Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Investor-Corporate Engagement | Case Study
1 March 2023 - As an independent, private partnership, Wellington Management focuses on long-term results, sustainable business practices, and aligning our interests with those of our clients.
Investor-Corporate Engagement | Case Study
1 March 2023 - As Singapore’s sovereign wealth fund, GIC’s job is to protect and add to the international purchasing power of the reserves under our management over the long term.
Investor-Corporate Engagement | Case Study
1 March 2023 - We aim to deliver sustainable wealth creation that enriches investors, benefits society and preserves the environment – for current generations and those to come.
Investor-Corporate Engagement | Article
25 July 2022 - For companies, cultivating a base of longer-term shareholders allows managers to refocus their strategy on the future. As expected, evidence shows having the support of long-term shareholders provides a buffer against being derailed by short-term shareholders and activists.
Investor-Corporate Engagement | In the News
28 June 2022 - Companies act on what their investors prioritize. And companies have set climate goals given the focus of the global investor community on climate change goal setting. Yet, where the goals are disconnected from the business strategy, they do not materially change what companies prioritize, where they allocate capital and how they operate. Their behavior—and therefore their risk exposure and impact— does not meaningfully evolve.
Investor-Corporate Engagement | Article
21 June 2022 - Developing integrated climate and corporate strategy is not an easy task. While work between companies and their investors will take time, effort, and resources, peer-to-peer discussions and practical tools can guide the process towards better strategic integration.
Investor-Corporate Engagement | 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.
Investor-Corporate Engagement | Podcast
13 December 2021 - “What we do in that first part of the relationship, whether they're an existing client or a prospect, is to spend a lot of time on building expectations. ‘This is who we are. This is what we believe fits with a long-term investor.’”
Investor-Corporate Engagement | Toolkit
1 November 2021 - Companies are setting net zero and other climate commitments in growing numbers to demonstrate their readiness to take action in the face of climate change. However, meaningful details about how these commitments and even climate change itself will affect corporate strategy are scarce. Such clarity is particularly important for assets, companies, and industries in transition. The lack of clarity is impeding market reactions to climate commitments.
Investor-Corporate Engagement | Article
27 October 2021 - A lack of “decision useful” climate disclosures has been a cause for discontent on both sides of the investment value chain.
Risk and Resilience, Investor-Corporate Engagement | Article
29 April 2021 - Commitments to net-zero objectives are taking hold across the investment value chain and present substantial opportunities. But are these initiatives likely to infuse capital into actual climate solutions, or do we risk creating structures that prioritize individual carbon neutrality while delivering less actual impact? Our conversation with investors and companies highlighted the importance of leadership in capital allocation and asset management approaches that produce measurable, long-term improvements in climate sustainability, rather than simply shifting assets to the next owner. Discussion Leaders Debby Blakey Chief Executive Officer, HESTA Ken Mackenzie Chairman,...
Investor-Corporate Engagement | Article
28 January 2021 - Recent, real-world cases illustrate how external expectations can shape and alter investors' responsibilities