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Divestment as an ESG Tool: CalPERS and Tobacco Stocks (A)
Evans, Richard B.; Yemen, Gerry; Kellett, MichaelCase DARDEN-F-1948-EFinanceThis case uses the California Public Employees’ Retirement System (CalPERS) to set the stage for unfolding an analysis of economics and values in the decision to divest tobacco stocks and bonds from the internally managed portion of the CalPERS portfolio.Starting at €8.20
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Risk, Return, and Modern Portfolio Theory
Evans, Richard B.Technical Note DARDEN-F-1982-EFinanceIn this technical note, we examine the concept of diversification and the tradeoff between risk and return in portfolio theory. The note includes a general introduction to normal distribution, then applies it to portfolio theory by examining normal distribution of future return and risk. The note also examines formulas for calculating expected returns of various two-asset portfolios and applies these formulas to investment decision-making. Finall...Starting at €8.20
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Alpha Architect: Is Momentum Losing Steam?
Evans, Richard B.; Sesia, AldoCase DARDEN-F-1977FinanceThe case explores the momentum investment strategy of AlphaArchitect, a boutique asset management firm. The protagonist, Wes Grey the CEO of AlphaArchitect, is preparing a potential client presentation for Lochen Capital, a multi-family office. Lochen has traditionally focused on value-investing and as a result the presentation needs to compare and contrast the two styles. The case introduces students to the simplest of quantitative investing ...Starting at €8.20
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The Oxcel Endowment and Socially Responsible Investing
Evans, Richard B.Case DARDEN-F-1659-EFinanceCollege trustees are considering investing a portion of the endowment in a socially responsible investment fund. Recent market events and the poor performance of the endowment have caused the trustees to question their decisions regarding the managers employed by the endowment and the policies and procedures of the endowment itself. To help with the decision, the board examines return data for three investment funds.Starting at €8.20
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Pittinos Financial Advisors, LLC - Teaching Note
Lipson, Marc L.; Evans, Richard B.Teaching Note DARDEN-F-1599TN-EFinanceTeaching note for product F-1599Starting at €0.00
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Liquidity, Mutual Fund Flows, and ReFlow Management, LLC - Teaching Note
Evans, Richard B.Teaching Note DARDEN-F-1600TN-EFinanceTeaching note for product F-1600Starting at €0.00
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Research Affiliates - Teaching Note
Evans, Richard B.Teaching Note DARDEN-F-1662TN-EFinanceTeaching note for product F-1662Starting at €0.00
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CornerStone Partners - Teaching Note
Evans, Richard B.Teaching Note DARDEN-F-1677TN-EFinanceTeaching note for product F-1677Starting at €0.00
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Valuing Yahoo! in 2013, Teaching Plan
Viceira, Luis M.; Biery, DavidTeaching Note HBS-215019-EFinanceTeaching plan for case 214048.Starting at €0.00
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Pershing Square 2.0
Greenwood, Robin; Hanson, Samuel G.; Biery, DavidCase HBS-216003-EFinanceIn June 2015 William A. Ackman, the CEO and Founder of New York Hedge Fund Pershing Square Capital, reflects on the success of the fund he has spent over a decade building. Since its inception in 2004, Pershing Square's assets under management had grown from $500 million to well over $18 billion. Ackman is now considering a sizable new portfolio position and must decide how he should raise capital to undertake this new investment. This choice is ...Starting at €8.20