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Practical Analysis

How to Write Letters from Leadership for Your Proxy

Here’s a series of excerpts from this six-page report about drafting letters from leadership for your proxy penned by Labrador’s Meredith Shaughnessy (the report contains numerous disclosure examples): Why Should You Include a Letter? – Similar to the CEO letter…
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Workiva: The “Beginning Steps” You Didn’t Expect

Some people are considering using Workiva for the first time for their proxy. Most users expect to just “upload a draft,” but Workiva’s architecture requires some upfront structural thinking. Here are a few things to consider along those lines, gleaned…
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A Revamp of “Risk Oversight” Disclosures

Here’s a trio of excerpts from this 12-page report about risk oversight disclosure penned by Labrador’s Meredith Shaughnessy (the report contains numerous disclosure examples): 1. Rethink the Traditional Committee Oversight Matrix: Many companies cite the desire to streamline text and…
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CII’s “Investor Survey” on Proxy Advisors

Bearing in mind that the first institutional investor recently announced it has stopped using proxy advisors, check out this six-page recap of an investor survey from CII (also see these investor poll results) from last summer that reveals a bunch…
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The Evolving Investor Approach to Climate

This Glass Lewis report is chock-full of charts and analysis about how investors are approaching climate issues these days, with the conclusion being: “Climate remains a key issue for many investors around the globe – but one that is increasingly…
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How Better Proxy Disclosure Makes Sense Today

As we read about the growing attacks on proxy advisors – and how institutional investors may be passing through voting choice down to their clients, not to mention a world where the art of shareholder engagement gets more tricky, the…
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Recent Posts

How to Write Letters from Leadership for Your Proxy
Workiva: The “Beginning Steps” You Didn’t Expect
A Revamp of “Risk Oversight” Disclosures
CII’s “Investor Survey” on Proxy Advisors
The Evolving Investor Approach to Climate
How Better Proxy Disclosure Makes Sense Today