Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Governance | Article, Toolkit
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.
Metrics | Article
23 May 2022 - The U.S. Securities and Exchange Commission SEC recently requested public comments on a recently proposed rule that would require companies to provide climate-related information in their registration statements and annual reports.
Mandates | Article
17 May 2022 - An upcoming project will expand on our model for long-term investment mandates and create new tools for investors to lay the foundation for generating stronger returns.
Incentive Alignment | Podcast
16 May 2022 - “In our experience, the great CEOs are not just driven by their compensation. They are driven by a need to succeed, a need to accomplish and build something great.”
Risk and Resilience | Article
22 April 2022 - Smart investors can build a net zero portfolio today, but you shouldn’t want them to. It won’t have a stellar risk-return profile, and it’s likely to only produce “paper” decarbonization rather than cutting real-world emissions.
Press Release
21 April 2022 - Today FCLTGlobal announced HKEX as its newest member. HKEX joins a growing community of leading asset owners, asset managers, and global companies that work together to advance a shared mission to focus capital on the long term.
Article
20 April 2022 - In the wake of rising inflation, the swelling of interest rates could temper the growth of private markets. However, this presents a timely opportunity for investors to tap into the public markets, allowing individual savers to take part in long-term value creation.
In the News
20 April 2022 - Some research has shown that companies whose board members own relatively more stock outperform those whose directors have less of a stake in the business. That conclusion certainly makes objective sense: A greater financial incentive should translate to more effort put in by a board member to make their company successful, assuming they are qualified and capable of serving in the role.
Risk and Resilience | Toolkit
11 April 2022 - This toolkit provides a structured conversation guide to help asset owners update risk-appetite statements in light of climate risk and decarbonization commitments. By prompting discussion on risk tolerance, potential trade-offs, and evolving sources of uncertainty, it supports clearer alignment between long-term strategy, risk management, and investment decision-making.
Mandates | Toolkit
11 April 2022 - This toolkit outlines a menu of terms investors can consider when designing investment mandates that align with long-term decarbonization objectives. Covering areas such as fees, benchmarks, reporting, engagement, and evaluation, it offers practical ways to structure asset owner–manager partnerships that support sustained performance and climate-aligned outcomes.
Risk and Resilience | Report
11 April 2022 - An Adaptable, Top-Down Approach to Addressing Climate Change in Investment Portfolios
Risk and Resilience | Toolkit
11 April 2022 - This toolkit provides a structured conversation guide to help asset owners review and update their investment beliefs in light of decarbonization goals and climate risk. By prompting discussion on objectives, risk assumptions, return strategies, and success metrics, it supports the development of a clear, long-term investment philosophy aligned with evolving portfolio realities.