Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
In the News
31 May 2024 - Over the last decade, global asset managers and institutional investors have been able to generate strong and stable returns from various asset classes by taking advantage of low capital costs, booming consumer markets, technological innovations, and improved regulatory and governance environments. But at a moment when geopolitical tensions are high, strategies for investors investing in the Asia-Pacific region – and in many other markets – are changing rapidly.
Governance, Incentive Alignment, Mandates | Article
22 May 2024 - On 15 May 2024, FCLTGlobal joined the Pacific Pension Institute at its “PPI in Residence” salon in New York City to lead a discussion on overcoming short-term pressures and meeting savers’ needs.
In the News
8 May 2024 - A ‘narrow path’ provokes tighter focus on scale and tech selection.
In the News
29 April 2024 - Fitch puts spotlight on struggling annual recurring revenue loans; KKR identifies a syndicated market fightback versus direct lending; and why geopolitics should be viewed through more of a long-term lens.
Innovation, Incentive Alignment | Article
24 April 2024 - Artificial intelligence has already changed the way data is compiled and processed on a mass scale – and in particular in the investment industry, reshaping how professionals make decisions, manage portfolios, and analyze market data. A prominent challenge facing the industry today is the design of executive pay – specifically, structuring it in ways that incentivize strong performance over many years rather than just over a few fiscal quarters.
Risk and Resilience, Stakeholder Capitalism | Article
22 April 2024 - Today, private sector executives from across the globe find themselves using the same word to mean different things. “Sustainability” has become shorthand for mitigating and adapting to climate change. But for many, sustainability encompasses a much wider set of issues, certainly including climate change, but also incorporating additional trends like deglobalization, the rise of AI in business, or persistent threats of inflation or recession.
Governance | Article
15 April 2024 - There is no one-size-fits-all solution to designing corporate boards for long-term value creation. Recognizing and understanding that choices are available is the first step toward making longer-term choices and establishing next-generation board governance.
Risk and Resilience | Toolkit
9 April 2024 - This toolkit outlines ten essential questions long-term investors can use to evaluate how companies are navigating geopolitical risk. By focusing on strategy, governance, operations, and reputation, it helps investors assess corporate resilience, understand potential vulnerabilities, and engage portfolio companies in more informed, forward-looking dialogue.
Risk and Resilience | Toolkit
9 April 2024 - This toolkit offers a structured framework to help investment leaders assess and respond to geopolitical risks and opportunities across portfolios, reputation, and organizational operations. Through targeted questions and practical actions, it supports more resilient decision-making, clearer governance, and stronger preparedness for an increasingly complex and uncertain global environment.
Risk and Resilience | Toolkit
9 April 2024 - This toolkit provides a practical set of questions and actions to help investment committees and boards navigate geopolitical uncertainty. Designed to support resilient portfolio construction and governance, it prompts leaders to assess strategic exposures, reputational risks, and organizational readiness — ensuring institutions are prepared to respond to shifting global dynamics with clarity and foresight.
Risk and Resilience | Report
9 April 2024 - We are now at a moment when global rivalry is running hot and support for globalization is cooling. The resulting opportunity set for investors is shrinking as global security and economic alliances rewire. This rewiring of globalization requires specific attention to strategy, governance, and integrated processes to bring geopolitical views into investment decision making. Doing this effectively requires deep integration between geopolitical and traditional investment analysis.
Article
20 March 2024 - The Panmure House Prize is awarded to emerging leaders in academia and enables research that embodies Adam Smith's own approach to rigorous empiricism and long-term, inter-disciplinary thinking and radical innovation.