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Proxy Advisors and Investors Prep: 2017 Proxy Season (Dec. 2016)

As 2016 draws to a close, shareholder proponents and proxy advisors have begun laying the groundwork for the 2017 proxy season. Institutional Shareholder Services (ISS) and Glass Lewis recently released their U.S. voting policy updates which address a range of issues including directors’ outside board service, restrictions on the submission of binding shareholder proposals, governance …

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Activist Insight – November 2016

Newsletters / By Helen

Alliance’s Waheed Hassan and Thompson Hine’s Derek Bork are featured in this month’s Activist Insight magazine. Download Now

Updated October 2016: Proxy Access – Issuer List

Whitepapers / By Helen

This is an updated list of issuers that have adopted Proxy Access, compiled by Shirley Westcott, Senior Vice President of Governance and Equity Consulting. This index is current as of October 19, 2016. Download Now

Activist Investor 13F Analysis

Whitepapers / By Helen

Waheed Hassan, Senior Managing Director of Alliance’s M&A/Proxy Contest Group, has compiled and analyzed 17 activist investors’ 13F filings. Download Now

Updated: Proxy Access – Issuer List

Whitepapers / By Helen

2016 Proxy Season Review (July 2016)

Newsletters / By Helen

For a second year, proxy access was the preeminent theme during proxy season, with over 200 resolutions filed—reportedly the most ever seen in any shareholder proposal category in a given year. As a result of negotiated withdrawals and voluntary adoptions, over 250 companies had established access rights by the end of June—seven times as many …

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Proxy Access- Issuer List

Whitepapers / By Helen

Shirley Westcott, Senior Vice President of the Alliance Advisors Governance and Equity Consulting Group, has compiled a list of issuers that have adopted Proxy Access. This index is current as of July 1, 2016. Download Now

2016 Proxy Season Preview (March 2016)

Newsletters / By Helen

The 2016 proxy season is shaping up to be another milestone year for proxy access. The sheer volume of proposals—at close to 200—has well surpassed 2015 levels and continues to spark a tidal wave of corporate adoptions. In addition to the New York City Comptroller’s Boardroom Accountability Project, now in its second year, individual investors …

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2016 Mid-Year Activism Overview (June 2016)

Newsletters / By Helen

Waheed Hassan, Senior Managing Director of Alliance Advisors’ Activism Defense Practice, has compiled the 2016 year-to-date Activism Overview report. This report includes data on management win-rates, information on first time and occasional activists, and the year’s ISS recommendation trends. Download Now

Another Busy Year Ahead for Proxy Access (Jan. 2016)

Newsletters / By Helen

As in 2015, proxy access is shaping up to be a dominant theme of the 2016 proxy season. Most recently, Institutional Shareholder Services (ISS) issued additional policy revisions pertaining to proxy access, and new variations of shareholder proposals are being introduced. These developments are discussed in detail in our January 2016 Newsletter. Download Now