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- June 2016
- Case
The Wealthfront Generation
By: Luis Viceira and Allison Ciechanover
Keywords:
Automated Investment Advisor;
Millennials;
Fintech;
Customers;
Asset Management;
Internet and the Web;
Age;
Investment;
Business Startups;
California
Viceira, Luis M., and Allison Ciechanover. "The Wealthfront Generation." Harvard Business School Case 216-085, June 2016.
- December 2003 (Revised May 2004)
- Case
Grove Street Advisors
By: G. Felda Hardymon, Josh Lerner, Ann Leamon and Frank Angella
Grove Street Advisors, a manager of customized private equity investment products, has been very successful in its first five years. To grow, the group must decide whether to target smaller organizations, revive its coinvestment efforts, or enter the highly competitive...
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Keywords:
Business Organization;
Decision Choices and Conditions;
Private Equity;
Investment;
Market Entry and Exit;
Competitive Strategy
Hardymon, G. Felda, Josh Lerner, Ann Leamon, and Frank Angella. "Grove Street Advisors." Harvard Business School Case 804-050, December 2003. (Revised May 2004.)
- Web
Faculty & Advisors - MBA
MS/MBA Biotechnology: Life Sciences Faculty & Advisors Faculty Amitabh Chandra, Ph.D. MS/MBA Program Faculty Co-Chair for MBA Henry and Allison McCance Professor of Business Administration at HBS, Ethel Zimmerman Winer Professor of Public...
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- January 2012 (Revised March 2012)
- Case
Dimensional Fund Advisors (DFA)'s Entry into the Retirement Market
By: Lauren Cohen and Christopher Malloy
This case examines Dimensional Fund Advisors (DFA)'s decision to enter the retirement market with their new "Dimensional Managed DC" product, a complete retirement solution that aimed to provide investors with what they really wanted: the same standard of living in...
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Cohen, Lauren, and Christopher Malloy. "Dimensional Fund Advisors (DFA)'s Entry into the Retirement Market." Harvard Business School Case 212-068, January 2012. (Revised March 2012.)
- Web
Faculty & Advisors - MBA
MS/MBA: Engineering Sciences Faculty & Advisors Faculty Robert D. Howe Abbott and James Lawrence Professor of Engineering at SEAS; Faculty Co-Chair of the Harvard MS/MBA Program; Director, Harvard Biorobotics Lab; cofounder, RightHand...
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- 08 Jan 2018
- Research & Ideas
The Startling Percentage of Financial Advisors with Misconduct Records
implementation is now under a review initiated by the White House. The regulation requires financial advisors who handle retirement investments to operate in the best interests of their clients. Proponents...
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- September 2022
- Article
Human Versus Machine: A Comparison of Robo-Analyst and Traditional Research Analyst Investment Recommendations
By: Braiden Coleman, Kenneth J. Merkley and Joseph Pacelli
We provide the first comprehensive analysis of the properties of investment recommendations generated by “Robo-Analysts,” which are human analyst-assisted computer programs conducting automated research analysis. Our results indicate that Robo-Analyst recommendations...
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Keywords:
Fintech;
Analysts;
Robo-analysts;
Investment Recommendations;
Investment;
Information Technology;
Performance
Coleman, Braiden, Kenneth J. Merkley, and Joseph Pacelli. "Human Versus Machine: A Comparison of Robo-Analyst and Traditional Research Analyst Investment Recommendations." Accounting Review 97, no. 5 (September 2022): 221–244.
- September 2010 (Revised May 2012)
- Case
Windward Investment Management
By: Luis M. Viceira and Ricardo Alberto De Armas
Windward Investment Management has experienced rapid growth in assets under management in just ten years, from under $30 million at year-end 1999 to $3.6 billion in 2010. Windward is one of the leading firms in the Registered Investment Advisor (RIA) industry that...
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Keywords:
Asset Management;
Valuation;
Investment;
Growth and Development Strategy;
Financial Services Industry
Viceira, Luis M., and Ricardo Alberto De Armas. "Windward Investment Management." Harvard Business School Case 211-005, September 2010. (Revised May 2012.)
- 05 Sep 2013
- News
Women and Sustainable Investing
- January 2012 (Revised February 2013)
- Teaching Note
Dimensional Fund Advisors (DFA)'s Entry into the Retirement Market (TN)
By: Lauren Cohen, Christopher Malloy and Timothy Gray
- Program
Investment Management Workshop
Summary The Investment Management Workshop convenes the world's top principals, portfolio managers, and executives to explore the latest industry strategies and best practices. Focused on asset management, business strategy, business...
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- 12 Sep 2023
- Research & Ideas
How Can Financial Advisors Thrive in Shifting Markets? Diversify, Diversify, Diversify
finding of a new study by Harvard Business School associate professor Marco Di Maggio. “Having a broader view of the financial picture of the client helps [advisers] keep their clients and helps with growing the clientele as well.” Traditional View Details
- Fast Answer
Investment bank deals
How can I get a list of deals by investment bank? Go to Capital IQ Mouse over Screening, then under Screening select Transactions. Click on Add Companies under the List Management section. Search for the View Details
- Research Summary
Overview
By: Mark L. Egan
When considering how households make investment decisions, Professor Egan became intrigued by the question, “What makes a bank ‘special’ when compared to other lending institutions?” Focusing on empirical industrial organization with applications to finance and...
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- 03 Jun 2021
- Blog Post
HBS Pilots First Impact Investing Fund
This year, HBS piloted its first student-run Impact Investing Fund, focused on investing in BIPOC-led and owned small businesses in the Massachusetts area. Since launching, the fund has raised $200k,...
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- Fast Answer
REITs (real estate investment trusts)
Where do I find information on real estate investment trusts (REITs)? General Background: National Association of Real Estate Investment Trusts: Produces the global...
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- 07 Dec 2016
- HBS Case
Why Millennials Flock to Fintech for Personal Investing
Traditional financial advisors cater to baby boomers with substantial savings, requiring minimum amounts for investment upwards of $100,000 to access their services. By contrast, industry-leading Wealthfront...
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- Web
Sustainable Investing - Course Catalog
interested in working in the investment industry - whether directly, as an asset manager/investor, advisor or private individual, or indirectly as an entrepreneur or operator receiving View Details
- 06 Jul 2020
- Blog Post
A Letter from the Women in Investing Club
To our Women in Investing Community and Supporters, When we initially outlined our commitments for 2019-2020 as Women in Investing (WII) Co-Presidents, we centered the upcoming year around three key ideas:...
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