Newsletters

Index Funds, Proxy Advisers Key to Engine’s ESG Exxon Proxy Fight

Thomas Ball, senior vice president at proxy solicitor Alliance Advisors LLC, said their recommendation reports will have a bigger than usual effect on the result. “Beyond the normal reasons, the proxy adviser recommendation reports will give institutions support to explain their votes,” Ball said. “If ISS recommends for Engine No. 1’s candidates, investors could cite …

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2022 Proxy Season Preview

The 2022 proxy season is now underway and once again environmental and social (E&S) issues are front and center. Filings of E&S resolutions—at over 500—have already exceeded the 2021 level though the emphasis has shifted to racial justice and carbon emissions management as the two predominant themes(Table 1). These and other topics are covered in …

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SPAC Fundamentals: How Do Investor Intelligence and Proxy Solicitation Help?

There have been 882 special purpose acquisition companies (SPAC) listed in the US market in the year 2021. The US$162 billion raised in 2021 is more than double the yearly average for the same period the previous year. As a result of the successful SPAC in the US market, we see significant opportunities in Asia. …

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How Do Investor Intelligence & Proxy Solicitation Help? (Chinese Language)

There have been 882 special purpose acquisition companies(SPAC) listed in the US market in the year 2021. The US$162 billion raised in 2021 is more than double the yearly average for the same period the previous year. As a result of the successful SPAC in the US market, we see significant opportunities in Asia.   …

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State Street Global Advisors 2022 Policy Updates

In his annual letter to portfolio companies, State Street Global Advisors (SSGA) CEO Cyrus Taraporevala outlined SSGA’s stewardship and proxy voting agenda for 2022 which will primarily focus on climate change and board and workforce diversity. A summary of the changes can be downloaded at the link below:   Download Now

Vanguard 2022 Policy Updates

Vanguard recently released its voting policy updates, which will be effective on March 1, 2022. While most of the changes are clarifications, some key points are outlined in the below:   Download Now
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