value creation

Sustainability

Past returns: don’t even guide the past

The Thinking Ahead Institute's Tim Hodgson argues that past returns were over-stated, and future returns will be lower. More accurately, total value created will need to increase for shareholders to retain the same amount of value as previously.

Tim HodgsonNovember 25, 2019

Sustainability

Creating system value

The returns we need can only come from a system that works; the benefits we pay are worth more in a world worth living in, argues Marisa Hall from the Thinking Ahead Institute.

Marisa HallMarch 20, 2019

Opinion

A new framework for value metrics

Ideas about how businesses generate value and which groups benefit continue to evolve. The Thinking Ahead Group argues there are four sets of stakeholders, and has metrics in mind for each.

Marisa HallDecember 8, 2017

Sustainability

Long horizon investors ‘a crazy bunch’

Asset owners should allocate capital where it is productive, which implies knowing where value is created in the real world. Jaap van Dam contemplates what it means to be a long-horizon investor.

Jaap van DamJune 17, 2016

Opinion

Is chasing lower taxes really a strategy for value creation?

Investors are just beginning to understand global tax issues and the risks associated with aggressive tax planning by the companies int their portfolios, Fiona Reynolds, managing director of PRI says there are a number of common-sense measures that companies should begin to put in place. The 2014 G20 Summit to be held in Australia […]

September 12, 2014