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

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  • 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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  • 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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  • March 2018 (Revised February 2019)
  • Case

The Fidelity Growth Company Fund
By: Sara L. Fleiss and Samuel G. Hanson
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  • 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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  • August 2017
  • Case

Investing in Commodities at Global Endowment Management
By: Adi Sunderam and Sara Fleiss
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  • July 2017 (Revised August 2017)
  • Case

Closed-End Funds at Saba Capital Management
By: Sara Fleiss and Adi Sunderam
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