Investment Management at Harvard Management Company
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(Case Code: FINC056) click on the button below, and select the case from the list of available cases:
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Please note:
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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Case Details: |
Price: |
| Case Code |
: |
FINC056 |
For delivery
in electronic format: Rs. 400;
For delivery through courier (within India): Rs. 400 + Rs. 25 for Shipping & Handling Charges
ThemesRisk Management, Portfolio Management |
| Case Length |
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19 Pages |
| Period |
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2000-08 |
| Pub. Date |
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2009 |
| Teaching Note |
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Not Available |
| Organization |
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Harvard Management Company |
| Industry |
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Financial Services |
| Countries |
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USA |
Abstract:
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The case examines the investment management strategies
adopted by the Harvard Management Company (HMC). HMC managed Harvard
University's endowment funds, the largest in the industry. The case explains the
hybrid fund management strategy followed at HMC and how the strategy led to
phenomenal growth of Harvard's endowment funds over the decades. The case
describes the investment performance of the endowment fund, asset allocation,
portfolio mix and risk management strategies under various fund managers of HMC
since its inception. The case also explains the recent problems faced by HMC due
to the frequent changes in its leadership and the sub-prime crisis that emerged
in the US in late 2007 resulting in significant losses for Harvard's endowment
fund.
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Issues:
» Analyze the investment management strategies followed at HMC.
» Appreciate the importance of asset allocation and portfolio diversification in
investment management.
» Study the risk management practices at HMC.
» Understand the pros and cons of hybrid investment management strategy.
Contents:
Keywords:
Harvard Management Company, Funds Management, Portfolio Management, Diversification Strategy, Asset Allocation, University Endowment Funds, Jane Mendillo, Sub-prime Crisis, Neutral Asset Allocation, Hedge Funds, Hybrid Management Strategy, Inflation-indexed Bonds, Beta, Leverage Buyouts, Venture Capital, Walter Cabot, Jack Meyer, Mohammed El-Erian, Foreign Currency Management, Brain Drain, Compensation Issues, Chief Investment Officer, Leveraged Investment Strategy
Investment Management at Harvard Management Company
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