This Wachtell Lipton memo from Marty Lipton, Zach Podolsky, Mark Stagliano and MacKenzie Thurman is worth reading: “In March 2024, the UK Investor Forum presented the results of its six-month assessment undertaken to identify, understand and evaluate the ways companies…
Larry Fink – the Chair and CEO of BlackRock – pens an annual letter to investors that is closely read, but has been even more under the microscope the past few years due to BlackRock’s unenviable position of being in…
Transparency for fund voting. I found this blog by Jim McRitchie – on his long-standing CorpGov.net – to be fascinating. Jim’s blog covers this new study entitled “Leading by Example: Can One Universal Shareholder’s Voting Pre-Disclosure Influence Voting Outcomes?” that…
A while back, I penned a blog making the business case for companies to be transparent in their disclosure – arguing that transparency builds trust, which in turn enhances a company’s reputation to build real value. At that time, I…
“Things are topsy-turvy in the office.” I can’t help but think of that famous line from the end of “The Americans” TV series. But when you stop and think about it, it’s not a surprise that the SEC’s new climate…
I guarantee you that no one knows more about universal proxy. In this 22-minute video, Michael Levin of TheActivistInvestor.com joins us to discuss:
What’s the current state of play with universal proxy?
How do you rate the overall level of…
So we now have the SEC’s final climate disclosure rule – as well as the first three lawsuits filed challenging the SEC’s rulemaking – and already a lot of ink has been spilled. Here are some of the top resources…
In honor of the SEC (likely) adopting a final climate disclosure rule today, let’s talk about ESG reports. Compared to even the recent past, many companies find they have more resources than ever before when they tackle drafting the proxy.…
In this 12-page thought piece, Labrador discusses national and international trends on how racial and social justice movements have impacted ESG reporting best practices – including providing some good examples of recent disclosures. Labrador also offers suggestions for enhancing your…
Our guest – John Kostyack of Kostyack Strategies – helps NGOs and foundations with their climate change and clean energy policy programs and in this 8-minute video, we discuss:
What is your background?
How do you feel is the best…
Here’s the intro from this note by Tim Mohin based on information reported in this article: “There is new hope that the US Securities and Exchange Commission (SEC) will issue its long-awaited climate disclosure rule soon. A draft of the…
Ah, it would be so much easier to draft the proxy if all you had to do was follow the rules. The SEC’s rules have been long familiar to many of us. While some of them change occasionally and new complexities are introduced,…
Before you press that “print” button, take time for a “gut check” review. Someone who has been with the company for a while, and who is in the room when the board meets, should read the proxy from end to…
I’ll admit I was surprised to see the results from this recent study by Intelligize in which 110 of their customers (so admittedly a small sample size, but still not puny) responded. The lack of fear about generative AI seems…
It might be refreshing to step back once in a while and think about the “Why are we disclosing this?” aspect of disclosure. Of course, sometimes the answer is: “Because the SEC requires it.”
But even if that’s the case,…
