Associate Director, Research

Jessica Pollock

Jessica joined FCLTGlobal in 2022 after receiving her M.A. in Economics from Boston University where she focused on development and capital markets.

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Stakeholder Capitalism | Article

ISS Calls It Dilution. It Isn’t.

By Jessica Pollock

11 May 2026 - Using equity as part of employee compensation reinforces an ownership culture across the employee base. And ownership by employees, executives, and board members has been shown to create value over the long term. Having “skin in the game” is largely considered a good idea. Yet, companies often receive pushback from proxy advisors such as ISS that issuing shares to provide equity to their team causes dilution, even if the companies repurchase an equal number of shares in the marketplace.

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Report

FCLT Compass Report: Near-Term Flexibility For Long-Term Value

By Allen He, CFA, FRM, Jessica Pollock

29 December 2025 - Our latest annual benchmarking report reveals that despite record wealth, market participants are positioning themselves for flexibility and liquidity rather than committing capital for the long term.

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Innovation | Article

AI’s Payoff Problem Is Not About Technology. It’s About Time Horizons.

By Jessica Pollock

18 September 2025 - At first glance, headlines suggest AI has overpromised and underdelivered. But the real issue is not technology. It is timing.

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Investor Risk and Responsibilities | Report

Ahead of the Curve: Factoring the Cost of Carbon Into Long-term Decision-making

By Allen He, CFA, FRM, Joel Paula, CAIA, Jessica Pollock

14 July 2025 - Climate change is a force reshaping the global economy—and will influence capital allocation for decades to come. Climate-related risks and externalities, especially carbon emissions, are becoming material to long-term financial decision-making.

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Article

Rethinking the Emerging Markets Exit: AI, Supply Chains, and the Case for Patience

By Jessica Pollock

22 April 2025 - From strategic supply chain realignment to national investments in AI and digital infrastructure, several emerging markets (EM) are laying the groundwork for building structural resilience. While not evenly distributed, these trends are already reshaping the long-term opportunity set in select economies.

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Incentive Alignment | Article

Pay Me Now or Pay Me Later: The Sustainability J-Curve

By Allen He, CFA, FRM, Jessica Pollock

31 July 2024 - Using the sustainability J-curve as a tool for visualizing strategies that may not pay off today, but will likely pay off over time, will promote better company-investor dialogue, which in turn will help more ideas, innovations, and long-term rewards see the light of day.

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Article

Diversifying demographics of assets under management

By Victoria Tellez, Jessica Pollock

1 February 2024 - New analysis reveals that the 25 most common male names globally are associated with overseeing more than 11 times the assets under management compared to their female counterparts.

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Article

FCLTCompass: In 2022, Corporate Time Horizons Shorten, Investors’ Lengthen – And What It Means

By Allen He, CFA, FRM, Jessica Pollock

29 August 2023 - While the past year reflects a continued upward trend in investor horizons, it also revealed a material decline in investment horizons for corporates to their lowest since the project began.

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Investor Risk and Responsibilities | Article

A Close Look at the Largest 25 GPs and LPs Reveals Disparities in Private Equity’s Climate Commitments

By Jessica Pollock

13 June 2023 - Private equity plays a significant role in shaping economies and industries, and it must use its influence to accelerate the transition to a low-carbon future. 

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Stakeholder Capitalism | Article

Companies that Invest in Multiple Stakeholders Have Longer Investment Horizons

By Michelle Mei, Jessica Pollock

28 April 2023 - To better understand the outcomes of a stakeholder-oriented approach, we conducted an empirical analysis comparing the characteristics and performance of companies pursuing such strategies to those that do not.

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