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All HBS Web
(3,070)
- Faculty Publications (599)
- September 1998
- Case
Vanguard Group, Inc. (1998), The
By: Andre F. Perold
Since the beginning of 1997, Vanguard's assets under management have increased more than 60% from $240 billion to almost $400 billion, making it second in market share only to Fidelity. Vanguard views this success as another vindication of its low-cost strategy of...
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Keywords:
Asset Management;
Cost Management;
Investment Funds;
Product;
Service Operations;
Performance Expectations;
Competition;
Consolidation;
Expansion;
Internet;
Financial Services Industry
Perold, Andre F. "Vanguard Group, Inc. (1998), The." Harvard Business School Case 299-002, September 1998.
- August 1998 (Revised October 2002)
- Case
Harbus Foundation, The
By: James E. Austin and Linda Carrigan
Describes the challenges faced by a group of HBS students as they create a foundation. Given surplus funds generated by the student-run newspaper, The Harbus leadership decides to find a meaningful use for the excess cash. Profiles both the entrepreneurial process used...
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Keywords:
Business Startups;
Decision Choices and Conditions;
Asset Management;
Financial Institutions;
Investment Portfolio;
Management Analysis, Tools, and Techniques;
Problems and Challenges;
Social Enterprise;
Valuation;
Financial Services Industry
Austin, James E., and Linda Carrigan. "Harbus Foundation, The." Harvard Business School Case 399-031, August 1998. (Revised October 2002.)
- 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.
- 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.)
- April 1998
- Case
Cephalon, Inc.
By: Peter Tufano
In early 1997, Cephalon, awaited an FDA panel's decision on whether its drug, Myotrophin, would be approved. If the drug was approved, the firm might need substantial additional funds to commercialize as well as to buy back rights to it (which had been sold earlier to...
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Keywords:
Risk Management;
Financing and Loans;
Health Care and Treatment;
Pharmaceutical Industry;
United States
Tufano, Peter, Geoffrey Verter, and Markus Mullarkey. "Cephalon, Inc." Harvard Business School Case 298-116, April 1998.
- March 1998 (Revised July 1998)
- Case
United Way Community Services
Describes in detail the fund development and distribution system of United Way Community Services. A key question is how to measure the outcome/impact of the work done by the agencies that receive United Way funding. A follow-on question is how to reinvent the...
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Keywords:
Capital;
Management Systems;
Measurement and Metrics;
Distribution Channels;
Organizational Change and Adaptation;
Outcome or Result;
Nonprofit Organizations
Rangan, V. Kasturi. "United Way Community Services." Harvard Business School Case 598-138, March 1998. (Revised July 1998.)
- 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.
- February 1997 (Revised December 2012)
- Case
Jim Sharpe: Extrusion Technology, Inc. (A)
By: H. Kent Bowen and Barbara Feinberg
Jim Sharpe, 11 years after receiving his MBA from Harvard and working for others, has finally become his own boss and 100% owner of manufacturer of aluminum extrusions. After 10 months of an unfunded search, he acquires the business in an LBO and prepares to face his...
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Keywords:
Acquisitions;
Search Funds;
Entrepreneurial Management;
Entrepreneurs;
Turnarounds;
Bank Loan;
Manufacturing;
Metals Processing;
Entrepreneurial Finance;
Leveraged Buyouts;
Labor Unions;
Entrepreneurship;
Financing and Loans;
Crisis Management;
Management Skills;
Experience and Expertise;
Borrowing and Debt;
Manufacturing Industry
Bowen, H. Kent, and Barbara Feinberg. "Jim Sharpe: Extrusion Technology, Inc. (A)." Harvard Business School Case 697-078, February 1997. (Revised December 2012.)
- 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 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.)
- December 1995 (Revised February 1997)
- Case
Student Educational Loan Fund, Inc.
By: Peter Tufano
Rick Melnick oversees the Student Educational Loan Fund (SELF), which provides loans to Harvard Business School students. SELF is changing the terms of student loans from variable-rate with semiannual payments to fixed-rate loans with equal monthly payments. Melnick...
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Tufano, Peter, and Cameron Poetzscher. "Student Educational Loan Fund, Inc." Harvard Business School Case 296-046, December 1995. (Revised February 1997.)
- 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.)
- November 1995
- Case
InterZine Productions, Inc.
By: William A. Sahlman and Jason Green
Brian Henley founded InterZine Productions to develop interactive multimedia content for America Online (AOL) and the Internet. With funding and support from AOL's Greenhouse program, Henley has launched Golf, a unique interactive golf service. While he has operated on...
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Keywords:
Business Ventures;
Entrepreneurship;
Growth and Development Strategy;
Capital;
Financing and Loans;
Internet and the Web;
Management Teams;
Innovation and Invention;
Media and Broadcasting Industry
Sahlman, William A., and Jason Green. "InterZine Productions, Inc." Harvard Business School Case 396-174, November 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.
- December 1994 (Revised December 1995)
- Case
The JKJ Pension Fund
By: William J. Poorvu and John H. Vogel Jr.
The JKJ pension fund currently has $187 million invested in 14 properties. Sarah Griffin, the portfolio manager for real estate, needs to value each of the properties and recommend which ones should be sold and which ones to hold. She further needs to recommend...
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Keywords:
Property;
Investment Portfolio;
Valuation;
Investment Funds;
Financial Management;
Real Estate Industry;
Financial Services Industry
Poorvu, William J., and John H. Vogel Jr. "The JKJ Pension Fund." Harvard Business School Case 395-133, December 1994. (Revised December 1995.)