Whitepapers Archive

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...
Diligent
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 decisions...
OnBoard
Ultimately, corporate governance comes down to relationships, processes and structures. As a corporate secretary, you can enhance your success and bring order to the environment...
Diligent
The governance landscape is changing rapidly, resulting in a flurry of activism in annual shareholder meetings across North America and Europe on matters ranging from executive...
Donnelley Financial Solutions (DFIN)
Planning for 2023 proxy disclosure requires careful review of both final and proposed SEC disclosure regulations , as well as of intensifying investor interest in...
Morrow Sodali
This report from Morrow Sodali outlines the major trends occurring globally amongst activist investors’ portfolios . It also provides a ...
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