Overview
With the increased focus on company environmental, social and governance (ESG) disclosures from the market and SEC, companies are working to ensure they present consistency in design and content across their SEC filed disclosures and non-filed ESG / Sustainability reports. Watch our previously recorded expert panel explore insights and trends in unifying design, content and messaging: proxy, annual report and ESG reports.
What Was Covered
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- ESG and diversity, equity and inclusion (DEI)
- Compensation Discussion and Analysis (CD&A); the power of data in reporting
- Shareholder engagement
- Proxy management
To meet shareholder demands, your annual meeting and proxy process needs to evolve to increase shareholder participation and effectively communicate corporate objectives and values. Whether it is the CD&A or Environmental, Social, and Governance (ESG) related topics such as Diversity, Equity, and Inclusion (DEI), Human Capital, or Climate Change, our design and advisory team presents solutions and best practices for proxy statements along with peer group comparisons to improve proxy presentation, messaging and effectiveness. Modernize your proxy content and design with first-rate document presentation, updated designs, and interactive web-based options.
Conquer the chaos of the annual meeting and shareholder engagement process with these five proven steps: project management and optimizing the timeline, production and mailing review, evaluation of Notice & Access, vendor review, and analysis of environmental impact statements. By following this checklist, you can master your annual meeting and enhance shareholder engagement.
