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Podcast

Going Long Podcast: EY’s Carmine Di Sibio on Building a Better Working World

24 June 2024 - "We are in the top of the first inning with AI. It's beginning to revolutionize business efficiency and operations, and the possibilities for future innovations are vast."

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In the News

Commentary: The global power struggle over long-term investment

By Joel Paula

18 June 2024 - Policy engagement remains an often-overlooked tool for investors to stay ahead of surprises. Institutional investors have a responsibility to help governments make sound investment policy decisions for their own interest and, in many cases, for the national interest.

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Toolkit

Future Fit Boards: Questions For Developing Strategic Governance

17 June 2024 - Long-term corporate boards must evolve to achieve their corporation’s future ambitions, rather than remaining anchored to the status quo.

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In the News

Managing the multiple drivers of long-term investing

13 June 2024 - For asset owners to stay the course of a long-term investing view, the trick is not only just getting their own investment teams behind the objective, but also making sure their board and external asset managers are aligned.

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In the News

Diversification Or Distraction? Investors In Asia Harness Growth Amid Geopolitical Flux

By Sarah K. Williamson

31 May 2024 - Over the last decade, global asset managers and institutional investors have been able to generate strong and stable returns from various asset classes by taking advantage of low capital costs, booming consumer markets, technological innovations, and improved regulatory and governance environments. But at a moment when geopolitical tensions are high, strategies for investors investing in the Asia-Pacific region – and in many other markets – are changing rapidly.

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Governance, Incentive Alignment, Mandates | Article

FCLTGlobal Joined the Pacific Pension Institute to Discuss the Long-Term Investment Ecosystem

By Victoria Tellez, Matthew Leatherman

22 May 2024 - On 15 May 2024, FCLTGlobal joined the Pacific Pension Institute at its “PPI in Residence” salon in New York City to lead a discussion on overcoming short-term pressures and meeting savers’ needs.

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In the News

The key trends shaping the energy transition

8 May 2024 - A ‘narrow path’ provokes tighter focus on scale and tech selection.

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In the News

Loan Note: The struggles of ARR loans; direct lenders face revived syndicated market

29 April 2024 - Fitch puts spotlight on struggling annual recurring revenue loans; KKR identifies a syndicated market fightback versus direct lending; and why geopolitics should be viewed through more of a long-term lens.

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Incentive Alignment | Article

The CEO Pay Problem Is Solvable with A.I.

By Joel Paula

24 April 2024 - Artificial intelligence has already changed the way data is compiled and processed on a mass scale – and in particular in the investment industry, reshaping how professionals make decisions, manage portfolios, and analyze market data. A prominent challenge facing the industry today is the design of executive pay – specifically, structuring it in ways that incentivize strong performance over many years rather than just over a few fiscal quarters.

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Article

What’s in a name? Sustainability simply means securing the future

By Matthew Leatherman

22 April 2024 - Today, private sector executives from across the globe find themselves using the same word to mean different things. “Sustainability” has become shorthand for mitigating and adapting to climate change. But for many, sustainability encompasses a much wider set of issues, certainly including climate change, but also incorporating additional trends like deglobalization, the rise of AI in business, or persistent threats of inflation or recession.

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Governance | Article

The Myth of the One Size Fits All Board

By Matthew Leatherman, Jess Gaspar

15 April 2024 - There is no one-size-fits-all solution to designing corporate boards for long-term value creation. Recognizing and understanding that choices are available is the first step toward making longer-term choices and establishing next-generation board governance.

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Strategy | Report

Storm Clouds & Silver Linings: Long-term Investing in an Age of Geopolitical Uncertainty

By Joel Paula

9 April 2024 - We are now at a moment when global rivalry is running hot and support for globalization is cooling. The resulting opportunity set for investors is shrinking as global security and economic alliances rewire. This rewiring of globalization requires specific attention to strategy, governance, and integrated processes to bring geopolitical views into investment decision making. Doing this effectively requires deep integration between geopolitical and traditional investment analysis.

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