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Impact demands complete portfolio redesign

15 September 2022 - Funds need to redesign their portfolio building process from the ground up if they are to understand the combined impact of many thousands of investments, and push them towards greater social and environmental stewardship, experts say.

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What you need to know about the new excise tax on stock buybacks

17 August 2022 - Companies will have to make a small, but new strategic calculation when it comes to returning capital to investors after President Biden signed a new 1% excise tax on stock buybacks as part of the Inflation Reduction Act.

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There is no substitute for due diligence

10 August 2022 - How do you know if a manager is aligned with your long-term goals? FCLTGlobal's Ariel Babcock and Matthew Leatherman have some tips.

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Governance Matters podcast: Getting directors on board to tackle climate crisis

3 August 2022 - This episode of the Governance Matters podcast looks at changing board attitudes toward climate change and what investors are looking for from directors in terms of climate-related skills and knowledge.

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What long-term looks like: Tips for structuring mandates

2 August 2022 - The third edition of FCLTGlobal’s report, Institutional Investment Mandates: Anchors for Long-Term Performance provides a toolkit for mandate processes and behaviours to reorient towards the long term, including a rethink of KPIs that asset owners can use to evaluate their managers. The report demonstrates these concepts in reality by giving examples of asset owners and managers using them to good effect in practice.

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Mandates model from FCLTGlobal helps investors address long/short-term conflict

27 July 2022 - FCLTGlobal’s latest report provides a starting point for mandate negotiations that emphasise long-term provisions, rather than short-term incentives which it said are common in today’s investment contracts.

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The Contract Provisions Allocators Can Use to Keep Their Managers Focused on the Long Term

20 July 2022 - FCLTGlobal suggests incorporating loyalty fee discounts, making changes to performance reporting, and integrating net-zero commitments. FCLTGlobal, a nonprofit that promotes long-term investing, has provided new guidance to help asset owners and managers make longtermism a more concrete part of their investment relationships — by putting it in their contracts.

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NIRI 2022: Buy side concerns on global ESG values, value creation and ratings

12 July 2022 - Thought leaders Ronald O’Hanley of State Street and Sarah Keohane Williamson of FCLTGlobal shined their spotlights on ESG at the latest NIRI annual conference.

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Investors Need to Change the Climate Conversation With Companies

28 June 2022 - Companies act on what their investors prioritize. And companies have set climate goals given the focus of the global investor community on climate change goal setting. Yet, where the goals are disconnected from the business strategy, they do not materially change what companies prioritize, where they allocate capital and how they operate. Their behavior—and therefore their risk exposure and impact— does not meaningfully evolve.

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Net-Zero Business Success Requires Stated Strategy, Says Report

17 June 2022 - In order to strengthen their net-zero transitions, companies should articulate how targets fit into their future based on potential growth, showcase those targets in their strategic plans, identify benefits and risks, and establish accountability systems, according to a report from FCLTGlobal.

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Private equity can further ESG progress

2 June 2022 - “The lack of common standards for measuring ESG progress may be one factor inhibiting fund managers from offering ESG funds, as well as limiting their ability to effectively evaluate investment performance for both ESG and financial results. Research from FCLT Global - a nonprofit focusing on long-term value creation research and tools - shows that there are over 600 ESG frameworks that companies use to report nonfinancial performance and demonstrate long-term value creation.”

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Why the world is approaching an inflection point on climate investing

31 May 2022 - The world is approaching an inflection point on climate investing, says the Asia-Pacific chair of one of the world’s largest asset managers, with developments on standardised data and appropriate incentives that are speeding the pace towards net-zero emissions.

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