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Latest posts

06 Jul 2016

Succession planning: definition and process

I piani di successione degli amministratori esecutivi - Effective Governance Outlook - Italy
The issue of succession planning is among hot topics in the governance of listed Italian companies. In recent months in Italy we have 3 cases of companies which are among the first 10 ...

20 Mar 2016

Proxy Update – CalPERS Updates Voting Guidelines

   Director Tenure and Proxy Access are Most Significant Changes On March 14, 2016, CalPERS released its 2016 Global Governance Principles (available here).  The new guidelines ...

15 Feb 2016

Proxy Update – State Street Global Advisors – Voting Guidelines

Firmly Focused on the Long-Term  In late February, 2016, Ronald P. O’Hanley, President and CEO of State Street Global Advisors released a letter and guidelines for “Effective ...

10 Feb 2016

Proxy Update – Proxy Access Review – Late February 2016 Update

Proxy access continues to be a dynamic topic in 2016. After a breakout year in 2015, proxy access remains center stage in 2016.  Leading the charge again on shareholder proposals is...

29 Jan 2016

Institutional Investors Survey 2016

Sodali Report
Sodali Investor Survey – January 2016Promoting a better understanding among investors and issuersCompanies and Boards have made some good progress in improving their governance over ...

10 Jan 2016

Proxy Update – Proxy Access Review

After a breakout year in 2015, proxy access continues to remain center stage in 2016.  Leading the charge again on shareholder proposals is New York City Comptroller Scott Stringer, ...

04 Dec 2015

Bondholder engagement is already happening. Like it or not!

For many companies, establishing an ongoing dialogue with their investors has historically been related to equity holdings. Pia Gowland, Head of Fixed Income Advisory at Sodali, ...

20 Nov 2015

Proxy Update – ISS 2016 Policy Updates

In late November, ISS released its policy updates for meetings on or after February 1, 2016.  You can review the ISS Executive Summary and the Policy Updates by clicking on the ...

10 Nov 2015

The Board-Centric Annual Meeting

Sodali 2016 Client Memorandum
For 30 years shareholders have called the shots at annual meetings. Now it is time for boards to take charge.Sodali’s annual Client Memo for 2016, entitled “The Board-Centric Annual...

14 Oct 2015

Modifiche al Codice di Autodisciplina

Sodali, Italy
The Corporate Governance Committee of Italian listed companies approved several amendments to the Corporate Governance Code.These amendments intend to reflect developing best practices ...