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Strategy | Article

The New Buybacks Playing Field

15 June 2022 - Buybacks are a recurrent topic of controversy, especially as guidelines seem to shift year to year and differ from country to country. In the US, the Biden administration put forth a new proposal, upping the ante after last year’s proposed 1% tax on buybacks (intended to raise billions in tax revenue). The White House’s most recent proposal would prevent executives from selling their shares for three years after repurchasing stock, in the hopes that this will quash the incentive to repurchase shares in the first place.

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Metrics | Article

Recap: 2022 Davos CEO Roundtable

25 May 2022 - Beyond Accounting to Investing in Stakeholders

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Strategy | 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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Climate, Metrics, Policy | 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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Incentive Alignment | 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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Climate | 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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Article

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

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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Article

Why Defining ESG Funds Matters for Sustainable Investors

28 March 2022 - Much of the confusion around sustainable investing stems from a lack of clarity on the goals of sustainable or ESG-labeled funds. Clear definitions, along with transparency into investment selection criteria, would help to avoid the common disparities between investors’ expectations and fund managers’ goals.

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Article

2021 Data Shows a Resurgence of Quarterly Earnings Guidance

25 February 2022 - Quarterly EPS guidance is inherently short-term, but more companies returned to the practice last year.

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Governance | Article

How Good Governance Can Mend a Disconnected Global Economy

19 January 2022 - Political uncertainty needn’t capsize an organization’s long-term strategy. Rather, through good governance and investing in stakeholder engagement, businesses can cut through the noise of what’s expected of them and stay true to their purpose.

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Article

How the Pandemic Has Impacted Buybacks

10 January 2022 - Recent regulatory shifts and financial uncertainty due to COVID-19 has changed how companies are spending their money, including on share buybacks.

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Climate | Article

The Big Short: Investor Time Horizon Contraction in the Wake of Net Zero Commitments

24 November 2021 - Will shorter holding periods have an impact on climate change efforts?

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