Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Risk and Resilience | Article
15 November 2022 - With short-term pressures mounting, companies and investors are finding it more challenging than ever to focus on the long term.
Article
21 September 2022 - The emerging market asset class is too broad, inhibiting investors from allocating capital to markets with promising growth opportunities.
Risk and Resilience | Article
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.
Stakeholder Capitalism | Article
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.
Investor-Corporate Engagement | Article
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.
Climate | Article
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.
Article
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.
Metrics | Article
25 May 2022 - Beyond Accounting to Investing in Stakeholders
Policy and Geopolitics | 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.
Climate | Article
23 May 2022 - The U.S. Securities and Exchange Commission SEC recently requested public comments on a recently proposed rule that would require companies to provide climate-related information in their registration statements and annual reports.
Mandates | Article
17 May 2022 - An upcoming project will expand on our model for long-term investment mandates and create new tools for investors to lay the foundation for generating stronger returns.
Climate | Article
22 April 2022 - Smart investors can build a net zero portfolio today, but you shouldn’t want them to. It won’t have a stellar risk-return profile, and it’s likely to only produce “paper” decarbonization rather than cutting real-world emissions.