Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Innovation | Toolkit
9 June 2026 - Innovation is essential to long-term value creation, but not all innovation follows the same path.
Governance | Toolkit
13 April 2026 - This toolkit is designed to support structured board-level discussion on how ownership connects to the company’s purpose, time horizon, and governance responsibilities.
Governance | Toolkit
13 April 2026 - This toolkit is intended to help long-term investors evaluate board ownership as a governance mechanism.
Governance | Toolkit
13 April 2026 - This toolkit will help boards and compensation committees assess whether board ownership provides durable, meaningful exposure aligned with long-term value creation.
Investor Risk and Responsibilities | 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.
Investor Risk and Responsibilities | 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.
Investor Risk and Responsibilities | 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.
Investor Risk and Responsibilities | 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.
Investor Risk and Responsibilities | 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.