Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Podcast
8 November 2021 - Current projections show the New Zealand Super Fund peaking in size in the year 2070, making it among the foremost long-term investors today. How does this impact decision-making within the firm? Matt Whineray, CEO of New Zealand Super Fund, joins the podcast to discuss the practical implications of the Fund’s long-term investment horizon – topics include: The Fund’s origins and how its timeframe allows it to target uniquely long-term themes. The story behind the Fund’s historic standard-setting in 2017 for integrating climate trends into investment decision-making. How the...
Climate | Press Release
3 November 2021 - FCLTGlobal supports the creation of a new International Sustainability Standards Board (ISSB), and congratulates the IFRS Foundation, Climate Disclosure Standards Board, and Value Reporting Foundation on their new partnership to develop a comprehensive global baseline of high-quality sustainability disclosure standards.
Climate, Investor-Corporate Engagement | Toolkit
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.
Climate
28 October 2021 - On 27 October, FCLTGlobal convened a roundtable discussion of leading global investors and corporate leaders to discuss integrating the climate transition into long-term strategy.
Climate | Article
27 October 2021 - A lack of “decision useful” climate disclosures has been a cause for discontent on both sides of the investment value chain.
Podcast
25 October 2021 - Anticipating new trends is a cornerstone of a long-term approach to investing. Christian Sinding, head of EQT Partners, joins the podcast to discuss how “future-proofing” plays a key role in EQT’s strategy for working with portfolio companies. Christian also shares insights on EQT’s active ownership “playbook,” why he believes private equity is better positioned to make societal impacts, and the launch of a new private capital strategy, EQT Future, and more. About Christian Sinding Christian Sinding is CEO and Managing Partner of EQT, a purpose-driven global investment...
Article
21 October 2021 - By Allen He Oversight boards and their investment teams often speak different languages when it comes to risk. The often repeated pattern is one of in depth discussions without clarifying long-term implications – not seeing the forest through the trees. Then, inevitably, board members are surprised by portfolio movements in the face of market stress events. Boards can take on a very short-term focus during such periods of uncertainty, often to the extent of losing confidence in the management team or their strategy and wanting to...
Podcast
12 October 2021 - The head of CDPQ joins the podcast to discuss the organization's unique "double mandate" - providing long-term financial returns for depositors and providing constructive capital to Quebec's economy.
Climate, Strategy | Article
12 October 2021 - Thanks to decades of advocacy, some very real climate-related disasters, and meaningful progress on the global policy and regulatory stage, climate consciousness is finally in vogue with mainstream companies and investors.
In the News
8 October 2021 - President Biden’s spending plan could lead to a tax on stock buybacks, with a Senate plan to add a 2% excise tax potentially raising as much as $100 billion over a decade.
Climate | In the News
4 October 2021 - On the face of it, climate commitments set the stage for capital to be deployed at scale to decarbonize the global economy. Yet the reality has proved to be more complicated.
