Practical Analysis

Even though we only have a proposal – and not a final rule – from the SEC about optional semi-annual reporting, many companies are already weighing the pros and cons of moving from quarterly to semi-annual reporting. Here are 10…
I continue to receive reactions to this new paper from Glass Lewis entitled “AI and the Fiduciary Test: A Guide for Institutional Investors in Evaluating AI Proxy Voting Solutions” – and I received a number of reactions to the last…
As part of our blog series based on this great panel – featuring WilmerHale’s Lily Brown and Edward Jones’ Keir Gumbs – here’s a blog that addresses the question of: “How much do you think about design when you draft?…
Last week, I blogged about this new paper from Glass Lewis entitled “AI and the Fiduciary Test: A Guide for Institutional Investors in Evaluating AI Proxy Voting Solutions” and I received a number of reactions. One response is this one…
Are you building AI into your disclosure processes? This is a question you should be asking yourself in this new year. As noted in this Workiva report entitled “2026 Predictions for Finance, Risk, and Sustainability,” a company noted it cut…
Following up on my blog from a few days ago about how “How Investors Should Evaluate AI Proxy Voting Solutions,” here’s an interesting note posted by Pennant AI’s Ryan Nowicki Stewart on LinkedIn: “Welcome to the proxy voting party, Andreessen…

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Should You Choose Semi-Annual or Quarterly Reporting? Top 10 Considerations
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More on “How Investors Should Evaluate AI Proxy Voting Solutions”
“Are you building AI into your disclosure processes?”
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