How can companies best build long-term resilience into their business to manage big shifts in our environment while staying agile and lean? How can investors evaluate and appropriately value that resilience, enabling companies to maintain a focus on long-term performance? 

Companies were rewarded in the past for perceived efficiencies and lean balance sheets, tight supply chains, just-in-time delivery, and returning capital to shareholders to the fullest extent possible. Now, companies are facing disruptions across many fronts including shifting macroeconomics, rapid technological change, sustainability imperatives, or other important trends. As a result, companies are trying to build resilience, or the ability to withstand or adapt to disruption, into their operations and their balance sheets.

The challenge is that many diversified investors see resilience as bloat. Activists see opportunities to come in and cut. And boards may look for the short-term returns that efficiency can bring.


Moderated by Sarah Keohane Williamson, CEO, FCLTGlobal

Strategy | Article

In 2021, Companies Sidelined Investments in Resilience

By Joel Paula

15 November 2022 - With short-term pressures mounting, companies and investors are finding it more challenging than ever to focus on the long term.

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FCLTCompass: The Economics of Resilience

9 December 2021 - On 9 December, FCLTGlobal hosted a webinar for the launch of the 2021 edition of FCLTCompass, our annual report and interactive dashboard that analyzes 10+ years of financial data to reveal important insights regarding the state of worldwide capital markets. During this virtual event, our panel of experts debate the findings of our new report, which pinpoints critical changes in capital allocation trends over the past year, corporate and investor resilience, and the dynamic between interconnected markets and disconnected responses to COVID-19.

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FCLTCompass 2022 Report

5 December 2022 - FCLTCompass is an annual benchmarking tool tracking long-term investment behavior on a global scale. The results of the latest analysis suggest that investment horizons receded in 2021 due to global disruptions such as inflation and COVID-19 recovery efforts.

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