SHIFT TO Long term investing (Articles)

2018
09
October
2018
Which questions do you expect from businesses when it comes to long-term value creation? Kurznack: ‘In my view the question should be: “How do you create a workable, long-term strategy that yields a return in the short term?” How do you deal with ...
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25
September
2018
The discussion about the future of the reporting model is an active - and global - one and there have been many relevant developments in recent times. KPMG is now adding to this with a study of corporate reporting in The Netherlands. One that is inst...
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Article
08
August
2018
Kempen is a Partner of FCLTGlobal, which recently published this ‘pop quiz’ – a questionnaire created by Harvard Business School Dean Nitin Nohria and Harvard Business School Professor George Serafeim – to explore ‘ the incentives, institutions, and ...
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25
June
2018
How to foster long-term investing in organisations? Brandes Institute Advisory Board members Geoff Warren (who has contributed to SHIFT TO since 2016) and David Iverson have distilled their previous work related to the topics of long-term investing a...
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03
April
2018
How much impact does a short-horizon investor base have on the behaviour of corporate executives – and what is the follow-on effect on long-term firm value? In his master thesis, Tobias Ouwerkerk [MSc Finance Tilburg University 2017], one of the t...
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27
March
2018
Christy Jesudasan and CIO Lars Dijkstra represented Kempen at the FCLTGlobal Summit in New York on 28 February 2018. The event brought together top leadership of FCLTGlobal member organisations with policy makers, academics, corporations, asset owner...
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06
March
2018
SHIFTTO.org editorial board members Jaap van Dam and Lars Dijkstra authored a white paper for the 300 Club on the 'how to' of long-term investing. There are two major challenges, namely (1) how to minimize the principal-agent problems around long-...
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19
February
2018
Members of the SHIFTTO Editorial Board - Kempen CIO Lars Dijkstra and Van Lanschot CFO/CRO Constant Korthout – took part in the FCLTGlobal Member CEO Roundtable held in Davos on 23 January 2018. Entitled ‘Research Update and Priorities for Practical ...
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Article
09
January
2018
Are Dutch pension funds set to go the way of the dodo? This may be the case unless the sector takes swift action, according to SHIFTTO Board Member Professor dr. Fieke van der Lecq. Now is the time to implement existing innovations, communicate cl...
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Article
2017
05
December
2017
FCLTGlobal, a not-for-profit organization that advocates for a longer-term focus in business and investment decision-making, has released its newest publication which presents a long-term model for drafting investment management contracts between ass...
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Article
04
December
2017
SHIFTTO Editorial Board member Rients Abma is Executive Director of Eumedion, an independent foundation that operates as a representative of the interests of institutional investors in the field of corporate governance and sustainability. Eumedion in...
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24
November
2017
A booklet by Dutch Professor of Banking and Finance, and member of Brussels based economic think tank Brueghel, Dirk Schoenmaker. He describes the shift to an improved economic system: one where long-term and the interest of society as a whole are th...
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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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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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Article
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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Article
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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Article
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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Article
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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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
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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Article
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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Article
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?’ ...
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Article
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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