Emerging Practice in Long-Term Plans: How CEOs Talk About the Long Term

CECP: Strategic Investor Initiative White Paper Series 2

17 Pages Posted: 2 Apr 2019

Date Written: October 2018

Abstract

In this paper, we identify content elements essential to an effective investor-facing CEO-delivered long-term plan. We also set out key themes that leading CEOs have addressed in long-term plan presentations delivered at CEO-Investor Forums. We identify why each theme is an enduring subject of investor interest and provide examples of CEO presentations that were well-received by investors. We also provide suggestions of key additions that CEOs can make to enhance the utility of disclosures on these key themes:

• Risk factors and mega-trends: highlights the presentation by Delphi Automotive
• Corporate governance: highlight presentations by Medtronic and Merck
• Capital allocation: highlights the presentation by Becton Dickinson
• Human capital management: highlights the presentation by BD
• Shareholder engagement: highlights the presentation by Merck, Telia and Prudential

Keywords: ESG, Long-Term, Corporate Governance, Human Capital, Mega-Trends, Shareholder Engagement

Suggested Citation

Tomlinson, Brian, Emerging Practice in Long-Term Plans: How CEOs Talk About the Long Term (October 2018). CECP: Strategic Investor Initiative White Paper Series 2, Available at SSRN: https://ssrn.com/abstract=3350117

Brian Tomlinson (Contact Author)

CECP ( email )

5 Hanover Square, Suite 2102
New York, NY 10004
United States

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