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  • All HBS Web  (161)
    • People  (1)
    • News  (48)
    • Research  (95)
    • Multimedia  (1)
  • Faculty Publications  (52)

Show Results For

  • All HBS Web  (161)
    • People  (1)
    • News  (48)
    • Research  (95)
    • Multimedia  (1)
  • Faculty Publications  (52)
Page 1 of 161 Results →
  • October 2012 (Revised August 2014)
  • Case

The Canada Pension Plan Investment Board: October 2012

By: Josh Lerner, Matthew Rhodes-Kropf and Nathaniel Burbank
The Canada Pension Plan Investment Board (CPPIB) is one of the largest and fastest-growing pools of investment capital in the world and follows an unusually active program of investment management. In October of 2012, Mark Wiseman was just 12 weeks into his role as... View Details
Keywords: Canada; CPPIB; Pensions; Private Equity; Financial Services Industry; Canada
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Lerner, Josh, Matthew Rhodes-Kropf, and Nathaniel Burbank. "The Canada Pension Plan Investment Board: October 2012." Harvard Business School Case 813-103, October 2012. (Revised August 2014.)
  • June 2021
  • Case

The Canada Pension Plan Investment Board (CPP Investments): April 2021

By: Josh Lerner, Reza Satchu and Alys Ferragamo
The Canada Pension Plan Investment Board (CPPIB) is one of the largest pools of investment capital in the world and follows a rigorous “Total Portfolio Framework” in its approach to investment management. In April of 2021, John Graham was just two months into his role... View Details
Keywords: Pension Funds; Investment Strategy; Capital Markets; Financial Strategy; Investment; Asset Management; Financial Institutions; Private Equity; Growth and Development Strategy; Investment Portfolio; Assets; Financial Markets; Financial Services Industry; Canada
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Lerner, Josh, Reza Satchu, and Alys Ferragamo. "The Canada Pension Plan Investment Board (CPP Investments): April 2021." Harvard Business School Case 821-125, June 2021.
  • September 2021
  • Teaching Note

The Canada Pension Plan Investment Board (CPP Investments): April 2021

By: Josh Lerner
Teaching Note for HBS Case No. 821-125. View Details
Keywords: Pension Funds; Investment Strategy; Capital Markets
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Lerner, Josh. "The Canada Pension Plan Investment Board (CPP Investments): April 2021." Harvard Business School Teaching Note 822-036, September 2021.
  • January 2009 (Revised April 2009)
  • Case

The Canada Pension Plan Investment Board

By: G. Felda Hardymon, Josh Lerner and Ann Leamon
The Canada Pension Plan Investment Board is one of the largest and fastest-growing pools of investment capital in the world and follows an unusually active program of investment management. In the market turmoil of late 2008, Mark Wiseman, Senior Vice President of the... View Details
Keywords: Financial Crisis; Asset Management; Capital; Financial Management; Investment; Financial Services Industry; Canada
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Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "The Canada Pension Plan Investment Board." Harvard Business School Case 809-073, January 2009. (Revised April 2009.)
  • April 2002 (Revised October 2003)
  • Case

Pension Plan of Bethlehem Steel, 2001, The

By: Peter Tufano
Bethlehem Steel's 2001 bankruptcy filing inspires an employee's daughter to evaluate her father's pension plan, weeks after September 11's tragedies exacerbated a weakening U.S. economy and just months before her father planned to retire. Battered equity markets and... View Details
Keywords: Asset Management; Financial Instruments; Retirement; Steel Industry; United States
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Tufano, Peter, Zvi Bodie, and Akiko M. Mitsui. "Pension Plan of Bethlehem Steel, 2001, The." Harvard Business School Case 202-088, April 2002. (Revised October 2003.)
  • 1983
  • Chapter

On Consumption-Indexed Public Pension Plans

By: Robert C. Merton
Keywords: Compensation and Benefits; Public Sector
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Merton, Robert C. "On Consumption-Indexed Public Pension Plans." In Financial Aspects of the U.S. Pension System, edited by Zvi Bodie and John B. Shoven. Chicago: University of Chicago Press, 1983. (Chapter 18 in Continuous-Time Finance. Reprinted in The Foundations of Pension Finance, Volume I, Zvi Bodie and E. Philip Davis, eds., Edward Elger, 2000.)
  • April 2011
  • Article

Behavioral Economics Perspectives on Public Sector Pension Plans

By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian
We describe the pension plan features of the states and the largest cities and counties in the U.S. Unlike in the private sector, defined benefit (DB) pensions are still the norm in the public sector. However, a few jurisdictions have shifted towards defined... View Details
Keywords: Equality and Inequality; Public Sector; Retirement; Private Sector; Compensation and Benefits; United States
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Beshears, John, James J. Choi, David Laibson, and Brigitte C. Madrian. "Behavioral Economics Perspectives on Public Sector Pension Plans." Journal of Pension Economics & Finance 10, no. 2 (April 2011): 315–336.
  • August 1982
  • Background Note

ERISA and Pension Plan Management

By: Jay O. Light
Keywords: Retirement; Financial Management
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Light, Jay O. "ERISA and Pension Plan Management." Harvard Business School Background Note 283-020, August 1982.
  • October 23, 2011
  • Article

Design Key to Canada's Pension Plan

By: Robert C. Pozen
Keywords: Design; Compensation and Benefits
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Pozen, Robert C. "Design Key to Canada's Pension Plan." Financial Times (October 23, 2011).
  • 2006
  • Chapter

Strategic Asset Allocation for Pension Plans

By: John Y. Campbell and Luis M. Viceira
Keywords: Compensation and Benefits; Resource Allocation; Strategy
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Campbell, John Y., and Luis M. Viceira. "Strategic Asset Allocation for Pension Plans." In The Oxford Handbook of Pensions and Retirement Income, edited by Gordon Clark, Alicia Munnell, and Michael Orszag. Oxford University Press, 2006.
  • May 1983 (Revised November 1983)
  • Background Note

Financial Structure of Corporate Pension Plans and Pension Funds

By: Jay O. Light
Keywords: Capital Structure; Retirement; Finance
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Light, Jay O. "Financial Structure of Corporate Pension Plans and Pension Funds." Harvard Business School Background Note 283-075, May 1983. (Revised November 1983.)
  • September 4, 2012
  • Article

The Underfunding of Corporate Pension Plans

By: Robert C. Pozen
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Pozen, Robert C. "The Underfunding of Corporate Pension Plans." RealClearMarkets.com (September 4, 2012).
  • winter 2006
  • Article

Allocating Shareholder Capital to Pension Plans

By: Robert C. Merton
Keywords: Capital; Resource Allocation; Business and Shareholder Relations; Compensation and Benefits
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Merton, Robert C. "Allocating Shareholder Capital to Pension Plans." Journal of Applied Corporate Finance 18, no. 1 (winter 2006): 15–24.
  • November 2011
  • Teaching Note

The Canada Pension Plan Investment Board (TN)

By: Josh Lerner, Felda Hardymon and Ann Leamon
Keywords: Retirement; Investment Funds; Canada
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Lerner, Josh, Felda Hardymon, and Ann Leamon. "The Canada Pension Plan Investment Board (TN)." Harvard Business School Teaching Note 812-069, November 2011.
  • 22 Aug 2011
  • News

US must learn from others' pension plans

  • March 2014
  • Teaching Note

The Canada Pension Plan Investment Board: October 2012

By: Josh Lerner, Matthew Rhodes-Kropf and Nathaniel Burbank
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Lerner, Josh, Matthew Rhodes-Kropf, and Nathaniel Burbank. "The Canada Pension Plan Investment Board: October 2012." Harvard Business School Teaching Note 814-085, March 2014.
  • March 2014
  • Supplement

The Canada Pension Plan Investment Board: October 2012 (CW)

By: Matthew Rhodes-Kropf and Josh Lerner
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Rhodes-Kropf, Matthew, and Josh Lerner. "The Canada Pension Plan Investment Board: October 2012 (CW)." Harvard Business School Spreadsheet Supplement 814-704, March 2014.
  • 17 Feb 2014
  • Research & Ideas

Companies Detangle from Legacy Pensions

"defined benefit" plans because they assured recipients of a set monthly amount they could always rely on. Then, starting in the 1980s, the nest egg started to crack. As firms began competing globally, View Details
Keywords: by Michael Blanding; Aerospace; Financial Services
  • 10 Jan 2017
  • News

The Risk And Opportunity For America's Corporate Pension Plans

  • 1987
  • Chapter

Pension Plan Integration as Insurance against Social Security Risk

By: Robert C. Merton, Zvi Bodie and Alan J. Marcus
Keywords: Compensation and Benefits; Integration
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Merton, Robert C., Zvi Bodie, and Alan J. Marcus. "Pension Plan Integration as Insurance against Social Security Risk." In Issues in Pension Economics, edited by Zvi Bodie, John B. Shoven, and David A. Wise. Chicago: University of Chicago Press, 1987.
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