Filters

In the News

Memo to CEOs: take Fed’s cue on forward guidance

20 August 2026 - Some people just have a bad sense of direction, and many of them run big organizations. Federal Reserve Chair Kevin Warsh is ​conceding the limitations of publicly mapping out the near future. Corporate bosses, however, stubbornly keep trying to navigate ‌investors around the next corner. They often wind up getting everyone lost.

Learn More

Investor-Corporate Engagement | Article

The Strategic Blind Spots Attracting Shareholder Activists

By Victoria Tellez

28 July 2026 - What a record year of shareholder activism reveals about the companies that get targeted — and the ones that don’t

Learn More

Regulatory Submission

Comment to the SEC on Novel ETFs

14 July 2026 - The U.S. Securities and Exchange Commission is seeking public comment on exchange-traded funds (ETFs) seeking to invest in innovative asset classes or engage in novel investment strategies.

Learn More

Investor-Corporate Engagement | Article

AI Is Rewriting the Playbook for Investor–Company Engagement

By Victoria Tellez

9 July 2026 - Companies are rethinking how they communicate, investors are sharpening the tools they use to engage, and the sell-side is redefining what it offers. Here is what is already changing.

Learn More

Quarterly Earnings Guidance, Investor-Corporate Engagement | Regulatory Submission

Comment to the SEC on Proposed Amendments to Permit Optional Semiannual Reporting by Public Companies

16 June 2026 - This proposal is a meaningful step toward reducing structural short-termism in U.S. public capital markets — a problem FCLTGlobal has studied and documented over more than a decade. We offer the comments below to both affirm the proposal's direction and to identify several considerations.

Learn More

Governance | In the News

Letter: A governance lever that goes largely unused

By Victoria Tellez

16 June 2026 - A chair with real “skin in the game” will make better long-term decisions than a combined chief executive/chair without it.

Learn More

Innovation | Toolkit

Optimizing R&D for Long-Term Success

9 June 2026 - Innovation is essential to long-term value creation, but not all innovation follows the same path.

Learn More

Governance | Article

Governing Through Geopolitical Disruption: Now What?

By Victoria Tellez

8 June 2026 - These practical steps are leading investors and companies through geopolitical disruption

Learn More

Article

The K-Shape of AI: How Capital Divergence Compounds

By Allen He, CFA, FRM

4 June 2026 - With SpaceX, Anthropic, and OpenAI preparing to IPO, is a “two-speed” economy emerging?

Learn More

Press Release

FCLTGlobal Appoints Olivia White as Chief Executive Officer

26 May 2026 - FCLTGlobal announced the appointment of Olivia White as Chief Executive Officer, effective August 1, 2026. White will succeed Sarah Keohane Williamson, who previously announced her intention to retire after more than a decade leading the organization.

Learn More

Innovation | Report

Worth the Wait: R&D-Intensive Public Companies Outperform Over the Long Term

By Allen He, CFA, FRM

20 May 2026 - This report examines a central question: Do public markets actually reward sustained investment in innovation over the long term?

Learn More

Governance | Article

UK Board Members Now Can Be Owners Too

By Victoria Tellez

11 May 2026 - The UK recently (Nov 5, 2025) revisited one of the norms that has long limited board-level equity ownership. Updated guidance from the Financial Reporting Council now clarifies that share-based remuneration for non-executive directors can be appropriate where it supports long-term alignment, provided independence is preserved, and conflicts are carefully managed. It is a subtle but meaningful shift, and it arrives at exactly the right moment. New research from FCLTGlobal, conducted in collaboration with MSCI Institute, gives boards and investors a compelling reason to pay attention.

Learn More