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What the SEC’s New Rules on Executive Pay Disclosures Mean for Long-term Investors

By Joel Paula, Nur Robleh

23 January 2023 - New rules from the SEC will require annual proxy disclosures centered around TSR, but is this the right metric to measure executive incentives and firm performance?

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Article

Recap: 2023 Davos CEO Roundtable

19 January 2023 - On 17 January, FCLTGlobal hosted its annual CEO Roundtable in Davos alongside the World Economic Forum Annual Meeting. The topic of the day was the challenge both companies and investors face to balance long-term performance and near-term decision-making amid a time of historic disruptions.

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Article

Long Live the 60/40 Portfolio?

By Joel Paula, Nur Robleh

5 January 2023 - New data shows institutional investors have been increasing their investments in alternative assets.

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Article

2022 Letter from the CEO

By Sarah Keohane Williamson

30 December 2022 - Expectations of companies are rapidly changing as the role of business in society is called into question. Meeting those expectations will determine how a company fares over the long term.

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Strategy | Article

How investor responsibilities can preserve social license to operate in infrastructure

By FCLTGlobal and CPP Investments

14 December 2022 - CPP Investments provides examples of why a focus on long-term outcomes and a multi-stakeholder approach to investing is a prerequisite to invest in the infrastructure asset class.

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Strategy | Article

In 2021, Companies Sidelined Investments in Resilience

By Joel Paula

15 November 2022 - With short-term pressures mounting, companies and investors are finding it more challenging than ever to focus on the long term.

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Article

Why Investors Need a Long-term Approach to Emerging Markets

21 September 2022 - The emerging market asset class is too broad, inhibiting investors from allocating capital to markets with promising growth opportunities.

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Strategy | Article

Dear Global Corporate Executive – Stay the Course

2 August 2022 - FCLTGlobal reminds companies and their leaders that, despite the chop your ships are weathering, those who stay the course through uncertainty will be the ones ultimately rewarded. Looking at data from past market downturns, including amid global crises, businesses are likely to steer to calmer waters, even treasure, over the long term.

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Article

Investing Capital in Communities Drives Long-Term Value for All Stakeholders

28 July 2022 - Communities are an important stakeholder for many companies and play a key role in their operations. FCLTGlobal recently hosted a discussion to gain a sense of how corporations and investors can better invest in their communities to create value for all their stakeholders.

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Investor-Corporate Engagement | Article

What Investors Can Learn from a Company’s Shareholder Composition

25 July 2022 - For companies, cultivating a base of longer-term shareholders allows managers to refocus their strategy on the future. As expected, evidence shows having the support of long-term shareholders provides a buffer against being derailed by short-term shareholders and activists.

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Climate | Article

Climate Change Integration is Hard – Companies need resources; Investors need patience

21 June 2022 - Developing integrated climate and corporate strategy is not an easy task. While work between companies and their investors will take time, effort, and resources, peer-to-peer discussions and practical tools can guide the process towards better strategic integration.

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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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