In this 14-minute video, Rob Main of Jasper Street Partners (formerly of Vanguard) discusses:
1. What areas of disclosure are most impactful for investors?
2. What areas of disclosure tend to be the most challenging to be transparent about?
3.…
As part of our blog series based on this great panel (see the first blog in the series about starting the drafting process) – featuring featuring WilmerHale’s Lily Brown and Edward Jones’ Keir Gumbs – here’s a blog that addresses…
In this 40-minute video, Phil Brown – the former CEO of Intelligize – discusses:
1. How did you get into the disclosure research field?
2. How has the disclosure field evolved from your start at Global Securities Information through your…
This was such a great panel – featuring WilmerHale’s Lily Brown and Edward Jones’ Keir Gumbs – that I’ve decided to highlight their commentary in a series of blogs. This particular blog addresses the question of: “When you’re working on…
In this 12-minute video, I interview CII’s Bob McCormick, including:
1. You’ve had such an interesting career. Can you share how your various experiences give you a unique perspective in your current role at CII?
2. What is CII –…
This is an incredible piece from Labrador. Chock full of practical guidance about the external pressures that companies are feeling today when drafting their disclosures related to DEI. And as always, providing useful examples of what companies have done recently.…
One of the hardest things for a disclosure draftsperson is addressing bad news in disclosure. Senior management might want to make light of it. Or not address it at all. That often can be a huge mistake – both from…
It’s always important to re-read the section of your proxy that handles the “math” of how the different types of votes cast – through proxy cards, voter instruction forms and at the actual meeting – including how broker non-votes are…
When you’re in the business of drafting disclosure, you probably should sometimes be asking yourself, “Does anyone read this stuff anyway?”
Maybe it’s a scary thing to consider because the answer might easily be “Um, not a whole lot.”
But…
Here’s the intro from this fine piece from Labrador: “We continue to have conversations with our clients about “readiness” to transition to the new IFRS Sustainability Disclosure Standards from the International Sustainability Standards Board (ISSB). The ISSB has stated that…
Recently, I blogged about the challenges that those new to proxy disclosure face. Many of those same lessons apply to those tasked with drafting an ESG report for the first time.
Labrador’s Sara McKinstry and Nancy Mentesana note a few…
We know that most institutional investors use algorithms to help them make investment decisions. Not so much for making voting decisions. Given the incredibly fast evolution of AI, it might not be long before investors heavily rely on AI to…
Digging further into Laurent Rouyrès’ book entitled “Information Wants to be Free: From Moral Transparency to the Transparency of Publicly Listed Companies” (see my other blogs about “why transparency”), this blog gets into the foes of transparency.
In his chapter…
I’ve been around so long now that that the “newbie” perspective doesn’t come easily to me. Lucky for me. But as you might expect, when I talk to new disclosure practitioners and ask them about their biggest challenges, the most…
Digging further into Laurent Rouyrès’ book entitled “Information Wants to be Free: From Moral Transparency to the Transparency of Publicly Listed Companies” (see my blog about the need for trust), this blog gets into the challenges of defining what “transparency”…
