Four Long-term Approaches for Institutional Investors

2017-01-01 -

1. Invest the portfolio only after defining long-term objectives

and risk appetite. 2. Unlock value through engagement and active ownership. 3. Demand long-term metrics from companies to change the

investor-management conversation. 4. Structure institutional governance to support a long-term

approach.

-From “Focusing Capital on the Long Term” by Dominic Barton and Mark Wiseman, Harvard Business Review, JanuaryFebruary 2014

Four Long-term Approaches for Institutio­nal Investors