Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Article
10 November 2021 - Corporate R&D spending increased significantly during the pandemic, setting the stage for a future boom in innovation and value creation. Is this a sign of the winners just pulling ahead of the rest?
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Article
27 October 2021 - A lack of “decision useful” climate disclosures has been a cause for discontent on both sides of the investment value chain.
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Article
21 October 2021 - By Allen He Oversight boards and their investment teams often speak different languages when it comes to risk. The often repeated pattern is one of in depth discussions without clarifying long-term implications – not seeing the...
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Strategy | Article
12 October 2021 - Thanks to decades of advocacy, some very real climate-related disasters, and meaningful progress on the global policy and regulatory stage, climate consciousness is finally in vogue with mainstream companies and investors.
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Metrics | Article
1 October 2021 - Investors look for sustainability and non-traditional metrics from companies they invest in, but what if they held themselves accountable in the same way? This piece is from a blog series written by members of the Global Future Council on Investing exploring factors shaping the investment portfolio of 2040.
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Metrics | Article
23 September 2021 - By Ariel Babcock CFA, Allen He CFA, and Devin Weiss Intuitively, many companies understand the importance of strategically investing in their employees. Past academic research has found employees contribute materially to the long-term value creation of...
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Policy, Strategy | Article
23 August 2021 - By Matthew Leatherman The U.S. House of Representatives is heading toward a vote on a trillion-dollar infrastructure bill, including numerous program reauthorizations and $550 billion in new spending. From across the northern border, the reaction from John...
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Article
7 July 2021 - Many businesses have operated from a shareholder primacy playbook when cultivating long-term financial strategies. However, recent events are inspiring a shift across the investment value chain.
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Metrics, Policy | Article
18 June 2021 - In light of demand for climate change information and questions about whether current disclosures adequately inform investors, the SEC recently requested public input on climate change disclosure.
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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...
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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.
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Strategy | Article
25 May 2021 - In support of its long-term mandate, GIC maintains a diversified portfolio, balancing different risk and return profiles of its core asset classes to be resilient across a range of market conditions.
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