Reports & Analysis

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Preparing for EDGAR Next

  • Proxy Reporting
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.
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Lightning Round: Ten Proxy Disclosures That Have Evolved in Recent Years

  • Proxy Reporting
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.
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Unified Disclosure Strategy

  • Annual Reporting, Proxy Reporting, Sustainability Reporting
In our latest thought piece, we discuss the need for a Unified Disclosure Strategy in response to growing scrutiny from investors and regulators for consistency and comparability across disclosure channels.
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2025 Proxy Statement Trends

  • Proxy Reporting
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.
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Not Your Average CD&A

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

  • Annual Reporting, Proxy Reporting, Sustainability Reporting
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.
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Human Capital Management

  • Annual Reporting, Proxy Reporting, Sustainability Reporting
Our thought piece highlights examples to consider for your HCM disclosure in your annual report, ESG report and proxy statement.
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Intuitive Navigation

  • Proxy Reporting
In our latest thought piece, we outline ways you can create an intuitive Table of Contents that facilitates quick content retrieval for your shareholders.
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Reviewing Pay vs. Performance Disclosure

  • Proxy Reporting
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.
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2024 Proxy Statement Trends

  • Proxy Reporting
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.
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