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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

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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.

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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.

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Investor-Corporate Engagement | Article

The Buyback Mirage: What Record Share Repurchases Are Hiding

By Allen He, CFA, FRM

26 November 2025 - Without disciplined capital allocation, buybacks can signal weakness, not strength. According to a recent MarketWatch article, analysts have labeled Apple’s $100 billion announcement “disappointing” — not because it was small, but because it failed to set a new record.

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Investor-Corporate Engagement | Article

Voting for Value: Reforming Proxy Systems for Lasting Impact

By Olivier Lebleu, CFA

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.

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Innovation, Investor-Corporate Engagement | Podcast

Going Long Podcast: Wafra’s Adel Alderbas on Building Capital Constellation and the Future of GP Staking

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.”

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Investor-Corporate Engagement | Report

Beyond the Blame Game: Why the Proxy System Needs to Change

By Olivier Lebleu, CFA, Matthew Leatherman

18 December 2024 - A well-functioning proxy voting system is critical to support effective capital allocation and participation in the public markets. This report examines the factors that have led to the current situation and broaches potential solutions to build a stronger system.

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Quarterly Earnings Guidance, Investor-Corporate Engagement | Article

The End of Quarterly Guidance: A New Era for Corporate Strategy

By Allen He, CFA, FRM

17 October 2024 - For years, the corporate world was entrenched in the practice of providing quarterly earnings per share guidance. The latest data shows it may finally be on its way out.

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Investor-Corporate Engagement | Case Study

A Commitment to Long-Term Capital & Partnerships 

28 February 2024 - As Singapore’s sovereign wealth fund, GIC is responsible for safeguarding and enhancing the international purchasing power of the reserves under our management over the long term.

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Investor-Corporate Engagement | Case Study

Bunge’s Focus on Long-term Strategies Helped Transform its Shareholder Base

9 August 2023 - Developing a committed shareholder base is crucial to long-term success. Companies with a longer-term-oriented shareholder base can rely on their long-term shareholders to insulate them from short-term pressures.

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Investor-Corporate Engagement | Case Study

Adopting a balanced, proactive shareholder engagement strategy at Kering

17 July 2023 - As is the case with many multinational companies, Kering's investor relations strategy centers around attracting and retaining investors who prioritize long-term performance and align with its vision. Based on this objective, Kering adopts a two-pronged strategy.

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Investor-Corporate Engagement | Case Study

Long-Term Roadmaps in Action With Nidec

29 May 2023 - In sharing a multi-year outlook and repeatedly reporting to the investment community on progress, Nidec serves as a strong example of how companies can integrate long-term targets as a part of standard investor communications, helping remind the investment community of their ultimate focus.

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