Investor communications insights for brokers, issuers and funds

The Evolving Role of the Corporate Secretary

A partner to the chair of the board, and a bridge between the board and shareholders, the corporate secretary has privileged access balanced by an emphasis on administration and procedure. Bureaucratic...
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Secure Your Business for the Future of Remote Working

  The return to the office is well underway, but work routines are expected to look different than they did before the pandemic. Many companies have announced that they will offer a hybrid of office and...
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Retail Investors Want Insights and Tools to Trade Like the Pros

One of the effects of the COVID-19 pandemic has been a significant rise in the number of new traders, especially among the Millennial age category. We’ve discussed what brokers and issuers can do to...
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Connectivity’s Impact on Data Security in the Proxy Voting Industry

We’ve explored the challenges of the 2020 virtual shareholder meeting (VSM) experience in a previous post, but this one focuses on why a collective approach to data security in the proxy voting industry...
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What Do Younger and More Diverse Traders Mean for Shareholder Engagement and Annual Meetings?

The number of younger and more diverse traders accustomed to all things digital spiked during the COVID-19 pandemic. At the same time, virtual shareholder meetings transformed from a novelty to a...
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Q&A Blog Series: Update on Shareholder Rights Directive II

The Shareholder Rights Directive II (SRD II) is a European Union (EU) regulation intended to strengthen the position of shareholders, reduce short termism, and curb excessive risk-taking with companies...
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