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Governance, Incentive Alignment, Mandates | Article

FCLTGlobal Joined the Pacific Pension Institute to Discuss the Long-Term Investment Ecosystem

By Victoria Tellez, Matthew Leatherman

22 May 2024 - On 15 May 2024, FCLTGlobal joined the Pacific Pension Institute at its “PPI in Residence” salon in New York City to lead a discussion on overcoming short-term pressures and meeting savers’ needs.

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Innovation, Incentive Alignment | Article

The CEO Pay Problem Is Solvable with A.I.

By Joel Paula

24 April 2024 - Artificial intelligence has already changed the way data is compiled and processed on a mass scale – and in particular in the investment industry, reshaping how professionals make decisions, manage portfolios, and analyze market data. A prominent challenge facing the industry today is the design of executive pay – specifically, structuring it in ways that incentivize strong performance over many years rather than just over a few fiscal quarters.

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Stakeholder Capitalism, Risk and Resilience, Policy and Geopolitics, Climate | Article

What’s in a name? Sustainability simply means securing the future

By Matthew Leatherman

22 April 2024 - Today, private sector executives from across the globe find themselves using the same word to mean different things. “Sustainability” has become shorthand for mitigating and adapting to climate change. But for many, sustainability encompasses a much wider set of issues, certainly including climate change, but also incorporating additional trends like deglobalization, the rise of AI in business, or persistent threats of inflation or recession.

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Governance | Article

The Myth of the One Size Fits All Board

By Matthew Leatherman, Jess Gaspar

15 April 2024 - There is no one-size-fits-all solution to designing corporate boards for long-term value creation. Recognizing and understanding that choices are available is the first step toward making longer-term choices and establishing next-generation board governance.

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Article

Panmure House Prize 2024

20 March 2024 - The Panmure House Prize is awarded to emerging leaders in academia and enables research that embodies Adam Smith's own approach to rigorous empiricism and long-term, inter-disciplinary thinking and radical innovation.

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Article

Diversifying demographics of assets under management

By Victoria Tellez, Jessica Pollock

1 February 2024 - New analysis reveals that the 25 most common male names globally are associated with overseeing more than 11 times the assets under management compared to their female counterparts.

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Policy and Geopolitics | Article

Recap: 2024 Davos CEO Roundtable

24 January 2024 - On 16 January 2024, FCLTGlobal convened its members in Davos alongside the World Economic Forum to discuss how to make long-term decisions despite the current volatile geopolitical landscape.

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Article

2023 Letter from the CEO

By Sarah Keohane Williamson

31 December 2023 - There is no question that this year demonstrated that these challenges are part of decision-making for today and tomorrow. There has never been a more meaningful time to focus capital on the long term to support a sustainable and prosperous economy – the mission of FCLTGlobal.  We believe that we can achieve that mission through a focus on three key areas:  Longer investment horizons – Developing strategies that companies and investors can implement to prioritize long-term growth and avoid the short-term behaviors that hinder progress.  Broader business objectives...

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Article

Recap: 2023 Singapore CEO Roundtable – Accelerating Capital Formation in the Global South

10 November 2023 - On 7 November 2023, FCLTGlobal held its annual Asia CEO Roundtable in Singapore, in partnership with Temasek Holdings, to discuss the role of leading companies and investment organizations in fostering greater capital formation in developing markets – or regions commonly referred to today as the “Global South.”

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Risk and Resilience | Article

Thriving Amid Disruptive Megatrends: FCLTGlobal Joins IFSWF in Madrid

By Matthew Leatherman

19 October 2023 - Last month in Madrid, FCLTGlobal led a discussion at the International Forum of Sovereign Wealth Funds (IFSWF) on navigating disruptive megatrends.

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Article

FCLTCompass: In 2022, Corporate Time Horizons Shorten, Investors’ Lengthen – And What It Means

By Allen He, Jessica Pollock

29 August 2023 - While the past year reflects a continued upward trend in investor horizons, it also revealed a material decline in investment horizons for corporates to their lowest since the project began.

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Earnings Guidance | Article

A Look at Long-Term Guidance Trends in 2022

By Allen He, Michelle Mei

27 July 2023 - As we look ahead to earnings seasons in 2023 and beyond, companies that resist the temptation to issue quarterly guidance, and instead focus on issuing longer-term guidance and strategic roadmaps, will be setting themselves up for sustained success.

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