Filters

Investor-Corporate Engagement | Article

Schroders’ approach to navigating impasses in corporate engagement

28 January 2021 - Recent, real-world cases illustrate how external expectations can shape and alter investors' responsibilities

Learn More

Risk and Resilience | Article

Amid Low Interest Rates, Risky Asset Classes on the Rise

25 January 2021 - In a decade-long low interest rate environment, riskier asset classes have seen accelerated asset gathering as savers chase yield.

Learn More

Article

R&D Optionality Through the Black Scholes Model

11 January 2021 - By Allen He As noted in Funding the Future: Investing in Long-Horizon Innovation, it can sometimes be shrewd for investors to consider their portfolio companies’ research and development (R&D) pipelines as a series of options. Doing so can provide an alternative way of valuing a company and may help reveal a differentiated view of a company’s potential upside from R&D investment. R&D pipelines share several similarities with call options, chief among them their value pertaining to volatility and time to maturity. A chronic problem discussed in Funding...

Learn More

Governance | Article

Diversifying private equity-backed portfolio company boards can drive long-term value

5 January 2021 - Recent research, including The Long-term Habits of a Highly Effective Corporate Board (2019), shows that diversity at the board level adds meaningful long-term value for companies and their stakeholders. Evidence on the increased effectiveness of diverse boards recently led Nasdaq to announce a proposed rule requiring listed companies have one woman and one other diverse board member – or explain why they weren’t complying.

Learn More

Article

2020 Letter from the CEO

22 December 2020 - Many of you were able to join us in New York for our 2020 Summit to workshop the best ways to advance our shared mission of rebalancing capital markets to support a long-term, sustainable economy. But while the reality of daily life has changed enormously, the urgency of the issues we are addressing has not. Capitalism is at a crossroads—the next few years will surely shape its trajectory for the next few decades. A narrow spotlight on shareholders has given way to a renewed focus on...

Learn More

Governance | Article

Comment to the SEC on Board Diversity

18 December 2020 - The U.S. Securities and Exchange Commission has proposed an amendment requiring Nasdaq listed companies to adopt rules intended to promote board diversity.

Learn More

Governance | Article

An Opportunity for US Leadership to Build a Long-term, Sustainable Economy

9 December 2020 - A sound, future-oriented policy from the White House would enable the US to lead on reshaping capital markets to focus capital on the long term.

Learn More

Metrics | Article

Comment to the IFRS Foundation on Sustainability Reporting

7 December 2020 - To the IFRS Foundation: FCLTGlobal is a 501(c)3 not-for-profit research organization that develops research and tools that encourage long-term business and investment decision-making across the global investment value chain. Focusing Capital on the Long Term began in 2013 as an initiative of CPP Investments and McKinsey & Company, which together with BlackRock, Dow, and Tata Sons founded FCLTGlobal in July 2016. In addition to our Founders, today our 50+ Member organizations span the investment value chain, including asset owners, asset managers and corporations, and are committed...

Learn More

Risk and Resilience, Stakeholder Capitalism | Article

ICPM and FCLTGlobal Consider Emerging Investor Responsibilities

4 December 2020 - Around the world, investors are facing an array of potential responsibilities. These potential responsibilities extend beyond an investor’s fiduciary duty or stewardship requirements and are evolving rapidly. They may include considering the comprehensive well-being of constituents, the entity’s license to operate, or the health of markets, society, or the planet.

Learn More
Placeholder image

Investor-Corporate Engagement | Article

Comment to the U.S. Department of Labor on Proxy Voting and Shareholder Rights

1 December 2020 - FCLTGlobal is a 501(c)3 not-for-profit research organization that develops research and tools that encourage long-term business and investment decision-making across the global investment value chain. Focusing Capital on the Long Term began in 2013 as an initiative of the CPP Investments McKinsey & Company, which together with BlackRock, Dow, and Tata Sons founded FCLTGlobal in July 2016. In addition to our Founders, today our 50+ Member organizations span the investment value chain, including asset owners, asset managers and corporations, and are committed to accomplishing long-term...

Learn More

Investor-Corporate Engagement | Article

CEOs identify transparency, investor engagement as keys to sustainability in energy sector

23 November 2020 - Larry Fink, Bernard Looney, and Kevin Sneader discuss a global transition to more sustainable business models

Learn More

Investor-Corporate Engagement | Article

Benelux leaders discuss lessons learned for companies and investors from pandemic response

19 November 2020 - Corporate and investment chiefs from the Benelux region weigh in on the future of regional investment post-coronavirus.

Learn More