Periods of crisis test not only investment performance, but the strength of governance, decision-making, and long-term discipline. This conversation guide is designed to help institutional investors and boards navigate periods of uncertainty with structured, practical discussion prompts focused on strategy, risk management, organizational resilience, and accountability.
By framing crisis oversight through a long-term lens, the guide encourages leaders to evaluate both immediate pressures and the broader implications for portfolio strategy, governance practices, and long-term objectives.
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.
Governance | Article, Toolkit
24 May 2022 - Geopolitical risk is currently front and center for executive management and boards. The war in Ukraine and accompanying geopolitical disruptions are an action-forcing event for nearly every multinational company and investor, regardless of the size of the business or portfolio at risk.
Investor-Corporate Engagement, Incentive Alignment | Toolkit
28 September 2016 - 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.