Filters

Graphic of roadmap

Investor-Corporate Engagement | Report

Driving the Conversation: Long-Term Roadmaps for Long-Term Success

21 February 2019 - Roadmaps have a proven record at leading companies, and evidence suggests that the majority of investors (especially long-term investors) prefer this approach. By focusing on key elements of performance such as competitive advantages, long-term objectives,...

Learn More
CEO Guide to Long-Term Roadmaps

Investor-Corporate Engagement | Toolkit

A CEO Guide to Long-Term Roadmaps

21 February 2019 - Benefits of a long-term roadmap: Gives existing shareholders what they want Attracts long-term investors by using long-term language Acts as a deterrent or buffer against activist attacks More accurately shapes a company’s valuation Provides strategic clarity to internal audiences...

Learn More
DSM Case Study header

Investor-Corporate Engagement | Article

Case Study: DSM, Examining Effective Long-Term Roadmaps in Action

20 December 2018 - Resourceful global companies and their investors recognize the distinct advantages of long-term planning. A long-horizon view of goals, and the path to achieving them, help open the lines of communication and strategy between a company...

Learn More
GSK Case Study header

Investor-Corporate Engagement | Article

Case Study: GSK, Examining Effective Long-Term Roadmaps in Action

29 October 2018 - Global companies recognize the many advantages to creating a long-term plan which sets out a clear forward-looking perspective on growth, risk and capital allocation for investors. Such plans provide a holistic view of economic drivers...

Learn More
Guiding our way header

Investor-Corporate Engagement | Article

Guiding Our Way to Quarterly Behavior? Promoting Long-Term Thinking and Greater Transparency

9 October 2018 - A version of this post was first published on Harvard Law School Forum for Corporate Governance and Financial Regulation. Thank you to our Member organizations who contributed to the writing of this article. By now, most business-watchers...

Learn More
Placeholder image

Investor-Corporate Engagement | Article

Corporate Guidance Policies Shifting in the Right Direction

1 August 2018 - Each stakeholder along the investment value chain must play a role in shifting to longer-term decision making. Today’s investment community, in large part, has become fixated on hitting immediate goals, losing sight of savers’ broader...

Learn More
Tools for strategic investment

Investor-Corporate Engagement | Toolkit

Tools for Strategic Engagement

25 June 2018 - ...

Learn More
Data Header

Investor-Corporate Engagement | Article

Change the Conversation: 5 Long-Term Questions to Ask on Earnings Conference Calls

13 April 2018 - Spring is in the air, baseball has begun here at FCLTGlobal headquarters in Boston, and the public company earnings reporting season is upon us – thus begins that familiar, yet often tedious, quarterly dance done...

Learn More
Placeholder image

Investor-Corporate Engagement | Press Release

New Evidence Supports Transition From Quarterly Guidance

24 October 2017 - Boston, MA, October 24, 2017– FCLTGlobal, a not-for-profit organization that works to encourage a longer-term focus in business and investment decision-making, today published a report, Moving Beyond Quarterly Guidance: A Relic of the Past, calling...

Learn More

Investor-Corporate Engagement | Report

Moving Beyond Quarterly Guidance: A Relic of the Past

23 October 2017 - Since 2005, research has consistently found that the vast majority of corporate executives think that short-term pressure is growing, that it is changing their business decisions, and that those changes are destroying value. One effective...

Learn More

Investor-Corporate Engagement | Report

Straight Talk for the Long-Term

16 March 2015 - Short-term behavior is becoming the norm in modern capital markets. Rather than pursuing and communicating long-term strategies, many public companies dedicate significant resources to meeting quarterly earnings guidance and communicating their performance relative to this...

Learn More