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Latest posts

11 Feb 2019


Morrow Sodali
Institutional Investors with assets under management of USD 33 trillion continue to want more information from portfolio companies about board composition and business strategy and ...

15 Apr 2019

Planning Effective Engagement with your Investors

David Shammai & Kiran Vasantham
In addition to traditional Investor Relations roadshows focused on financial performance, companies and boards are now expected to conduct governance and sustainability roadshows that ...

08 Apr 2019

Corporate Reporting

John Wilcox
Corporate reporting in today’s environment is like a puzzle whose pieces are spread across the table waiting to be fitted together to form a clear picture.   While disclosure rules ...

01 Apr 2019

Stewardship Principles

Morrow Sodali
Stewardship of assets by institutional investors is growing in prominence. This approach is supported by a multitude of market and internationally scoped codes or similar initiatives....

01 Apr 2019

SEC Comments on Proxy Process

Morrow Sodali
In its latest Proxy Update, Morrow Sodali reports on the key points made by SEC commissioner, Elad L. Roisman, in his recent speech at the ICI Mutual Funds and Investment Management ...

26 Mar 2019

Glass Lewis launches a new service: Report Feedback Statement (RFS)

Morrow Sodali
In its latest Proxy Update, Morrow Sodali reports on the new service Glass Lewis is piloting for the 2019 Proxy Season:  Report Feedback Statement (RFS). RFS allows both issuers and ...

25 Mar 2019


Morrow Sodali
Q&A with Susan Choe, Senior Director, and Bill Ultan, Managing Director, of Morrow Sodali’s Corporate Governance Consulting Group   1) Since 2011 and the introduction of Say on...

18 Mar 2019

Board Primacy

John Wilcox
It should come as no surprise that board effectiveness and accountability appear at the top of the list of issues shaping relations between companies and shareholders in 2019. Corporate...

11 Mar 2019

Issues for companies in 2019

Morrow Sodali
2019 will be another year of transformative change in relations between companies and shareholders.  Here is a list of ten trends that are altering both the expectations of ...

12 Feb 2019


Morrow Sodali
In its latest Proxy Update, Morrow Sodali reviews the letter that NASDAQ submitted to the SEC regarding aspects of the proxy process. The letter was signed by 319 companies with a ...