Risk and Resilience | Podcast
2 October 2023 - “If you really think about investing as pattern recognition, you see a bunch of dots and you connect them, and you see them before other people and invest against that. That's how you generate outsized returns.”
In the News
26 September 2023 - Total shareholder return is the most common metric that shareholders employ to align interests, but it is often short term-oriented.
Incentive Alignment | Report
26 September 2023 - Companies need to reward leaders who create long-term value, but focusing on short-term returns as the primary metric in remuneration design keeps companies stuck in short-term behaviors.
Risk and Resilience | Podcast
12 September 2023 - OTPP's Jonathan Hausman joins the podcast to explore the firm's focus on long-term strategies and their perspectives on the ever-evolving global economy.
Article
29 August 2023 - While the past year reflects a continued upward trend in investor horizons, it also revealed a material decline in investment horizons for corporates to their lowest since the project began.
Investor-Corporate Engagement | Case Study
9 August 2023 - Developing a committed shareholder base is crucial to long-term success. Companies with a longer-term-oriented shareholder base can rely on their long-term shareholders to insulate them from short-term pressures.
In the News
9 August 2023 - While we do not know where the long game will find these investments and some will be winners while other losers like with any risk investments, research from McKinsey Global Institute and FCLT Global showed that there is significant gain from focusing on long-term value and green investments of 47 per cent higher revenue growth and faster growing market caps.
In the News
7 August 2023 - Instead of asking ‘what is a long-term model for investment benchmarks,’ we can ask ‘how many institutions view long-term benchmarking as practical?’
Earnings Guidance | Article
27 July 2023 - As we look ahead to earnings seasons in 2023 and beyond, companies that resist the temptation to issue quarterly guidance, and instead focus on issuing longer-term guidance and strategic roadmaps, will be setting themselves up for sustained success.
Investor-Corporate Engagement | Case Study
17 July 2023 - As is the case with many multinational companies, Kering's investor relations strategy centers around attracting and retaining investors who prioritize long-term performance and align with its vision. Based on this objective, Kering adopts a two-pronged strategy.
Press Release
28 June 2023 - FCLTGlobal announced today that Carine Smith Ihenacho, Chief Governance and Compliance Officer at Norges Bank Investment Management, and João Schmidt, CEO of Votorantim, will join its board of directors effective 1 July 2023.
Innovation, Risk and Resilience | Podcast
26 June 2023 - "We've created all sorts of noise around what is a fairly straightforward activity of deploying real capital in the real world into projects that create wealth so investors can make money and people's living standards can rise."