Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Mandates | Toolkit
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.
Risk and Resilience | Toolkit
11 April 2022 - This toolkit provides a structured conversation guide to help asset owners review and update their investment beliefs in light of decarbonization goals and climate risk. By prompting discussion on objectives, risk assumptions, return strategies, and success metrics, it supports the development of a clear, long-term investment philosophy aligned with evolving portfolio realities.
Risk and Resilience | Toolkit
11 April 2022 - This toolkit outlines five core action areas investors can use to integrate decarbonization into long-term portfolio construction and governance. By aligning investment beliefs, risk appetite, benchmarks, incentives, and mandates with climate objectives, it provides a practical framework for embedding transition considerations into investment strategy and decision-making.
Stakeholder Capitalism | Toolkit
14 March 2022 - Long-term companies take several key steps to operationalize their multi-stakeholder responsibilities. These steps must be taken in order and repeated regularly to be effective, and this document is a compilation of case studies and toolkits that demonstrate how these steps can be put into practice systematically across an organization.
Investor-Corporate Engagement | Toolkit
1 November 2021 - Companies are setting net zero and other climate commitments in growing numbers to demonstrate their readiness to take action in the face of climate change. However, meaningful details about how these commitments and even climate change itself will affect corporate strategy are scarce. Such clarity is particularly important for assets, companies, and industries in transition. The lack of clarity is impeding market reactions to climate commitments.
Governance | Toolkit
19 July 2021 - FCLTGlobal convened numerous roundtables to produce the practical guides that follow, which both GPs and LPs can use to evaluate, implement, and report on diversity and inclusion in the boardrooms of their privately held portfolio companies. For some firms, these may be the first steps. For others, they may be a refinement of plans already in motion. Regardless, they are a means to putting leaders in the boardroom of private companies who are representative, forward-looking, and positioned to create long-term value.
Governance | Toolkit
19 July 2021 - Leading GPs and LPs can drive long-term performance by building effective, diverse portco boards and building diversity among their advisors. To facilitate discussions about board diversity, equity and inclusion between GPs and LPs, FCLTGlobal has developed this Portfolio Company Board Diversity Conversation Guide.
Governance, Metrics | Toolkit
19 July 2021 - FCLTGlobal’s business and investor communities recognize the need for the private sector to demonstrate long-term value creation along both financial and non-financial criteria, especially when it comes to reporting on metrics related to firm diversity.
Incentive Alignment | Toolkit
10 May 2021 - Identifying the links between management behaviors and long-term business performance
Incentive Alignment | Toolkit
8 March 2021 - These tools empower companies to tailor long-term remuneration by replacing some elements now, reflecting on their long-term needs, and finally by using key decisions to redesign pay packages
Investor-Corporate Engagement | Toolkit
6 October 2020 - In the right circumstances, buybacks can further long-term goals; new tools and guidelines could help evaluate buybacks on their long-term merits.
Risk and Resilience | Toolkit
26 August 2020 - FCLTGLOBAL has developed this guide as an extension of the Risk Conversation Guide published in Balancing Act: Managing Risk Across Multiple Time Horizons.