News & Commentaries

Year:

News & Commentaries

  • ESG and Anti-ESG Shareholder Proposals in 2026

    “As of May 31, 2026, approximately 135 ESG-related proposals have been voted on by public company shareholders, constituting almost 35% of the total shareholder proposals voted on to date this proxy season…In 2026, the average vote in favor of anti-ESG proposals was about 1.7%; such proposals received a median support level of 1.07%.  The average…

  • ESG disclosure is no longer compliance – it is a capital markets differentiator

    “For capital markets and investors, ESG stopped being a narrative a long time ago: ESG drives trade-offs and decision-making. For companies, the valuation gap is real, and the cost of debt gap is real. Capital flows fifteen times faster to ESG leaders than to laggards; now is the time to seize the opportunity.” [COMMENTARY] The writer…

  • Excessive Executive Compensation: Investor Guidance

    “In recent decades, the average CEO of the largest U.S. company has made around 300 times as much as the median worker…  In 1965, CEOs were paid just 21 times as much as a typical worker.” [COMMENTARY] This study says that one reason for the vast increase in payouts to company executives compared to the…

  • Perspectives In ESG And Sustainable Investment: ESG and the Sustainable Economy Handbook

    “In sum, many institutional investors are still feeling their way as they develop their strategy for dealing with whether and how to incorporate ESG and sustainability issues into their investing decisions.” [COMMENTARY] Since it’s JD Supra offering this handbook, it has credibility. Perspectives In ESG And Sustainable Investment: ESG and the Sustainable Economy Handbook, by…

  • Stocks Are Booming. What About Corporate Governance?

    “The problem is that the governance structures in these companies are adolescent at best, ill-equipped to handle their rapid rate of revenue growth, their evolving business models, and their swiftly changing capital structures. I fear these factors will coalesce to make an eventual market downturn even more painful than it would be otherwise.” [COMMENTARY] Years…

  • How DEI Shareholder Proposals Are Faring in 2026

    “This year, anti-DEI proposals represent the dominant form of DEI-related shareholder activism, while pro-DEI proposals have receded significantly in both volume and voter support.” [COMMENTARY] For many companies, DEI makes sense organizationally and financially. That doesn’t mean it’s required for every company. I sense that, in many companies, the anti-DEI shareholder proposals are political rather…