2022_Proxy Guide Cover

2022 Annual Proxy Guide

Access the 2022 Annual Proxy Guide for valuable insights and information needed to support you in the successful planning and execution of your annual meeting.

Access the 2022 Proxy Guide

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Shareholder Rights Directive II: An Update

As the global capital markets have faced a pandemic and an unstable American economy, U.S. broker-dealers have had to prepare for the implementation of the Shareholder Rights Directive II (SRD II) from the European Commission. This whitepaper helps make sense of the updated regulation and examines the impact on U.S. brokers and custodians trading securities in EU markets.

  Download the Whitepaper  


Checklist: Best Practices for Virtual Annual Meetings

So you've decided to hold your annual meeting online. You have taken all the necessary steps from a regulatory standpoint, but what's next?

This checklist will help you make your virtual annual meeting a success.



Ebook: 10 Areas to Consider When Choosing a Proxy Provider

For mutual funds, insurers and alternative investments

Proxy voting is one of the most powerful ways shareholders can influence a company’s operations and corporate governance, but it’s not a simple and straightforward process. This ebook offers insights and helpful tips on creating a more customized, efficient and seamless experience to engage with shareholders and encourage them to participate in proxy voting.

Download the ebook

Playbook: How to Conduct a Successful Annual Meeting

Playbook: How to Conduct a Successful Annual Meeting

A resource for corporate secretaries, investor relations officers and others who are involved in the annual meeting process.

This playbook includes an overview on navigating the complexities of annual meetings. You will also find helpful information and tips in four key areas: planning; building your team; creating a smooth, effective process; and executing your plan to meet corporate objectives.

   Download the Playbook   

Glossary of Terms Webpage

A Glossary of Terms for Proxy Season 

Financial terminology can be challenging to keep straight, especially in regard to proxy season. Use this glossary to brush up on your investor communications vocabulary, or bookmark it for reference when you come across an unfamiliar term.

 Access the Glossary