ABSTRACT

Companies need to rethink the way they create value and grow their business to thrive in tomorrow’s volatile and uncertain business environment. Companies in virtually every industry are impacted by new disruptive societal trends, such as climate change, energy transition and social inequality. At the same time, companies are increasingly evaluated on their sustainability performance.

Still, only a few companies have begun to invent new strategic directions, pioneering strategies focused on creating long-term value, not just for shareholders but for all stakeholders. A playbook on how to create long-term value is currently lacking, making it difficult for companies to capture the opportunities and mitigate the risks created by these societal trends.

This paper develops a model of long-term value creation that supports companies in creating long-term value and setting their strategies accordingly. Financial institutions can draw on the model to assess how future proof their investment and/or lending portfolios are.

摘要

公司需要重新思考他们创造价值和发展业务的方式，以便在明天动荡不定的商业环境中蓬勃发展。几乎每个行业的公司都受到新的破坏性社会趋势的影响，例如气候变化，能源转型和社会不平等。同时，越来越多的公司对其可持续发展绩效进行评估。

尽管如此，只有少数几家公司已经开始发明新的战略方向，其开创性战略着眼于创造长期价值，不仅为股东而且为所有利益相关者。当前缺乏有关如何创造长期价值的剧本，这使公司很难抓住机遇并减轻这些社会趋势所带来的风险。

本文建立了一个长期价值创造模型，该模型支持公司创造长期价值并相应地制定其战略。金融机构可以利用该模型来评估其投资和/或贷款组合的未来证明能力。