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FCLT Global
เข้าร่วมเมื่อ 27 ก.ค. 2017
FCLTGlobal is dedicated to rebalancing investment and business decision-making towards the long-term objectives of funding economic growth and creating future savings. FCLTGlobal is a not-for-profit organization that works to encourage a longer-term focus in business and investment decision-making by developing practical tools and approaches to encourage long-term behaviors across the investment value chain.
We take an active approach to achieving our goals by:
Conducting research and developing practical ideas based on solid evidence
Engaging the world’s top asset owners, asset managers and corporations to problem-solve and test capital allocation approaches that create long-term value
Developing educational resources and actionable approaches that are available and applicable globally
Generating measurable change in capital markets behavior among savers, investors, corporations and other stakeholders
We take an active approach to achieving our goals by:
Conducting research and developing practical ideas based on solid evidence
Engaging the world’s top asset owners, asset managers and corporations to problem-solve and test capital allocation approaches that create long-term value
Developing educational resources and actionable approaches that are available and applicable globally
Generating measurable change in capital markets behavior among savers, investors, corporations and other stakeholders
Going Long - Ep. 42: Raphael Arndt on Building Resilient Sovereign Wealth Funds
Sarah Williamson interviews Raphael Arndt, the Chief Executive Officer of the Future Fund, Australia’s sovereign wealth fund managing A$285 billion on behalf of the Commonwealth of Australia. Arndt shares insights into the Future Fund's culture and investment approach, emphasizing the importance of a collaborative, whole-portfolio strategy. He discusses the impact of global economic and geopolitical shifts on long-term investment strategies, the challenges of managing reputational risk, and the need to adapt to a changing world.
Topics include:
[00:01:55] Overview of the Future Fund: Background on the establishment, mission, and current management of Australia's sovereign wealth fund.
[00:06:04] Future Fund’s Investment Culture: Discussion on the collaborative, whole-portfolio approach and the challenges of maintaining this culture during growth and external pressures like COVID-19.
[00:12:48] Geopolitical and Economic Shifts: Insights on how global geopolitical changes, including a move towards a more multipolar world, are influencing long-term investment strategies.
[00:23:59] Revisiting Portfolio Construction: Exploring the need for more dynamic and flexible portfolio management in a world of increasing volatility and inflation.
[00:36:27] Optimism Amidst Change: Arndt's outlook on the opportunities created by the current economic environment, and the importance of adapting to change.
Episode link: play.headliner.app/episode/22737428?
Topics include:
[00:01:55] Overview of the Future Fund: Background on the establishment, mission, and current management of Australia's sovereign wealth fund.
[00:06:04] Future Fund’s Investment Culture: Discussion on the collaborative, whole-portfolio approach and the challenges of maintaining this culture during growth and external pressures like COVID-19.
[00:12:48] Geopolitical and Economic Shifts: Insights on how global geopolitical changes, including a move towards a more multipolar world, are influencing long-term investment strategies.
[00:23:59] Revisiting Portfolio Construction: Exploring the need for more dynamic and flexible portfolio management in a world of increasing volatility and inflation.
[00:36:27] Optimism Amidst Change: Arndt's outlook on the opportunities created by the current economic environment, and the importance of adapting to change.
Episode link: play.headliner.app/episode/22737428?
มุมมอง: 32
วีดีโอ
Going Long - Ep. 41: Ashby Monk on the Next Generation of Institutional Investing
มุมมอง 672 หลายเดือนก่อน
Sarah Williamson interviews Ashby Monk, the executive and research director of the Stanford Research Initiative on Long Term Investing (SLTI). Ashby shares insights from his 20 years of experience studying and advising investment organizations. He discusses the origins of the SLTI, their new fellowship initiative aimed at creating a new pipeline for top graduates to work in public pension plans...
Going Long - Ep. 40: EY's Carmine Di Sibio on Building a Better Working World
มุมมอง 333 หลายเดือนก่อน
In this episode of Going Long, Sarah Williamson sits down with Carmine Di Sibio, Global Chairman and CEO of EY. They delve into the importance of long-term strategy in today's fast-paced business environment, discussing EY's Vision 2020 and Next Wave strategies, which emphasize growth, innovation, and long-term value creation. Di Sibio shares insights on the evolving landscape of ESG disclosure...
Going Long - Ep. 39: Andrew Liveris on Managing Through Disruption
มุมมอง 397 หลายเดือนก่อน
Former Dow chairman and CEO Andrew Liveris shares insights on leading companies in an era of disruption and geopolitical uncertainty. He discusses instilling a solutions mindset in the next generation to drive change in business, society, and government, and how activists and short-term "renters" of stock can impact long-term strategic thinking. Topics include: How a multicultural upbringing in...
Going Long - Ep. 38: IFM's David Neal on Harnessing the Potential of Pension Capital
มุมมอง 1619 หลายเดือนก่อน
Sarah Williamson and David Neal discuss the history and evolution of IFM Investors, the importance of stakeholder engagement for infrastructure investments, adopting a "profit-to-member" philosophy, and more. Overview of the Australian superannuation pension system and how it is structured to give individual choice (5:46) How the "profit to member" concept drives investment decisions at Austral...
Going Long - Ep. 37: Blackstone's Jon Gray on Finding Opportunities in Market Shifts and Global...
มุมมอง 1Kปีที่แล้ว
For long-term investors, staying ahead of the curve is imperative. Jon Gray, President and Chief Operating Officer of Blackstone Group, joins the podcast to explore how Blackstone is navigating macro market shifts, the advantages of scale, and using data management capabilities to identify patterns and make better investment decisions. Episode link: play.headliner.app/episode/17013804? (video m...
Going Long - Ep. 36: OTPP's Jonathan Hausman on Long-term Investing in a Changing World
มุมมอง 120ปีที่แล้ว
Jonathan Hausman, Executive Managing Director for Global Investment Strategy at Ontario Teachers' Pension Plan joins the show to explore OTPP's focus on long-term strategies and perspectives. Topics include: Understanding OTPP's Unique Investment Model : At OTPP, the key to success lies in a distinctive model for managing pension assets, which prioritizes independence, autonomy, and internal ca...
Going Long - Ep. 35: Baillie Gifford's Stuart Dunbar on "Actual Investing"
มุมมอง 90ปีที่แล้ว
Investment management can sometimes feel like an intricate and complex industry, but does it have to be? Stuart Dunbar, a partner at Baillie Gifford, joins the Going Long podcast to explore the philosophy of “actual investing” - focusing on the fundamentals of deploying capital in the real world, and looking past that complexity to invest in projects that create value over time. Dunbar and host...
Going Long - Ep. 34: Lucy Parker, author of "The Activist Leader"
มุมมอง 113ปีที่แล้ว
When sustainability and innovation are prioritized together, something transformational happens. Delivering social and environmental value creates new opportunities for generating long-term financial value. Lucy Parker, Strategic Advisor at the Brunswick Group, and co-author of “The Activist Leader: A New Mindset for Doing Business” joins the Going Long podcast to discuss how today’s leaders ar...
Going Long - Ep. 33: Carine Smith Ihenacho, NBIM
มุมมอง 52ปีที่แล้ว
The latest episode of Going Long features Carine Smith Ihenacho, Chief Governance and Compliance Officer at Norwegian Bank Investment Management (NBIM). The conversation dives into how NBIM's mandate to benefit future generations drives its focus on responsible investing, the importance of alignment, transparency, and simplicity in executive compensation, and the need for longer holding periods...
Balancing Resilience and Agility to Deliver Long-term Performance
มุมมอง 63ปีที่แล้ว
Balancing Resilience and Agility to Deliver Long-term Performance
FCLTCompass 2022 Receding Horizons: Long-Term Strategies Amid Uncertainty
มุมมอง 457ปีที่แล้ว
This year's edition of FCLTCompass looks at the economics of recovery, and observes how companies, investors, and the national economies in which they operate plan for a return to normalcy and its impacts on investment horizons. Our latest findings provided a backdrop for a panel discussion about notable changes in capital allocation trends over the past year, how inflation has affected capital...
Going Long - Ep. 32: John Connaughton, Bain Capital
มุมมอง 1402 ปีที่แล้ว
Historically, the purpose of the private investment industry - whether public or private - has been simply to achieve a return. Bain’s John Connaughton joins the podcast to discuss how to break that stereotype, both within his organization and across the industry as a whole. Topics include: How mission and purpose drive its investment process and its dialogue with companies How Bain is improvin...
Going Long - Ep. 31: Amy O'Brien, Head of Responsible Investing for Nuveen
มุมมอง 822 ปีที่แล้ว
Seventy percent of respondents of Nuveen’s annual Responsible Investing survey indicated that seeing the specific societal or environmental benefits of their investments is a critical motivator to participating in responsible investing. Amy O’Brien, Global Head of Responsible Investing for Nuveen, joins the Going Long podcast to discuss her team’s approach to meeting that demand, including the ...
Going Long - Ep. 30 - Rachelle Sampson
มุมมอง 752 ปีที่แล้ว
Rachelle Sampson is an Associate Professor at the University of Maryland’s Smith School of Business and the inaugural winner of the Panmure House Prize, an award for research into long-term investing and its relationship with innovation. Sampson joins the podcast to discuss her award-winning research, which analyzed the relationship between a firm’s investment time horizons and innovation, find...
Going Long - Ep. 29: Lori Heinel, State Street Global Advisors
มุมมอง 1412 ปีที่แล้ว
Going Long - Ep. 29: Lori Heinel, State Street Global Advisors
Going Long - Ep. 28: Scott Sperling, THL
มุมมอง 6192 ปีที่แล้ว
Going Long - Ep. 28: Scott Sperling, THL
Going Long - Ep. 27: Seth Alexander, MIT Investment Management Company
มุมมอง 1.4K2 ปีที่แล้ว
Going Long - Ep. 27: Seth Alexander, MIT Investment Management Company
Investing in Healthcare Innovations: A Case Study of Multi-stakeholder Capitalism in Practice
มุมมอง 1712 ปีที่แล้ว
Investing in Healthcare Innovations: A Case Study of Multi-stakeholder Capitalism in Practice
Going Long - Ep. 26 - McKinsey's Bob Sternfels on "Holistic Impact"
มุมมอง 5522 ปีที่แล้ว
Going Long - Ep. 26 - McKinsey's Bob Sternfels on "Holistic Impact"
Balancing Act: Investment Voices on Managing Multi-Horizon Risk
มุมมอง 1522 ปีที่แล้ว
Balancing Act: Investment Voices on Managing Multi-Horizon Risk
Going Long - Ep. 25: Erik van Houwelingen, Kempen Capital Management
มุมมอง 782 ปีที่แล้ว
Going Long - Ep. 25: Erik van Houwelingen, Kempen Capital Management
FCLTCompass The Economics of Resilience: Capital Allocation and Investment Horizons During COVID-19
มุมมอง 952 ปีที่แล้ว
FCLTCompass The Economics of Resilience: Capital Allocation and Investment Horizons During COVID-19
FCLTGlobal Climate Series: Taking Action After COP26
มุมมอง 1642 ปีที่แล้ว
FCLTGlobal Climate Series: Taking Action After COP26
Going Long - Ep. 24: Clarke Murphy, Russell Reynolds Associates
มุมมอง 712 ปีที่แล้ว
Going Long - Ep. 24: Clarke Murphy, Russell Reynolds Associates
Going Long - Ep. 23: Matt Whineray, New Zealand Super Fund
มุมมอง 1082 ปีที่แล้ว
Going Long - Ep. 23: Matt Whineray, New Zealand Super Fund
Christian Sinding, EQT - Going Long Podcast
มุมมอง 3212 ปีที่แล้ว
Christian Sinding, EQT - Going Long Podcast
Charles Emond, CDPQ - Going Long Podcast
มุมมอง 2912 ปีที่แล้ว
Charles Emond, CDPQ - Going Long Podcast
Mary Pryshlak, Wellington Management - Going Long Podcast
มุมมอง 2453 ปีที่แล้ว
Mary Pryshlak, Wellington Management - Going Long Podcast
Multi-stakeholder Capitalism in Practice Webinar: Building a Long-term, Sustainable Economy
มุมมอง 1373 ปีที่แล้ว
Multi-stakeholder Capitalism in Practice Webinar: Building a Long-term, Sustainable Economy
Taylor David Perez Mark Moore Lisa
Awesome
Fantastic contribution!
Yes, investment mindset should be taught in schools
Wonderful insights on healthcare. Many thanks.
👏👏👏
📝📝📝
Thanks sarannya bang. Series unrevealing singapore reserve juga bagus, mirip dengan ini
Climate change of window of housing necessary temperatures
Smart software opportunity that are certainly dynamic application to be designed
p̶r̶o̶m̶o̶s̶m̶ ❣️
I wanna contact James. I am a reporter work for Korea Business News.
Hi
Brilliant man & awesome platform 🤙🏾
Great interview!
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👍
This is a joke, right!?...What's hard to fathom is how Smith is so authoritative, when he collaborated with Robert Brockman , in order to fund Vista. Brockman has been indicted for tax evasion, money laundering, and human trafficking. Smith has confessed to tax crimes in a deal to testify against Brockman. Robert Smith is a con artist, who dumped his African American wife of 25 years for a playmate of the year. How can we listen to anyone who says "screw you" to his family to get laid with a playboy bunny?!
👍❤✅
Very inspiring conversation. Thank you!
I think we should declare Mark Carney “Hottest Central Bank Governor of all times.”
I can't stop thanking REEVHACK on instagram he's a life saver ❤,
Why would you choose the name Going Long for a podcast about investing when there was already one with exactly the same name which is also in the investment education genre? Seems a bit odd that you didnt research that, all it does is confuse people who are searching and decreases visibility and brand identity for both of you.
🐝🌹🎩
Refil bottles like dulux mix your own paint in bath products, deposit refund on metal and wood receptacles and use hemp bags and packaging... THATS badass strategic quantum leap that an industrial revolution needs a star to shine forth in this direction. I’ll do it with you Mr. Polman it would be an honour. Baby steps... I reckon I’ve set out the genesis of a killer play that can sustain through M&A once non plastic scale production is commissioned
The social engagement strategy is bang on point... 2020s should be phasing out plastic aggressively to steal the market I reckon pioneer of scale opportunity
Good to great is one of my watershed business book Jim Collins 🙏#hedgehog
Great interview
Socially problematic this plastic so what’s your roadmap to non plastic this decade
And what is your plastic reduction strategy. It’s unacceptable the legacy products leave in plastic waste. This must be addressed guys
Share buy back in 2018 of €6nb is fudging kpis by manipulating the denominator. Smoke and mirrors. Should be going into capital expenditure
You are on a P/E ratio of 23 is robust so risky to short that. Lloyd’s bank at 66x😳
Wasn’t me. What was your share buy back in last 12m I do object to a share buy back policy though
Recent shorting...?
Greeting, FCLT Global. this is pretty lovely video. thank. :)