White papers archive

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...

If you think investor engagement is only important in the proxy season, think again! Off-season investor engagement strategies can give issuers distinct...

Gain exclusive insights from DFIN’s director of ESG & compliance services, Frank Kelley, as he discusses DFIN’s unique 5-step ESG reporting process and what the...

This new report from Morrow Sodali argues for an integrated approach that combines environmental, social and governance issues together with traditional...

This new report from S&P Global sets out statistics and analysis on key areas of ESG for IR, covering: Key topics to evaluate in your annual ESG materiality...