Shaping CEOs’ long-term reports
What do investors with long horizons want to know? Megatrends, risk factors, capital allocation and governance are dominant themes in chief executives' presentations at CEO-Investor Forums.
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Fund managers lack business skills
PGGM's Jaap van Dam and Kempen's Lars Dijkstra say that asset owners with long-term horizons should look for managers who can analyse industries and companies to find intrinsic value.
CFA Institute defends curriculum
In a recent article for top1000funds.com, Keith Ambachtsheer called the CFA Institute’s curriculum outdated and short on future focus. The institute argues that he should look again.
Top of mind for 2018
Compiling lists for the new year can improve focus and even help reduce anxiety. Here are five factors The Thinking Ahead Institute expects to influence investment over the next 12 months.
A guide to long-term mandates
Focusing Capital on the Long Term has published a paper with 10 things asset owners and managers can do to negotiate deals that align their incentives – and thinking – with longer time horizons.
The long-horizon advantage defined
A long-term investor has an advantage that lies in the skill to identify divergences between price and value in markets, and the willingness to wait for a convergence to take place.
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