Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Risk and Resilience | Toolkit
15 July 2025 - This toolkit highlights the shared practices of organizations that are proactively integrating climate considerations into strategy and capital allocation. Drawing on member examples, it outlines how leading companies embed climate costs into decision-making, tailor approaches by region and sector, and communicate the financial implications of transition risk—offering practical lessons for building resilient, future-oriented business strategies.
Risk and Resilience | Toolkit
15 July 2025 - This toolkit distills key lessons from investors and companies on how to integrate climate considerations into strategy and capital allocation. Framed as practical dos and don’ts, it highlights how organizations can translate climate risks and opportunities into familiar financial concepts, avoid common pitfalls, and build resilient, long-term approaches that align sustainability with the underlying business case.
Risk and Resilience | Toolkit
15 July 2025 - It is helpful to use carbon pricing in scenarios and simulations, rather than as a single, catch-all metric for decision-making. The following tools can help capture different scenarios in future carbon regulation and serve as powerful tools for both internal decision-making and external stakeholder communication.
Risk and Resilience | Toolkit
14 July 2025 - Carbon beta is a tool designed to measure transition risk in individual stocks and portfolios of stocks. It is a forward-looking measure that determines the extent to which an asset’s price correlates with a carbon risk factor.
Risk and Resilience | Toolkit
14 July 2025 - This toolkit focuses on indicators that align with already established investment methodologies and concepts, essentially building on the “finance language” and expertise that committees and boards already possess, while applying it to climate concepts.
Governance | Toolkit
9 October 2024 - Effective board leadership is often framed simply — guide the company toward long-term value — but in practice, it requires deliberate choices about how a board operates, engages, and makes decisions. While boards vary widely, the fundamentals of strong chair leadership are consistent. This toolkit distills practical insights from experienced chairs and directors into a concise set of actions to help you lead with clarity, strengthen board dynamics, and keep focus where it matters most: long-term outcomes.
Governance | Toolkit
9 October 2024 - When considering whether to accept or continue a position on a board, it is critical that directors evaluate the match between their skills and interests and the organization’s needs.
Governance | Toolkit
17 June 2024 - Long-term corporate boards must evolve to achieve their corporation’s future ambitions, rather than remaining anchored to the status quo.
Risk and Resilience | Toolkit
9 April 2024 - This toolkit outlines ten essential questions long-term investors can use to evaluate how companies are navigating geopolitical risk. By focusing on strategy, governance, operations, and reputation, it helps investors assess corporate resilience, understand potential vulnerabilities, and engage portfolio companies in more informed, forward-looking dialogue.
Risk and Resilience | Toolkit
9 April 2024 - This toolkit offers a structured framework to help investment leaders assess and respond to geopolitical risks and opportunities across portfolios, reputation, and organizational operations. Through targeted questions and practical actions, it supports more resilient decision-making, clearer governance, and stronger preparedness for an increasingly complex and uncertain global environment.
Risk and Resilience | Toolkit
9 April 2024 - This toolkit provides a practical set of questions and actions to help investment committees and boards navigate geopolitical uncertainty. Designed to support resilient portfolio construction and governance, it prompts leaders to assess strategic exposures, reputational risks, and organizational readiness — ensuring institutions are prepared to respond to shifting global dynamics with clarity and foresight.
Incentive Alignment | Toolkit
26 September 2023 - This toolkit provides a draft engagement letter investors can use to open dialogue with boards on potential misalignment between executive pay duration and long-term strategy. It offers a structured approach for requesting information, clarifying assumptions, and encouraging constructive discussion on how compensation design supports sustained value creation.