Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Risk and Resilience | Toolkit
15 July 2025 - This toolkit distills key lessons from investors and companies on how to integrate climate considerations into strategy and capital allocation. Framed as practical dos and don’ts, it highlights how organizations can translate climate risks and opportunities into familiar financial concepts, avoid common pitfalls, and build resilient, long-term approaches that align sustainability with the underlying business case.
Risk and Resilience | Toolkit
15 July 2025 - It is helpful to use carbon pricing in scenarios and simulations, rather than as a single, catch-all metric for decision-making. The following tools can help capture different scenarios in future carbon regulation and serve as powerful tools for both internal decision-making and external stakeholder communication.
Risk and Resilience | Toolkit
14 July 2025 - Carbon beta is a tool designed to measure transition risk in individual stocks and portfolios of stocks. It is a forward-looking measure that determines the extent to which an asset’s price correlates with a carbon risk factor.
Risk and Resilience | Toolkit
14 July 2025 - This toolkit focuses on indicators that align with already established investment methodologies and concepts, essentially building on the “finance language” and expertise that committees and boards already possess, while applying it to climate concepts.
Risk and Resilience | Report
14 July 2025 - Climate change is a force reshaping the global economy—and will influence capital allocation for decades to come. Climate-related risks and externalities, especially carbon emissions, are becoming material to long-term financial decision-making.
Investor-Corporate Engagement | Article
23 June 2025 - The global proxy system is at a crossroads. Frustrations from investors and issuers in the proxy process are leading to frequent headlines from both camps calling for reform, but solutions have been elusive. Furthermore, frustrations with the proxy process are often cited as one of the reasons companies question the need to be publicly listed, especially given the rise of private markets investing in the last decade.
In the News
12 June 2025 - In response to multiple, concurrent crises, MFS believes investors should look beyond external factors like interest rates and geopolitical risks that are out of their control – and instead adopt an approach that enables them to not just cope, but rise above the current noise and build resilience, says Carol Geremia, President of MFS and Co-Head of Global Distribution.
In the News
12 June 2025 - Coca-Cola, BP, HSBC and countless others are dropping environmental goals, highlighting the inadequacy of voluntary action.
Video
30 May 2025 - In this meeting, our research staff offers analysis on the latest findings from our FCLT Compass dashboard, recaps recently published reports, and provides a preview of what's next on our research agenda.
Innovation, Investor-Corporate Engagement | Podcast
27 May 2025 - “We have the humility of an LP, but we also have the rigor of a GP. So, when you combine those two, you get something like Capital Constellation, which is a very innovative collaborative ecosystem of asset owners and asset managers.”
Governance | Report
19 May 2025 - Companies — both public and private — strive to build boards that are instrumental in creating long-term value. But boards often feel they must follow somebody else's playbook. As companies grow, especially when they transition from private to public markets, they encounter a set of norms that governance experts expect them to follow. While some of these norms are listing requirements or laws that companies must follow, many are simply conventions rather than mandates.
In the News
11 May 2025 - Two hundred years ago, David Ricardo put forth the idea that trade can be a win-win for countries of varying skills and specializations. It's critical that we do not forget that lesson now.