White papers archive

Has the heightened focus on ESG affected the way activists pursue value creation? Executives at public companies are typically familiar with the prospect of...

Despite discussion surrounding the importance of ETF fees and the resulting race to zero, Bank of America Merrill Lynch (BofAML) has introduced new, and...

Virtually all publicly traded US companies request their directors, officers, and significant shareholders to complete Directors and Officers (D&O)...

The effectiveness of traditional corporate communications is being challenged by the seven factors listed in this new report from Say, which was co-authored by...

ESG issues are absolutely on the minds of investors. But that doesn’t mean they have the time or wherewithal to sift through big, flowery ESG reports. This...

What is Investment Stewardship? As Vanguard puts succinctly, investment stewardship is “the ways that asset managers/asset owners care for the assets entrusted...

ESG & Investor Engagement is an analysis of how corporate professionals and investors engage on ESG issues. The report is based on the responses of more than...

The 2019 proxy season so far shows increased shareholder focus on ESG issues, according to this report from Computershare | Georgeson. Download this useful...

Best Practices in Cyber Risk Governance Learn how to address cyber risk at the board level and adopt a best practice approach built upon a foundation of people...

This report from Say provides an in-depth case study of Tesla’s Q4 2018 and Q1 2019 calls to examine cutting-edge developments in earnings calls from an...