24 September 2024 | New York
At COP 28 Brunswick Group observed a lack of progress on climate finance and the leading role that companies have in shifting economies to become more green. Company transition plans will drive private finance into the transition. We then propose the question, how can long-term investments deliver shareholder value, let alone social value, over time without incorporating a view on future carbon pricing?
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8 October 2024
In this meeting, our research team will preview upcoming publications, provide updates on research in progress, and share what’s next on our forward agenda. We will also showcase our latest project – a new standard representing the key attributes of long-term-oriented companies and investment organizations. Participants will have the opportunity to engage on these topics through Q&A and interactive polling questions.
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15 October 2024
As the global economy decarbonizes, investors are recognizing that the emissions in their portfolios come at a real cost. One way for investors to recognize the cost of carbon today is to apply carbon charges for emissions at the portfolio, asset class, or asset level. The result is that return and risk are presented net of carbon, facilitating the comparison of various scenarios while minimizing risks and taking advantage of opportunities.
Participants will explore how investors can practically apply carbon charges to portfolios. Discussions will identify impediments to the use of carbon charges, share best practices for implementation, and present draft tools.
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28 October 2024
FCLTGlobal and its members have the opportunity to change the proxy system to drive better long-term outcomes for investors and companies. This begins with long-term investors and corporations deciding whether the goal is to make the proxy voting system a tool for engaging or a cost to be minimized. If executives want to make the proxy system low-cost, using AI to capture efficiencies appears to be a promising approach. Yet if executives want to make it valuable, they will need to use it as a tool to actually engage.
FCLTGlobal will clarify executives’ goals for the proxy voting system in this project and provide practical ways for long-term institutions to act on these goals.
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12 November 2024
Asset owners typically allocate their investments to asset managers based on expected performance, risk, and other important factors. In building a portfolio, they try to diversify key risks over time horizons that align with their objectives. However, greater demographic diversity among money managers is often considered a social initiative, despite being another potential source of diversification in the pursuit of better long-term risk-adjusted returns.
Participants in this working group will discuss impediments to considering the demographic diversity of assets under management as a factor in capital allocation decisions, share potential solutions, and preview FCLTGlobal’s current work on the topic.
21 January 2025 | Davos, Switzerland
FCLTGlobal will continue our annual tradition of hosting a CEO Roundtable alongside the World Economic Forum Annual Meeting in Davos, tackling the most pressing issues in capital markets today. Through these roundtables, our members are empowered to mobilize real change on a global scale.
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