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Companies that walk the talk on workforce investments reaping 4% higher return on invested capital: report

14 April 2023 - Companies that back up talk about investing in employees with action are associated with a four per cent higher return on invested capital, according to a global report by the CPP Investments Insights Institute, FCLTGlobal and the University of Pennsylvania’s Wharton School.

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Article

Investing in Business vs. Trading in Paper

By Matthew Leatherman

27 March 2023 - “Do we mean to hold businesses or paper?” The question is one of the most compelling to emerge from Davos this year because its implications are so provocative for long-term institutions. 

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Article

When the Data We Want Isn’t the Data We Need

By Matthew Leatherman

23 March 2023 - Data about asset-price movements and relationships from the 1990s to today may not represent those that we will experience from today to the 2050s.

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Governance | Report

The People Factor: How Investing in Employees Pays Off

21 March 2023 - A new report, in collaboration with CPP Insights Institute and the ESG Initiative at the Wharton School, explores the role of labour practices in corporate value creation.

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In the News

SVB collapse reminds us long-term investors, too, can panic – but don’t

20 March 2023 - Long-term investing is about how the institution behaves, not a fixed time period. The Silicon Valley Bank collapse provides an object lesson.

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Article

Why a 4% Tax on Buybacks Could Work

By Allen He

13 March 2023 - As a tool, buybacks can be put to good use under the right circumstances – or abused for short-term advantage. Companies and shareholders have it within their power to utilize buybacks deliberately, in support of long-term value creation.  

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In the News

Sarah Keohane Williamson: The need for a long-term approach to innovation

13 March 2023 - This year marks the 300th anniversary of the birth of Adam Smith, seen by some as the “father of modern economics” and known by many as the author of such seminal works as The Theory of Moral Sentiments and Wealth of Nations. His tercentenary in 2023 provides an opportunity to consider how to best preserve his legacy and apply his lessons to today’s challenges.

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Investor-Corporate Engagement | Report

Unlocking Value by Targeting Long-term Shareholders

7 March 2023 - Curating a targeted long-term shareholder base aligned with the company’s priorities is the key to unlocking greater value over time.

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In the News

Getting the shareholders you deserve

By Allen He

27 January 2023 - The 2023 proxy season is shaping up to be one for the ages. With a forecast record number of shareholder proposals, unprepared companies could find themselves under pressure from all sides.

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In the News

‘Embrace uncertainty’: This is what I learned at Davos 2023

23 January 2023 - The mood at Davos was one of relief, along with a measure of giddiness about what comes next. Rarely has the group been so split in its investment outlook.

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Article

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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