Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Incentive Alignment | Article
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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Article
22 April 2022 - Smart investors can build a net zero portfolio today, but you shouldn’t want them to. It won’t have a stellar risk-return profile, and it’s likely to only produce “paper” decarbonization rather than cutting real-world emissions.
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Article
20 April 2022 - In the wake of rising inflation, the swelling of interest rates could temper the growth of private markets. However, this presents a timely opportunity for investors to tap into the public markets, allowing individual savers to take part in long-term value creation.
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Article
28 March 2022 - Much of the confusion around sustainable investing stems from a lack of clarity on the goals of sustainable or ESG-labeled funds. Clear definitions, along with transparency into investment selection criteria, would help to avoid the common disparities between investors’ expectations and fund managers’ goals.
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Article
25 February 2022 - Quarterly EPS guidance is inherently short-term, but more companies returned to the practice last year.
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Governance | Article
19 January 2022 - Political uncertainty needn’t capsize an organization’s long-term strategy. Rather, through good governance and investing in stakeholder engagement, businesses can cut through the noise of what’s expected of them and stay true to their purpose.
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Article
10 January 2022 - Recent regulatory shifts and financial uncertainty due to COVID-19 has changed how companies are spending their money, including on share buybacks.
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Article
24 November 2021 - Will shorter holding periods have an impact on climate change efforts?
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Article
10 November 2021 - Corporate R&D spending increased significantly during the pandemic, setting the stage for a future boom in innovation and value creation. Is this a sign of the winners just pulling ahead of the rest?
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Article
27 October 2021 - A lack of “decision useful” climate disclosures has been a cause for discontent on both sides of the investment value chain.
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Article
21 October 2021 - By Allen He Oversight boards and their investment teams often speak different languages when it comes to risk. The often repeated pattern is one of in depth discussions without clarifying long-term implications – not seeing the...
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Strategy | Article
12 October 2021 - Thanks to decades of advocacy, some very real climate-related disasters, and meaningful progress on the global policy and regulatory stage, climate consciousness is finally in vogue with mainstream companies and investors.
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