Category: The Transparency Journey

Recently, I talked to Michael Levin – of “The Activist Investor” fame – about his recent note entitled “Radical Board Transparency” that is an idea for a new type of shareholder engagement. If your role has been to serve as…
Before I blog about how the plain English movement is sort of a forebear for the transparency movement, I thought I would share these four bewildering things about plain English: The SEC’s Plain English Rulemaking Was Quasi-Controversial These concepts were…
This Wachtell Lipton memo from Marty Lipton, Zach Podolsky, Mark Stagliano and MacKenzie Thurman is worth reading: “In March 2024, the UK Investor Forum presented the results of its six-month assessment undertaken to identify, understand and evaluate the ways companies…
Larry Fink – the Chair and CEO of BlackRock – pens an annual letter to investors that is closely read, but has been even more under the microscope the past few years due to BlackRock’s unenviable position of being in…
Transparency for fund voting. I found this blog by Jim McRitchie – on his long-standing CorpGov.net – to be fascinating. Jim’s blog covers this new study entitled “Leading by Example: Can One Universal Shareholder’s Voting Pre-Disclosure Influence Voting Outcomes?” that…
A while back, I penned a blog making the business case for companies to be transparent in their disclosure – arguing that transparency builds trust, which in turn enhances a company’s reputation to build real value. At that time, I…
“Things are topsy-turvy in the office.” I can’t help but think of that famous line from the end of “The Americans” TV series. But when you stop and think about it, it’s not a surprise that the SEC’s new climate…
I guarantee you that no one knows more about universal proxy. In this 22-minute video, Michael Levin of TheActivistInvestor.com joins us to discuss: What’s the current state of play with universal proxy? How do you rate the overall level of…
Our guest – John Kostyack of Kostyack Strategies – helps NGOs and foundations with their climate change and clean energy policy programs and in this 8-minute video, we discuss: What is your background? How do you feel is the best…
Ah, it would be so much easier to draft the proxy if all you had to do was follow the rules. The SEC’s rules have been long familiar to many of us. While some of them change occasionally and new complexities are introduced,…
I’ll admit I was surprised to see the results from this recent study by Intelligize in which 110 of their customers (so admittedly a small sample size, but still not puny) responded. The lack of fear about generative AI seems…
I had a rough year in 2023. Toughest one of my 62 years. I’m doing better but this year could turn out to be challenging as well. You never know. That’s the nature of life. Here are some lessons I’ve…
Here’s the intro from this blog by Cooley’s Cydney Posner: “The Center for Audit Quality, working with Ideagen Audit Analytics, has just released a new edition of its annual ‘Audit Committee Transparency Barometer,’ which, over the past ten years, has measured…
In this 14-minute demo video, Seth Duppstadt of LEXamples joins us to show us his latest creation: LEXamples! Right now, using LEXamples is free – and there are a number of reasons why you might want to try it out…
In this blog, I try to stay positive – highlighting good examples of transparent disclosure and the like. But the recent assault – expressly termed “lawfare” – by China on transparency can’t go by without a mention. As noted in…

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Recent Posts

What If All Directors Had Direct Relationships with Investors?
The Use of “New” Icons on IR Websites
Investor Relations Web Pages: Make Them Accessible
Four Bewildering Things About “Plain English”
The Transparency Awards: Ramping Up!
Investors Speak: Corporate Governance and Purpose