Trends in unifying design, content and messaging: proxy, annual report & ESG
View Replay With the increased focus on company ESG disclosures from the market and SEC, companies are working to...
Proxy
Articles
New N-PX reporting requirements for 13F filers (Institutional Investment Managers)
Overview Form 13F filers will need to prepare for new reporting requirements mandated by the SEC under the final N-PX...
The SEC modernizes Form N-PX to require Mutual Funds to report proxy votes in XML
Mutual Funds are required to report annually on Form N-PX the proxy votes they exercise for securities the fund holds....