White papers archive

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...

This new report from Okapi Partners offers analysis on two main trends companies should pay attention to for the upcoming proxy season: a likely surge in...

The road to a successful annual general meeting (AGM) in 2023 will be more complicated than in years past. Numerous experts anticipate that two significant SEC...

Ultimately, corporate governance comes down to relationships, processes and structures. As a corporate secretary, you can enhance your success and bring order...

The governance landscape is changing rapidly, resulting in a flurry of activism in annual shareholder meetings across North America and Europe on matters...

Planning for 2023 proxy disclosure requires careful review of both final and proposed SEC disclosure regulations, as well as of intensifying investor interest...

This report from Morrow Sodali outlines the major trends occurring globally amongst activist investors’ portfolios. It also provides a list of the top 40...