Investment Management at Harvard Management Company

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Case Details:

Case Code : FINC056
Case Length : 19 Pages
Period : 2000-08
Pub. Date : 2009
Teaching Note :Not Available
Organization : Harvard Management Company
Industry : Financial Services
Countries : UK/India

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This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.

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Excerpts Contd...

Fund Management at HMC Contd...

HMC UNDER WALTER CABOT
HMC had US$ 1.3 billion endowment funds to manage when Cabot became the President and CEO. Cabot's initial task was to build HMC's staff and also to find a few outside firms to manage a small portion of the fund...

HMC UNDER JACK MEYER
While Cabot focused on investments with an objective of achieving returns above the rate of inflation, Meyer focused more on the spending requirements and risk tolerance of Harvard. He also hinted at increased external management help in managing the endowment funds unlike Cabot who had outsourced only a small portion of the endowment funds to the external managers...

Finance | Case Study in Management, Operations, Strategies, Finance, Case Studies

HMC UNDER MOHAMMED EL-ERIAN
On October 14, 2005, Harvard announced that El-Erian, who was managing the emerging markets debt and portfolio team at Pacific Investment Management Company (PIMCO) , would become the CEO of HMC in mid-February 2006...

The Crisis

Analysts felt that Mendillo had accepted a challenging task in steering Harvard's endowment when the markets were facing turbulence. She was also required to understand the complex investment strategies implemented by El-Erian before taking any further steps...

Exhibits

Exhibit I: Start-Ups by HMC Employees
Exhibit II: The Sub-Prime Crisis
Exhibit III: Organization Structure of HMC
Exhibit IV: Top Ten University Endowment Funds in the US (Fiscal Year Ended June 2008)
Exhibit V: HMC's Asset Value Performance (1981 - 2008)

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