Reports & Analysis

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2025 Proxy Statement Trends

In this thought piece, our Lead Advisors provide commentary and observations from the 2024 proxy season, as well as what we anticipate being some of the key disclosure trends for the 2025 proxy season.

Not Your Average CD&A

Our latest thought piece provides practical strategies for improving your Compensation Discussion & Analysis (CD&A) and addressing shareholder concerns.
The Case for a Unified Disclosure Strategy Thumbnail

The Case for a Unified Disclosure Strategy

In our latest thought piece, our team shares some preliminary thoughts for companies to consider as they look to adopt a unified strategy for their corporate disclosures.

Human Capital Management

Our thought piece highlights examples to consider for your HCM disclosure in your annual report, ESG report and proxy statement.

Intuitive Navigation

In our latest thought piece, we outline ways you can create an intuitive Table of Contents that facilitates quick content retrieval for your shareholders.

Reviewing Pay vs. Performance Disclosure

The 2023 proxy season has set the stage for the presentation of the new Pay Versus Performance (PVP) disclosures. This thought piece highlights “best of” uses of graphs & placement options to consider for your upcoming proxy.

2024 Proxy Statement Trends

In this Thought Piece, our proxy Lead Advisors provide commentary around what we anticipate being some of the key disclosure trends for the 2024 proxy season, with practical examples from 2023 disclosures.
Disclosure Considerations After a Low Say On Pay Vote

Disclosure Considerations After a Low Say-On-Pay Vote

This Thought Piece highlights examples of certain key disclosures that the proxy advisory firms want to see after a low say-on[1]pay vote. While some of the following examples are from proxy statements published by companies after a low say-on-pay score, others are from companies that publish these “best practice” disclosures as a matter of course.
2023 Proxy Season What to Think About

2023 Proxy Season – What to Think About

The new pay versus performance rule is foremost in the minds of public companies as they prepare for their upcoming proxy statement. But don’t lose sight of other areas where investors and regulators will be paying particular attention this proxy season. Below we discuss topics where we’ve seen considerable focus.
What You Need to Know About the US SEC’s Proposed Cybersecurity Rules

What You Need to Know About the US SEC’s Proposed Cybersecurity Rules

In March 2022, the U.S. Securities and Exchange Commission (SEC) proposed new rules to enhance and standardize disclosures regarding cybersecurity risk management, strategy, governance, and incident reporting by public companies. This thought pieces discusses these proposed rules and gives examples of corporate cybersecurity disclosures to date.
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