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    • Faculty Publications  (64)

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    • All HBS Web  (622)
      • Faculty Publications  (64)

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      Strategy Execution Module 7: Designing Asset Allocation Systems
      Asset Allocation at the Cook County Pension Fund
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      • March 2021
      • Case

      Yale Investments Office: November 2020

      By: Josh Lerner, Jo Tango and Alys Ferragamo
      David Swensen and the Investments Office staff must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments—hedge funds, private equity, venture capital, real estate, natural resources—given the impact of the COVID-19...  View Details
      Keywords: University Endowment; Asset Allocation; Real Estate; Equities; Fixed Income; Covid-19; Asset Management; Private Equity; Venture Capital; Natural Resources; Resource Allocation; Investment; Investment Portfolio; Health Pandemics; Financial Crisis; Financial Services Industry; Real Estate Industry; Energy Industry; Connecticut
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      Lerner, Josh, Jo Tango, and Alys Ferragamo. "Yale Investments Office: November 2020." Harvard Business School Case 821-074, March 2021.
      • 2020
      • Working Paper

      The Allocation of Socially Responsible Capital

      By: Daniel Green and Benjamin N. Roth
      A rapidly increasing share of asset allocation decisions incorporate social values in addition to financial considerations. We argue that the most common strategies for socially motivated investing, which only consider the social value of the firms in an investors'...  View Details
      Keywords: Socially Responsible Investing; Assets; Resource Allocation; Social Issues; Decision Making; Strategy; Framework
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      Green, Daniel, and Benjamin N. Roth. "The Allocation of Socially Responsible Capital." Working Paper, November 2020.
      • July 2020
      • Case

      Mortgage Backed Securities and the Covid-19 Pandemic

      By: Emil N. Siriwardane, Luis M. Viceira and Dean Xu
      In April 2020, global financial markets were still reeling as the COVID-19 pandemic spread rapidly across the world. Global equity markets had initially fallen by 30% in response to the pandemic, and high-yield credit markets had dropped by nearly 20%. In contrast,...  View Details
      Keywords: Covid-19; Mortgage-backed Securities; Health Pandemics; Financial Markets; Assets; Resource Allocation; Financial Instruments; Decision Making
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      Siriwardane, Emil N., Luis M. Viceira, and Dean Xu. "Mortgage Backed Securities and the Covid-19 Pandemic." Harvard Business School Case 221-010, July 2020.
      • May 2020
      • Article

      Sales Leadership During and After the Crisis

      By: Frank V. Cespedes
      Because customer acquisition and retention are the lifeblood of a for-profit enterprise, sales activities establish foundational conditions for a business. In turn, sales managers’ responsibilities in a crisis extend beyond keeping the lights on. Their leadership makes...  View Details
      Keywords: Sales; Leadership; Health Pandemics; Crisis Management
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      Cespedes, Frank V. "Sales Leadership During and After the Crisis." Top Sales Magazine (May 2020), 28–29.
      • 2019
      • White Paper

      Impact-Weighted Financial Accounts: The Missing Piece for an Impact Economy

      By: George Serafeim, T. Robert Zochowski and Jennifer Downing
      Reimagining capitalism is an imperative. We need to create a more inclusive and sustainable form of capitalism that works for every person and the planet. Massive environmental damage, growing income and wealth disparity, stress, and depression within developed...  View Details
      Keywords: Impact-weighted Accounts; Iwai; Background; Economic Systems; Economy; Corporate Social Responsibility and Impact; Measurement and Metrics; Financial Statements
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      Serafeim, George, T. Robert Zochowski, and Jennifer Downing. "Impact-Weighted Financial Accounts: The Missing Piece for an Impact Economy." White Paper, Harvard Business School, Boston, MA, September 2019.
      • June 2019
      • Case

      ClearLife: From Prospect to Platform

      By: Alexander Braun, Lauren Cohen, Mauro Elvedi and Jiahua Xu
      ClearLife’s first product was a trading and analytics platform for participants in the U.S. life settlement market, the secondary market for life insurance. ClearLife played a key role in facilitating transactions and devising a common language for expressing value and...  View Details
      Keywords: Market Platforms; Insurance; Entrepreneurship; Expansion; Diversification; Strategy
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      Braun, Alexander, Lauren Cohen, Mauro Elvedi, and Jiahua Xu. "ClearLife: From Prospect to Platform." Harvard Business School Case 219-119, June 2019.
      • Article

      Asset Allocation in Bankruptcy

      By: S. Bernstein, E. Colonnelli and B. Iverson
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      Bernstein, S., E. Colonnelli, and B. Iverson. "Asset Allocation in Bankruptcy." Journal of Finance 74, no. 1 (February 2019): 5–53. (Lead Article.)
      • December 2018 (Revised March 2020)
      • Teaching Note

      Asset Allocation at the Cook County Pension Fund

      By: Emil Nuwan Siriwardane
      Teaching Note for HBS No. 218-030.  View Details
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      Siriwardane, Emil Nuwan. "Asset Allocation at the Cook County Pension Fund." Harvard Business School Teaching Note 219-074, December 2018. (Revised March 2020.)
      • December 2018
      • Supplement

      Asset Allocation at the Cook County Pension Fund

      By: Emil Nuwan Siriwardane
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      Siriwardane, Emil Nuwan. "Asset Allocation at the Cook County Pension Fund." Harvard Business School Spreadsheet Supplement 219-729, December 2018.
      • 2018
      • Chapter

      Behavioral Household Finance

      By: John Beshears, James J. Choi, David Laibson and Brigitte C. Madrian
      This chapter provides an overview of household finance. The first part summarizes key facts regarding household financial behavior, emphasizing empirical regularities that are inconsistent with the standard classical economic model and discussing extensions of the...  View Details
      Keywords: Personal Finance; Global Range; Household; Behavior; Strategy; Governing Rules, Regulations, and Reforms; Product Design; Welfare
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      Beshears, John, James J. Choi, David Laibson, and Brigitte C. Madrian. "Behavioral Household Finance." In Handbook of Behavioral Economics: Foundations and Applications 1, edited by B. Douglas Bernheim, Stefano DellaVigna, and David Laibson, 177–276. Amsterdam: Elsevier, 2018.
      • September 2017 (Revised March 2019)
      • Supplement

      Asset Allocation at the Cook County Pension Fund

      By: Emil Nuwan Siriwardane
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      Siriwardane, Emil Nuwan. "Asset Allocation at the Cook County Pension Fund." Harvard Business School Spreadsheet Supplement 218-704, September 2017. (Revised March 2019.)
      • September 2017 (Revised November 2019)
      • Case

      Asset Allocation at the Cook County Pension Fund

      By: Emil Siriwardane, Juliane Begenau and Yuval Gonczarowski
      Nickol Hackett, chief investment officer of the Cook County Pension Fund, is responsible for investing the fund’s $9 billion worth of assets on behalf of the employees of Cook County, Illinois. Like many other defined-benefit pensions at the time, the Cook County...  View Details
      Keywords: Asset Management; Investment Funds; Financial Strategy; Decision Choices and Conditions
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      Siriwardane, Emil, Juliane Begenau, and Yuval Gonczarowski. "Asset Allocation at the Cook County Pension Fund." Harvard Business School Case 218-030, September 2017. (Revised November 2019.)
      • August 2017 (Revised January 2020)
      • Case

      PFA Pension: Expansion of Alternatives Portfolio

      By: Victoria Ivashina, Federica Gabrieli and Jérôme Lenhardt
      PFA Pension was the biggest commercial pension provider in Denmark. At the end of 2015, the company had decided to boost its investments into the alternative asset class, an area where it was lagging behind its competitors. The aim was to privilege direct investments...  View Details
      Keywords: Asset Management; Private Equity; Investment; Denmark; Europe
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      Ivashina, Victoria, Federica Gabrieli, and Jérôme Lenhardt. "PFA Pension: Expansion of Alternatives Portfolio." Harvard Business School Case 218-025, August 2017. (Revised January 2020.)
      • November 2016 (Revised December 2016)
      • Module Note

      Strategy Execution Module 7: Designing Asset Allocation Systems

      By: Robert Simons
      This module reading provides tools and analyses for acquiring and allocating resources. The module begins by reviewing the importance of setting strategic boundaries as a basis for asset acquisitions. Next, a distinction is made between new assets acquired to meet...  View Details
      Keywords: Management Control Systems; Implementing Strategy; Execution; Asset Allocation Systems; Payback; Discounted Cash Flow; Internal Rate Of Return; Strategic Investments; Analyzing Acquisitions; Strategy; Capital Budgeting
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      Simons, Robert. "Strategy Execution Module 7: Designing Asset Allocation Systems." Harvard Business School Module Note 117-107, November 2016. (Revised December 2016.)
      • November 2016
      • Article

      Corporate Sustainability: First Evidence on Materiality

      By: Mozaffar Khan, George Serafeim and Aaron Yoon
      Using newly available materiality classifications of sustainability topics, we develop a novel dataset by hand-mapping sustainability investments classified as material for each industry into firm-specific sustainability ratings. This allows us to present new evidence...  View Details
      Keywords: Sustainability; Investments; Corporate Social Responsibility; Accounting; Corporate Reporting; Regulation; Corporate Social Responsibility and Impact; Integrated Corporate Reporting; Investment; Corporate Governance
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      Khan, Mozaffar, George Serafeim, and Aaron Yoon. "Corporate Sustainability: First Evidence on Materiality." Accounting Review 91, no. 6 (November 2016).
      • August 2016 (Revised July 2017)
      • Background Note

      Brand Portfolio Strategy and Brand Architecture

      By: Jill Avery
      While companies choose to brand their products and services in many different ways, there are some central tenets that help define an optimal brand portfolio and associated brand architecture. Brand portfolio strategy involves the design, deployment, and management of...  View Details
      Keywords: Brand Management; Brand Portfolio; Brand Extension; Brand Portfolio Strategy; Brand Architecture; Consumer Behavior; Marketing; Brands and Branding; Marketing Strategy
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      Avery, Jill. "Brand Portfolio Strategy and Brand Architecture." Harvard Business School Background Note 517-021, August 2016. (Revised July 2017.)
      • Spring 2016
      • Article

      Risk Neglect in Equity Markets

      By: Malcolm Baker
      The link between measures of risk and return within the equity market has been very weak over the past 47 years: in the United States, returns on high-risk stocks have cumulatively fallen short of the returns on low-risk stocks, during a period when the equity market...  View Details
      Keywords: Asset Allocation; Equity Investment; Behavioral Finance; Private Equity
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      Baker, Malcolm. "Risk Neglect in Equity Markets." Journal of Portfolio Management 42, no. 3 (Spring 2016): 12–25.
      • March 2016 (Revised August 2018)
      • Case

      JPMorgan Chase after the Financial Crisis: What Is the Optimal Scope of the Largest Bank in the U.S.?

      By: David Collis and Ashley Hartman
      When Jamie Dimon took over as CEO of JPMorgan Chase & Co. (JPMorgan Chase) in 2005, he reaffirmed the commitment to pursue a "universal bank" strategy—providing a full range of products and services to both retail and wholesale clients. Yet the merits of the universal...  View Details
      Keywords: Scope; Regulatory Reforms; Universal Banking; Synergy; Optimization; Simplification; Finance; Strategy; Business Strategy; Financial Crisis; Consolidation; Corporate Strategy; Diversification; Governing Rules, Regulations, and Reforms; Banking Industry; Financial Services Industry
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      Collis, David, and Ashley Hartman. "JPMorgan Chase after the Financial Crisis: What Is the Optimal Scope of the Largest Bank in the U.S.?" Harvard Business School Case 716-448, March 2016. (Revised August 2018.)
      • 2015
      • Working Paper

      Replicating Private Equity with Value Investing, Homemade Leverage, and Hold-to-Maturity Accounting

      By: Erik Stafford
      Private equity funds tend to select relatively small firms with low EBITDA multiples. Publicly traded equities with these characteristics have high risk-adjusted returns after controlling for common factors typically associated with value stocks. Hold-to-maturity...  View Details
      Keywords: Value Investing; Endowments; Investment Management; Asset Pricing; Private Equity; Investment; Management; United States
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      Stafford, Erik. "Replicating Private Equity with Value Investing, Homemade Leverage, and Hold-to-Maturity Accounting." Harvard Business School Working Paper, No. 16-081, January 2016.
      • April 2015 (Revised April 2015)
      • Case

      Yale University Investments Office: February 2015

      By: Josh Lerner
      David Swensen and the Investments Office staff must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments—hedge funds, private equity, real estate—given the impact of the recent market turmoil. The case explores the risks...  View Details
      Keywords: Asset Management; Resource Allocation; Investment; Venture Capital; Investment Funds; Property; Private Equity
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      Lerner, Josh. "Yale University Investments Office: February 2015." Harvard Business School Case 815-124, April 2015. (Revised April 2015.)
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      Strategy Execution Module 7: Designing Asset Allocation Systems
      Asset Allocation at the Cook County Pension Fund
      → Search All HBS Web
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