SHIFT TO Long term investing

2017
17
November
2017
Mercer states that active management is in retreat or even in full blown crisis for some. What are alternative fee structures? In this article a new model of active management is introduced.A thought-provoking piece: we welcome your thoughts!  ...
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03
November
2017
Practical guidelines for long-term mandates Sarah Williamson, CEO of FCLTGlobal and Lars Dijkstra, CIO of Kempen, speaking at the Kempen Investment Seminar in London. Based on a series of working groups with leading asset owners and asset managers...
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23
October
2017
Quarterly reporting remains essential in providing investors with the transparency they need and in keeping management teams accountable for their performance. On the other hand, consensus earnings estimates will continue to be a feature of markets r...
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28
September
2017
Over the past year, FCLTGlobal has built on the work of the Focusing Capital on the Long Term Initiative to create a fully functional not-for-profit organization with an ambitious research agenda that is well underway. A lot of progress was made. The...
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04
September
2017
1) The time horizon of Dutch companies is clearly different from that of US-based companies, which have a relatively strong short-term orientation. Specifically, Dutch firms on average seem to focus on the long term as much as on the short term in th...
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31
August
2017
Are markets and company boards too focused on the short-term? Are activists a source of long-term value creation or are they short-term asset strippers? How should the weaknesses of corporate governance along the investment chain be addressed? Are pu...
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24
July
2017
Partners Jim Ware, Keith Robinson and Michael Falk of the Focus Consulting Group have teamed up to write a vision for the investment world. One that suggests the changes needed to make the profession a “noble calling.” Money, Meaning and Mindsets pro...
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21
June
2017
The Investor Stewardship Group (ISG) is a collective of some of the largest U.S.-based institutional investors and global asset managers, along with several of their international counterparts. The founding members are a group of 16 U.S. and internat...
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12
June
2017
Jan Maarten Slagter is CEO of the International Bureau of Fiscal Documentation (IBFD). The IBFD is the world’s foremost authority on cross-border taxation. Tax practitioners from all over the world rely on its high-quality, independent tax research. ...
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09
June
2017
Mimmi Kheddache Jendeby is Vice President and Senior Research Strategist at State Street Center for Applied Research. Mimmi holds a Bachelor's Degree in Economics as well as a Master’s Degree in Industrial and Financial Economics from the University ...
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18
May
2017
The members of the editorial board of SHIFT TO all have professional but also very personal reasons to join this initiative. In a ‘relay interview’ we learn more about their motivations as they ask each other: ‘Why do you want to SHIFT TO?’ After ...
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10
May
2017
Arjan Eleveld is Managing Partner at Jonathan Warner, a company that provides leadership advice for management teams, executive boards and supervisors. Originally he is a psychologist. After studying psychology, Arjan has been active in various place...
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08
May
2017
SHIFTTO welcomed Lars as a new Board Member in March 2017. After the publication of the press release below in April 2017 regarding the status of the Dutch pension fund in the shift to long term investing, Lars sat with SHIFTTO editors to present the...
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04
May
2017
The members of the editorial board of SHIFT TO all have professional but also very personal reasons to join this initiative. In a ‘relay interview’ we learn more about their motivations as they ask each other: ‘Why do you want to SHIFT TO?’ ...
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04
May
2017
The challenge for us today is to foster the wide-scale adoption of a long-termism mindset in investing.This month's Letter from editorial board member Keith Ambachtsheer offers eight concrete measures to that end.You can read and download it here.  ...
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21
April
2017
  On April 12 ICPM - the international centre for pension management - hosted a webinar with our editorial board member Jaap van Dam. In case you missed it, here you can listen to what was said and download the slides.  Companies and economies ...
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20
April
2017
It is a very current issue for listed companies and investors: what place does M&A hold in the quality growth equation? The heart of this question, argues Wolfgang Fickus of Comgest, lies in the capital allocation decisions made by management:  'In o...
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20
April
2017
"For all the talk from institutional investors about being long-term, they aren’t. In fact, it’s a load of, well, “BS”." So said Stan Dupré, founder and CEO of the 2° Investing Initiative, when he spoke to IPE about new research it has carried out...
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IPE
10
April
2017
Now the dust has settled, it is time for a recap of the Kraft Heinz - Unilever case, a case that turned out to be a battle of short- versus long-term according to some. Kraft presented a multi-billion dollar offer to Unilever, with the intention to t...
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31
March
2017
Professor George Serafeim’s paper, Integrated Reporting and Investor Clientele, presented “evidence that suggests a causal relationship between the corporate practice of integrated reporting and an investor base with longer-term shareholders.” Map...
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31
March
2017
The members of the editorial board of SHIFT TO all have professional but also very personal reasons to join this initiative. In a ‘relay interview’ we learn more about their motivations as they ask each other: ‘Why do you want to SHIFT TO?’ ...
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31
March
2017
A book can change your point of view, or sometimes, your life. Great stories, fiction and non-fiction books teach us old wisdoms or new and exciting things. We at SHIFT TO ask you to share these experiences. Of course revolving around long-term inves...
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28
March
2017
Featuring: Jaap van Dam, Principal Director Investment Strategy PGGM Moderator: Rob Bauer, Executive Director, ICPM Who shoud attend? Risk managers, ALM professionals, regulatory supervisors, senior researchers and academics During this webi...
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08
March
2017
In this commentary written for the 300 Club, Saker Nusseibeh states that with the maturing of markets, shareholding should serve a different - long-term - purpose.  ...
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02
March
2017
The members of the editorial board of SHIFT TO all have professional but also very personal reasons to join this initiative. In a ‘relay interview’ we learn more about their motivations as they ask each other: ‘Why do you want to SHIFT TO?’ ...
Read more
27
February
2017
The Harvard Business Review had a recent article, authored by McKinsey consultants, with the following headline: “Finally, Proof That Managing for the Long Term Pays Off”. I hope it was the sub-editors that put the headline in and not the authors, be...
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23
February
2017
British economist John Kay held an introduction in the Academy building of Utrecht University. The audience? The Dutch pension fund industry. Host was Rens van Tilburg and The Sustainable Finance Lab. ...
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16
February
2017
When making decisions, it often comes down to a mix of arguments, intuition and interest. This also applies to major investment decisions. Some factors are ‘emotional’ and therefore not so easy to bring up during discussions. Yet they are important. ...
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15
February
2017
Corporate short-termism has been the subject of ongoing debate among leaders in business, government, and academia for more than 30 years, with much of the discussion focusing on whether it destroys value. Recent surveys of C-suite executives that we...
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15
February
2017
The members of the editorial board of SHIFT TO all have professional but also very personal reasons to join this initiative. In a ‘relay interview’ we learn more about their motivations as they ask each other: ‘Why do you want to SHIFT TO?’ ...
Read more