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Stakeholder Capitalism | Article

A Hierarchy of Stakeholder Needs

21 April 2020 - Amid unforeseen circumstances, how do companies prioritize their stakeholders?

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Risk and Resilience | Article

Five tactics for managing portfolio risk

7 April 2020 - Events of the past century tell us that markets almost always recover in the long run. This does not mean that investors should ignore short-term circumstances, nor does it mean they should abandon well-crafted plans for the future. Recent research and anecdotes from global investors confirm that flexibility is key for institutional investors, whose objective is to manage risks and return in portfolios across multiple time horizons. Even those plans with decades-long liabilities must confront the concerns of the moment. Outlining the purpose, goals and parameters...

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Article

FCLTGlobal appoints Ariel Fromer Babcock as Head of Research

2 April 2020 - Babcock has led FCLTGlobal’s work on governance, innovation and engagement with a particular focus on how investment behavior can shift toward the long term via effective corporate strategy and investor communications.

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Message from the CEO

2 April 2020 - While our focus is always on the long term, we must, of course, turn our attention to the needs of the moment. With this in mind, I would like to update you on what’s in store for FCLTGlobal as the global community responds to coronavirus: Our research agenda will continue as planned. While our staff is working remotely in accordance with social distancing measures, we intend to pursue our current projects with the same rigor as before this situation unfolded. We will be offering several programs to...

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Risk and Resilience | Article

Long-term Management in a Pandemic

30 March 2020 - Thinking about the long term in the midst of a global pandemic may seem counter-intuitive, or just downright impossible. Here are some top suggestions for corporate executives.

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Earnings Guidance | Article

Establishing a long-term time frame with performance reporting

23 March 2020 - Global investors take action by reporting on long-term returns.

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Incentive Alignment, Mandates | Article

Long-term Mandate Provisions from Ontario Teachers’ Pension Plan

30 January 2020 - Ontario Teachers’ scales several long-term mandate provisions across the fund and pilots many others.

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Stakeholder Capitalism, Metrics, Climate | Article

3 Key Themes from the 2020 World Economic Forum Annual Meeting

By Sarah Keohane Williamson

28 January 2020 - A focus on stakeholders takes top billing, with a shift toward real action on climate and metrics

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Incentive Alignment, Mandates | Article

MFS Overhauls Investment Reporting

By Matthew Leatherman

24 January 2020 - MFS takes action on the order of data, references to benchmarks, and inclusion of turnover.

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Mandates | Article

Long-term Mandate Provisions from Kempen Capital Management

7 January 2020 - Kempen has implemented key mandate provisions as laid out in "Institutional Investment Mandates: Anchors for Long-term Performance".

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Metrics | Article

Measuring What Matters

3 January 2020 - A new step towards integrating long-term metrics in investing.

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Article

2019 Letter from the CEO

26 December 2019 - The conversation around the role of capital markets has changed. Around the world, companies and investors increasingly recognize the importance of long-term planning and the value of thinking beyond quarterly returns.

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