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Long-term Model Mandate

Incentive Alignment | Toolkit

Long-Term Model for Institutional Investment Mandates

19 July 2022 - This matrix provides a menu of key contract provisions for mandates. We compare typical provisions, which tend to reflect a short-term mindset, to those promoting a longer-term approach, and offer ideas for exploratory provisions. The provisions are relevant for separately managed accounts and commingled funds, with unique provisions described for the latter.

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Incentive Alignment | Report

Institutional Investment Mandates: Anchors for Long-Term Performance

19 July 2022 - FCLTGlobal has conducted research since 2015 to facilitate the creation of mandates that align asset owners and asset managers long-term goals.

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Incentive Alignment | Toolkit

Aligning Expectations for Long-Term Success: Onboarding Checklist

19 July 2022 - Grouped among key areas of governance, incentives, metrics, and engagement, the onboarding checklist allows for effective communication between the asset owner and manager and sets parameters for the relationship to function transparently.

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Incentive Alignment | Toolkit

Trust but Verify: Manager Scorecard

19 July 2022 - While a meeting schedule is typically agreed at the start of a relationship, the manager scorecard can be completed at any point during the relationship. The scorecard can help focus attention on areas of importance and objectives beyond short-term financial performance.

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Incentive Alignment | Toolkit

Finding the Right Match for the Long Term: Due Diligence Top Ten List

19 July 2022 - Finding the right manager is crucial to developing a successful relationship—this list of questions can help asset owners select managers that are capable of investing over the long term, as well as achieve alignment around philosophy and beliefs regarding long-term value creation.

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Incentive Alignment | Toolkit

Statement of Purpose and Responsibilities for Investors

19 July 2022 - FCLTGlobal has developed the following example statement to communicate externally about an investor’s responsibilities. Among other uses, it can be posted on organizations’ websites or shared with investment partners.

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Incentive Alignment | Article

Integrating Investor Responsibilities into Investment Mandates

17 May 2022 - An upcoming project will expand on our model for long-term investment mandates and create new tools for investors to lay the foundation for generating stronger returns.

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Incentive Alignment

Implementation Forum: The Future of Long-term Executive Remuneration Design

1 October 2021 - FCLTGlobal hosted an Implementation Forum on The Future of Long-term Executive Remuneration Design on 23 September to advance the effort and broaden the range of possibilities for change.

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Incentive Alignment | In the News

Mandate terms are key to overcoming short-termism

1 July 2021 - “The first step towards a more effective monitoring approach is to recognise that short-term performance data are at best a weak indicator of success for strategies with long-term objectives”

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Executive Pay Risk of Rewards

Incentive Alignment | Report

The Risk of Rewards: Tailoring Executive Pay for Long-term Success

8 March 2021 - The Risk of Rewards presents practical approaches that companies and their investors can use to frame their decisions about corporate executive remuneration to support long-term value creation

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Toolkits for Long-term Executive Remuneration

Governance, Incentive Alignment | Toolkit

Tools for Long-term Executive Remuneration

8 March 2021 - These tools empower companies to tailor long-term remuneration by replacing some elements now, reflecting on their long-term needs, and finally by using key decisions to redesign pay packages

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Incentive Alignment | Article

The State of Play on Long-Duration Compensation

27 August 2020 - Some long-term investors are ready for companies to depart from the pay-for-performance status quo, but the jury is still out on the method that many of them are considering as a replacement.

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