Engagement on long-term strategies between companies and shareholders fosters mutual understanding, enabling them to pursue shared goals.

 

Surveys confirm that investors prefer forward-looking guidance on strategy and expected performance over short-term earnings fluctuations. Providing a clear, unified articulation of how a company will create sustained value, supported by the most relevant performance metrics, is essential for effective engagement.

 

Anchoring investor communications to long-term targets strengthens shareholder alignment and equips investors with the insights needed to support management and drive sustained growth.

Reports

Report

Beyond the Blame Game: Why the Proxy System Needs to Change

December 18, 2024

A well-functioning proxy voting system is critical to support effective capital allocation and participation in the public markets. This report examines the factors that have...

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Report

Unlocking Value by Targeting Long-term Shareholders

March 7, 2023

Curating a targeted long-term shareholder base aligned with the company’s priorities is the key to unlocking greater value over time.

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Report

Sustainability or Strategy: Bridging the Gap Between Climate Change and Long-term Value Creation

May 31, 2022

New research suggests that companies could do more to bridge the gap between their climate change approach and their long-term value creation strategies.

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Report

The Dangers of Buybacks: Mitigating Common Pitfalls

October 6, 2020

Returning capital to shareholders is an important and legitimate goal of many corporations. Buybacks are often an effective way to distribute capital, but care must be...

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Report

Making the Call: The Role of Long-term Institutional Investors in Activism

June 25, 2020

The prevailing wisdom is that activist investors can drive corporate short-term behavior singlehandedly. The prevailing wisdom is wrong.

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Report

Power Play: The Long-term Impact of Multi-class Shares

April 15, 2020

While some companies take a “one share, one vote” approach to shareholder decision-making, others give disproportionate voting rights to founders or choose to offer multiple...

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Oil wheel graphic

Report

Building Long-term Value: A Blueprint for CFOs

December 18, 2019

A company's CFO has a unique ability to drive long-term value creation for the organization.

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Graphic of roadmap

Report

Driving the Conversation: Long-Term Roadmaps for Long-Term Success

February 21, 2019

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Report

Moving Beyond Quarterly Guidance: A Relic of the Past

October 23, 2017

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Report

Straight Talk for the Long-Term

March 16, 2015

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Articles

Article

Pay Me Now or Pay Me Later: The Sustainability J-Curve

July 31, 2024

Using the sustainability J-curve as a tool for visualizing strategies that may not pay off today, but will likely pay off over time, will promote...

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Article

What Investors Can Learn from a Company’s Shareholder Composition

July 25, 2022

For companies, cultivating a base of longer-term shareholders allows managers to refocus their strategy on the future. As expected, evidence shows having the support of...

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Article

Schroders’ approach to navigating impasses in corporate engagement

January 28, 2021

Recent, real-world cases illustrate how external expectations can shape and alter investors' responsibilities

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Article

Comment to the U.S. Department of Labor on Proxy Voting and Shareholder Rights

December 1, 2020

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Article

CEOs identify transparency, investor engagement as keys to sustainability in energy sector

November 23, 2020

Larry Fink, Bernard Looney, and Kevin Sneader discuss a global transition to more sustainable business models

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Article

Benelux leaders discuss lessons learned for companies and investors from pandemic response

November 19, 2020

Corporate and investment chiefs from the Benelux region weigh in on the future of regional investment post-coronavirus.

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Article

Case Study: Funding Long-horizon Innovation at Baillie Gifford

October 13, 2020

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Article

Forum on Engagement: Remaking the Investor-Corporate Dialogue for a Post-COVID-19 Era

October 9, 2020

On 24 September, FCLTGlobal hosted the Forum on Engagement, a conversation led by a panel of six investment and investor relations experts, to consider these...

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Article

Comment to the SEC on 13F Reporting

September 23, 2020

The U.S. Securities and Exchange Commission has proposed a change in the reporting threshold for institutional investment managers. Read FCLTGlobal's full comment letter below, which...

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Article

A Conversation with SEC Chairman Jay Clayton: Long-term Investing, Sustainability, and the Role of Disclosures

June 23, 2020

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Article

Navigating COVID-19: Advice from long-term investors

April 30, 2020

Look after employees, customers, and suppliers; adopt a through-cycle mindset; and communicate transparently. Profits and dividends will come later if you make the right moves...

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Voting

Article

Do Shares With Different Voting Structures Perform Differently?

April 11, 2019

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Guiding our way header

Article

Guiding Our Way to Quarterly Behavior? Promoting Long-Term Thinking and Greater Transparency

October 9, 2018

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Data Header

Article

Change the Conversation: 5 Long-Term Questions to Ask on Earnings Conference Calls

April 13, 2018

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Podcasts

Podcast

Going Long Podcast: John Connaughton, Bain Capital

October 3, 2022

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Podcast

Going Long Podcast: Erik van Houwelingen, Kempen

December 13, 2021

“What we do in that first part of the relationship, whether they're an existing client or a prospect, is to spend a lot of time...

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Podcast

Going Long Podcast: Mark Wiedman, BlackRock

December 14, 2020

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Podcast

Going Long Podcast: Carmine Di Sibio, EY

October 15, 2020

Carmine Di Sibio, Global Chairman and CEO of EY, joins the Going Long Podcast to share how EY embodies long-term principles in the way it...

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Podcast

Going Long Podcast: Paul Polman, IMAGINE

October 5, 2020

Amid today's evolving global business environment, corporate-level long-term thinking is more important than ever. Paul Polman, Co-Founder and Chair of IMAGINE and former CEO of...

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In the News

In the News

After a record 2019 for activist investors, here’s how companies can protect themselves

July 1, 2020

FCLTGlobal CEO Sarah Williamson joins Yahoo Finance’s On The Move panel to address how activist investors are impacting markets.

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In the News

Opinion: Why the suspension of quarterly guidance should last beyond Covid-19

April 14, 2020

With a growing list of companies suspending earnings guidance, FCLT Global CEO Sarah Keohane Williamson explains why quarterly guidance can be problematic.

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Toolkits

Toolkit

Climate Transition Conversation Guide

November 1, 2021

Companies are setting net zero and other climate commitments in growing numbers to demonstrate their readiness to take action in the face of climate change....

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Toolkit

Buybacks Playbook

October 6, 2020

In the right circumstances, buybacks can further long-term goals; new tools and guidelines could help evaluate buybacks on their long-term merits.

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CEO Guide to Long-Term Roadmaps

Toolkit

A CEO Guide to Long-Term Roadmaps

February 21, 2019

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Videos

Video

A Conversation with SEC Chairman Jay Clayton: Long-term Investing, Sustainability, and the Role of Disclosures

June 23, 2020

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