On Governance: Now is the Time to Designate Proxy Advisors as Fiduciaries Under ERISA
September 27 | Bernard Sharfman, Associate Fellow, R Street Institute | Comments (0)
Given that shareholder voting carries with it fiduciary duties, it is somewhat surprising to find that proxy advisors have yet to be designated investment advice fiduciaries.
On Governance: SEC’s Message to Companies, Shareholders: Don’t Expect Us to ‘Referee’ Proposal Disputes
September 20 | Gary Larkin, Research Associate, Corporate Leadership, The Conference Board | Comments (0)
The new SEC no-action letter policy could lead to further Rule 14a-8 changes as companies will be forced to engage with shareholder proposal proponents.
On Governance: 2019 Proxy Season was Huge for E&S Proposals
September 09 | Gary Larkin, Research Associate, Corporate Leadership, The Conference Board | Comments (0)
The 2019 proxy season can be summed up as such: environmental and social shareholder proposals have performed quite well… again.
On Governance: Weed & Words: A Quantitative Analysis of Cannabis Disclosure in Canada
September 06 | Carol Hansell, Founding Partner, Hansell LLP, Senior Fellow, ESG Center | Krista Bennatti-Roberts, Data Scientist, Hansell McLaughlin Advisory | Comments (0)
We analyzed the text of public disclosure documents from cannabis companies in Canada and uncovered a number of surprising results.
On Governance: What Does the Latest SEC Guidance Mean for Proxy Advisors, Companies?
August 26 | Gary Larkin, Research Associate, Corporate Leadership, The Conference Board | Comments (0)
How far will the SEC go in addressing the influence of proxy advisors now that it has issued interpretative guidance?
On Governance: FAQ on Board Evaluations
July 25 | Denise Kuprionis, President, The Governance Solutions Group, Senior Fellow, ESG Center | Comments (0)
The following FAQ provides a helpful review of the steps needed to evolve the annual board development process.
On Governance: Board Evaluations – Time to Evolve Your Annual Process
July 19 | Denise Kuprionis, President, The Governance Solutions Group, Senior Fellow, ESG Center | Comments (1)
Directors don’t let management “just sit there.” The answer to knowing if your board is effective is having a meaningful board assessment process.
NIRI President: Boards Paying More Attention to IROs
July 10 | ESG Center | Comments (0)
Investor relations executives or officers (IROs) are slowly starting to move on to public company boards and into the C-suite, according to Gary LaBranche, president and CEO of the National Investor Relations Institute (NIRI).
On Governance: President Trump’s Executive Order and Shareholder Engagement on Climate Change
July 03 | Nell Minow, Vice Chair, ValueEdge Advisors | Comments (0)
There is a great deal of evidence about the increasing sophistication of the assessments that investors, insurers, and others use in applying ESG indicators to evaluate risk and return. The President’s executive order brings the impact of climate change on retirement investments to the fore.