Investment Management at Harvard Management Company | Business Finance Management Cases | Case Study|Finance|Case Study|Case Studies

Investment Management at Harvard Management Company

            
 
Case Studies | Case Study in Business, Management, Operations, Strategy, Case Study

ICMR HOME | Case Studies Collection

To download Investment Management at Harvard Management Company case study (Case Code: FINC056) click on the button below, and select the case from the list of available cases:

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



» Finance Case Studies
» Short Case Studies
» View Detailed Pricing Info
» How To Order This Case
» Business Case Studies
» Area Specific Case Studies
» Industry Wise Case Studies
» Company Wise Case Studies

Custom Search



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.



Chat with us

Strategic Management Formulation, Implementation, & Control, 12e

Please leave your feedback

Leave Your Feedback

ICMR India ICMR India ICMR India ICMR India RSS Feed

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

Themes

Risk Management, Portfolio Management
Case Length : 19 Pages
Period : 2000-08
Pub. Date : 2009
Teaching Note : Not Available
Organization : Harvard Management Company
Industry : Financial Services
Countries : USA

Abstract:

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.

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

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:

  Page No.
Introduction 1
Background Note 3
Asset Allocation 4
Fund Management at HMC 5
The Crisis 12
Exhibits 15

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 - Next Page>>

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


Custom Search





 

Marketing Financial Products
Textbooks Collection

Case Studies in Finance Volume-IV
Work Book - Rs. 750
Workbooks Collection

Case Studies in Finance Vol III

Case Studies in Finance Vol III
e-Book on Case Studies in Finance

Case Study Volumes Collection

 

Case Studies Links:- Case Studies, Short Case Studies, Simplified Case Studies.

Other Case Studies:- Multimedia Case Studies, Cases in Other Languages.

Business Reports Link:- Business Reports.

Books:- Textbooks, Work Books, Case Study Volumes.