Strategic Thinking Blogs

Formulates objectives and priorities, and implements plans consistent with long-term interests of the organization in a global environment. Capitalizes on opportunities and manages risks.


  1. On Governance: The First Critique of the ‘Framework for U.S. Stewardship and Governance’
    In my Internet searching, I have yet to find any criticism of the principles laid out in the Framework. However, if one looks closely at this Framework, one sees a glaring omission, the lack of any reference to wealth maximization as the objective of investor stewardship.
    (On Governance, December 2017)

  2. Better Understanding Foreign Labor Markets: Introducing TCB’s Labor Market Institutions Handbook
    The Labor Market Institutions Handbook: Find for 63 countries an exhaustive range of quantitative and qualitative labor market data.
    (Labor Markets Blog, December 2017)

  3. Fact of the Week: In 2016, tenure for outgoing CEOs was 9 years
    Departing CEO tenure in 2016 was nine years, but five percent of S&P 500 companies are led by CEOs with tenures of 20 years or longer.
    (Fact of the Week, December 2017)

  4. Fact of the Week: In first half of 2017, 28 failed Say on Pay votes
    In the Russell 3000, 28 of the executive compensation plans put to a say-on-pay vote in the first half of 2017 failed to receive the support of most shareholders. However, only six of those 28 companies appeared on the same list in 2016.
    (Fact of the Week, December 2017)

  5. Fact of the Week: Some financial CEO bonuses were up 40% in 2016
    Financial company CEOs profited from post-election’s double-digit stock market gains, with some 2016 cash bonuses reporting staggering increases of more than 40 percent.
    (Fact of the Week, December 2017)

  6. On Governance: Should boards and CEOs care about COSO ERM 2017?
    The new Committee of Sponsoring Organizations of the Treadway Commission (COSO) guidance Enterprise Risk Management: Integrating with Strategy and Performance issued in the summer of 2017 is an example of a new development boards and CEOs globally should consider a top candidate for their limited time and attention. 
    (On Governance, December 2017)

  7. Has teleworking peaked? Not according to the data.
    The latest data from the American Community Survey (ACS) suggests that through 2016, the trend of shifting towards teleworking is not slowing down, but rather accelerating.
    (Labor Markets Blog, November 2017)

  8. On Governance: Getting along with BlackRock
    Two of BlackRock’s key decision-makers: Michelle Edkins, managing director, global head of Investment Stewardship; and Zach Oleksiuk, head of Americas, Investment Stewardship; talk about the significance of a company having BlackRock as its largest shareholder. 
    (On Governance, November 2017)

  9. On Governance: CEO Pay Ratio Planning: 10 Consensuses from Thought Leading Companies
    Based on conversations with about 20 thought-leading companies, here are 10 consensuses on how leading companies are planning to comply with the new CEO pay ratio rules in 2018.
    (On Governance, November 2017)

  10. What’s new in the US labor market – November 2017 edition
    Update on the current situation of the US labor market.
    (Labor Markets Blog, November 2017)