Helen

Alliance Advisors recently received the highest overall satisfaction rating in the prestigious 2018 Group Five Proxy Solicitor Benchmarking Study. Alliance received an unprecedented 100% satisfaction rating for all service elements measured in the study. No other proxy solicitor has achieved this level of satisfaction in prior studies.   Download Now

Institutional Shareholder Services (ISS) and Glass Lewis have released their voting policy updates for 2019, which will take effect for annual meetings beginning on Jan. 1 (Glass Lewis) and Feb. 1 (ISS). ISS has also published a preliminary FAQ on compensation policies with a final version coming in December.While many of the revisions simply elaborate …

Proxy Advisor Policy Updates for 2019 (Nov. 2018) Read More »

As the 2018 proxy season enters its final weeks, several notable trends have emerged which may inform post-season engagements and shape next year’s shareholder campaigns. Shareholders are increasingly flexing their muscles on everything from environmental and social (E&S) issues to executive compensation.     Download Now

Institutional Shareholder Services (ISS) and Glass Lewis recently announced changes to their U.S. benchmark voting policies, which will take effect for annual meetings occurring on or after Jan. 1, 2018 (Glass Lewis) and Feb. 1, 2018 (ISS). ISS has also issued frequently asked question (FAQ) documents dealing with executive compensation. In January, it plans to …

Proxy Advisor Policy Changes for 2018 (Jan. 2018) Read More »

This year’s proxy season will once again bring attention to shifting investor priorities, with environmental and social (E&S) issues at the forefront of engagement discussions and shareholder resolutions. Changes over the past year to the policies and voting practices of several major index investors, along with a bold pronouncement by BlackRock that corporations should “serve …

2018 Proxy Season Preview (March 2018) Read More »

The 2017 proxy season will go down as a turning point for key environmental and social (E&S) initiatives as a result of pronounced shifts in the positions and voting policies of several major asset managers. For the first time, three resolutions on the management of climate change risks won majority support in the face of …

2017 Proxy Season Review (Aug. 2017) Read More »

Against a backdrop of regulatory uncertainty, shareholder activists are pressing forward this spring with their efforts to promote governance reforms, improve transparency, and enhance shareholder rights through private ordering. Overall, this will prove to be a challenging year on a variety of fronts.   Download Now