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- All HBS Web
(501)
- News (201)
- Research (174)
- Events (1)
- Multimedia (3)
- Faculty Publications (127)
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- January 2016
- Case
Models of Endowment Management: King's College, Cambridge
By: David Chambers, Elroy Dimson, Luis M. Viceira and Elena Corsi
One of the University of Cambridge's Colleges evaluates different asset management options for their endowment fund. View Details
Chambers, David, Elroy Dimson, Luis M. Viceira, and Elena Corsi. "Models of Endowment Management: King's College, Cambridge." Harvard Business School Case 216-023, January 2016.
- 01 Dec 2011
- News
Harvard Endowment Grows to $32 Billion
The Harvard endowment grew by 21.4 percent to $32 billion for the fiscal year ended June 30, up $4.4 billion from the year before, according to the annual report by Harvard Management Company. Every asset class advanced, led by a 34.6... View Details
Keywords: Endowment
- June 2016 (Revised February 2017)
- Case
The Role of Real Estate in Endowment Portfolios: The Case of Christ Church, Oxford
By: David Chambers, Elroy Dimson, Arthur I Segel and Eva Steiner
The case centers on Christ Church's Treasurer, James Lawrie, who is contemplating his options for investing a portion of the College's endowment in real estate. Approximately 1/3 of the total $690 million endowment was allocated towards real estate, much higher than... View Details
Keywords: Real Estate; Endowment Management; Endowments; United Kingdom; Oxford; Portfolio Allocation; Higher Education; Investment Portfolio; Property; Corporate Finance; Financial Services Industry; United Kingdom
Chambers, David, Elroy Dimson, Arthur I Segel, and Eva Steiner. "The Role of Real Estate in Endowment Portfolios: The Case of Christ Church, Oxford." Harvard Business School Case 216-086, June 2016. (Revised February 2017.)
- June 2021
- Case
Modern Endowment Management: Paula Volent and the Bowdoin Endowment
By: Luis M. Viceira, Emily R. McComb and Dean Xu
This case examines modern endowment investment management through the lens of a leadership transition between Chief Investment Officers (CIOs). In March 2021, Paula Volent is about to step down as the CIO of the endowment of Bowdoin College after twenty-one years, and... View Details
Keywords: Investment Portfolio; Investment Banking; Growth Management; Investment Return; Capital Markets; Interest Rates; Competition; Cost Management; Risk Management; Financial Liquidity; Performance Evaluation
Viceira, Luis M., Emily R. McComb, and Dean Xu. "Modern Endowment Management: Paula Volent and the Bowdoin Endowment." Harvard Business School Case 221-101, June 2021.
- August 2016
- Teaching Note
The Role of Real Estate in Endowment Portfolios: The Case of Christ Church College
By: Arthur I. Segel and Alexander W. Schultz
The case centers on Christ Church’s Treasurer, James Lawrie, who is contemplating his options for investing a portion of the College’s endowment in real estate. Approximately 1/3 of the total $690 million endowment was allocated towards real estate, much higher than... View Details
- October 2020 (Revised February 2024)
- Case
Divesting Harvard's Endowment
By: Daniel Green, Luis M. Viceira and Holly Fetter
By early 2020 Harvard University was facing growing pressure from students, faculty, and alumni to divest its $40 billion endowment of financial stakes in fossil fuel producers. Its previous policy of avoiding the issue was quickly becoming outdated—$21 trillion of... View Details
Keywords: Divestment; Harvard University; ESG; Higher Education; Investment Portfolio; Environmental Sustainability; Strategy; Corporate Social Responsibility and Impact
Green, Daniel, Luis M. Viceira, and Holly Fetter. "Divesting Harvard's Endowment." Harvard Business School Case 221-009, October 2020. (Revised February 2024.)
- December 2006 (Revised December 2007)
- Case
The Vanderbilt University Endowment (2006)
By: Andre F. Perold and William T. Spitz
As with many modern-day large pools of capital, the Vanderbilt University endowment is significantly invested in alternative assets such as hedge funds, private equity, real estate, and natural resources. The endowment's investment committee chair is attempting to... View Details
Keywords: Higher Education; Asset Management; Financial Management; Financial Strategy; Investment Portfolio; Risk Management
Perold, Andre F., and William T. Spitz. "The Vanderbilt University Endowment (2006)." Harvard Business School Case 207-062, December 2006. (Revised December 2007.)
- Awards
National Endowment for the Humanities Research Fellowship
Received the National Endowment for the Humanities Research Fellowship in 1977. View Details
- 01 Jun 2013
- News
WSA Endows Fellowship
The HBS Women's Student Association (WSA) has endowed the Women's Student Association Fellowship, the first fellowship endowed by a student organization at HBS. The WSA Fellowship, established in 2008... View Details
- February 2024
- Teaching Note
Divesting Harvard's Endowment
By: Daniel Green and Luis M. Viceira
Teaching Note for HBS Case No. 221-009. View Details
- June 2022
- Teaching Note
Modern Endowment Management: Paula Volent and the Bowdoin Endowment
By: Luis M. Viceira
Teaching Note for HBS Case No. 211-101. View Details
- 01 Jun 1998
- News
Simmons Family Endows Professorship
The only way to truly appreciate what you have is to work for it," says Roy W. Simmons, the 82-year-old chairman of Utah-based Zions Bancorporation, one of the most successful bank holding companies in the country. Simmons speaks from experience. From modest... View Details
- October 2009 (Revised January 2010)
- Case
The University of Notre Dame Endowment
By: Andre F. Perold and Paul Michael Buser
The Endowment Model of Investing, which was based on creating high risk-adjusted performance through diversification, a long time horizon, top-notch outside managers, and illiquid investments, had served Notre Dame and other large universities well over the past... View Details
Keywords: Financial Crisis; Higher Education; Asset Management; Private Equity; Financial Liquidity; Investment; Risk Management; Performance Evaluation; Education Industry; Financial Services Industry
Perold, Andre F., and Paul Michael Buser. "The University of Notre Dame Endowment." Harvard Business School Case 210-007, October 2009. (Revised January 2010.)
- 25 Mar 2010
- News
Dartmouth's Chief Tackles Endowment Hit With Tough Cuts
- 01 Mar 2003
- News
Three Appointed to Endowed Professorships
Paul A. Gompers, Roy and Elizabeth Simmons Professor of Business Administration Paul Gompers specializes in research on financial issues related to start-up, high growth, and newly public companies. A member of both the Finance and the Entrepreneurial Management units,... View Details
- January 2002
- Article
Organizational Endowments and the Performance of University Start-ups
By: Scott Shane and Toby E. Stuart
The question of how initial resource endowments—the stocks of resources that entrepreneurs contribute to their new ventures at the time of founding—affect organizational life chances is one of significant interest in organizational ecology, evolutionary... View Details
Keywords: Resource Allocation; Entrepreneurship; Business Startups; Research; Company History; Initial Public Offering; Venture Capital; Financing and Loans
Shane, Scott, and Toby E. Stuart. "Organizational Endowments and the Performance of University Start-ups." Management Science 48, no. 1 (January 2002): 154–170. (
Winner of Greiff Research Impact Award presented by Lloyd Greif Center for Entrepreneurial Studies
.)- 17 Sep 2008
- Working Paper Summaries
Secrets of the Academy: The Drivers of University Endowment Success
- 01 Jun 2018
- News
How Does the HBS Endowment Work?
The HBS endowment consists of 1,000+ funds established over more than a century. These funds play a key role in sustaining the School’s core priorities. The $3.5 billion HBS endowment represents 9 percent of... View Details
- Article
Money is No Object: Testing The Endowment Effect in Exchange Goods
By: Dan Svirsky
We present a new experimental design to test whether the endowment effect exists for exchange goods, like money. We compare three groups to a baseline: one endowed with money, one endowed with chocolate coins, and one endowed with chocolate coins described as "tokens."... View Details
Svirsky, Dan. "Money is No Object: Testing The Endowment Effect in Exchange Goods." Journal of Economic Behavior & Organization 106 (October 2014): 227–234.