Institutional Investor Collaboration: Enhancing Effectiveness

75 Pages Posted: 23 Oct 2013

See all articles by Danyelle Jann Guyatt

Danyelle Jann Guyatt

Climate Insight Pty Ltd; University of Bath

Date Written: September 1, 2013

Abstract

This paper describes the continuation of previous research on the effectiveness of investor group collaborations funded by the Rotman International Centre for Pension Management (ICPM). Of particular interest is how investor collaboration might redress some of the shortcomings of the financial system that affect institutional investors and the beneficiaries of retirement savings plans.

Collaborations have proliferated in recent years, with some groups focusing on broad system change while others act as a conduit for like-minded investors to achieve more specific goals. Investors are increasingly learning the value of coming together to respond to common issues as a group rather than working independently. The resulting collaborations vary in that they may be small and local or large and international, run with or without a financial commitment from members; but in all cases they involve a commitment of time and effort to make collaboration effective.

Against this backdrop, this paper examines some of these real-world collaborations and applies an eight-step collaborative framework (Guyatt 2007) to analyze what makes them more or less effective in meeting their goals and objectives.

Keywords: investor collaboration, pension funds, short-termism, market integrity, institutional investors

JEL Classification: G23

Suggested Citation

Guyatt, Danyelle Jann, Institutional Investor Collaboration: Enhancing Effectiveness (September 1, 2013). Rotman International Journal of Pension Management, Forthcoming, Available at SSRN: https://ssrn.com/abstract=2344091 or http://dx.doi.org/10.2139/ssrn.2344091

Danyelle Jann Guyatt (Contact Author)

Climate Insight Pty Ltd ( email )

Street
Street
Melbourne, Victoria 3000
Australia

University of Bath ( email )

Claverton Down
Bath, BA2 7AY
United Kingdom

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