White papers archive

This new report presents the results of a survey from DFIN and Morning Consult, which questioned business professionals in the US on key focus areas for ESG...

This report from Morrow Sodali outlines the latest major trends occurring globally amongst activist investors’ portfolios. It includes: Which activist investors...

This useful report from DFIN provides an overview of recent legislative, regulatory and shareholder developments, and guidance on how these developments will...

This updated handbook from DFIN provides a practical guide for public companies navigating the SEC’s compensation disclosure rules anticipated rulemaking...

This report from Figbytes offers quick and effective tips to respond to investors' questions on ESG. It covers: How to avoid flooding stakeholders with more...

This report from Morrow Sodali sets out the latest trends in activist investors’ portfolios. Using a proprietary model quantifying criteria such as reputation...

This briefing from Envestnet | Yodlee concisely sets out how analyzing de-identified consumer spending data can alert an IRO to the signals that investors look...

This report from Morrow Sodali outlines the major trends occurring globally amongst activist investors’ portfolios. Using a proprietary model quantifying...

This new report from Money Show offers tips on shareholder targeting, covering: Key qualities to look for in your ideal investor Tips on how to best serve...

This guide from DFIN is a searchable catalogue of innovative and shareholder-friendly proxy statement sections, topics and features. These real-life proxy...