SHIFT TO Long term investing (Long-term)

2018
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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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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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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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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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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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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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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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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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?’ ...
Read more
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
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
27
January
2017
What is your personal motivation to SHIFT TO? 'I believe finance has become obsessed with producing short term figures and therefore focuses on short term goals. This short-sightedness is unlikely to translate into good long-term strategies. As a ...
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10
January
2017
The American Prosperity Project is a nonpartisan framework for long-term investment. It has three goals:  Focus government investment on recognized drivers of long-term productivity growth and global competitiveness—namely, infrastructure, basic...
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06
January
2017
As an authority in his field, Eleveld coaches top executives and management teams. His expertise and experience in both psychology and management is put to use to guide all kinds of change processes and management issues. Next to that, he is a publis...
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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?’ ...
Read more
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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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?’ ...
Read more
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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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?’ ...
Read more
27
July
2016
Can you briefly explain ‘long-term shareholdership’, does it involve more than holding stocks for longer timeframes? 'There are a lot of ways to explain what it is. I wrote an article on the topic a year ago titled ‘Rekindle the spirit of Keynes’....
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