Whitepapers Archive

Morrow Sodali
This report from Morrow Sodali outlines the latest major trends occurring globally amongst activist investors’ portfolios. It includes: Which activist investors...
Donnelley Financial Solutions (DFIN)
This useful report from DFIN provides an overview of recent legislative, regulatory and shareholder developments , and guidance on how these developments...
Donnelley Financial Solutions (DFIN)
This updated handbook from DFIN provides a practical guide for public companies navigating the SEC’s compensation disclosure rules anticipated rulemaking...
FigBytes
This report from Figbytes offers quick and effective tips to respond to investors' questions on ESG. It covers: How to avoid flooding stakeholders with ...
Morrow Sodali
This report from Morrow Sodali sets out the latest trends in activist investors’ portfolios. Using a proprietary model quantifying criteria such as reputation ,...
Envestnet | Yodlee
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 at to...
Morrow Sodali
This report from Morrow Sodali outlines the major trends occurring globally amongst activist investors’ portfolios. Using a proprietary model quantifying criteria such as...
Money Show
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...
Donnelley Financial Solutions (DFIN)
This guide from DFIN is a searchable catalogue of innovative and shareholder-friendly proxy statement sections , topics and features. These real-life proxy...
Okapi Partners LLC
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...
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