Policy Updates for United States in 2023: ISS

Institutional Shareholder Services (ISS) has published its 2023 policy updates for U.S. public companies, which take effect for annual meetings beginning on Feb 1, 2023.1 ISS will also be producing a frequently asked questions (FAQ) document in advance of that date with more information on the application of key policies. The updates largely reflect the proposed …

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Policy Changes for Switzerland in 2023: ISS, Glass Lewis and BlackRock

Alliance Advisors is pleased to introduce you to a quick summary of the recent Voting Policy Changes by Proxy Advisors ISS and Glass Lewis, as well as the one of the largest investors in the region Blackrock Investment Management. We anticipate further announcements of policy changes by the institutional investor community within the next few …

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Policy Changes for Continental Europe in 2023: ISS and Glass Lewis

Alliance Advisors is pleased to introduce you to a summary of the recent Voting Policy Changes by Proxy Advisors ISS and Glass Lewis. We anticipate further announcements of policy changes by the institutional investor community within the next few weeks and are looking forward to updating you with these, as they become public. Click here …

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Policy Changes for Germany 2023: ISS, Glass Lewis and Blackrock

Alliance Advisors is pleased to introduce you to a quick summary of the recent voting policy changes by proxy advisors ISS and Glass Lewis, as well as the one of the largest investors in the region Blackrock Investment Management. We anticipate further announcements of policy changes by the institutional investor community within the next few …

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Policy Updates for Brazil in 2023 – ISS and Glass Lewis

Proxy advisors, Institutional Shareholder Services (ISS) and Glass Lewis, recently released their 2023 proxy voting policy updates for the Americas region. Consistent with the approach taken in other global markets, there is an increased emphasis on board accountability and greater willingness to oppose director elections for perceived failures in ESG risk oversight. Below we summarize …

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Glass Lewis Policy Updates for 2023: United States

Glass Lewis has released its 2023 policy updates for U.S. companies, which take effect for annual meetings beginning on Jan. 1, 2023. The U.S. guideline revisions pertain to board diversity, board oversight of environmental and social (E&S) matters, over boarding and long-term incentives, as well as some clarifying amendments. Glass Lewis has also crafted new …

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Proposed Policy Updates For Canada in 2023: ISS and GL

On Nov. 4, 2022, ISS released its proposed benchmark policy changes for 2023. For Canada, the two policy consultations deal with board composition and accountability matters, respectively. The proposed voting policies are not new constructs as they were already announced in other markets last year. Thereby, most readers should not be surprised of their inclusion …

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Who were the key players of this proxy season?

Beyond The Boardroom on Apple PodcastsKieran Poole is joined by Emmanuelle Palikuca of Alliance Advisors and Insightia’s Rebecca Sherratt to discuss The Proxy Voting Annual Review 2022.   Emmanuelle is the managing director and head of sustainability advisory at Alliance Advisors.  Join the conversation about the free report using the hashtag #PVAR2022 on Twitter and …

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Best Practices: Retail Investor Voter Engagement

As the number of retail investors is growing at record-breaking levels, growing numbers of issuers are needing retail shareholder votes to secure positive proxy outcomes. Historically, retail shareholders have not been active drivers behind the vote but as the percentage of shares they own grows, it could make the difference in management winning support for …

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Incentive Plan Outliers: Winning shareholder approval for Equity Incentive Plans without ISS or Glass Lewis support

Equity Incentive plan proposals are the most common proxy proposal that all US companies will have to encounter at some point besides the legally required directors, auditors, and say on pay proposals. An against recommendation from ISS or Glass Lewis on this proposal can be concerning especially at the beginning of the voting process if …

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