Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Investor-Corporate Engagement | Article
28 January 2021 - Recent, real-world cases illustrate how external expectations can shape and alter investors' responsibilities
Strategy | Article
25 January 2021 - In a decade-long low interest rate environment, riskier asset classes have seen accelerated asset gathering as savers chase yield.
Podcast
25 January 2021 - Mark Machin (CPP Investments) joins the podcast to discuss why Canada’s pension plan places such a high priority on its long-term strategy. Machin and host Sarah Williamson go in-depth on the current state of climate investment and goals for COP26, the importance of recent progress in corporate board diversity, and which 2020 market trends tell us about the next decade of investing. About Mark Mark Machin is a British investor who served as President and CEO of the Canada Pension Plan Investment Board between 2016 and 2021....
In the News
22 January 2021 - Sarah Keohane Williamson, FCLTGlobal CEO joins Yahoo Finance Live to break down how companies can navigate volatile markets in 2021 and weigh in on the advantages of companies investing in ESG.
In the News
19 January 2021 -
Press Release
19 January 2021 - Boston, MA, 19 January 2021 – FCLTGlobal, a non-profit organization that develops research and tools that encourage long-term business and investing, announced today that Ronald Wuijster (CEO, APG Asset Management) has joined its board of directors. APG Asset Management, the largest pension provider in the Netherlands, formally became a member of FCLTGlobal in January 2021. Ronald Wuijster is APG’s Executive Board member responsible for asset management and serves as CEO of APG Asset Management N.V. Ronald has over 20 years of investment experience, including 16 years in commercial asset management...
Video
14 January 2021 - “Time diversification” is a principle that an investor’s statistical probability of loss decreases as the holding period increases. Long-term investors may overinterpret this statistical principle to indicate that risk in all of its forms is lower. In fact, longer holding periods also expose investors to a greater scale of potential losses and to more experience with turbulence. Our September webinar introduced the way in which these patterns have implications for diversification and asset allocation, and the implications also extend significantly to the way in which long-term investors define and estimate risk.
Video
13 January 2021 - “Time diversification” is a principle that an investor’s statistical probability of loss decreases as the holding period increases. Long-term investors may overinterpret this statistical principle to indicate that risk in all of its forms is lower. In fact, longer holding periods also expose investors to a greater scale of potential losses and to more experience with turbulence. Our September webinar introduced the way in which these patterns have implications for diversification and asset allocation, and the implications also extend significantly to the way in which long-term investors define and estimate risk.
Strategy | Article
11 January 2021 - By Allen He As noted in Funding the Future: Investing in Long-Horizon Innovation, it can sometimes be shrewd for investors to consider their portfolio companies’ research and development (R&D) pipelines as a series of options. Doing so can provide an alternative way of valuing a company and may help reveal a differentiated view of a company’s potential upside from R&D investment. R&D pipelines share several similarities with call options, chief among them their value pertaining to volatility and time to maturity. A chronic problem discussed in Funding...
Podcast
11 January 2021 - Our first episode of 2021 introduces FCLTCompass, our new dashboard tracking long-term investments on a global scale. Listen to a special replay of our launch event, held on 10 December 2020, to learn more about the dashboard and its important findings. For more information, click here. This episode is also available on Apple, Spotify, and YouTube. To learn more, visit the homepage for Going Long with FCLTGlobal.
