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Latest posts

22 Mar 2018

The Board of Directors and integrated reporting

IFA publications
One of the key functions of the Board of Directors is to define a value creation strategy for the company’s shareholders. For the French Institute of Directors (IFA), «integrated ...

20 Mar 2018

Gaining Investors' confidence

Morrow Sodali
Corporate Governance isn’t a trend, it has come to stay. This is confirmed by Morrow Sodali's 2018 Institutional Investors Survey, which reflects the growing interest of the ...

01 Feb 2018

Institutional Investor Survey 2018

Morrow Sodali
Institutional Investors with assets under management of USD 31 trillion want more detailed disclosure from portfolio companies about their boards of directors, business strategy and ...

12 Dec 2017

AGM Season Review - Australia

Morrow Sodali
2017 AGM SEASON VOTING HIGHLIGHTS Between the months of September and November 2017 there were nine strikes recorded at companies within the S&P/ASX 300 index. Only two spill ...

12 Dec 2017

ESG Shareholder Activism: Case Study Origin Energy 2017 AGM

Morrow Sodali
CASE STUDY: ORIGIN ENERGY 2017 AGM  Background to the Meeting Origin announced in August 2017 that 129 shareholders representing approximately 0.0169% of issued shares had put ...

12 Dec 2017

Proxy Advisor Policy Updates - Australia

Morrow Sodali
ISS, CGI Glass Lewis (CGI) and the Australian Council for Superannuation Investors (ACSI) have recently published their updated Australian proxy voting guidelines for the 2017-2018 ...

06 Dec 2017

Glass Lewis 2018 Proxy Voting Guidelines Updates - New and Updated Policies: Minor Impact in 2018

Morrow Sodali
 Glass Lewis has released 2018 updates to its Proxy Paper Guidelines for both management and shareholder proposals. Glass Lewis has added several new guidelines and updated or codified...

28 Nov 2017

ISS 2018 Proxy Voting Guidelines Updates

Morrow Sodali
ISS 2018 Proxy Voting Guidelines Updates Changes are Modest in Scope ISS recently released updates to its proxy voting guidelines for 2018. These policy changes will be effective ...

10 Nov 2017

Additional Burdens for Boards and Issuers Seeking No-Action Relief. New Requirements for Shareholder Proponents

Morrow Sodali
Last week, on the cusp of the 2018 proxy season, the Division of Corporation Finance (the Division) issued Staff Legal Bulletin No. 141 (SLB 14I)* regarding certain aspects of Rule ...

01 Nov 2017

Getting along with Blackrock

Morrow Sodali's latest Client Memo
“What is the significance of having BlackRock as our largest shareholder?” This question is being asked by corporations around the world as they prepare for annual meetings and plan...