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Everyone Loves To Hate Proxy Advisors

By Sarah Keohane Williamson

12 August 2025 - Why proxy advisors draw criticism from investors and companies, and practical solutions to improve the proxy voting process including pre-disclosure and unbundling services.

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In the News

Letter: Share proxy companies face a structural problem

By Olivier Lebleu, CFA

4 August 2025 - Your Lex note on governance issues at Wise, the UK fintech, rightly highlights the need for quality research from proxy advisers (July 30). FCLTGlobal’s recent study of the proxy system reveals a structural problem: investors typically pay for research and operational services in a single bundle, in effect forcing the platform business to subsidise research costs. This undermines research quality precisely when shareholders need a better insight into complex voting matters. If investors want better, more informed insight on key votes, they should insist on — and pay for — unbundled, high-quality research separate from operational services.

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In the News

‘Trump Accounts’ Are The Next Generation’s First Steps Toward Financial Independence

By Sarah Keohane Williamson

29 July 2025 - New federal law creates $1000 investment accounts for all babies born 2025-2028.

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In the News

Playing a bigger game

12 June 2025 - In response to multiple, concurrent crises, MFS believes investors should look beyond external factors like interest rates and geopolitical risks that are out of their control – and instead adopt an approach that enables them to not just cope, but rise above the current noise and build resilience, says Carol Geremia, President of MFS and Co-Head of Global Distribution.

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In the News

As Companies Abandon Climate Pledges, Is There a Silver Lining?

12 June 2025 - Coca-Cola, BP, HSBC and countless others are dropping environmental goals, highlighting the inadequacy of voluntary action.

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In the News

What A 19th-Century Economist Can Teach Us About Today’s Trade Wars

By Sarah Keohane Williamson

11 May 2025 - Two hundred years ago, David Ricardo put forth the idea that trade can be a win-win for countries of varying skills and specializations. It's critical that we do not forget that lesson now.

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Policy and Geopolitics | In the News

Riding The Tariff Roller Coaster: What’s A Long-Term Investor To Do?

By Sarah Keohane Williamson

11 April 2025 - These days, markets are on a roller coaster, going to steep heights just to plunge again, with many investors acting like they are going around the bend. My advice: Don’t get on the roller coaster with them.

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In the News

How new technologies are changing the game in private markets

11 April 2025 - With the ability to uncover hard-to-find information and enable more frequent trading in traditionally illiquid asset classes, new technologies like artificial intelligence and tokenisation could be the biggest disruption most private markets investors will see in their lifetime.

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Press Release

Rachel Lord Joins FCLTGlobal’s Board of Directors

1 April 2025 - 1 April 2025– FCLTGlobal, a non-profit organization whose mission is to focus capital on the long term to support a sustainable and prosperous economy, announced today that Rachel Lord, Senior Managing Director and Head of International at BlackRock, has joined its Board of Directors.

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In the News

Quality Seen as Key to Future of Proxy Voting

14 January 2025 - Reducing number of votes would enhance their strategic value, says a recent report from investment research institute FCLTGlobal.

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Press Release

FCLTGlobal Adds Peter Harrison and Geraldine Matchett to Strategic Advisors

31 December 2024 - FCLTGlobal, a non-profit organization whose mission is to focus capital on the long term to support a sustainable and prosperous economy, announced today that Peter Harrison, former Group Chief Executive of Schroders, and Geraldine Matchett, former Co-CEO and CFO of DSM-Firmenich, are retiring from its Board of Directors.

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