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  • All HBS Web  (395)
    • Faculty Publications  (23)

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    • All HBS Web  (395)
      • Faculty Publications  (23)

      Endowment Management Remove Endowment Management →

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      Models of Endowment Management: King's College, Cambridge
      Investing in Commodities at Global Endowment Management
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      • October 2020 (Revised January 2021)
      • Case

      Divesting Harvard's Endowment

      By: Daniel Green, Luis M. Viceira and Holly Fetter
      By early 2020 Harvard University was facing growing pressure from students, faculty, and alumni to divest its $40 billion endowment of financial stakes in fossil fuel producers. Its previous policy of avoiding the issue was quickly becoming outdated—$21 trillion of...  View Details
      Keywords: Divestment; Harvard University; Esg; Higher Education; Investment Portfolio; Environmental Sustainability; Strategy; Corporate Social Responsibility and Impact
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      Green, Daniel, Luis M. Viceira, and Holly Fetter. "Divesting Harvard's Endowment." Harvard Business School Case 221-009, October 2020. (Revised January 2021.)
      • 2020
      • Article

      Remaking the Imperial Presidency: The Mayaguez Incident of 1975 and the Contradictions of Credibility

      By: Mattias Fibiger
      This article argues that the Mayaguez incident of 1975 was a missed opportunity to establish a more democratic American foreign policy. President Gerald Ford managed the crisis with an eye toward domestic and international credibility. But his conception of credibility...  View Details
      Keywords: Foreign Policy; Presidency; Ford Administration; Government and Politics; History; Crisis Management; United States
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      Fibiger, Mattias. "Remaking the Imperial Presidency: The Mayaguez Incident of 1975 and the Contradictions of Credibility." Diplomacy & Statecraft 31, no. 1 (2020): 118–142.
      • July 2018 (Revised July 2018)
      • Teaching Note

      Argentina Power—Don’t Cry for Me Argentina

      By: Nori Gerardo Lietz and Sayiddah Fatima McCree
      Teaching Note for HBS No. 218-041. This case concerns a complex potential energy infrastructure investment in Argentina by a global conglomerate shortly after Mauricio Macri (“Macri”) became President of Argentina in 2015. The central issues are (i) why was a country...  View Details
      Keywords: Argentina; Argentine Exceptionalism; Infrastructure Finance; Investing; Finance; Inflation and Deflation; Government and Politics; Energy Generation; Infrastructure; Utilities Industry; Energy Industry; Financial Services Industry; Argentina; South America
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      Lietz, Nori Gerardo, and Sayiddah Fatima McCree. "Argentina Power—Don’t Cry for Me Argentina." Harvard Business School Teaching Note 219-010, July 2018. (Revised July 2018.)
      • June 2018 (Revised January 2019)
      • Teaching Note

      Investing in Commodities at Global Endowment Management

      By: Adi Sunderam
      Teaching Note for HBS No. 218-005.  View Details
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      Sunderam, Adi. "Investing in Commodities at Global Endowment Management." Harvard Business School Teaching Note 218-118, June 2018. (Revised January 2019.)
      • 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.
      • March 2017
      • Article

      Entrepreneurial Beacons: The Yale Endowment, Run-ups, and the Growth of Venture Capital

      By: Y. Sekou Bermiss, Benjamin J. Hallen, Rory McDonald and Emily Cox Pahnke
      This paper investigates the social context of entrepreneurship in organizational sectors. Prior research suggests that firm foundings are driven by collective patterns of activity—that is, by patterns of prior foundings—including support from related markets as well as...  View Details
      Keywords: Signals; Social Salience; Venture Capital; Higher Education; Organizations; Entrepreneurship; Investment
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      Bermiss, Y. Sekou, Benjamin J. Hallen, Rory McDonald, and Emily Cox Pahnke. "Entrepreneurial Beacons: The Yale Endowment, Run-ups, and the Growth of Venture Capital." Strategic Management Journal 38, no. 3 (March 2017): 545–565.
      • February 2016
      • Supplement

      Models of Endowment Management: King's College, Cambridge

      By: David Chambers, Elroy Dimson, Luis M. Viceira and Elena Corsi
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      Chambers, David, Elroy Dimson, Luis M. Viceira, and Elena Corsi. "Models of Endowment Management: King's College, Cambridge." Harvard Business School Spreadsheet Supplement 216-704, February 2016.
      • January 2016
      • Case

      Models of Endowment Management: King's College, Cambridge

      By: David Chambers, Elroy Dimson, Luis M. Viceira and Elena Corsi
      One of the University of Cambridge's Colleges evaluates different asset management options for their endowment fund.  View Details
      Keywords: Endowment Management; Financial Management; Management; United Kingdom
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      Chambers, David, Elroy Dimson, Luis M. Viceira, and Elena Corsi. "Models of Endowment Management: King's College, Cambridge." Harvard Business School Case 216-023, January 2016.
      • July 2014
      • Case

      Venture Capital at the Harvard Management Company in Historical Perspective

      By: Felda Hardymon, Tom Nicholas and Vasiliki Fouka
      The compromise between capital preservation and growth has always been central to the performance of the Harvard endowment. Setting an institutional structure for effectively governing this compromise became especially important when the Harvard Management Company...  View Details
      Keywords: Venture Capital; Financial Management; Asset Management; Higher Education; Investment; Financial Services Industry; Education Industry; Cambridge
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      Hardymon, Felda, Tom Nicholas, and Vasiliki Fouka. "Venture Capital at the Harvard Management Company in Historical Perspective." Harvard Business School Case 815-047, July 2014.
      • July 2014
      • Case

      Thompson Asset Management

      By: William Fruhan and John Banko
      Thompson Asset Management (TAM) is a small investment advisory and asset management firm in Jacksonville, Florida, with about $100 million in assets under management in two different funds. Since starting the firm in 2009, the CEO and founder Allison Thompson has had a...  View Details
      Keywords: Small Business; Asset Management; Expansion; Investment Portfolio; Financial Services Industry; Florida
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      Fruhan, William, and John Banko. "Thompson Asset Management." Harvard Business School Brief Case 914-565, July 2014.
      • September 2010 (Revised May 2012)
      • Case

      Harvard Management Company (2010)

      By: Andre F. Perold and Erik Stafford
      In February 2010, Jane Mendillo, CEO of Harvard Management Company, was reflecting on the list of issues facing Harvard University's endowment in preparation for the upcoming board meeting. The recent financial crisis had vividly highlighted several key issues...  View Details
      Keywords: Financial Crisis; Higher Education; Asset Management; Financial Liquidity; Investment Portfolio; Risk Management; Education Industry; Financial Services Industry; Massachusetts
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      Perold, Andre F., and Erik Stafford. "Harvard Management Company (2010)." Harvard Business School Case 211-004, September 2010. (Revised May 2012.)
      • December 2009 (Revised February 2010)
      • Case

      The Investment Fund for Foundations (TIFF) in 2009

      By: Luis M. Viceira and Brendon Christopher Parry
      In late June 2009, management at The Investment Fund for Foundations (TIFF) was considering expanding the footprint of the TIFF Diversified Fund (TDF), the first truly comprehensive endowment management vehicle offered under the TIFF banner. The recent large capital...  View Details
      Keywords: Financial Crisis; Asset Management; Financial Strategy; Investment Funds; Risk Management; Product Marketing; Financial Services Industry; United States
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      Viceira, Luis M., and Brendon Christopher Parry. "The Investment Fund for Foundations (TIFF) in 2009." Harvard Business School Case 210-008, December 2009. (Revised February 2010.)
      • October 2009 (Revised January 2010)
      • Case

      The University of Notre Dame Endowment

      By: Andre F. Perold and Paul Michael Buser
      The Endowment Model of Investing, which was based on creating high risk-adjusted performance through diversification, a long time horizon, top-notch outside managers, and illiquid investments, had served Notre Dame and other large universities well over the past...  View Details
      Keywords: Financial Crisis; Higher Education; Asset Management; Private Equity; Financial Liquidity; Investment; Risk Management; Performance Evaluation; Education Industry; Financial Services Industry
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      Perold, Andre F., and Paul Michael Buser. "The University of Notre Dame Endowment." Harvard Business School Case 210-007, October 2009. (Revised January 2010.)
      • January 2007 (Revised October 2007)
      • Case

      The Omidyar-Tufts Microfinance Fund: Striving to Reshape the Social Enterprise Capital Markets

      By: Michael Chu and Jean Hazell
      Seeking to impact global poverty and philanthropy, eBay founder Pierre Omidyar donates $100 million to Tufts University for a trust restricted to investment in microfinance. Explores the origins of the initiative, the perspectives and objectives of the various parties...  View Details
      Keywords: Capital Markets; Microfinance; Investment Funds; Philanthropy and Charitable Giving; Emerging Markets; Social Enterprise; Financial Services Industry
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      Chu, Michael, and Jean Hazell. "The Omidyar-Tufts Microfinance Fund: Striving to Reshape the Social Enterprise Capital Markets." Harvard Business School Case 307-078, January 2007. (Revised October 2007.)
      • December 2006 (Revised December 2007)
      • Case

      The Vanderbilt University Endowment (2006)

      By: Andre F. Perold and William T. Spitz
      As with many modern-day large pools of capital, the Vanderbilt University endowment is significantly invested in alternative assets such as hedge funds, private equity, real estate, and natural resources. The endowment's investment committee chair is attempting to...  View Details
      Keywords: Higher Education; Asset Management; Financial Management; Financial Strategy; Investment Portfolio; Risk Management
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      Perold, Andre F., and William T. Spitz. "The Vanderbilt University Endowment (2006)." Harvard Business School Case 207-062, December 2006. (Revised December 2007.)
      • May 2001 (Revised October 2001)
      • Case

      Harvard Management Company (2001)

      By: Jay O. Light
      Harvard Management Co. uses portfolio theory to help consider the asset allocation issues for its endowment.  View Details
      Keywords: Asset Management
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      Light, Jay O. "Harvard Management Company (2001)." Harvard Business School Case 201-129, May 2001. (Revised October 2001.)
      • October 2000 (Revised February 2007)
      • Case

      Harvard Management Company and Inflation-Protected Bonds, The

      By: Luis M. Viceira
      In March 2000, the board of The Harvard Management Co. (HMC) approved significant changes in the policy portfolio determining the long-run allocation policy of the Harvard University endowment. These changes included a sharp reduction of the allocation to U.S. equities...  View Details
      Keywords: Bonds; Investment Portfolio; Investment Funds; Asset Management; Corporate Governance; Capital Markets; Financial Services Industry; United States
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      Viceira, Luis M. "Harvard Management Company and Inflation-Protected Bonds, The." Harvard Business School Case 201-053, October 2000. (Revised February 2007.)
      • January 1998
      • Article

      The Adam Smith Address: Location, Clusters, and the 'New' Microeconomics of Competition

      By: Michael E. Porter
      The new microeconomics of competition is contained in frameworks that structure the complexity of competition and inform managers of the choices they must make. The role of location has shifted from factor endowments and size to productivity growth; factor inputs are...  View Details
      Keywords: Economics
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      Porter, Michael E. "The Adam Smith Address: Location, Clusters, and the 'New' Microeconomics of Competition." Business Economics 33, no. 1 (January 1998).
      • April 1996 (Revised October 1999)
      • Case

      Risk of Stocks in the Long Run, The: The Barnstable College Endowment

      By: Andre F. Perold
      The manager of the Barnstable College Endowment is evaluating proposals to increase the endowment's exposure to stocks based on an analysis that shows stocks to be much safer over long holding periods.  View Details
      Keywords: Risk Management; Financial Management; Stocks; Financial Services Industry; Education Industry
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      Perold, Andre F. "Risk of Stocks in the Long Run, The: The Barnstable College Endowment." Harvard Business School Case 296-073, April 1996. (Revised October 1999.)
      • December 1995 (Revised December 1995)
      • Case

      Yale University Investments Office

      By: Josh Lerner and Jay O. Light
      Yale University's investment office was responsible for managing its endowment, which totaled nearly $4 billion in June 1995. Yale had developed a rather different approach to endowment management, including substantial investments in "less efficient" equity markets...  View Details
      Keywords: Assets; Private Equity; Investment; Investment Return; Management; Markets; Strategy; Education Industry
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      Lerner, Josh, and Jay O. Light. "Yale University Investments Office." Harvard Business School Case 296-040, December 1995. (Revised December 1995.)
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      Models of Endowment Management: King's College, Cambridge
      Investing in Commodities at Global Endowment Management
      → Search All HBS Web
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