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Article

In 2021, companies sidelined investments in resilience

By Joel Paula

15 November 2022 - With short-term pressures mounting, companies and investors are finding it more challenging than ever to focus on the long term.

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Article

Why Investors Need a Long-term Approach to Emerging Markets

By Nur Robleh

21 September 2022 - The emerging market asset class is too broad, inhibiting investors from allocating capital to markets with promising growth opportunities.

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Strategy | Article

Dear Global Corporate Executive – Stay the Course

2 August 2022 - FCLTGlobal reminds companies and their leaders that, despite the chop your ships are weathering, those who stay the course through uncertainty will be the ones ultimately rewarded. Looking at data from past market downturns, including amid global crises, businesses are likely to steer to calmer waters, even treasure, over the long term.

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Article

Investing Capital in Communities Drives Long-Term Value for All Stakeholders

28 July 2022 - Communities are an important stakeholder for many companies and play a key role in their operations. FCLTGlobal recently hosted a discussion to gain a sense of how corporations and investors can better invest in their communities to create value for all their stakeholders.

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Investor-Corporate Engagement | Article

What Investors Can Learn from a Company’s Shareholder Composition

25 July 2022 - For companies, cultivating a base of longer-term shareholders allows managers to refocus their strategy on the future. As expected, evidence shows having the support of long-term shareholders provides a buffer against being derailed by short-term shareholders and activists.

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Article

Climate Change Integration is Hard – Companies need resources; Investors need patience

21 June 2022 - Developing integrated climate and corporate strategy is not an easy task. While work between companies and their investors will take time, effort, and resources, peer-to-peer discussions and practical tools can guide the process towards better strategic integration.

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Strategy | Article

The New Buybacks Playing Field

15 June 2022 - Buybacks are a recurrent topic of controversy, especially as guidelines seem to shift year to year and differ from country to country. In the US, the Biden administration put forth a new proposal, upping the ante after last year’s proposed 1% tax on buybacks (intended to raise billions in tax revenue). The White House’s most recent proposal would prevent executives from selling their shares for three years after repurchasing stock, in the hopes that this will quash the incentive to repurchase shares in the first place.

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Article

Case Study: bp’s New Purpose Reimagining Energy for People and the Planet

31 May 2022 - Investors want to reward companies that demonstrate their ability to generate value and deliver real-world contributions to tackling climate change. That requires robust, well-rounded transition plans that are integrated with business strategy and a way for companies and investors to engage on those plans. bp outlines how they are engaging shareholders as they transform the company in response to the challenges and opportunities of the energy transition.

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Metrics | Article

Recap: Davos CEO Roundtable: Beyond Accounting to Investing in Stakeholders

25 May 2022 - FCLTGlobal hosted a CEO roundtable with our members and other business and investment leaders in Davos to discuss the implications of the rise of non-traditional corporate metrics and disclosures.

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Strategy | Article, Toolkit

Geopolitical Risk and Disruption: A Conversation Guide for Management and Board Directors

24 May 2022 - Geopolitical risk is currently front and center for executive management and boards. The war in Ukraine and accompanying geopolitical disruptions are an action-forcing event for nearly every multinational company and investor, regardless of the size of the business or portfolio at risk.

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Metrics, Policy | Article

Comment to the SEC: The Enhancement and Standardization of Climate-Related Disclosures for Investors

23 May 2022 - The U.S. Securities and Exchange Commission SEC recently requested public comments on a recently proposed rule that would require companies to provide climate-related information in their registration statements and annual reports.

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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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