Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Article
15 June 2022 - Buybacks are a recurrent topic of controversy, especially as guidelines seem to shift year to year and differ from country to country. In the US, the Biden administration put forth a new proposal, upping the ante after last year’s proposed 1% tax on buybacks (intended to raise billions in tax revenue). The White House’s most recent proposal would prevent executives from selling their shares for three years after repurchasing stock, in the hopes that this will quash the incentive to repurchase shares in the first place.
In the News
2 June 2022 - “The lack of common standards for measuring ESG progress may be one factor inhibiting fund managers from offering ESG funds, as well as limiting their ability to effectively evaluate investment performance for both ESG and financial results. Research from FCLT Global - a nonprofit focusing on long-term value creation research and tools - shows that there are over 600 ESG frameworks that companies use to report nonfinancial performance and demonstrate long-term value creation.”
Climate | In the News
31 May 2022 - The world is approaching an inflection point on climate investing, says the Asia-Pacific chair of one of the world’s largest asset managers, with developments on standardised data and appropriate incentives that are speeding the pace towards net-zero emissions.
Climate | Press Release
31 May 2022 - Latest research from FCLTGlobal examines the climate and business disclosures of the world’s 100 largest companies
Investor-Corporate Engagement, Climate | Report
31 May 2022 - New research suggests that companies could do more to bridge the gap between their climate change approach and their long-term value creation strategies.
In the News
27 May 2022 - Indeed, money needs to move much faster into decarbonizing the hardest-to-clean-up industries, from aviation to steel, while also supporting new, green technology. For some realist climate investors that may mean investing more in industrials, increasing the carbon footprint of their portfolios in the short term. Sarah Keohane Williamson, CEO of Focusing Capital on the Long Term, suggests the tradeoff is worth it. “Do you want a green portfolio or a green planet?” she asked.
Metrics | Article
25 May 2022 - Beyond Accounting to Investing in Stakeholders
Policy and Geopolitics | Article, Toolkit
24 May 2022 - Geopolitical risk is currently front and center for executive management and boards. The war in Ukraine and accompanying geopolitical disruptions are an action-forcing event for nearly every multinational company and investor, regardless of the size of the business or portfolio at risk.
Climate | Article
23 May 2022 - The U.S. Securities and Exchange Commission SEC recently requested public comments on a recently proposed rule that would require companies to provide climate-related information in their registration statements and annual reports.
Mandates | Article
17 May 2022 - An upcoming project will expand on our model for long-term investment mandates and create new tools for investors to lay the foundation for generating stronger returns.
Incentive Alignment | Podcast
16 May 2022 - “In our experience, the great CEOs are not just driven by their compensation. They are driven by a need to succeed, a need to accomplish and build something great.”
Climate | Article
22 April 2022 - Smart investors can build a net zero portfolio today, but you shouldn’t want them to. It won’t have a stellar risk-return profile, and it’s likely to only produce “paper” decarbonization rather than cutting real-world emissions.