Publications

Search by topic:

Activism Bonds Directors ESG Family Owned / Non listed companies General Meetings / Proxy solicitation Governance Investor Engagement IPO IR Convergence Mergers and Acquisitions Proxy Updates Recent Deals and Transactions Regulation / Reform Remuneration Shareholder Activism Shareholder Communication Shareholder Engagement Succession Planning

Latest posts

06 Nov 2012

Client Memorandum 2013

For the fifth year in a row, we are proud to send you a memorandum written by our Chairman, John Wilcox, anticipating some of the trends for the year to come The emergence of factors ...

19 Oct 2012

A New Role for IR – Convergence of corporate governance with IR will increase the responsibilities of IR practitioners and mandate 'holistic' investor relations

This excerpt is part of an IR manual edited by AERI to celebrate its 20 years of activity in Spain. John Wilcox introduces the concept of "holistic investor relations" and provides ...

20 Sep 2012

Sodali's press release of the survey on 'Say-on-Pay' votes

Sodali
Sodali survey  reveals strong investor support for "Say-on-Pay" votes.  Institutional investors overwhelmingly endorse the “Say-on-Pay” (SOP) vote process and believe that it ...

02 Aug 2012

Sodali 2012 Say-On-Pay survey

We kindly request Institutional Investors to participate in our ‘Say on Pay’ survey; in light of recent developments and negative votes on SOP it is important companies better ...

25 Jul 2012

J-Eurus Founding Partners Announce New Global Corporate Governance Program for Japanese Companies.

Sodali with J-Eurus IR Company, Ltd., Tokyo
J-Eurus partners and Sodali, Ltd. will provide services in corporate governance, board evaluation, shareholder engagement and strategic advice to Japanese companies. …

20 Jun 2012

Sodali’s comment letter to the ESMA Discussion Paper – an overview of the Proxy Advisory Industry

Sodali
In a June 20, 2012 letter commenting on ESMA’s Discussion Paper on the Proxy Advisory Industry, Sodali recommends that ESMA broaden the scope of its investigation beyond the ...

03 Apr 2012

Comment Letter to AMF Working Group on General Meetings

Sodali
In May 2011, the French Regulator AMF (Autorité des Marchés Financiers) has set up in May 2011 a working group on general meetings, chaired by Olivier Poupart-Lafarge. It has ...

03 Apr 2012

Sodali Announces Results of Institutional Investor Survey on Ownership Disclosure

Sodali
Sodali's institutional Investor survey on ownership disclosure indicates "conservative support" for a program that would give companies access to systemically-generated information ...

30 Mar 2012

La Gouvernance au coeur du dialogue entre sociétés et actionnaires: un enjeu qui va au-delà de la Saison des AG 2012

Sodali
Ahead of the 2012 French proxy season, Sodali gives you its sentiment of the challenges which both issuers and investors are bound to face. The document highlights the increasing ...

04 Mar 2012

Comment Letter to AMF Working Group on General Meetings

In May 2011, the French Regulator AMF (Autorité des Marchés Financiers) has set up in May 2011 a working group on general meetings, chaired by Olivier Poupart-Lafarge. It has ...