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All HBS Web
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- Faculty Publications (637)
- August 1998
- Supplement
Cleveland Tomorrow, Video
By: James E. Austin and Rosabeth M. Kanter
As part of Cleveland's turnaround, Cleveland Tomorrow creates new investment funds to stimulate new business development. This development is designed to earn a profit and bring new benefits to the community. Part of the HBS Social Enterprise Video Series on Business...
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Keywords:
Investment Funds;
Leadership;
Growth and Development Strategy;
Business and Community Relations;
Social Enterprise
Austin, James E., and Rosabeth M. Kanter. "Cleveland Tomorrow, Video." Harvard Business School Video Supplement 399-507, August 1998.
- August 1998
- Supplement
New York City Investment Fund, Video
By: James E. Austin and Rosabeth M. Kanter
Austin, James E., and Rosabeth M. Kanter. "New York City Investment Fund, Video." Harvard Business School Video Supplement 399-508, August 1998.
- May 1998 (Revised February 2007)
- Background Note
Measuring Mutual Fund Performance
By: Andre F. Perold and Markus Mullarkey
Examines various approaches to measuring mutual fund performance. The approaches include the use of risk exposure and the Sharpe Ratio, as well as the Morningstar star system for rating mutual funds. Applies the approaches to a variety of mutual funds to demonstrate...
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Perold, Andre F., and Markus Mullarkey. "Measuring Mutual Fund Performance." Harvard Business School Background Note 298-139, May 1998. (Revised February 2007.)
- May 1998 (Revised February 2007)
- Case
Morningstar, Inc.
By: Andre F. Perold and Markus Mullarkey
Morningstar, Inc., a publisher of information for mutual fund investors, is considering alternative strategies for broadening its subscriber base and increasing its revenues. Potential strategies include tailoring information for the defined contribution pension fund...
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Keywords:
Investment Funds;
Asset Management;
Revenue;
Financial Strategy;
Publishing Industry;
Financial Services Industry;
United States
Perold, Andre F., and Markus Mullarkey. "Morningstar, Inc." Harvard Business School Case 298-140, May 1998. (Revised February 2007.)
- April 1998 (Revised November 1999)
- Case
Hamilton Financial Investments: A Franchise Built on Trust
By: Robert L. Simons and Antonio Davila
Provides a vehicle for students to evaluate risk management in the fast-paced mutual funds industry. A new risk manager has been hired to install new management controls and procedures. A series of decisions will determine how much business and franchise risk the...
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Keywords:
Risk Management;
Management Teams;
Managerial Roles;
Forecasting and Prediction;
Investment Funds;
Performance Evaluation;
Corporate Strategy;
Change Management;
Financial Services Industry;
Banking Industry
Simons, Robert L., and Antonio Davila. "Hamilton Financial Investments: A Franchise Built on Trust." Harvard Business School Case 198-089, April 1998. (Revised November 1999.)
- March 1998 (Revised July 1998)
- Case
Boston Duck Tours,1996: Has Boston Gone Quackers?
By: Myra M. Hart and Stephanie Dodson
While on vacation in Memphis, former investment manager Andy Wilson discovers a unique "tour bus" that travels over land and through water. He decides to transplant the concept to Boston and to add both historical and theatrical features to the amphibious tour. As he...
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Keywords:
Opportunities;
Creativity;
Entrepreneurship;
Financing and Loans;
Problems and Challenges;
Business Startups;
Tourism Industry;
Tennessee;
Boston
Hart, Myra M., and Stephanie Dodson. "Boston Duck Tours,1996: Has Boston Gone Quackers?" Harvard Business School Case 898-189, March 1998. (Revised July 1998.)
- August 1997 (Revised September 1997)
- Case
GMIMCo Venture Capital: September 1996
By: Josh Lerner, Peter Wendell and Catherine M. Conneely
Kathryn Stokel must choose between three venture capital groups (if any) in which to invest the pension fund of General Motors Corp. Each has distinct strengths and weaknesses.
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- July 1997
- Teaching Note
Jupiter Management Company, Teaching Note
By: W. Carl Kester
Teaching Note for (9-292-107).
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- 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...
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Keywords:
Assets;
Cash;
Financial Markets;
Financial Strategy;
Mortgages;
Investment Funds;
Investment Portfolio;
Marketing;
Performance;
Consulting Industry
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.)
- February 1997
- Case
Advent of Venture Capital in Latin America, The
By: Debora L. Spar
Widely regarded as the leader in international private equity, Advent International is considering the establishment of a private equity fund in Latin America in 1996. Typically, Advent entered new private equity markets through the creation of multicountry regional...
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Keywords:
Venture Capital;
Joint Ventures;
Market Entry and Exit;
Globalized Markets and Industries;
Financial Services Industry;
Boston;
Latin America
Spar, Debora L., and Elizabeth B. Stein. "Advent of Venture Capital in Latin America, The." Harvard Business School Case 797-077, February 1997.
- December 1996
- Case
Common Fund Hedge Fund Portfolio, The
By: Andre F. Perold and William T. Spitz
The Common Fund, a nonprofit consortium of educational institutions, is deciding whether to create a fund of hedge funds for its members, and if it does, which hedge fund managers to select.
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Perold, Andre F., and William T. Spitz. "Common Fund Hedge Fund Portfolio, The." Harvard Business School Case 297-014, December 1996.
- October 1996 (Revised April 2011)
- Module Note
Venture Capital and Private Equity: Module I
By: Josh Lerner, G. Felda Hardymon and Ann Leamon
Provides an overview of a module that focuses on how private equity funds are raised and structured.
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Lerner, Josh, G. Felda Hardymon, and Ann Leamon. "Venture Capital and Private Equity: Module I." Harvard Business School Module Note 297-040, October 1996. (Revised April 2011.)
- October 1996 (Revised March 1998)
- Case
Schroder Ventures: Launch of the Euro Fund
By: Josh Lerner, Kate Bringham and Nick Ferguson
Schroder Ventures is considering launching a pan-European fund in response to investor demand. This will lead to changes in the interactions between the parent organization and the national affiliates. A related question is the extent to which the private equity model...
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Keywords:
Change;
Private Equity;
Investment Funds;
Multinational Firms and Management;
Product Launch;
Europe
Lerner, Josh, Kate Bringham, and Nick Ferguson. "Schroder Ventures: Launch of the Euro Fund." Harvard Business School Case 297-026, October 1996. (Revised March 1998.)
- May 1996 (Revised November 1997)
- Case
Northeast Ventures: January 1996
By: Josh Lerner and Eric K. Jackson
Northeast Ventures, a venture capital fund focusing on the development of northeastern Minnesota, seeks to combine social goals with financial returns. This marriage poses several challenges.
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Lerner, Josh, and Eric K. Jackson. "Northeast Ventures: January 1996." Harvard Business School Case 296-093, May 1996. (Revised November 1997.)
- February 1996 (Revised May 1996)
- Teaching Note
Fidelity Investments: Spartan Florida Municipal Fund (TN)
By: Andre F. Perold and Wai Lee
- January 1996 (Revised November 1997)
- Case
Weston Presidio Offshore Capital: Confronting the Fundraising Challenge
By: Josh Lerner
Weston Presidio Capital encounters substantial difficulties while raising its first fund. The incentives and roles of investment advisors ("gatekeepers") pension funds and consultants are explored. The relationship with lead investors is considered.
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Keywords:
Private Equity;
Financing and Loans;
Investment Funds;
Markets;
Problems and Challenges;
Relationships;
Motivation and Incentives;
Financial Services Industry
Lerner, Josh. "Weston Presidio Offshore Capital: Confronting the Fundraising Challenge." Harvard Business School Case 296-055, January 1996. (Revised November 1997.)
- December 1995 (Revised March 1998)
- Case
FOX Venture Partners: Enriching the Private Equity Investor Pool
By: Josh Lerner
FOX Venture Partners (FVP) is a proposed "Fund-of-Funds" that will enable wealthy individuals to invest in venture capital. While several leading venture capitalists are enthusiastic about the concept, FVP's general partners are finding it difficult to invest...
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Lerner, Josh. "FOX Venture Partners: Enriching the Private Equity Investor Pool." Harvard Business School Case 296-041, December 1995. (Revised March 1998.)
- November 1995 (Revised October 2000)
- Case
Acme Investment Trust
By: Josh Lerner
Acme Investment Trust is considering investing in a private equity partnership that is seeking only 15% of the profits, instead of the standard 20%. The management fee requested, however, is higher than in its earlier fund. The pension managers must consider the...
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Keywords:
Compensation and Benefits;
Private Equity;
Organizations;
Investment Funds;
Motivation and Incentives;
Financial Services Industry
Lerner, Josh. "Acme Investment Trust." Harvard Business School Case 296-042, November 1995. (Revised October 2000.)
- October 1995
- Case
State Street Bank Retirement Fund
By: Richard F. Meyer
Meyer, Richard F. "State Street Bank Retirement Fund." Harvard Business School Case 296-026, October 1995.
- September 1995
- Case
Richina Capital Partners Limited
By: William A. Sahlman and Jason Green
Richard Yan and Suzanne Foels raise a $52.5 million fund to invest in Chinese companies in concert with major multinational companies. They face all the challenges of starting a business from scratch in addition to the challenges of operating in a cross-cultural...
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Keywords:
Business Startups;
Venture Capital;
Problems and Challenges;
Emerging Markets;
Multinational Firms and Management;
Cross-Cultural and Cross-Border Issues;
Governance Compliance;
Business Strategy;
Expansion;
Investment Return;
China
Sahlman, William A., and Jason Green. "Richina Capital Partners Limited." Harvard Business School Case 396-059, September 1995.