BlackRock Releases 2021 Policy Updates


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BlackRock released its 2021 proxy voting guidelines, 2021 Stewardship Expectations, and Global Principles.  Alliance's Brian Valerio and Shirley Westcott developed a short synopsis, which can be downloaded at the link below.   Download Now

2021 Proxy Advisor Policy Updates (December 2020)


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Institutional Shareholder Services (ISS) and Glass Lewis have released their updated voting guidelines, which take effect for annual meetings on or after Jan. 1, 2021 (Glass Lewis) and annual meetings on or after Feb. 1, 2021 (ISS). The most consequential changes, which will impact recommendations on nominating and governance committee chairs, are being phased in …

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SEC Updates and Proxy Advisor Policies Give Shape to the 2020 Proxy Season (Dec. 2019)


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Revised proxy advisor policies, shareholder proposal submissions and a flurry of activity at the SEC are leaving issuers with plenty to digest in the coming months as the 2020 proxy season approaches. Recent SEC activities and the proxy advisors’ policy updates are discussed in this newsletter issue.   Download Now

Webinar Replay: Are We Through the Storm or Still in the Eye? A Look Ahead to the 2021 Proxy Season

Our most recent webinar detailed the upcoming 2021 proxy season, proxy advisory firms’ policy changes, emerging E&S trends and ongoing COVID concerns.  The panel includes Alliance’s own Brian Valerio and Jim Miller, joined by Bob Lamm from Gunster and Amisha Kotte from National Vision, Inc. ‍ To view a replay of the webinar, please click the attendee …

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