Harvard Management Company (2010)

Posted: 17 Feb 2012

See all articles by André Perold

André Perold

Harvard Business School - Finance Unit

Erik Stafford

Harvard Business School - Finance Unit

Date Written: September 8, 2010

Abstract

In February 2010, Jane Mendillo, CEO of Harvard Management Company, was reflecting on the list of issues facing Harvard University's endowment in preparation for the upcoming board meeting. The recent financial crisis had vividly highlighted several key issues including the adequacy of short-term liquidity, the effectiveness of portfolio risk management, and the balance of internal and external managers.

Learning Objective: The case provides the opportunity for students to make a capital asset allocation decision for a large university endowment. The key pedagogical objective is to develop an understanding of the financial objectives and constraints of the University and the central role played by the endowment in managing the University's financial resources.

Suggested Citation

Perold, André F. and Stafford, Erik, Harvard Management Company (2010) (September 8, 2010). Harvard Business School Finance Case No. 211-004, Available at SSRN: https://ssrn.com/abstract=2006604

André F. Perold (Contact Author)

Harvard Business School - Finance Unit ( email )

Boston, MA 02163
United States
617-495-6680 (Phone)
617-496-6592 (Fax)

Erik Stafford

Harvard Business School - Finance Unit ( email )

Boston, MA 02163
United States
617-495-8064 (Phone)
617-496-7357 (Fax)

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