White papers archive

This new report from Notified offers statistics, analysis and candid quotes on 8 key areas of stakeholder engagement, including ESG, retail investors and IR...

The SEC has amended the proxy rules to require universal proxy cards (UPCs) for both management and shareholders soliciting votes for their own candidates in...

This new report from Socialsuite addresses common misconceptions surrounding ESG reporting, with a special focus on small and mid-cap companies. It includes: 3...

Research by the London Stock Exchange (LSE) found that 75 percent of companies transitioned to virtual shareholder meetings in response to the pandemic. In this...

ESG is a journey, not a destination. By taking some key initial steps, you can establish a solid ESG foundation to build on over time. To get started on this...

This report from Alliance Advisors offers statistics and analysis on how shareholders responded to ESG issues during proxy season 2022. It includes: Statistics...

Investor interest in ESG has been intensifying over the past decade. Planning for 2023 proxy disclosure requires careful review of both final and proposed SEC...

Research and its role in the broader capital markets ecosystem has evolved dramatically due to significant changes in technology, regulation, and investment...

This report from Morrow Sodali outlines the major trends occurring globally amongst activist investors’ portfolios. It also provides a list of the top 40...

This report examines how to elevate your IR events, including investor days and earnings calls, making them successful in telling your investment story and...