The mandate to broaden reporting on ESG factors is no longer debatable, but which factors to report on – now that is a different story. While climate and emissions may be top priority for a chemicals company, this may not...
Read This Article
Wrap Your Financial Narrative Around a Post-COVID Theme for 2021 The finish line for the year-end earnings cycle is rapidly approaching. There’s just enough time for a quick breath before starting first quarter earnings prep. If you’re tired of operating...
Read This Article
In late January, many companies saw their ISS ESG Governance Quality Score change overnight, without any changes to their actual ESG governance practices. The culprit? Some pretty substantial updates to two new subcategories that fall under the audit category: Information...
Read This Article
With the deadline for calendar-year companies to file proxy statements fast approaching, now is a good time to review investors’ and proxy advisors’ expectations. Many institutional investors have made it clear they expect changes in executive compensation programs due to...
Read This Article
In it’s Winter 2021 issue of IR Update magazine, published by the National Investor Relations Institute, Elizabeth Saunders wrote an article that discusses what buy-side investors are saying about how companies need to demonstrate their commitment to ESG. To download...
Read This Article
Despite a high-flying stock market, most management teams still believe they are undervalued, and often ask, “how can we align investor perceptions, and in turn investment, to our long-term opportunity?” In a continued virtual world, coupled with a return toward...
Read This Article
For companies undergoing major transformation, be it strategic or otherwise, Investor Day events are the go-to method for unveiling strategic updates to investors, as well as a wider audience of stakeholders (including key customers, vendors, and employees). Countless in-person meetings...
Read This Article
Corporate executives tend to approach Larry Fink’s annual letter with some wariness. These notorious communications hit the mainstream when the BlackRock chairman somewhat controversially called for the end to short-term guidance and corporate “near-termism” in 2016. And Mr. Fink was...
Read This Article
It has been about two weeks since the riot at the Capitol Building in Washington, D.C. captured news headlines around the world. While the aftermath and consequences of the events that took place in the nation’s capital are largely still...
Read This Article
If you found yourself feeling the need to bust out some Gloria Gaynor lyrics following the Q3 2020 earnings season, you were not alone. Many companies have been ‘surviving’ the pandemic much better than expected—or at least much better than...
Read This Article
Take Advantage of the SEC’s ‘Wiggle Room’ to Build High-Impact Human Capital Disclosure In August, after years of pressure from large investors, the SEC revised the Reg S-K disclosure requirements to “modernize” the descriptions of business, legal proceedings, and risk...
Read This Article
BlackRock Investment Stewardship (BIS) released its 2021 Stewardship Expectations a bit earlier than anticipated, which may prove to be a useful gift for companies that need a jump on making the changes investors are expecting to see in the new...
Read This Article
© 2021 Clermont Partners