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Governance | Toolkit

Future Fit Boards: Pro Tips for Board Chairs

9 October 2024 - How can chairs lead their boards toward long-term success effectively?

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Governance | Toolkit

Future Fit Boards: A Self-Assessment for Board Directors

9 October 2024 - When considering whether to accept or continue a position on a board, it is critical that directors evaluate the match between their skills and interests and the organization’s needs.

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Governance | Toolkit

Future Fit Boards: Questions For Developing Strategic Governance

17 June 2024 - Long-term corporate boards must evolve to achieve their corporation’s future ambitions, rather than remaining anchored to the status quo.

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Toolkit

GIC Insights 2022: Taking Action to Navigate a World in Transition

15 November 2022 - In November 2022, FCLTGlobal partnered with GIC to bring its unique roundtable meeting format to GIC Insights 2022.

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Long-term Model Mandate

Incentive Alignment | Toolkit

Long-Term Model for Institutional Investment Mandates

19 July 2022 - This matrix provides a menu of key contract provisions for mandates. We compare typical provisions, which tend to reflect a short-term mindset, to those promoting a longer-term approach, and offer ideas for exploratory provisions. The provisions are relevant for separately managed accounts and commingled funds, with unique provisions described for the latter.

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Incentive Alignment | Toolkit

Aligning Expectations for Long-Term Success: Onboarding Checklist

19 July 2022 - Grouped among key areas of governance, incentives, metrics, and engagement, the onboarding checklist allows for effective communication between the asset owner and manager and sets parameters for the relationship to function transparently.

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Incentive Alignment | Toolkit

Trust but Verify: Manager Scorecard

19 July 2022 - While a meeting schedule is typically agreed at the start of a relationship, the manager scorecard can be completed at any point during the relationship. The scorecard can help focus attention on areas of importance and objectives beyond short-term financial performance.

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Incentive Alignment | Toolkit

Finding the Right Match for the Long Term: Due Diligence Top Ten List

19 July 2022 - Finding the right manager is crucial to developing a successful relationship—this list of questions can help asset owners select managers that are capable of investing over the long term, as well as achieve alignment around philosophy and beliefs regarding long-term value creation.

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Incentive Alignment | Toolkit

Statement of Purpose and Responsibilities for Investors

19 July 2022 - FCLTGlobal has developed the following example statement to communicate externally about an investor’s responsibilities. Among other uses, it can be posted on organizations’ websites or shared with investment partners.

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Strategy | Article, Toolkit

Geopolitical Risk and Disruption: A Conversation Guide for Management and Board Directors

24 May 2022 - Geopolitical risk is currently front and center for executive management and boards. The war in Ukraine and accompanying geopolitical disruptions are an action-forcing event for nearly every multinational company and investor, regardless of the size of the business or portfolio at risk.

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Governance, Strategy | Toolkit

Walking the Talk: Multi-Stakeholder Capitalism in Practice

14 March 2022 - Long-term companies take several key steps to operationalize their multi-stakeholder responsibilities. These steps must be taken in order and repeated regularly to be effective, and this document is a compilation of case studies and toolkits that demonstrate how these steps can be put into practice systematically across an organization.

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Climate, Investor-Corporate Engagement | Toolkit

Climate Transition Conversation Guide

1 November 2021 - Companies are setting net zero and other climate commitments in growing numbers to demonstrate their readiness to take action in the face of climate change. However, meaningful details about how these commitments and even climate change itself will affect corporate strategy are scarce. Such clarity is particularly important for assets, companies, and industries in transition. The lack of clarity is impeding market reactions to climate commitments.

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