling; Generalist Model; Specialist Model; Operations; Service Operations; Management; Job Design and Levels; Financial Services Industry; United States
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        • 19 Sep 2012
        • Research & Ideas

        Book Excerpt: “The Architecture of Innovation”

        venture investors are not needed. For most of its history, Intel's fund has emphasized making passive investments in a wide variety of companies in selected categories, analogous to a mutual View Details
        Keywords: by Josh Lerner; Financial Services
        • 07 Dec 2015
        • Research & Ideas

        The Rise of Personalized Entrepreneurial Finance and Other VC Trends

        through angel groups, and people gaining access through mutual funds, which ordinarily wouldn’t have invested in entrepreneurial companies but are increasingly doing so. At HBS, we’re spending a lot of time looking at the globalization of... View Details
        Keywords: Re: Josh Lerner; Financial Services; Banking
        • 19 Mar 2006
        • Research & Ideas

        Unlocking Your Investment Capital

        How can the equity swap help alleviate the common mismatch between pension assets and liabilities that companies often carry? A: If the pension fund holds equities, then these assets have a "risk mismatch" with the corresponding... View Details
        Keywords: by Ann Cullen; Financial Services