SHIFT TO Long term investing (Library)

2018
03
December
2018
 With their Working Paper Investing for Long-Term Value Creation two leading academic/practitioners, Professor Dirk Schoenmaker and Assistant Professor Willem Schramade of the Erasmus Platform for Sustainable Value Creation, Rotterdam School of Manag...
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03
December
2018
A recent blog from KPMG, Investors’ request for long-term value creation is a big present for companies, co-authored by SHIFTTO Editorial Board member Lars Kurznack with Wim Bartels and Mark Vaessen, shares insights from the study Extending Horizons,...
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Article
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
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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Article
2017
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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Article
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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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
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 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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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
03
January
2017
Bouwend Nederland (the biggest Dutch employers’ organisation in the construction and infrastructure industries) and bpfBOUW (the Dutch construction pension fund) believe in the added value of a long-term focus. Organisations that include ESG-aspects ...
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2016
28
December
2016
One of the most fundamental laws of investment is the law of compounding and this law directly applies to the rationale for long-term growth investing. The effect of compounding is to make the impact of growth duration on valuation not linear but exp...
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16
December
2016
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
08
December
2016
The UK Environment Agency Pension Fund (EAPF) is an open, active pension fund with liabilities into the next century. Young new members coming into the Fund may not retire until 2065, and will be drawing a pension for many years after that. This mean...
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Article
28
November
2016
Sarah Williamson and Lars Dijkstra talk to Janine Whittingtom of SHIFTTO.org about 'doing the walk' on long-term investing and what makes their roles exciting in todays financial landscape.   ...
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18
November
2016
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
17
November
2016
London 9th November - On the morning that the UK financial sector woke up to find that the people of the United States had picked a President Trump over a President Clinton, and as capital markets reacted to the shock election result, it was a fittin...
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11
November
2016
Many investors define risk as the divergence of a portfolio from its benchmark. In this white paper Comgest tells us why they consider risk to be an absolute concept and define it as the chance of permanent impairment of the fundamental characteristi...
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Article
28
October
2016
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
27
October
2016
How should businesses make decisions? The textbook answer is to do a calculation – to trade off the costs and benefits. For investment decisions, this is difficult, because the benefits are uncertain. But for tangible investments, such as building...
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17
October
2016
When the Germans fired V2s on London during World War II, the allies thought they recognized a pattern in the randomly-fired rockets. The result was panic, with the wrong conclusions being drawn. After the war, a British statistician demonstrated tha...
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Article
30
September
2016
SHIFT TO congratulates FCLT Global (formerly 'Focusing Capital on the Long Term' and their new Board of directors and global membership, marking its transformation from an initiative to an independent not-for-profit organization. The shift from short...
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Article
30
September
2016
Companies and economies are not performing to their potential. This has consequences for the amount and stability of the returns of pension funds. There is a growing movement which aims to change this. According to McKinsey, in the past forty year...
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20
September
2016
Accelerating the NPL portfolio cleanup by banks might seem a reasonable step from a prudential oversight point of view - but it might have the unintended result of opening up the gates of short-termism in European corporate governance. How’s that pos...
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02
September
2016
Activist hedge funds are often seen as the epitome of all that’s wrong with capitalism. They cut investment, fire employees, and break contracts to boost the short-term stock price, and cash out before the long-term value destruction comes to light. ...
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26
August
2016
According to the recent Schroders Global Investor Study 2016 millennial investors (those aged 18-35) have unrealistically high income expectations, a worryingly short-term investment outlook, and many dependencies to support both now and in the futur...
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22
August
2016
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
27
July
2016
  Focusing Capital on the Long Term (“FCLT”) announced on July 26 that Sarah Keohane Williamson has accepted the role of inaugural Chief Executive Officer. Williamson will lead FCLT’s transformation from an initiative formed in 2013 by Canada Pens...
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