Recently, I talked to CII’s Bob McCormick on Labrador’s “Proxy Disclosure Forum” about what investors want from proxy disclosure now. The key takeaways included:
Institutional Investors Still Care About Quality Disclosure: Despite recent SEC developments leading to fewer included shareholder…
It should be no surprise that this year’s hot topic for the proxy appears to be AI-related. I say it should be no surprise because AI is becoming a game-changer for so many things in so many facets of our…
When Labrador’s Workiva experts talk to people about what can they do to help them the most, the answer always resoundingly is “how can you help me save time?” Given that efficiency in Workiva comes from the credo of “linking…
Here’s an excerpt from this 13-page report about shareholder engagement disclosures penned by Labrador’s Cécile Linares (the report contains numerous disclosure examples):
“In a time of regulatory caution and shifting investor behavior, transparency in shareholder engagement remains essential. By refining…
Following up on last week’s blog about the beginning steps with Workiva you didn’t expect, here are questions that Labrador often gets from companies using Workiva for their proxy for the first time:
1. Why does my PDF look great…
Here’s the first four of 10 tips from this 17-page report on “director skills” disclosures penned by Labrador’s Judy Mayo (the report contains numerous disclosure examples):
Show how directors’ skills are highly relevant to advancing company strategy
Visualize how relevant…
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…
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…
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…
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…
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…
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…
Here’s an excerpt from this 14-page report on ESG disclosures penned by Labrador’s Deborah Koenen (the report contains numerous disclosure examples):
“In response to the increased scrutiny by anti-ESG factions but mindful of continued investor interest in those topics with…
Here’s an excerpt from this 28-page report on board political activities oversight disclosure penned by Labrador’s Laura Ann Smith (the report contains numerous disclosure examples):
“Companies have moved well beyond mere mention of prohibited political contributions or political activities in…
I get this question a lot so I figured I’d address it more publicly. For some, there’s nothing more exciting than seeing your name in the newspaper. It’s cool. You can show it off to your family and friends. My…
