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Stewardship Checklist

Policy | Toolkit

Stewardship Checklist for Long-Term Success

10 June 2019 - Effective stewardship codes help promote a mindset of shared ownership between investors and investees and are an important mechanism for investors to maximize long-term value creation. At the core of stewardship is deliberate monitoring and...

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Model Stewardship Code

Policy | Toolkit

Model Stewardship Code for Long-Term Behavior

10 June 2019 -   A good stewardship code helps clarify the responsibilities of institutional investors, laying out core principles to foster a shared understanding among stakeholders including regulators, investors, and investees. To ensure that stewardship codes put primary emphasis on...

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Conversation Guide for Stewardship Teams

Policy | Toolkit

Conversation Guide for Stewardship Teams

10 June 2019 - Stewardship codes can help investors articulate their guiding principles and enhance long-term value creation for beneficiaries. Increasingly, asset owners and asset managers alike are dedicating real resources to implementing stewardship codes — including the central...

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Model Stewardship Code

Policy | Toolkit

Interactive Portal for Global Stewardship Codes

10 June 2019 - ...

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Is my board cultivating long-term habits

Governance | Toolkit

Is My Board Cultivating Long-Term Habits?

29 March 2019 - A well-functioning corporate board of directors wields the power to meaningfully influence the purpose, culture, and direction of an organization. Is your board taking the steps necessary to help companies maximize their long-term potential?...

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Time Visualization

Governance | Toolkit

Time Visualization for Corporate Boards of Directors

29 March 2019 - ...

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CEO Guide to Long-Term Roadmaps

Investor-Corporate Engagement | Toolkit

A CEO Guide to Long-Term Roadmaps

21 February 2019 - Benefits of a long-term roadmap: Gives existing shareholders what they want Attracts long-term investors by using long-term language Acts as a deterrent or buffer against activist attacks More accurately shapes a company’s valuation Provides strategic clarity to internal audiences...

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Practical Tools

Strategy | Toolkit

Practical Tools to Address Investment Challenges

21 December 2018 - ...

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Risk Conversation Guide

Strategy | Toolkit

Risk Conversation Guide for Boards and Staff

21 December 2018 - ...

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Survey: Investor Guide Preferences

Toolkit

Survey: Investor Guidance Preferences

25 October 2018 - We are exploring the most effective ways for corporations to communicate their long-term plan and prospects to the investment community.

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Tools for Long-Term Boards

Governance | Toolkit

Tools for Long-Term Boards

25 June 2018 - ...

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Tools for strategic investment

Investor-Corporate Engagement | Toolkit

Tools for Strategic Engagement

25 June 2018 - ...

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