Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Article
20 April 2022 - In the wake of rising inflation, the swelling of interest rates could temper the growth of private markets. However, this presents a timely opportunity for investors to tap into the public markets, allowing individual savers to take part in long-term value creation.
Climate | Article
28 March 2022 - Much of the confusion around sustainable investing stems from a lack of clarity on the goals of sustainable or ESG-labeled funds. Clear definitions, along with transparency into investment selection criteria, would help to avoid the common disparities between investors’ expectations and fund managers’ goals.
Earnings Guidance | Article
25 February 2022 - Quarterly EPS guidance is inherently short-term, but more companies returned to the practice last year.
Stakeholder Capitalism, Governance, Policy and Geopolitics | Article
19 January 2022 - Political uncertainty needn’t capsize an organization’s long-term strategy. Rather, through good governance and investing in stakeholder engagement, businesses can cut through the noise of what’s expected of them and stay true to their purpose.
Stakeholder Capitalism | Article
18 January 2022 - On 11 and 18 January, FCLTGlobal brought together global CEOs representing investors and companies to discuss multi-stakeholder capitalism and how stakeholder strategies are being integrated into long-term decision making. Participants identified several key issues across the investment value chain that need attention for a multi-stakeholder approach to be put into practice.
Article
10 January 2022 - Recent regulatory shifts and financial uncertainty due to COVID-19 has changed how companies are spending their money, including on share buybacks.
Climate | Article
24 November 2021 - Will shorter holding periods have an impact on climate change efforts?
Innovation | Article
10 November 2021 - Corporate R&D spending increased significantly during the pandemic, setting the stage for a future boom in innovation and value creation. Is this a sign of the winners just pulling ahead of the rest?
Climate | Article
27 October 2021 - A lack of “decision useful” climate disclosures has been a cause for discontent on both sides of the investment value chain.
Risk and Resilience, Governance | Article
21 October 2021 - By Allen He Oversight boards and their investment teams often speak different languages when it comes to risk. The often repeated pattern is one of in depth discussions without clarifying long-term implications – not seeing the forest through the trees. Then, inevitably, board members are surprised by portfolio movements in the face of market stress events. Boards can take on a very short-term focus during such periods of uncertainty, often to the extent of losing confidence in the management team or their strategy and wanting to...
Climate | Article
12 October 2021 - Thanks to decades of advocacy, some very real climate-related disasters, and meaningful progress on the global policy and regulatory stage, climate consciousness is finally in vogue with mainstream companies and investors.
Metrics | Article
1 October 2021 - Investors look for sustainability and non-traditional metrics from companies they invest in, but what if they held themselves accountable in the same way? This piece is from a blog series written by members of the Global Future Council on Investing exploring factors shaping the investment portfolio of 2040.