Investor communications insights for banks, brokers, issuers and funds

The ABCs of the New Universal Proxy Rule

In November 2021, the Securities and Exchange Commission (SEC) approved a new rule that requires organizations to share proxy cards for contested events. This ruling came into effect on August 31, 2022....
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Digitally Transform the Mandatory and Voluntary Corporate Action Election Process

The volume of mandatory and voluntary corporate actions (CA) events has been steadily growing in recent years, resulting in an overwhelming influx of manual processes.
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Q&A Blog Series: The Operations Professional of the Future

The role of an operations professional has come a long way in a short period of time. The skills that operations professionals need today have evolved from what was needed just a few years ago. And...
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Changes in Shareholder Structure: The Rise of the Retail Investor

Over the last two years, most companies have seen a paradigm shift in investing, with more and more organizations witnessing an increase in retail shareholdings. According to BNY Mellon, retail investors...
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The Cloud Also Rains: Essential Strategies to Keep Your Cloud Data and Systems Secure

By Will Pulsifier, Mediant Director of Security Operations Cloud computing has transformed the way organizations store, access and share information; collaborate; and manage computing resources. Cloud...
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How Retail Investors Can Be a Company’s Best Ally

A record number of proxy fights and shareholder proposals have been launched in the first five months of 2022, as per the Harvard Law School Forum on Corporate Governance. Shareholder activists submitted...
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