Harvard Corporate Governance

JULY 31, 2024

Posted by Heidi Welsh, Sustainable Investments Institute, on Wednesday, July 31, 2024 Editor's Note: Heidi Welsh is the Executive Director at the Sustainable Investments Institute (SI2). They filed more than 100 shareholder proposals and 81 had gone to votes as of June 30, 2024. This post is based on her recent Si2 memorandum.

Equity 287

Equity 287

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 187

Marketability 187

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

OCTOBER 27, 2024

Posted by John Borneman, Matt Mazzoni, and Mira Yoo, Semler Brossy Consulting Group LLC, on Sunday, October 27, 2024 Editor's Note: John Borneman is a Managing Director, Mat Mazzoni is a Consultant, and Mira Yoo is a Senior Associate at Semler Brossy Consulting Group LLC.

159

159

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 203

Marketability 203

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 159

Market Capitalization Marketability 159

Harvard Corporate Governance

NOVEMBER 9, 2024

Davis, and Faten Alqaseer, Teneo, on Saturday, November 9, 2024 Editor's Note: Rose James is a Senior Associate and Lisa R. We conducted an in-depth analysis of DEI disclosures to understand how they evolved in 2024. Posted by Rose James, Lisa R. Davis and Faten Alqaseer are Senior Managing Directors at Teneo.

Equity 146

Equity 146

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 252

Equity 252

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

JUNE 3, 2024

Posted by Subodh Mishra, ISS STOXX, on Monday, June 3, 2024 Editor's Note: Subodh Mishra is Global Head of Communications at ISS STOXX. This post is based on an ISS-Corporate memorandum by Jun Frank.

315

315

Harvard Corporate Governance

NOVEMBER 8, 2024

Pedersen, Debevoise & Plimpton LLP, on Monday, November 4, 2024 Tags: Cybersecurity , SEC , SUNBURST , Unisys Governance Protections of the 1940 Act and Abuses Allowed by Annual Meetings Posted by Paul G. Kaplan, Sidley Austin LLP, on Wednesday, November 6, 2024 Tags: Board of Directors , Delaware Court , equity , LLC v.

Equity 100

Equity Marketability 100

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…)

193

193

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.

159

159

Harvard Corporate Governance

NOVEMBER 1, 2024

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, November 1, 2024 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of October 25-31, 2024 Why Boards are Focused on Human Capital Governance and Risk Posted by John M.

Finance 100

Finance Marketability 100

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.

159

159

Harvard Corporate Governance

OCTOBER 25, 2024

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, October 25, 2024 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of October 18-24, 2024 Gender Diversity in the C-suite: Women’s representation in the 2024 S&P 100 Posted by Margot McShane and Hetty Pye, Russell Reynolds (..)

Finance 100

Finance Technology Marketability 100

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.

159

159

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 245

Marketability 245

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).

170

170

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 146

Market Capitalization Equity Marketability 146

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 159

Total Shareholder Return 159

Harvard Corporate Governance

JUNE 16, 2024

Posted by Kilian Moote and Amanda Buthe, Georgeson LLC, on Sunday, June 16, 2024 Editor's Note: Kilian Moote is a Managing Director and Amanda Buthe is a Director at Georgeson LLC. These changes will likely inform how corporate governance and shareholder rights could develop over the next few years.

159

159

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 146

Total Shareholder Return Equity 146

Value Scope

JULY 31, 2024

annual rate in the second quarter of 2024, which was greater than the 2.1% Overall, in comparison to after the June 2024 Fed Meeting, market participants have been pricing in higher probabilities across the board (with exception to July) for rate cuts this year. The post Pre-July 2024 Fed Meeting appeared first on ValueScope Inc.

Marketability 130

Marketability 130

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.

211

211

Harvard Corporate Governance

OCTOBER 23, 2024

Posted by Sam Bricker, Tyler Papineau, and Edward Hauder, Meridian Compensation Partners, on Wednesday, October 23, 2024 Editor's Note: Sam Bricker is a Senior Consultant, Tyler Papineau is a Consultant, and Edward Hauder is a Principal and Head of Research & Content at Meridian Compensation Partners.

Market Capitalization 112

Market Capitalization Marketability 112

Harvard Corporate Governance

SEPTEMBER 27, 2024

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, September 27, 2024 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of September 20-26, 2024 Stand by ESG? The State of 2024 U.S.

Banking 100

Banking Marketability 100

Value Scope

SEPTEMBER 18, 2024

as of August 2024, which is slightly higher than the policy target of 2.0%. The post Pre-September 2024 Fed Meeting appeared first on ValueScope Inc. The circumstances that ignited this aggressive rate cycle resulted from post pandemic headline inflation climbing to over 9.1% in June 2022.

Marketability 130

Marketability 130

Harvard Corporate Governance

SEPTEMBER 20, 2024

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, September 20, 2024 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of September 13-19, 2024 Lying in Corporate Elections Posted by Kai H. Jarkesy , Supreme Court Is 2024 past peak ESG?

Compliance 100

Compliance Equity Marketability 100

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.

198

198

Harvard Corporate Governance

OCTOBER 29, 2024

Posted by Brianna Castro, Krishna Shah, and Aaron Wendt, Glass, Lewis & Co, on Tuesday, October 29, 2024 Editor's Note: Brianna Castro is a Senior Director of U.S. Research, Krishna Shah is the Director of North American Executive Compensation Research, and Aaron Wendt is the Director of U.S. Governance Policy at Glass, Lewis & Co.

122

122

Harvard Corporate Governance

AUGUST 30, 2024

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, August 30, 2024 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of August 23-29, 2024 Federal Court Issues Nationwide Injunction Blocking FTC Non-Compete Ban Posted by Michael J. Schobel, Erica E.

Banking 100

Banking Marketability 100

Harvard Corporate Governance

AUGUST 23, 2024

Posted by the Harvard Law School Forum on Corporate Governance, on Friday, August 23, 2024 Editor's Note: This roundup contains a collection of the posts published on the Forum during the week of August 16-22, 2024 Firm Boundaries and Voluntary Disclosure Posted by John D. Jarkesy , SEC v.

Equity 100

Equity 100

Harvard Corporate Governance

APRIL 22, 2024

Posted by Jim Rossman, Chris Ludwig, and Quinn Pitcher, Barclays, on Monday, April 22, 2024 Editor's Note: Jim Rossman is Global Head of Shareholder Advisory, Chris Ludwig is Managing Director, and Quinn Pitcher is Vice President- M&A and Shareholder Advisory at Barclays. Observations on the Global Activism Environment in Q1 2024 1 U.S.

Marketability 159

Marketability 159

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 233

Equity 233

Harvard Corporate Governance

MARCH 6, 2024

To help you and your companies stay ahead of the curve in 2024 and beyond, RRA annually brings together the best thinking from our leadership advisors and a diverse array of influential governance thought leaders. With thanks to those experts, we are pleased to share our ninth annual report on what to watch in 2024.

156

156

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 303

Equity 303