CEO Investor Forum Launches New ESG-Driven Advisory Services to Empower CEOs to Refocus Investor Expectations Towards the Long Term


NEW YORK--()--The CEO Investor Forum (the Forum), the capital markets engagement arm of Chief Executives for Corporate Purpose (CECP), announces the launch of a new suite of tools and advisory services designed to empower CEOs navigating the evolving priorities of investors and other key stakeholders.

The differentiator and core resource of the Forum is its proprietary forward-looking Long-Term Plan framework which has been market-tested by 35 Fortune 500 CEOs including GlaxoSmithKline, Voya, JetBlue, Nestlé, Allstate, UPS, Philip Morris International, and others. This framework aligns with the recent guidance to corporate issuers regarding the importance of producing more forward-looking disclosures by SEC Chair Clayton and Director Hinman. Other calls from the market include Chairman of Blackrock Larry Fink’s Annual Letter to Shareholders and new guidance from The World Economic Forum.

“Now more than ever, investors are carefully evaluating a company’s material environmental, social, and governance (ESG) practices and their resiliency in the face of crisis,” said Nandika Madgavkar, Head of the CEO Investor Forum, CECP. “The Forum’s tools and advisory services support CEOs seeking to demonstrate their long-term strategic and operational decisions to sustain their businesses and relationships with key stakeholders.”

The Forum is addressing rapidly changing market needs through its newly created suite of tools and services such as its Long-Term Plan framework, advisory services, online tools, events, and benchmarking data which will enable companies to proactively set the context, own their narrative, and lead toward a sustainable future.

The framework is designed to help CEOs structure their forward-looking narrative across 9 themes and 22 decision-relevant investor questions. Developed in partnership with Professor George Serafeim of Harvard Business School and KKS Advisors; long-term institutional investment managers and asset owners including Blackrock, State Street, and Vanguard (see Advisory Board members); and Brian Tomlinson, the Forum’s Research Director, the framework provides corporate issuers (CEOs) with the guidance they need to communicate their sustainable long-term strategy.

“It was 50 years ago this September that the economist Milton Friedman published his doctrine, which became a new narrative for business. That view is being challenged today as calls are made for business to focus on driving sustainable value versus merely short-term gains,” said Daryl Brewster, CEO, Chief Executives for Corporate Purpose. “The new services and support offered by CECP's CEO Investor Forum will accelerate the progress of companies to make the shift to long-term sustainability and value creation."

When working with leading companies, the Forum advises CEOs to apply a forward-looking lens to the existing ESG reporting standards to support their narrative with consistent, comparable metrics for investors to measure and hold them accountable over a three- to seven-year time horizon. The results and feedback from CEOs have consistently been positive.

"By presenting Voya's long-term strategy to investors at CECP's CEO Investor Forum, I was able to share a comprehensive story that included our environmental, social, and governance results, which are increasingly important to all stakeholder groups and speak to the character of our brand. I believe that this bigger picture of who we are... is a significant differentiator for Voya," said Rod Martin, Chairman & CEO, Voya Financial.

Levering an increasingly digitized world, the Forum engaged long-time partner Tata Consulting Services through a pro bono tech offering to create an exclusive web-based portal to deliver the Forum’s unparalleled Long-Term Plan Builder and benchmarking tool.

“As a purpose-driven enterprise, we recognize the role of technology in creating value for all stakeholders. We are proud to partner with CECP’s CEO Investor Forum in creating the digital platform to enable organizations and executives on a path to long-term sustainability,” said Surya Kant, Chairman, TCS North America.

With the launch, the CEO Investor Forum is honored to welcome American Electric Power (AEP), Aptiv (APTV), and KPMG as Founding Members of the new network. Leaders from these companies will partner with the CEO Investor Forum team and its Chairman Bill McNabb, former Chairman of Vanguard, to deliver on its mission to prepare the capital markets for the long-term.

"For too long, companies have sacrificed long-term value creation to generate short-term results, which erodes the sustainability strategic investors seek,” said Bill McNabb, former Chairman of Vanguard and Chair of the CEO Investor Forum Advisory Board. “It’s through the groundbreaking efforts of the CEO Investor Forum that companies and investors can change how businesses plan and act. CECP’s CEO Investor Forum is the right organization to lead this transformation."


The CEO Investor Forum is the capital markets engagement arm of Chief Executives for Corporate Purpose (CECP). Chaired by former Vanguard Chairman Bill McNabb, the CEO Investor Forum advises CEOs and their teams on developing and communicating their long-term value creation story to institutional investors and other key stakeholders. Through the Forum's research-driven, market-tested tools, bespoke advisory services, and flagship events, the Forum empowers CEOs to proactively set the context, own their narrative and lead for the future.

Publications including Reorienting Capital Markets Toward the Long-Term, Emerging Practice in Long-Term Plans, The Economic Significance of Long-Term Plans, Method of Production of Long-Term Plans, and ESG and the Earnings Call have been widely cited and republished in leading corporate finance journals and media. Access the complete collection of research that informs the new advisory services on the CEO Investor Forum’s new website or connect with the CEO Investor Forum via LinkedIn.


Chief Executives for Corporate Purpose® (CECP) is a CEO-led coalition that believes that a company’s social strategy — how it engages with key stakeholders including employees, communities, investors, and customers —determines company success. Founded in 1999 by actor and philanthropist Paul Newman and other business leaders to create a better world through business, CECP has grown to a movement of more than 200 of the world’s largest companies that represent $11.2 trillion in revenues, $23 billion in total community investment, 14 million employees, 30 million hours of employee engagement, and $21 trillion in assets under management. CECP helps companies transform their social strategy by providing customized connections and networking, counsel and support, benchmarking and trends, and awareness building and recognition.

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Jackie Albano



Jackie Albano