Resources
We conduct original research on the causes of short-term business decisions and work to find practical solutions.
Metrics | Article
25 May 2022 - Beyond Accounting to Investing in Stakeholders
Strategy | 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.
Climate, Metrics, Policy | 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.
Incentive Alignment | 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.
Climate | 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.
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.
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.
Article
25 February 2022 - Quarterly EPS guidance is inherently short-term, but more companies returned to the practice last year.
Governance | Article
19 January 2022 - Political uncertainty needn’t capsize an organization’s long-term strategy. Rather, through good governance and investing in stakeholder engagement, businesses can cut through the noise of what’s expected of them and stay true to their purpose.
Article
10 January 2022 - Recent regulatory shifts and financial uncertainty due to COVID-19 has changed how companies are spending their money, including on share buybacks.
Climate | Article
24 November 2021 - Will shorter holding periods have an impact on climate change efforts?
Article
10 November 2021 - Corporate R&D spending increased significantly during the pandemic, setting the stage for a future boom in innovation and value creation. Is this a sign of the winners just pulling ahead of the rest?