Reports & Analysis

Our latest thought piece highlights what you need to know about EDGAR Next, as well as features that will change how the EDGAR system identifies and tracks those who make submissions to the SEC.

We have summarized 10 trends in proxy disclosures that may have slipped under your radar. These include familiar topics like the board skills matrix, the incumbent nomination process, director time commitments, sustainability governance, and selection of performance metrics used in compensation plans, all of which have evolved in recent years in both content and presentation.

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.

Our latest thought piece provides practical strategies for improving your Compensation Discussion & Analysis (CD&A) and addressing shareholder concerns.

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

Investors and stakeholders now expect comprehensive ESG disclosures in proxy statements more than ever. Our thought piece provides clarity on what to include in your proxy statement by highlighting examples of ESG disclosures that meet stakeholder expectations.