Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Incentive Alignment, Institutional Investment Mandates | Toolkit
19 July 2022 - Finding the right manager is crucial to developing a successful relationship—this list of questions can help asset owners select managers that are capable of investing over the long term, as well as achieve alignment around philosophy and beliefs regarding long-term value creation.
Investor Risk and Responsibilities, Institutional Investment Mandates | Toolkit
19 July 2022 - FCLTGlobal has developed the following example statement to communicate externally about an investor’s responsibilities. Among other uses, it can be posted on organizations’ websites or shared with investment partners.
Governance | Article, Toolkit
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.
Investor Risk and Responsibilities | Toolkit
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.
Institutional Investment 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.
Investor Risk and Responsibilities | 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.
Investor Risk and Responsibilities | 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.