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This toolkit outlines ten essential elements that underpin a credible and effective long-term corporate strategy. From clarifying purpose and competitive advantage to aligning metrics, capital allocation, risk management, and incentives, it provides a practical framework for communicating how companies create and sustain long-term value.
Investor-Corporate Engagement | Toolkit
21 February 2019 - Benefits of a long-term roadmap: Gives existing shareholders what they want Attracts long-term investors by using long-term language Acts as a deterrent or buffer against activist attacks More accurately shapes a company’s valuation Provides strategic clarity to internal audiences
In the News
8 April 2019 - Sarah Williamson, chief executive, Focusing Capital on the Long Term, a US-based non-profit consortium of asset owner and managers dedicated to encouraging long-term behaviour, urged investors to refine and sharpen their beliefs. “At many funds, if you ask different members of the board what their beliefs are, you get different answers,” she said. Engrained beliefs are particularly important during market bumps when “ownership” of long-term strategies tends to fall away. She urged investors to hone their “purpose” and be clear about the things they find...
Incentive Alignment, Mandates | Toolkit
19 July 2022 - Grouped among key areas of governance, incentives, metrics, and engagement, the onboarding checklist allows for effective communication between the asset owner and manager and sets parameters for the relationship to function transparently.