Strategy | Report

Walking the Talk: Valuing a Multi-Stakeholder Strategy

17 January 2022 - Societal expectations of companies are rapidly changing as companies are confronted with wide-ranging responsibilities that extend beyond maximizing near-term shareholder return. Those expectations encompass an expanding list of stakeholders – including the labor force, suppliers, communities, and governments – whose needs increasingly demand consideration. In response, companies are recognizing the importance of considering key stakeholders in business decisions, but they have struggled to consistently implement practices that support long-term value in a multi-stakeholder context. That lack of consistency in operationalizing a multi-stakeholder strategy has left many investors – and other stakeholders – skeptical of firms that pursue this approach to business.

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Going Long Podcast: Bob Sternfels, McKinsey & Company

24 January 2022 - “There's no such thing anymore as a corporate strategy and a sustainability strategy. The overall corporate strategy has to have sustainability woven into it.”

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FCLTCompass – Measuring Time Horizons Across Capital Markets

6 December 2021 - An annual benchmarking tool tracking long-term investments on a global scale. This project anchors long-term investing to quantitative data reported in years and dollars, painting a clearer picture of the status quo and framing the conversation around sustainable finance in a more actionable light for the first time.

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How the Pandemic Has Impacted Buybacks

10 January 2022 - Recent regulatory shifts and financial uncertainty due to COVID-19 has changed how companies are spending their money, including on share buybacks.

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Unpacking the Value of Corporate Net Zero Commitments

13 December 2021 - Since the Paris Agreement, many companies have committed to different levels of decarbonization in line with climate goals. From making net-zero commitments to setting targets aligned with the Science Based Targets initiative, more and more companies are signaling their commitment to climate.

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We Drive Change Through a Focus on Key Areas

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Boards of directors as the key to long-term value creation

Strong governance provides the foundation for success.

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Incentives to support long-term goals

Alignment of incentives over time and across the investment value chain is critical to future outperformance.

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Investor-corporate engagement

Engagement between companies and their shareholders provides mutual understanding and confidence to pursue shared goals.

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Strategies that drive long-term performance

Strategies around talent, innovation, capital allocation, and risk lead to success.

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Policy environment

Policy and regulation shapes global discourse prompts market behaviors to shift toward the long term.

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