Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Innovation | Article
18 September 2025 - At first glance, headlines suggest AI has overpromised and underdelivered. But the real issue is not technology. It is timing.
In the News
17 September 2025 - Investors say stocks are overvalued and expect inflation. Yet they can’t stop buying.
Governance | Case Study
15 September 2025 - Long-term boards evolve to achieve the corporation’s future ambitions rather than remaining anchored to its status quo. This is true for any company that aims to thrive over time as its circumstances change. Changing circumstances affect corporate strategy and, in turn, the needs that the company has of its board.
In the News
12 August 2025 - Why proxy advisors draw criticism from investors and companies, and practical solutions to improve the proxy voting process including pre-disclosure and unbundling services.
In the News
4 August 2025 - Your Lex note on governance issues at Wise, the UK fintech, rightly highlights the need for quality research from proxy advisers (July 30). FCLTGlobal’s recent study of the proxy system reveals a structural problem: investors typically pay for research and operational services in a single bundle, in effect forcing the platform business to subsidise research costs. This undermines research quality precisely when shareholders need a better insight into complex voting matters. If investors want better, more informed insight on key votes, they should insist on — and pay for — unbundled, high-quality research separate from operational services.
In the News
29 July 2025 - New federal law creates $1000 investment accounts for all babies born 2025-2028.
Risk and Resilience | Report
14 July 2025 - Climate change is a force reshaping the global economy—and will influence capital allocation for decades to come. Climate-related risks and externalities, especially carbon emissions, are becoming material to long-term financial decision-making.
Investor-Corporate Engagement | Article
23 June 2025 - The global proxy system is at a crossroads. Frustrations from investors and issuers in the proxy process are leading to frequent headlines from both camps calling for reform, but solutions have been elusive. Furthermore, frustrations with the proxy process are often cited as one of the reasons companies question the need to be publicly listed, especially given the rise of private markets investing in the last decade.
In the News
12 June 2025 - In response to multiple, concurrent crises, MFS believes investors should look beyond external factors like interest rates and geopolitical risks that are out of their control – and instead adopt an approach that enables them to not just cope, but rise above the current noise and build resilience, says Carol Geremia, President of MFS and Co-Head of Global Distribution.
In the News
12 June 2025 - Coca-Cola, BP, HSBC and countless others are dropping environmental goals, highlighting the inadequacy of voluntary action.
Video
30 May 2025 - In this meeting, our research staff offers analysis on the latest findings from our FCLT Compass dashboard, recaps recently published reports, and provides a preview of what's next on our research agenda.
Innovation, Investor-Corporate Engagement | Podcast
27 May 2025 - “We have the humility of an LP, but we also have the rigor of a GP. So, when you combine those two, you get something like Capital Constellation, which is a very innovative collaborative ecosystem of asset owners and asset managers.”