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Excel spreadsheet with downside data for teaching note 8B04N03.

Spreadsheet supplement for case 604080.

Three Excel files, two are simulations, one contains data.

Spreadsheet supplement for INS582.

Spreadsheet Supplement for case 197104

Spreadsheet Supplement for case 204009.

Spreadsheet to (9-604-093). Download only.

This spreadsheet supplements case 104-071.

Spreadsheet supplement for case 504-063.

Spreadsheet supplement for case 504-094.

In November 2002, a California state court required the California Public Employees' Retirement Systems (CalPERS) to publicly report its returns on private-equity investments. This case examines the controversy surrounding the disclosure of private-equity returns mandated by this court decision. It includes discussions of the reaction of general and limited partners and the issues surrounding the sizable amounts of pension money invested in alternative investments. The CalPERS decision dovetailed with efforts by the Association for Investment Management and Research (AIMR) and the British and European Venture Capital Associations to reach greater agreement on disclosure standards in reporting the results of private-equity investments. The case details one set of standards, AIMR's Global Investment Performance Standards (GIPS), which would become effective January 1, 2005. Students are asked to calculate the proposed metrics for a typical fund and assess their usefulness to a prospective investor. More broadly, the case addresses the type of information necessary to properly benchmark private-equity returns and the consequences of this type of disclosure to the industry.

Solver model for product 9B02E012.

Data for product 9B02E012.

Spreadsheet for case UV0420

Spreadsheet to (9-203-005). Download only.

Spreadsheet to (9-204-109). Download only.

Spreadsheet to (9-204-029). Selected case exhibits. Download only.

Abstract to follow.

Abstract to follow.