Whitepapers Archive

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 disclosure regulations, as well as of intensifying investor interest in company sustainability. Whether it is the new pay versus performance disclosure rules, or the expected new climate-related disclosure requirements, the Board’s role in oversight of an...Read more

This report from Morrow Sodali outlines the major trends occurring globally amongst activist investors’ portfolios . It also provides a list of the top 40 activists , compiled across two tiers based on propensity for an active engagement. Including: Top 5 trends in shareholder activism , including regulatory changes that are...Read more

If you think investor engagement is only important in the proxy season, think again! Off-season investor engagement strategies can give issuers distinct advantages and are an important part of any IR arsenal. This article will discuss why it’s worth it to conduct off-season investor engagement, and some of the commonly used strategies to consider. It covers: Easy off-season investor engagement strategies Tips to be...Read more

This new report from Morrow Sodali argues for an integrated approach that combines environmental, social and governance issues together with traditional financial and accounting metrics. It sets out 6 ways that this approach avoids common pitfalls , including: avoiding strategy silos avoiding “zero-sum” thinking that pits ESG against traditional accounting and financial metrics avoiding pitting...Read more