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Strategy | Article

The End of Quarterly Guidance: A New Era for Corporate Strategy

By Allen He

17 October 2024 - For years, the corporate world was entrenched in the practice of providing quarterly earnings per share (EPS) guidance. The latest data shows it may finally be on its way out.

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Mandates | Article

Owners and Managers Depend on Mandate Agreements to Focus on the Long Term

By Matthew Leatherman, Joel Paula

22 August 2024 - Asset owners – the cornerstones of the investment ecosystem – often have very long-term investment goals, such as building endowments for perpetuity and providing for the next generation. One of their challenges lies in in the fact that their assets are invested by external managers who may have vastly different time horizons and incentives in mind.

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Incentive Alignment, Investor-Corporate Engagement | Article

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

By Allen He, 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

Empowering Long-Term Investment: Key Takeaways from IFSWF’s 2024 Governance Workshop

By Matthew Leatherman, Victoria Tellez

15 July 2024 - On 25 June 2024, FCLTGlobal joined the International Forum of Sovereign Wealth Funds’ (IFSWF) Governance Workshop in London to lead a two-part discussion on avoiding short-term pressures and fostering a long-term investment ecosystem centered on meeting their citizens’ needs.

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Climate | Article

Breaking The Logjam to Global Climate Investing

By Sarah Keohane Williamson

3 July 2024 - Over the last several years, it has become clear that investing in climate-related assets in low and middle-income countries is critical to achieving successful decarbonization of the global economy. Given demographic trends and the need...

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Strategy | Article

The Long-term Payoff of Employee Ownership

By Victoria Tellez

28 June 2024 - Despite short-term costs, employee ownership has the potential to create long-term value by improving firm performance and increasing buy-in.

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Governance, Incentive Alignment, Mandates | Article

FCLTGlobal Joined the Pacific Pension Institute to Discuss the Long-Term Investment Ecosystem

By Victoria Tellez, Matthew Leatherman

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.

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Incentive Alignment | Article

The CEO Pay Problem Is Solvable with A.I.

By Joel Paula

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.

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Article

What’s in a name? Sustainability simply means securing the future

By Matthew Leatherman

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.

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Governance | Article

The Myth of the One Size Fits All Board

By Matthew Leatherman, Jess Gaspar

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.

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Article

Panmure House Prize 2024

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.

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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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