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Case
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Reference no. 9-204-055
Subject category: Finance, Accounting and Control
Authors: Josh Lerner (Harvard Business School)
Published by: Harvard Business Publishing
Originally published in: 2003
Version: 5 March 2004
Length: 26 pages
Data source: Field research
Topics: Financial management; Financial strategy; Asset allocation; Asset management; Venture capital; Assets; Leveraged buyouts
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Abstract

The Yale Investments Office must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments hedge funds, private equity, real estate, and so forth. Considers the risks and benefits of a different asset allocation strategy. Highlights the choice between different subclasses, eg, between venture capital and leveraged buyout funds.
Location:
Connecticut
Industries:
Educational services; Colleges & universities
Size:
17 employees
Other setting(s):
2003
Teaching note
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Reference no. 5-204-173
Subject category: Finance, Accounting and Control
Authors: Josh Lerner (Harvard Business School); Felda Hardymon (Harvard Business School); Ann Leamon (Harvard Business School)
Published by: Harvard Business Publishing
Originally published in: 2004
Version: 16 June 2004
Length: 9 pages
Data source: Field research
View full details
Case
-
Reference no. 9-214-P08
Portuguese language
Subject category: Finance, Accounting and Control
Authors: Josh Lerner (Harvard Business School)
Published by: Harvard Business Publishing
Originally published in: 2004
Version: 5 March 2004
Revision date: 9-Apr-2019
Length: 27 pages
Data source: Field research
Topics: Assets; Asset allocation; Financial management; Asset management; Financial strategy; Leveraged buyouts; Venture capital
View full details

About

Abstract

The Yale Investments Office must decide whether to continue to allocate the bulk of the university's endowment to illiquid investments hedge funds, private equity, real estate, and so forth. Considers the risks and benefits of a different asset allocation strategy. Highlights the choice between different subclasses, eg, between venture capital and leveraged buyout funds.

Settings

Location:
Connecticut
Industries:
Educational services; Colleges & universities
Size:
17 employees
Other setting(s):
2003

Related

Teaching note
-
Reference no. 5-204-173
Subject category: Finance, Accounting and Control
Authors: Josh Lerner (Harvard Business School); Felda Hardymon (Harvard Business School); Ann Leamon (Harvard Business School)
Published by: Harvard Business Publishing
Originally published in: 2004
Version: 16 June 2004
Length: 9 pages
Data source: Field research
View full details
Case
-
Reference no. 9-214-P08
Portuguese language
Subject category: Finance, Accounting and Control
Authors: Josh Lerner (Harvard Business School)
Published by: Harvard Business Publishing
Originally published in: 2004
Version: 5 March 2004
Revision date: 9-Apr-2019
Length: 27 pages
Data source: Field research
Topics: Assets; Asset allocation; Financial management; Asset management; Financial strategy; Leveraged buyouts; Venture capital
View full details