Peter Casey

  • Shareholders & Activism

    Five key steps companies should take before launching their next shareholder meeting

    Shifts in corporate governance trends mean companies need to adjust With the shareholder meeting season rapidly approaching it is important for companies to be aware of the shifts in corporate governance trends. To that end, companies need to know not only which institutional investors own their stock but also how they behave. For example, do they outsource their voting decisions or are decisions made internally? And if decisions are made in house, which teams own or participate in the voting decision —the investment team or the stewardship team? Also, to muddy the waters even more, institutions may have loaned their…

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