Director, Research

Allen He

Allen He joined FCLTGlobal after getting his master’s degree in finance from the MIT Sloan School of Management. Prior to that, he worked at The Brattle Group, an economic consulting firm, as a senior research analyst in litigation and finance. While at Brattle, Allen worked on a variety of projects across the finance, utilities, and industrials sectors, where he led data modeling work in corporate valuations and derivatives hedging. Recently, Allen has worked on projects focused on risk management – including a currency risk prediction model as part of a joint research practicum between MIT and a global asset management firm.

Allen holds a B.A. in Math and Economics from Cornell University and a MS from MIT.

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Strategy | Article

The End of Quarterly Guidance: A New Era for Corporate Strategy

By Allen He

17 October 2024 - For years, the corporate world was entrenched in the practice of providing quarterly earnings per share (EPS) guidance. The latest data shows it may finally be on its way out.

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Incentive Alignment, Investor-Corporate Engagement | Article

Pay Me Now or Pay Me Later: The Sustainability J-Curve

By Allen He, Jessica Pollock

31 July 2024 - Using the sustainability J-curve as a tool for visualizing strategies that may not pay off today, but will likely pay off over time, will promote better company-investor dialogue, which in turn will help more ideas, innovations, and long-term rewards see the light of day.

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Article

FCLTCompass: In 2022, Corporate Time Horizons Shorten, Investors’ Lengthen – And What It Means

By Allen He, Jessica Pollock

29 August 2023 - While the past year reflects a continued upward trend in investor horizons, it also revealed a material decline in investment horizons for corporates to their lowest since the project began.

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