Effective Investor Collaboration: Enlarging the Shadow of the Future

9 Pages Posted: 26 Sep 2013

Date Written: September 24, 2013

Abstract

Investor collaboration is becoming a recognized tool to coordinate investor activities and address financial system issues. What makes investor collaboration more effective in achieving a group’s goals and objectives? This article addresses that question by testing how closely an 8-step framework based on collaboration theory predicted the effectiveness of 12 real-world investor collaborations. The findings point to several key ingredients for effectiveness: high levels of trust, similar mindsets, sharing of common interests in an open atmosphere, smaller rather than larger group numbers, and a clear process of evaluating and reporting outcomes. On the question of value for money, the study found that it is essential to create the conditions for members to be actively involved in the group’s activities and feel closely connected to other members of the group, rather than relying on an executive function to “do everything.” These insights and the 8-step framework could elevate the industry’s collaboration efforts to the next level and create an industry force to be reckoned with in promoting a more sustainable, better-functioning financial system.

Keywords: Institutional Investors, Investor Collaboration, Pension Fund, Sustainable Financial System

Suggested Citation

Guyatt, Danyelle, Effective Investor Collaboration: Enlarging the Shadow of the Future (September 24, 2013). Rotman International Journal of Pension Management, Vol. 6, No. 2, 2013, Available at SSRN: https://ssrn.com/abstract=2330372 or http://dx.doi.org/10.2139/ssrn.2330372

Danyelle Guyatt (Contact Author)

Catholic Superannuation Fund ( email )

Level 8 485 La Trobe Street
Melbourne, Victoria
Australia

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