Strategy | Article
16 June 2021 - By Allen He, CFA As the global economy rebounds, companies are preparing to launch a record wave of buybacks. Buybacks have become a global phenomenon over the past 20 years, with many companies viewing them as...
Strategy | Article
27 May 2021 - Expectations placed on investors are ever-changing, can emerge from any of the institution’s many constituents, and extend beyond matters of law, regulation, or contracts.
Strategy | Article
4 March 2021 - By Ariel Babcock There is ample evidence that taking a long-term approach delivers superior value for companies over time. From 2001 to 2014, the revenue of long-term firms cumulatively grew, on average, 47 percent more than...
Climate, Strategy | Article
2 March 2021 - Focusing capital on long-term climate solutions via investment portfolio construction
Climate, Strategy | Article
25 February 2021 - Evaluating whether market reactions reflect the value of a corporate net-zero commitment in the short, medium, and long term
Strategy | Article
1 February 2021 - Through the second phase of our risk research, FCLTGlobal hopes to learn from members why implementation is not happening, what is needed to increase it, as well as to draft a list of hypothetical tools to change behavior.
Strategy | Article
25 January 2021 - In a decade-long low interest rate environment, riskier asset classes have seen accelerated asset gathering as savers chase yield.
Strategy | Article
11 January 2021 - By Allen He As noted in Funding the Future: Investing in Long-Horizon Innovation, it can sometimes be shrewd for investors to consider their portfolio companies’ research and development (R&D) pipelines as a series of options. Doing...
Governance, Strategy | Article
23 November 2020 - Larry Fink, Bernard Looney, and Kevin Sneader discuss a global transition to more sustainable business models
Investor-Corporate Engagement, Strategy | Article
19 November 2020 - Corporate and investment chiefs from the Benelux region weigh in on the future of regional investment post-coronavirus.
Strategy | Article
13 November 2020 - CFA’s Director of Investment Performance joins webinar on risk management to discuss order of performance reporting.
Climate, Strategy | In the News
12 November 2020 - "Transparency is the currency for trust and we have to get on with executing the strategy we have laid out and be transparent about it so people can see we are doing what we said. In time, investors will be more convinced we can create value by doing the right thing by the world.”