Harvard Business Review

JANUARY 16, 2018

On January 6, 2017, JANA Partners , a New York–based activist hedge fund, and the California State Teachers’ Retirement System (CalSTRS) sent a letter to Apple’s board of directors that may change the future of activist investing. Tim Ellis/Getty Images. According to US SIF , at the end of 2018 there was $8.72

Hedge 8

Hedge Long-term Short-term Letter 8

Harvard Business Review

JUNE 13, 2016

Basically, a handful of asset management firms have become the most powerful shareholders of the nation’s largest banks. This collective flood of individual investment has turned asset management companies into ginormous shareholders. BlackRock alone manages about $4.7 trillion in assets.

Banking 8

Banking Hedge Asset Management Airlines 8

Harvard Business Review

SEPTEMBER 20, 2017

CEOs live in fear of activist hedge funds, and politicians worry about their effects on workers. Whether they were Western funds, such as Steel Partners and TCI , or Japanese funds, such as Murakami, they found that the entire system conspired to support the embattled companies, no matter how impaired their corporate governance.

ROE 8

ROE Construction Hedge Policies 8

Harvard Business Review

JUNE 10, 2014

Meanwhile, trustees control universities’ sometimes-giant endowments, and most often delegate this control to asset managers who treat the endowments as pools of money with the sole purpose of creating more money. There’s a systemic Catch 22, one outsourced endowment manager told me.

Real Estate 8

Real Estate Education Disruptive Innovation Asset Management 8

Harvard Business Review

SEPTEMBER 20, 2013

Hedge Funds will love our data — they will practically buy any set of data that might give them a potential edge”. They assume that if they collect the data, and house it in their systems, it must be their data. “We have a treasure trove of data, it’s highly valuable”. “If Sounds obvious, doesn’t it?

Execution 8

Execution Metrics Content Christensen 8

Harvard Business Review

APRIL 2, 2014

It seems like the clearest practical lessons from this academic work have been in asset management. There are people very much steeped in this work, including you, who are out there managing stocks and other assets based on it. What we often find is that asset allocation is something the clients themselves want to manage.

CAPM 8

CAPM Discount Price Finance 8

Harvard Business Review

AUGUST 8, 2018

The social impact funds want to support it for social reasons, whereas hedge funds and others are recognizing that the superior resiliency and performance of worker-owned firms can improve their returns. One area that seems ripe for this is in the arena of connected and autonomous mobility systems in the automotive and aerospace industries.

ESOP 11

ESOP Company Cooper IAM 11