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Article

Long Live the 60/40 Portfolio?

By Joel Paula, Nur Robleh

5 January 2023 - New data shows institutional investors have been increasing their investments in alternative assets.

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Article

2022 Letter from the CEO

By Sarah Keohane Williamson

30 December 2022 - Expectations of companies are rapidly changing as the role of business in society is called into question. Meeting those expectations will determine how a company fares over the long term.

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Strategy | Article

How investor responsibilities can preserve social license to operate in infrastructure

By FCLTGlobal and CPP Investments

14 December 2022 - CPP Investments provides examples of why a focus on long-term outcomes and a multi-stakeholder approach to investing is a prerequisite to invest in the infrastructure asset class.

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In the News

How to pay executives in the age of stakeholder capitalism

14 December 2022 - Soaring executive pay is prompting resistance from those who believe business should play a role in shaping a fairer, more equitable society.

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Video

Webinar: FCLTCompass 2022 – Long-Term Strategies Amid Uncertainty

7 December 2022 - This year's edition of FCLTCompass looks at the economics of recovery and observes how companies, investors, and national economies plan for a return to normalcy.

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Report

FCLTCompass 2022 Report

5 December 2022 - FCLTCompass is an annual benchmarking tool tracking long-term investment behavior on a global scale. The results of the latest analysis suggest that investment horizons receded in 2021 due to global disruptions such as inflation and COVID-19 recovery efforts.

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Climate | In the News

Regulatory ‘Band Aids’ won’t cure climate change inaction

22 November 2022 - Regulators would do well to align climate transition plans with long-term strategy, or else companies will continue sidestepping the changes needed to actually move the needle on decarbonization.

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Video

A New Paradigm for Sustainable Investing – Bloomberg New Economy Forum 2022

16 November 2022 - Sustainability has gained so much traction in finance that it’s reshaping the global flow of capital and creating a new class of corporate winners and losers. But because there’s no consensus on what it means, sustainability is open to abuses such as greenwashing and accusations that it’s driven by political – not financial – imperatives.

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Strategy | Article

In 2021, Companies Sidelined Investments in Resilience

By Joel Paula

15 November 2022 - With short-term pressures mounting, companies and investors are finding it more challenging than ever to focus on the long term.

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Toolkit

GIC Insights 2022: Taking Action to Navigate a World in Transition

15 November 2022 - In November 2022, FCLTGlobal partnered with GIC to bring its unique roundtable meeting format to GIC Insights 2022.

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In the News

The three Rs of investing: Risk, return, and resilience

20 October 2022 - Many of today’s investors have been drilled in the basics of return and risk – or volatility, the traditional definition of “risk.” We know that there is no return without some risk, and we evaluate how much risk is palatable given our objectives. In years past, these two “Rs” were sufficient to succeed. But today’s investors know that isn’t the case anymore, and a third area is necessary to outperform in the future. The third R is resilience.

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Podcast

Going Long Podcast: John Connaughton, Bain Capital

3 October 2022 - Historically, the purpose of the private investment industry – whether public or private – has been simply to achieve a return. Bain’s John Connaughton joins the podcast to discuss how to break that stereotype, both...

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