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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2017
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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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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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 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
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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Article
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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Article
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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Article
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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Article
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?’ ...
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Article
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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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
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
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
11
October
2016
Together with the launch of FCLT Global, this new non-for profit company published the white paper 'Rising to the challenge of short-termism'. This paper, written by SHIFT TO's Dominic Barton amongst others, describes the view of FCLT Global on corpo...
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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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28
September
2016
New York, September 28: FCLT Global (formerly “Focusing Capital on the Long Term”) announces its Board of Directors and global membership, marking its transformation from an initiative to an independent not-for-profit organization dedicated to encour...
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Article
16
September
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
28
April
2016
Since 2013, a group of over fifteen Chief Investment Officers of both pension funds and asset managers have met several times a year to exchange ideas aimed at encouraging both companies and investors to invest with a greater focus on the long term a...
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VBA
28
April
2016
Lars Dijkstra, Chief Investment Officer of Kempen Capital Mangement and head of the editorial board invites you to SHIFT TO and explaines why he does it. ...
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28
April
2016
The paper 'Focusing Capital on the Long Term' (2014) co-authored by Dominic Barton and Mark Wiseman, sparked the global FCLT initiative which is currently and speedily gaining momentum in the world of investment.    ...
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