Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Incentive Alignment | Article
31 July 2024 - Using the sustainability J-curve as a tool for visualizing strategies that may not pay off today, but will likely pay off over time, will promote better company-investor dialogue, which in turn will help more ideas, innovations, and long-term rewards see the light of day.
Governance, Incentive Alignment, Institutional Investment Mandates | Article
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.
Innovation, Incentive Alignment | Article
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.
Incentive Alignment | Toolkit
26 September 2023 - This toolkit provides a draft engagement letter investors can use to open dialogue with boards on potential misalignment between executive pay duration and long-term strategy. It offers a structured approach for requesting information, clarifying assumptions, and encouraging constructive discussion on how compensation design supports sustained value creation.
Incentive Alignment | Toolkit
26 September 2023 - This toolkit provides a structured framework for evaluating executive pay proposals through a long-term investor lens. Using the H-QTIP matrix, it highlights the governance, performance, and alignment factors that may support or oppose say-on-pay votes—helping investors assess whether remuneration structures reinforce sustained value creation and meaningful shareholder alignment.
Incentive Alignment | Toolkit
26 September 2023 - This toolkit outlines practical steps companies and boards can take to strengthen long-term alignment between executives, shareholders, and organizational strategy. Through clear “stop” and “instead” guidance, it highlights how compensation design, share ownership, and governance choices can better support sustained value creation and long-term decision-making.
Incentive Alignment | Report
26 September 2023 - Companies need to reward leaders who create long-term value, but focusing on short-term returns as the primary metric in remuneration design keeps companies stuck in short-term behaviors.
Incentive Alignment | Toolkit
26 September 2023 - This toolkit explains how to calculate and interpret pay duration as a way to assess whether executive incentives align with a company’s long-term strategy and investment horizon. By linking compensation structures to vesting, holding periods, and strategic timeframes, it provides a practical framework for evaluating how effectively pay design supports sustained value creation.
Incentive Alignment | Toolkit
26 September 2023 - This toolkit explains how to calculate and interpret pay duration as a way to assess whether executive incentives align with a company’s long-term strategy and investment horizon. By linking compensation structures to vesting, holding periods, and strategic timeframes, it provides a practical framework for evaluating how effectively pay design supports sustained value creation.
Incentive Alignment, Institutional Investment Mandates | Podcast
22 May 2023 - Carine Smith Ihenacho, Chief Governance and Compliance Officer at Norges Bank Investment Management, joins the podcast to discuss what responsible investment means to NBIM, the challenges and obstacles of implementing a responsible investing approach, and what differentiates NBIM from other large-scale institutional investors.
Incentive Alignment | Article
23 January 2023 - New rules from the SEC will require annual proxy disclosures centered around TSR, but is this the right metric to measure executive incentives and firm performance?
Incentive Alignment, Institutional Investment Mandates | Toolkit
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.