Topic Proxy

Here is a nice summary from Alliance Advisors on 2022 proxy guidelines for Vanguard.

Here is a nice summary from Alliance Advisors on 2022 proxy guidelines.

This is a nice summary of the 2021 Proxy Season.  Some mindful steps today and over the next few months can prove to be helpful for you next proxy season!

Here is a great document that provides info on ISS Voting Guidelines.  See how you stack up and be prepared when talking to your investor base.

Here are the 2021 ISS guidelines.  Some good focus on racial and gender diversity, virtual meetings and ESG.  Be ready.

Here is a list of 100 companies and which accounting firm they used.

Here is a list of 132 companies and which accounting firm they used.

Here is a list of 131 companies and which accounting firm they used.

Here is a list of all company proposals for a sample size of 100 companies reviewed in 2020 across a broad group of industries.  See the most common proposals and some unique ones.  Note:  Of the 100 companies, the average number of proposals was 3.7, which was up slightly 0.2 from 2019.

Here is a list of all company proposals for a sample size of 136 companies reviewed in 2019 across a broad group of industries.  See the most common proposals and some unique ones.  Note:  Of the 136 companies, the average number of proposals was 3.5, which was nearly 0.3 lower than 2018.