Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Investor Risk and Responsibilities | 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.
Investor Risk and Responsibilities | Toolkit
11 April 2022 - This toolkit outlines five core action areas investors can use to integrate decarbonization into long-term portfolio construction and governance. By aligning investment beliefs, risk appetite, benchmarks, incentives, and mandates with climate objectives, it provides a practical framework for embedding transition considerations into investment strategy and decision-making.
Report
8 April 2022 - KPMG and FCLTGlobal conducted a joint survey of PE stakeholders to determine how DEI is being incorporated in the PE ecosystem. Survey findings point to an opportunity to make substantial progress on the DEI front.
Investor Risk and Responsibilities | Podcast
3 April 2022 - “If we can find the Warren Buffet of a given area, it doesn't really matter what asset class it is. That type of talent applied to an interesting investment niche will generate the type of results that we're looking for on a long-term basis.”
Investor Risk and Responsibilities | In the News
30 March 2022 - To direct private capital to address the complex and daunting challenges of the energy transition, climate risk disclosure needs to be standardised, mandatory and regulated in the same way as financial reporting to ensure it is timely, accurate, complete and verified.
Metrics | Article
28 March 2022 - Much of the confusion around sustainable investing stems from a lack of clarity on the goals of sustainable or ESG-labeled funds. Clear definitions, along with transparency into investment selection criteria, would help to avoid the common disparities between investors’ expectations and fund managers’ goals.
In the News
25 March 2022 - The CAIA Association has created a new framework for investors in alternatives to reflect the reality of changing market dynamics.
Stakeholder Capitalism | Toolkit
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.
In the News, Video
2 March 2022 - Sarah Keohane Williamson joins Bloomberg Markets: The Close to cover the impact of current events on investments and discuss key takeaways from FCLT Summit 2022
Report
2 March 2022 - A compilation of real-world examples of how FCLTGlobal’s members are putting long-term strategies into practice today.
Quarterly Earnings Guidance | Article
25 February 2022 - Quarterly EPS guidance is inherently short-term, but more companies returned to the practice last year.
