Reports & Analysis

A Revamp of Risk Oversight Disclosures

Proxy Reporting

Risk oversight proxy disclosures have become increasingly standardized—but are they still telling the full story? Our latest Proxy Trends thought piece takes a look at how several companies are moving beyond the traditional framework to better reflect the connection between risk management, strategy, and sustainability. These evolving disclosure approaches rethink how long-term value, resilience, and competitiveness are communicated.

Director Skills

Proxy Reporting

Even the most qualified Board faces challenges—proxy battles, withhold campaigns, or concerns about company strategy and performance. So how do you ensure shareholders understand your directors' value—even before a challenge arises? Our latest Proxy Trends thought piece offers 10 ways to highlight directors’ skills, qualifications, and effectiveness to strengthen your proxy narrative.

ESG Disclosures

Proxy Reporting

Despite increased scrutiny, investors continue to prioritize ESG issues with clear financial implications—e.g., climate risk, human capital, and cybersecurity. This Proxy Trends report reviews 2025 environmental and social disclosures in proxy statements and offers insights on today's "State of Play."

Board Oversight of Political Activities

Proxy Reporting

Given their potential impact on long-term shareholder value, investors are increasingly seeking to hold companies accountable for their oversight of political contributions and public policy engagement. In this Proxy Trends piece, we examined 2025 political and public policy disclosures, offering guidance on approaches for 2026.

Executive Security Disclosure

Proxy Reporting

In the second installation of our weekly Proxy Trends series, we take a closer look at how public companies addressed executive security in their 2025 proxy statements.

2025 Proxy Trends with Insights for 2026

Proxy Reporting

The 2025 proxy season brought political and regulatory shifts, with companies adjusting disclosures on Board diversity, human capital management, and sustainability initiatives. Our Lead Advisors share targeted insights on these developments in a weekly series—to help you navigate this evolving landscape and prepare for 2026.

California Climate Disclosure Rules Cheat Sheet

Sustainability Reporting

This document offers a high-level comparison of the CA climate rules to other climate reporting regulations and voluntary frameworks to show high-level alignments and differences.

Disclosure Considerations After a Low/Failed Say-on-Pay Vote

Proxy Reporting

This thought piece highlights examples of certain key disclosures that the proxy advisory firms want to see after a low say-on 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.

Modernizing Your Code of Conduct to Elevate its Impact

Others

Our thought piece explores ways to structure and present your Code of Conduct so that it is relevant and influential and, in turn, more effectively supports your compliance program and improves your overall messaging.

To Say or Not to Say (and How to Say It): That is the DEI question facing companies in 2025

Sustainability Reporting, Proxy Reporting, Annual Reporting

Our latest thought piece analyzes early 2025 10-K and proxy disclosures to uncover how companies are adapting their discussions and the impact this has on sustainability reporting strategies.

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