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Metrics | Article

Recap: 2022 Davos CEO Roundtable

25 May 2022 - Beyond Accounting to Investing in Stakeholders

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Governance | Article, Toolkit

Geopolitical Risk and Disruption: A Conversation Guide for Management and Board Directors

24 May 2022 - Geopolitical risk is currently front and center for executive management and boards. The war in Ukraine and accompanying geopolitical disruptions are an action-forcing event for nearly every multinational company and investor, regardless of the size of the business or portfolio at risk.

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Metrics | Article

Comment to the SEC: The Enhancement and Standardization of Climate-Related Disclosures for Investors

23 May 2022 - The U.S. Securities and Exchange Commission SEC recently requested public comments on a recently proposed rule that would require companies to provide climate-related information in their registration statements and annual reports.

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Institutional Investment Mandates | Article

Integrating Investor Responsibilities into Investment Mandates

17 May 2022 - An upcoming project will expand on our model for long-term investment mandates and create new tools for investors to lay the foundation for generating stronger returns.

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Incentive Alignment | Podcast

Going Long Podcast: Scott Sperling, THL

16 May 2022 - “In our experience, the great CEOs are not just driven by their compensation. They are driven by a need to succeed, a need to accomplish and build something great.”

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Investor Risk and Responsibilities | Article

Divestment Isn’t the Answer for Decarbonization

22 April 2022 - Smart investors can build a net zero portfolio today, but you shouldn’t want them to. It won’t have a stellar risk-return profile, and it’s likely to only produce “paper” decarbonization rather than cutting real-world emissions.

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Press Release

HKEX Becomes a Member of FCLTGlobal

21 April 2022 - Today FCLTGlobal announced HKEX as its newest member. HKEX joins a growing community of leading asset owners, asset managers, and global companies that work together to advance a shared mission to focus capital on the long term.

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Article

The Silver Lining of the New Rate Environment: The Durability of the Public Markets

By Nur Robleh

20 April 2022 - In the wake of rising inflation, the swelling of interest rates could temper the growth of private markets. However, this presents a timely opportunity for investors to tap into the public markets, allowing individual savers to take part in long-term value creation.

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In the News

Elon Musk Says Twitter’s Board Owns Almost No Stock. How It Compares to Tesla and Others.

20 April 2022 - Some research has shown that companies whose board members own relatively more stock outperform those whose directors have less of a stake in the business. That conclusion certainly makes objective sense: A greater financial incentive should translate to more effort put in by a board member to make their company successful, assuming they are qualified and capable of serving in the role.

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Investor Risk and Responsibilities | Toolkit

Conversation Guide for Updating the Risk-Appetite Statements

11 April 2022 - This toolkit provides a structured conversation guide to help asset owners update risk-appetite statements in light of climate risk and decarbonization commitments. By prompting discussion on risk tolerance, potential trade-offs, and evolving sources of uncertainty, it supports clearer alignment between long-term strategy, risk management, and investment decision-making.

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Institutional Investment Mandates | Toolkit

Terms to Consider for Net Zero Investment Mandates

11 April 2022 - This toolkit outlines a menu of terms investors can consider when designing investment mandates that align with long-term decarbonization objectives. Covering areas such as fees, benchmarks, reporting, engagement, and evaluation, it offers practical ways to structure asset owner–manager partnerships that support sustained performance and climate-aligned outcomes.

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Investor Risk and Responsibilities | Report

Decarbonizing Long-Term Portfolios

11 April 2022 - An Adaptable, Top-Down Approach to Addressing Climate Change in Investment Portfolios

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