Investors need to be aware that many food companies are unprepared for climate change's profound impact on the water resources that sustain their operations.

Quarterly capitalism — a system that drives far too many CEOs, directors, investors and analysts to focus on short-term performance and return on investment — is on a collision course with reality. In the risk/reward equation that fundamentally drives capitalism, the majority is heedless to the long-term risks of climate change, water scarcity and other game-changing environmental and social threats that will also be financial game-changers for the global economy.