Telling a long-term value story
CEO-Investor Forums are bringing together chief executives and shareholders focused on the long term. Five simple strategies can help CEOs share their story at these events.
Sort content by
Long-horizon premium: up to 1.5%
A study from the Thinking Ahead Institute finds the premium for long-horizon investing is up to 1.5 per cent a year and identifies eight strategies for reaching that target.
Locking up capital has pros and cons
In theory, closed-end funds should outperform over long horizons – they can avoid forced sales. But in practice, lack of monitoring and alignment can lead to agency costs and underperformance.
Nationwide ignores disruptions, succeeds
The Nationwide Pension Fund restructured its C&D section with a strategy that slowly cut risk over time and ignored the many recent disruptions to global markets. The results were impressive.
Coal pension burns for cash flow
Coal Pension Trustees Services includes a sizeable allocation to equities and is making a move into illiquid sectors such as shipping assets – ‘floating property’ – to generate cash flow.
Fundamentally rewiring finance
The better aligned a society’s financial institutions are with its goals and ideals, the stronger and more successful the society will be.
Opinion