HOW WE HELP
We are increasingly convinced that purpose-led corporations deliver value for both stakeholders and shareholders, but investing in stakeholders is difficult with corporate finance practices that were never designed to recognize stakeholders, nor the value they add. A new approach can unlock tremendous value.

KEY CLIENT IMPACT

QUANTIFYING STAKEHOLDER VALUE
Our empirical research on the impact of purpose on financial, valuation and value creation performance serves as a foundation for quantifying an investment case for stakeholder value
Revenue Growth

Operating Margin

Return on Capital

Based on a study of 104 publicly listed consumer brand companies for the 3-year period 2016-2019. Low Purpose and High Purpose cohorts selected based on below- or above-median purpose score. Financial measures reflect median performance for each cohort.
WHAT TO EXPECT
We work closely with you and our data partners to develop a factbase that informs understanding of how stakeholder value impacts current performance and valuation, and as assess headroom for improvement with a focused investment case
Analytical
We use data to bring confidence to intuition on where opportunities exist
Balanced
Neither shareholder nor stakeholder value can be the only goal, they must support each other
Prioritization
Clear prioritization of opportunities aligned to impact on intrinsic value growth
Collaboration
Co-develop an organizational culture where stakeholders excel
RELATED OFFERINGS

Value Driver
Analysis
A differentiated view of how growth, profitability, capital and reinvestment contribute to current and future value

Strategic Resource Allocation
Portfolio-based approach to making bold shifts in resources and capital to drive value

Intangible Investment
Incorporate intangible investments into valuation and decision-making as a primary driver of growth

READ MORE ABOUT

STAKEHOLDER VALUE
James Pappas on “growth activism” and customer-centric strategy
James Pappas discusses his journey from the family restaurant business to consumer and retail finance roles at Goldman Sachs and Bank of America to founding an activist investor firm. However, ...
Brian Tomlinson on how sustainability drives long-term value
Brian Tomlinson of EY argues that sustainability is a long-run driver of shareholder value. Brian and our host, Greg Milano, explore how boards and managements can measure, reward, and communicate ...
Dr. Anastassia Lauterbach on democratizing artificial intelligence
Our discussion with Dr. Anastassia Lauterbach explores the transformative power of AI, discussing its potential across industries, the impact of the European AI Act on innovation, and its implications for ...
Create More Value: Professor Srivastava on how modern business models require an accounting overhaul
World-renowned Professor Anup Srivastava discusses the challenges of valuing, investing in, and developing intangible assets in today's corporate world. From the valuation of tech giants like Google and Facebook to ...
Capital Deployment Roundtable:<br>Measuring and Managing Intangible Investment
Greg Milano: Hello, I am Gregory Milano, founder and CEO of Fortuna Advisors. Welcome to this roundtable discussion on measuring and managing the value of intangible assets. My main collaborator, ...
Podcast: Getting a handle on how intangible investments drive value in today’s organization
Gregory Milano, Chief Executive Officer of Fortuna, and Riley Whately, who leads Fortuna's intangibles research and advisory work, join the Workspan podcast to discuss the growth of intangible investments and ...
How to Create Accountability for Brand-Building Investments
There are two general categories of marketing: promotion, such as coupons and point-of-sale displays, and advertising, such as television ads and sponsorships. While promotion drives current sales, advertising can create ...
Protecting Innovation During a Downturn
Listen to the accompanying podcast here. Most companies are facing profitability headwinds as inflation drives up their operating costs and rising interest rates make financing more expensive.  Some have such ...
Creating Stakeholder Alignment and Ownership Culture in Healthcare
In diplomatic circles and consensus-building business meetings, experts recommend bringing divergent sides together by finding and starting from a place of mutual agreement. More often than you might think, industries, ...
The Importance of Corporate Purpose
Now more than any time in history, the most attractive employers and brands are those that follow inspirational visions. Customers want products that reflect their social and environmental values, and ...
A Deeper Look at the Return on Purpose
A new study published by Fortuna Advisors in the Journal of Applied Corporate Finance finds that “High Purpose” companies delivered significant outperformance across a broad range of financial, valuation, and ...
Is Corporate Purpose Like Personal Character?
There are some concrete actions a CFO can take to ensure the finance organization is fully evaluating the potential impact of corporate purpose.
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