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    • Faculty Publications  (6)

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    • All HBS Web  (120,405)
      • Faculty Publications  (6)

      Fleiss, L. Sara Remove Fleiss, L. Sara →

      Page 1 of 6 Results
      • August 2019 (Revised November 2019)
      • Case

      Sustainable Investing at J.P. Morgan Private Bank

      By: Sara Fleiss and Luis Viceira
      This case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family...  View Details
      Keywords: Sustainability; Investment; Management; Strategy; Social Issues; Environmental Sustainability; Banking Industry
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      Fleiss, Sara, and Luis Viceira. "Sustainable Investing at J.P. Morgan Private Bank." Harvard Business School Case 220-016, August 2019. (Revised November 2019.)
      • June 2019
      • Supplement

      Quantopian: A New Model for Active Management (B)

      By: Sara Fleiss, Scott Duke Kominers and Charles B. Ughetta
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      Fleiss, Sara, Scott Duke Kominers, and Charles B. Ughetta. "Quantopian: A New Model for Active Management (B)." Harvard Business School Supplement 219-115, June 2019.
      • March 2018 (Revised February 2019)
      • Case

      The Fidelity Growth Company Fund

      By: Sara L. Fleiss and Samuel G. Hanson
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      Fleiss, Sara L., and Samuel G. Hanson. "The Fidelity Growth Company Fund." Harvard Business School Case 218-090, March 2018. (Revised February 2019.)
      • October 2017
      • Case

      Quantopian: A New Model for Active Management

      By: Sara Fleiss, Adi Sunderam, Luis M. Viceira and Caitlin Carmichael
      Keywords: Big Data; Hedge Fund; Crowdsourcing; Investment Fund; Quantitative Hedge Fun; Algorithmic Data
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      Fleiss, Sara, Adi Sunderam, Luis M. Viceira, and Caitlin Carmichael. "Quantopian: A New Model for Active Management." Harvard Business School Case 218-046, October 2017.
      • August 2017
      • Case

      Investing in Commodities at Global Endowment Management

      By: Adi Sunderam and Sara Fleiss
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      Sunderam, Adi, and Sara Fleiss. "Investing in Commodities at Global Endowment Management." Harvard Business School Case 218-005, August 2017.
      • July 2017 (Revised August 2017)
      • Case

      Closed-End Funds at Saba Capital Management

      By: Sara Fleiss and Adi Sunderam
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      Fleiss, Sara, and Adi Sunderam. "Closed-End Funds at Saba Capital Management." Harvard Business School Case 218-015, July 2017. (Revised August 2017.)
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