Investor Risk and Responsibilities | Report

Storm Clouds & Silver Linings: Long-term Investing in an Age of Geopolitical Uncertainty

By Joel Paula, CAIA

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.

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Investor-Corporate Engagement | Article

The Strategic Blind Spots Attracting Shareholder Activists

By Victoria Tellez

28 July 2026 - What a record year of shareholder activism reveals about the companies that get targeted — and the ones that don’t

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Press Release

FCLTGlobal Appoints Olivia White as Chief Executive Officer

26 May 2026 - FCLTGlobal announced the appointment of Olivia White as Chief Executive Officer, effective August 1, 2026. White will succeed Sarah Keohane Williamson, who previously announced her intention to retire after more than a decade leading the organization.

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Innovation | Report

Worth the Wait: R&D-Intensive Public Companies Outperform Over the Long Term

By Allen He, CFA, FRM

20 May 2026 - This report examines a central question: Do public markets actually reward sustained investment in innovation over the long term?

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Investor-Corporate Engagement | Article

AI Is Rewriting the Playbook for Investor–Company Engagement

By Victoria Tellez

9 July 2026 - Companies are rethinking how they communicate, investors are sharpening the tools they use to engage, and the sell-side is redefining what it offers. Here is what is already changing.

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The CEO's Guide to the Investment Galaxy: Navigating Markets to Build Great Companies

Sarah Keohane Williamson's new book provides indispensable insights for business leaders navigating the landscape of the global investment community.

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