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Long-term investors are increasingly looking beyond quarterly results to understand how companies plan to create durable value over time. This guide outlines how CEOs and leadership teams can use long-term roadmaps to communicate strategic priorities more clearly — highlighting core growth drivers, long-term objectives, capital allocation decisions, and the key metrics that matter most.
By providing a clearer picture of long-term strategy and execution, roadmaps can help companies strengthen investor trust, improve valuation alignment, and reinforce resilience against short-term pressures.
Investor-Corporate Engagement | Report
21 February 2019 - Roadmaps have a proven record at leading companies, and evidence suggests that the majority of investors (especially long-term investors) prefer this approach. By focusing on key elements of performance such as competitive advantages, long-term objectives, and a strategic plan matched with clear capital allocation priorities, companies can build buy-in among long-term investors who support a focus on long-term value creation. Survey after survey indicates that investors prefer forward-looking, long-term guidance around a company’s strategy and expected performance. This paper, which represents the collective effort and experience...
Investor Risk and Responsibilities | Report
21 December 2018 - Boards and executives of long-term funds, such as pension plans, sovereign wealth funds, and endowments, have a challenging problem. They need to manage those portfolios to meet their long-term purpose, which may be decades or more into the future. Yet no fund has the luxury of looking only to that long-term time horizon. Each must also meet expectations in the near term in order to continue in its role and with its investment strategy.
Incentive Alignment, Institutional Investment Mandates | Report
19 July 2022 - FCLTGlobal has conducted research since 2015 to facilitate the creation of mandates that align asset owners and asset managers long-term goals.