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    Investment FundsRemove Investment Funds →

    Page 1 of 12 Results
    • 16 Feb 2023
    • HBS Case

    ESG Activists Met the Moment at ExxonMobil, But Did They Succeed?

    by Lane Lambert

    Engine No. 1, a small hedge fund on a mission to confront climate change, managed to do the impossible: Get dissident members on ExxonMobil's board. But lasting social impact has proved more elusive. Case studies by Mark Kramer, Shawn Cole, and Vikram Gandhi look at the complexities of shareholder activism.

    • 20 Aug 2020
    • Working Paper Summaries

    Best Ideas

    by Miguel Antón, Randolph B. Cohen, and Christopher Polk

    The “best ideas” in investment managers’ portfolios generate statistically and economically significant risk-adjusted returns over time, and they systematically outperform other positions in the portfolios. Investors can gain substantially if managers choose less-diversified portfolios that tilt more towards their best ideas.

    • 29 Jul 2020
    • Working Paper Summaries

    Two Case Studies on the Financing of Forest Conservation

    by Andrew Baxter, Connor Cash, Josh Lerner, and Ratnika Prasad

    Case studies about The Conservation Fund and Sonen Capital highlight three broad lessons about fresh approaches to the ownership and management of forestland.

    • 05 Jun 2020
    • Research & Ideas

    How Anchor Investors Help Impact Funds Succeed

    by Sean Silverthorne

    3Questions A startup fund's ability to attract a major first investor is a signal to others that the investment pool is just fine for entering. Shawn Cole and Rob Zochowski answer questions about anchor investors. Open for comment; 0 Comments.

    • 09 Apr 2020
    • Research & Ideas

    How Social Entrepreneurs Can Increase Their Investment Impact

    by Rachel Layne

    Grants or investments? Philanthropic organizations have multiple funding tools available, but choosing the wrong one can dilute the benefits, according to research by Benjamin N. Roth. Open for comment; 0 Comments.

    • 15 Nov 2018
    • Working Paper Summaries

    Do Fire Sales Create Externalities?

    by Sergey Chernenko and Adi Sunderam

    This paper contributes to our understanding of the role of large institutional investors in securities markets, providing evidence that the structure of the mutual fund industry increases the risks of costly "fire sales."

    • 11 Sep 2018
    • Working Paper Summaries

    IQ from IP: Simplifying Search in Portfolio Choice

    by Huaizhi Chen, Lauren Cohen, Umit Gurun, Dong Lou, and Christopher J. Malloy

    Mutual fund managers solve their complex “search problem” for superior investable returns by tracking—and trading—on very particular sets of firms and insiders. These sets are chosen strategically and remain very persistent over time, as does the outperformance these insiders’ trades afford to the given fund managers.

    • 21 Sep 2017
    • Cold Call Podcast

    State Street’s SHE: Investing in Women Leaders

    Re: Vikram Gandhi

    As investors increasingly demand investment opportunities that match their social beliefs, financial services firms are busy designing new products. In this podcast, Vikram Gandhi discusses the expanding influence of impact investing and how State Street Global Advisers is responding. Open for comment; 0 Comments.

    • 30 Jan 2017
    • Research & Ideas

    Vanguard, Trian And The Problem With 'Passive' Index Funds

    by Michael Blanding

    Index funds are the major shareholders in many large- and medium-sized public companies, but their passive investment nature offers few checks on those companies’ executives, says Luis Viceira. Open for comment; 0 Comments.

    • 17 Nov 2015
    • Lessons from the Classroom

    How Activist Investors Became Respectable

    by Joseph Fuller

    Once reviled as villains operating on the fringes of the market, activist investors like Carl Icahn are now powerful forces at work in the mainstream of business, says Professor Joseph Fuller. And their influence is only growing. Open for comment; 0 Comments.

    • 12 Nov 2015
    • Working Paper Summaries

    Catering to Investors Through Product Complexity

    by Boris Vallee & Claire Célérier

    This paper investigates the rationale for issuing complex securities to retail investors.

    • Working Paper Summaries

    How do Private Equity Fees Vary Across Public Pensions?

    by Juliane Begenau and Emil Siriwardane

    As state and local defined-benefit pensions increasingly shift capital from traditional asset classes to private-market investment vehicles, this analysis shows that public pensions investing in the same private-market fund can experience very different returns.

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