IVSC

JULY 30, 2024

We are thrilled to announce that the 2024 Annual General Meeting (AGM) of the International Valuation Standards Council (IVSC) will take place in the vibrant city of Hong Kong. The post IVSC AGM 2024, 20-22 November appeared first on International Valuation Standards Council.

Finance 246

Finance Appraisal 246

Harvard Corporate Governance

MARCH 27, 2024

on Wednesday, March 27, 2024 Editor's Note: Larry Fink is Founder, Chairman and CEO of BlackRock Inc. Posted by Larry Fink, BlackRock Inc., This post is based on Mr. Fink’s annual letter to investors.

Finance 64

Finance Banking Marketability 64

Harvard Corporate Governance

AUGUST 5, 2024

Posted by Simone Hicks, Eric Juergens and Ulysses Smith, Debevoise & Plimpton LLP, on Monday, August 5, 2024 Editor's Note: Simone Hicks and Eric Juergens are Partners, and Ulysses Smith is an ESG Senior Advisor at Debevoise & Plimpton LLP. This post is based on a Debevoise memorandum by Ms. As discussed below, in light of the U.S.

Equity 251

Equity 251

Harvard Corporate Governance

APRIL 14, 2024

Posted by Matt DiGuiseppe, Maria Castañón Moats, and Paul DeNicola, PricewaterhouseCoopers LLP, on Sunday, April 14, 2024 Editor's Note: Matt DiGuiseppe is Managing Director, Maria Castañón Moats is Leader, and Paul DeNicola is Principal at the Governance Insights Center, PricewaterhouseCoopers LLP. This post is based on their PwC memorandum.

Marketability 201

Marketability 201

Harvard Corporate Governance

FEBRUARY 15, 2024

Posted by Joseph Yaffe, Page Griffin, and Shalom Huber, Skadden, Arps, Slate, Meagher & Flom LLP, on Thursday, February 15, 2024 Editor's Note: Joseph Yaffe , Page Griffin , and Shalom Huber are Partners at Skadden, Arps, Slate, Meagher & Flom LLP.

Equity 300

Equity 300

Harvard Corporate Governance

JANUARY 14, 2024

Posted by Leah Malone and Emily Holland, Simpson Thacher & Bartlett LLP, on Sunday, January 14, 2024 Editor's Note: Leah Malone is a Partner and Leader of ESG and Sustainability Practice and Emily Holland is a Counsel at Simpson Thacher & Bartlett LLP. This post is based on a Simpson memorandum by Ms. Malone, Ms.

317

317

Harvard Corporate Governance

JUNE 25, 2024

Posted by Rebecca Sherratt, Miles Rogerson, and Will Arnot, Diligent Market Intelligence, on Tuesday, June 25, 2024 Editor's Note: Rebecca Sherratt is a Publications Editor, Miles Rogerson is a Financial Journalist, and Will Arnot is a Senior Editorial Specialist at Diligent Market Intelligence (DMI). In 2023, 76.2% of the 3,000 largest U.S.

Marketability 184

Marketability 184

IVSC

JULY 11, 2024

The IVSC has published its 2024 Agenda Consultation, aiming to shape the future of the International Valuation Standards (IVS). Duration and Participation The consultation period is now open for 90 days, concluding on 9 October 2024. The IVSC encourages all interested parties to participate and share their insights.

Technology 189

Technology Intangible Assets Business Valuation 189

Harvard Corporate Governance

JANUARY 3, 2024

Posted by Martin Lipton, Wachtell, Lipton, Rosen & Katz, on Wednesday, January 3, 2024 Editor's Note: Martin Lipton is a Partner at Wachtell, Lipton, Rosen & Katz. This post is based on a Wachtell memorandum by Mr. Lipton, Steven A. Rosenblum , Karessa L. Cain , and Carmen X.

269

269

Harvard Corporate Governance

NOVEMBER 9, 2023

Introduction The current economic environment and geopolitical unrest have created substantial uncertainty as companies prepare annual budgets and long-term forecasts for 2024 and beyond. At the same time, the U.S. more…)

Equity 231

Equity 231

Harvard Corporate Governance

OCTOBER 18, 2024

Posted by Margot McShane and Hetty Pye, Russell Reynolds Associates, on Friday, October 18, 2024 Editor's Note: Margot McShane and Hetty Pye are Co-Leaders of the firm’s Board & CEO Advisory Partners at Russell Reynolds Associates. This post is based on a Russell Reynolds memorandum by Ms. McShane, Ms.

Marketability 243

Marketability 243

Harvard Corporate Governance

JULY 30, 2024

Posted by Jamie Smith, EY, on Tuesday, July 30, 2024 Editor's Note: Jamie C. In 2024 companies secured strong support on key voting items despite increasing complexity. Smith is a Director at EY’s Center for Board Matters. This post is based on her EY memorandum. 1] (more…)

190

190

Harvard Corporate Governance

APRIL 18, 2024

on Thursday, April 18, 2024 Editor's Note: Joyce Chen is Associate Editor and Courtney Yu is Director of Research at Equilar, Inc. The 2024 proxy season is in full swing, as public companies are in the process of submitting their proxy statements (DEF14A) to the Securities and Exchange Commission (SEC) ahead of annual shareholder meetings.

196

196

Harvard Corporate Governance

JUNE 13, 2024

Posted by Merel Spierings, The Conference Board, on Thursday, June 13, 2024 Editor's Note: Merel Spierings is a Senior Researcher at The Conference Board. This post was authored by Ms.

Equity 245

Equity 245

Harvard Corporate Governance

OCTOBER 2, 2024

Posted by Tahmid Ali, FW Cook, on Wednesday, October 2, 2024 Editor's Note: Tahmid Ali is a Consultant at FW Cook. EXECUTIVE SUMMARY FW Cook’s 2024 Director Compensation Report studies non-employee director compensation at 300 companies of various sizes and industries to analyze market practices in pay levels and program structure.

Marketability 157

Marketability 157

Harvard Corporate Governance

JULY 16, 2024

Posted by Todd Sirras, Austin Vanbastelaer, and Justin Beck, Semler Brossy LLC, on Tuesday, July 16, 2024 Editor's Note: Todd Sirras is Managing Director, Austin Vanbastelaer is Principal, and Justin Beck is a Senior Consultant at Semler Brossy LLC. Five companies have failed since our last report (bolded on page 3).

167

167

Harvard Corporate Governance

OCTOBER 16, 2024

Posted by Ray Garcia, Matt DiGuiseppe, and Paul DeNicola, PricewaterhouseCoopers LLP, on Wednesday, October 16, 2024 Editor's Note: Ray Garcia is a Leader, Matt DiGuiseppe is Managing Director, and Paul DeNicola is a Principal at PricewaterhouseCoopers LLP. This post is based on their PwC memorandum.

209

209

Harvard Corporate Governance

OCTOBER 26, 2024

Posted by Julie Daum and Laurel McCarthy, Spencer Stuart, on Saturday, October 26, 2024 Editor's Note: Julie Daum and Laurel McCarthy are Consultants at Spencer Stuart. This post is based on a Spencer Stuart memorandum by Ms. McCarthy, and Ann Yerger.

167

167

Harvard Corporate Governance

JULY 17, 2024

on Wednesday, July 17, 2024 Editor's Note: Amit Batish is Director of Content at Equilar, Inc. The Q1 2024 GDI reveals that women now represent 29.7% Posted by Amit Batish, Equilar, Inc., This post is based on his Equilar memorandum. of all Russell 3000 board seats, up modestly from 29.4% in Q4 2023.

157

157

Harvard Corporate Governance

AUGUST 17, 2024

on Saturday, August 17, 2024 Editor's Note: Lindsey Stewart is Director of Investment Stewardship Research at Morningstar, Inc. Now that the 2024 proxy-voting season is over, it’s time to zoom out , look at the major trends for the proxy-voting year that just ended, and assess what they could mean for the future.

157

157

Harvard Corporate Governance

OCTOBER 5, 2024

Posted by Jose Furman, FW Cook, on Saturday, October 5, 2024 Editor's Note: Jose Furman is a Consultant at FW Cook. EXECUTIVE SUMMARY Our 2024 Annual Incentive Plan Report provides a comprehensive review of the annual incentive plans of the top 250 largest companies in the S&P 500 by market capitalization.

Market Capitalization 157

Market Capitalization Marketability 157

Harvard Corporate Governance

JANUARY 30, 2024

Huber, Latham & Watkins LLP, on Tuesday, January 30, 2024 Editor's Note: Paul A. In this context, the fifth annual installment of Latham’s ESG Top 10 Insights highlights the developments and trends we see as likely to define ESG in 2024. Posted by Paul A. Davies, Sarah E. Fortt, and Betty M. Davies , Sarah E. Fortt , and Betty M.

218

218

Harvard Corporate Governance

OCTOBER 15, 2024

Posted by Chuck Callan and Mike Donowitz, Broadridge, on Tuesday, October 15, 2024 Editor's Note: Chuck Callan is a Senior Vice President of Regulatory Affairs and Mike Donowitz is a Vice President Regulatory Affairs at Broadridge Financial Solutions. This post is based on their Broadridge memorandum.

Marketability 144

Marketability 144

Harvard Corporate Governance

SEPTEMBER 10, 2024

Posted by Linda Pappas, Perla Cuevas, and Jose Lawani, Pay Governance LLC, on Tuesday, September 10, 2024 Editor's Note: Linda Pappas is a Principal, and Perla Cuevas and Jose Lawani are Consultants at Pay Governance LLC. This post is based on their Pay Governance memorandum.

Total Shareholder Return 157

Total Shareholder Return 157

Harvard Corporate Governance

OCTOBER 12, 2024

Posted by Merel Spierings, The Conference Board, on Saturday, October 12, 2024 Editor's Note: Merel Spierings is a Senior Researcher at The Conference Board. The 2024 proxy season was marked by increased partisanship and political uncertainty, making shareholder proposals even more contentious compared to the past.

157

157

Harvard Corporate Governance

FEBRUARY 6, 2024

Posted by Martin Lipton, Karessa Cain, and Carmen Lu, Wachtell, Lipton, Rosen & Katz, on Tuesday, February 6, 2024 Editor's Note: Martin Lipton is a Founding Partner, Karessa Cain is a Partner, and Carmen Lu is Counsel at Wachtell, Lipton, Rosen & Katz. This post is based on a Wachtell memorandum by Mr. Lipton, Ms.

Equity 222

Equity 222

Harvard Corporate Governance

SEPTEMBER 19, 2024

Rabinowitz, Sullivan & Cromwell LLP, on Thursday, September 19, 2024 Editor's Note: June M. Posted by June M. Hu, Brittney G. Kidwell, and Rebecca M. Hu is a Special Counsel, and Brittney G. Kidwell and Rebecca M. Rabinowitz are Associates at Sullivan & Cromwell LLP. This post is based on a Sullivan & Cromwell memorandum by Ms.

Total Shareholder Return 144

Total Shareholder Return Equity 144

Harvard Corporate Governance

OCTOBER 22, 2024

Posted by Blake Davidson, FW Cook, on Tuesday, October 22, 2024 Editor's Note: Blake Davidson is a Consultant at FW Cook. This post is based on an FW Cook memorandum by Mr. Davidson, Becca Jordan , and Austin Lee. We are pleased to present our fifth study of aggregate share-based compensation.

Market Capitalization 144

Market Capitalization Equity Marketability 144

Harvard Corporate Governance

JANUARY 18, 2025

Through the course of 2024, the development of the ESG and sustainability landscape was dynamic. Posted by Paul Davies and Betty Huber, Latham & Watkins LLP, on Saturday, January 18, 2025 Editor's Note: Paul Davies and Betty Huber are Partners at Latham & Watkins LLP. This post is based on a Latham memorandum by Mr. Davies, Ms.

218

218

Harvard Corporate Governance

OCTOBER 16, 2023

Posted by Laura D. Richman, Mayer Brown LLP, on Monday, October 16, 2023 Editor's Note: Laura D. Richman is a Counsel at Mayer Brown LLP. This post is based on a Mayer Brown memorandum by Ms. Richman, Jennifer J. Carlson , Lawrence A. Cunningham , Anna T. Pinedo , and David A.

Corporate Finance 226

Corporate Finance Finance 226

Harvard Corporate Governance

OCTOBER 7, 2024

Posted by Ray Garcia, Paul DeNicola, and Matt DiGuiseppe, PricewaterhouseCoopers LLP, on Monday, October 7, 2024 Editor's Note: Ray Garcia is a Leader, Paul DeNicola is a Principal , and Matt DiGuiseppe is a Managing Director at PricewaterhouseCoopers LLP. This post is based on their PwC memorandum.

Marketability 144

Marketability 144

Harvard Corporate Governance

MARCH 12, 2025

boards have come away with fewer seats including settlements since its rollout, with the figure decreasing from 176 in 2022 to 161 in 2023 and falling further to 155 in 2024, according to Diligent Market Intelligence (DMI) data. However, activists targeting U.S. more…)

Marketability 167

Marketability 167

Harvard Corporate Governance

MARCH 8, 2025

Today, I am taking action on The Enhancement and Standardization of Climate-Related Disclosures for Investors rule that was adopted by the Commission on March 6, 2024 (the Rule). [1] The views expressed in the post are those of Commissioner Uyeda, and do not necessarily reflect those of the Securities and Exchange Commission or the Staff.

Marketability 209

Marketability 209

Mckinsey and Company

NOVEMBER 22, 2024

Third-quarter GDP reports reveal a mixed global economy. China faces an economic slowdown; the United States sees growth; and the eurozone is stable. The IMF forecasts a slow but stable global trajectory into 2025.

Corporate Finance 142

Corporate Finance Finance 142

Mckinsey and Company

OCTOBER 21, 2024

The OECD sees the global economy improving. Central banks’ strategies are diverging, with some cutting rates and others raising them. China announces a major stimulus, and the US Federal Reserve cuts rates.

Banking 138

Banking Corporate Finance Finance 138

Harvard Corporate Governance

SEPTEMBER 29, 2024

Posted by Arnaud Cavé, Niamh O’Brien, and Andrea Hearon, FTI Consulting, on Sunday, September 29, 2024 Editor's Note: Arnaud Cavé and Andrea Hearon are Directors and Niamh O’Brien is a Senior Consultant at FTI Consulting. Overview AI is the hot topic of 2024. This post is based on their FTI memorandum.

284

284

Mckinsey and Company

JANUARY 22, 2025

The year ends with political shifts and mixed markets: European equities are flat; US stocks are down. Global interest rates are normalizing, with the Fed and ECB each cutting rates by 25 basis points.

Equity 131

Equity Marketability Corporate Finance Finance 131