SHIFT TO Long term investing (white paper)

2018
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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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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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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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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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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29
April
2016
  'Long-horizon investors have an edge', state Andrew Ang and Knut N. Kjaer in their 2011 paper Investing for the Long Run. 'They can ride out short-term fluctuations in risk premiums, profit from periods of elevated risk aversions and short-term ...
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