long-term investment

Governance

Fundamentally resetting reporting

WTW’s Thinking Ahead Institute has developed an alternative attribution tool giving investors a view on the long-term drivers of performance. Tim Hodgson explains the benefits of the open source tool including improved conversations between managers and asset owners about return drivers and providing clarity on how ESG objectives are managed.

Tim HodgsonJune 16, 2022

Investor Profile

CPPIB focuses managers on long term

The C$337 billion CPPIB works towards a full understanding of its external managers’ strategies. These efforts, plus a customised fee structure, ensure a focus on long horizons.

Amanda WhiteFebruary 14, 2018

Asset Classes

Equity portfolios’ tell-tale turnover

Turnover in a portfolio reflects the extent of a manager’s long-term focus. A new report finds most equity managers replace their shares at a rate more than twice what’s thought of as ideal.

Amanda WhiteMarch 3, 2017

Opinion

Shifting the dialogue to the long term

The Strategic Investor Initiative (SII) from CECP aims to shift the conversation between companies and their investors from one about quarterly earnings to one about long-term value creation.

Robert G. Eccles and Tim YoumansSeptember 21, 2016

Opinion

Brexit and institutional investors

What are the consequences of the Brexit vote for institutional investors with a long-term horizon? Less than what they might seem, says Stephen Kotkin. But upheaval may be likely all the same.

Stephen KotkinJuly 15, 2016

FIS Oxford 2015

Overruns biggest peril in mega infrastructure

The biggest challenge when it comes to investing in mega greenfield infrastructure projects is cost overruns, explains Bent Flyvbjerg, First BT Professor and Chair of Major Programme Management at the University of Oxford’s BT Centre for Major Programme Management, speaking at the Fiduciary Investors Symposium at Oxford University’s Rhodes House. It’s not hard to find […]

Sarah RundellApril 22, 2015

Governance

Fundamentally resetting reporting

Investor Profile

CPPIB focuses managers on long term

Asset Classes

Equity portfolios’ tell-tale turnover

Opinion

Shifting the dialogue to the long term

Opinion

Brexit and institutional investors

FIS Oxford 2015

Overruns biggest peril in mega infrastructure

Local Pensions Partnership

Subscribe now to