Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Risk and Resilience, Stakeholder Capitalism | Article
14 December 2022 - CPP Investments provides examples of why a focus on long-term outcomes and a multi-stakeholder approach to investing is a prerequisite to invest in the infrastructure asset class.
In the News
14 December 2022 - Soaring executive pay is prompting resistance from those who believe business should play a role in shaping a fairer, more equitable society.
Risk and Resilience | Video
7 December 2022 - This year's edition of FCLTCompass looks at the economics of recovery and observes how companies, investors, and national economies plan for a return to normalcy.
Report
5 December 2022 - FCLTCompass is an annual benchmarking tool tracking long-term investment behavior on a global scale. The results of the latest analysis suggest that investment horizons receded in 2021 due to global disruptions such as inflation and COVID-19 recovery efforts.
Risk and Resilience | In the News
22 November 2022 - Regulators would do well to align climate transition plans with long-term strategy, or else companies will continue sidestepping the changes needed to actually move the needle on decarbonization.
Risk and Resilience | Video
16 November 2022 - Sustainability has gained so much traction in finance that it’s reshaping the global flow of capital and creating a new class of corporate winners and losers. But because there’s no consensus on what it means, sustainability is open to abuses such as greenwashing and accusations that it’s driven by political – not financial – imperatives.
Risk and Resilience | Article
15 November 2022 - With short-term pressures mounting, companies and investors are finding it more challenging than ever to focus on the long term.
Risk and Resilience | Toolkit
15 November 2022 - In November 2022, FCLTGlobal partnered with GIC to bring its unique roundtable meeting format to GIC Insights 2022.
Risk and Resilience | In the News
20 October 2022 - Many of today’s investors have been drilled in the basics of return and risk – or volatility, the traditional definition of “risk.” We know that there is no return without some risk, and we evaluate how much risk is palatable given our objectives. In years past, these two “Rs” were sufficient to succeed. But today’s investors know that isn’t the case anymore, and a third area is necessary to outperform in the future. The third R is resilience.
Stakeholder Capitalism | Podcast
3 October 2022 - Historically, the purpose of the private investment industry – whether public or private – has been simply to achieve a return. Bain’s John Connaughton joins the podcast to discuss how to break that stereotype, both within his organization and across the industry as a whole. Topics include: How mission and purpose drive its investment process and its dialogue with companies How Bain is improving the sustainability of its portfolio, including highlights of their latest ESG report Diversity and inclusivity in the private equity industry The history of Bain’s focus...
Article
21 September 2022 - The emerging market asset class is too broad, inhibiting investors from allocating capital to markets with promising growth opportunities.
Risk and Resilience | Podcast
19 September 2022 - “What matters more in my opinion is the word that comes after you use the acronym ESG. Do we mean ESG factors? […] Do we mean ESG commitments? Do we mean ESG outcomes or impacts? So, first and foremost, let's make sure we understand the context of how that acronym is being used.”